Institutional Manager · CIK 0001727593
White Lighthouse Investment Management Inc.
LEXINGTON, MA · File #028-18193
Latest AUM
$716.4M
Positions
150
Top-10 Concentration
65.3%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025150 pos · $716.4M
- 13F HOLDINGS REPORTQ/E Sep 2025139 pos · $656.0M
- 13F HOLDINGS REPORTQ/E Jun 2025138 pos · $614.8M
- 13F HOLDINGS REPORTQ/E Mar 2025133 pos · $560.0M
- 13F HOLDINGS REPORTQ/E Dec 2024133 pos · $569.2M
- 13F HOLDINGS REPORTQ/E Sep 2024131 pos · $557.4M
- 13F HOLDINGS REPORTQ/E Jun 2024121 pos · $518.3M
- 13F HOLDINGS REPORTQ/E Mar 2024120 pos · $492.3M
- 13F HOLDINGS REPORTQ/E Dec 2023118 pos · $411.9M
- 13F HOLDINGS REPORTQ/E Sep 2023115 pos · $418.9M
- 13F HOLDINGS REPORTQ/E Jun 2023113 pos · $396.9M
- 13F HOLDINGS REPORTQ/E Mar 2023114 pos · $368.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908736 | 240,210 | $117.2M | 18.15% |
| 2 | VANGUARD WHITEHALL FDS | 921946406 | 471,838 | $67.7M | 10.49% |
| 3 | ISHARES TR | 464288679 | 472,420 | $52.0M | 8.06% |
| 4 | VANGUARD STAR FDS | 921909768 | 593,492 | $44.8M | 6.93% |
| 5 | VANGUARD SCOTTSDALE FDS | 92206C409 | 365,920 | $29.2M | 4.52% |
| 6 | VANGUARD BD INDEX FDS | 921937835 | 371,289 | $27.5M | 4.26% |
| 7 | VANGUARD INDEX FDS | 922908744 | 131,334 | $25.1M | 3.88% |
| 8 | VANGUARD WORLD FD | 92204A702 | 32,684 | $24.6M | 3.82% |
| 9 | VANGUARD SCOTTSDALE FDS | 92206C870 | 200,521 | $16.8M | 2.60% |
| 10 | ISHARES GOLD TR | IAU | 206,671 | $16.8M | 2.60% |
| 11 | ISHARES TR | 46432F834 | 187,638 | $15.9M | 2.46% |
| 12 | ISHARES TR | 464287549 | 113,956 | $14.7M | 2.28% |
| 13 | VANGUARD INDEX FDS | 922908363 | 18,635 | $11.7M | 1.81% |
| 14 | VANGUARD SPECIALIZED FUNDS | 921908844 | 52,596 | $11.6M | 1.79% |
| 15 | ISHARES TR | 464287614 | 22,655 | $10.7M | 1.66% |
| 16 | ISHARES TR | 464287168 | 70,432 | $9.9M | 1.54% |
| 17 | VANGUARD BD INDEX FDS | 921937827 | 117,508 | $9.3M | 1.43% |
| 18 | VANGUARD INDEX FDS | 922908611 | 35,980 | $7.6M | 1.18% |
| 19 | SPDR SERIES TRUST | 78468R663 | 79,402 | $7.3M | 1.12% |
| 20 | VANGUARD WORLD FD | 92204A504 | 24,485 | $7.0M | 1.09% |