StockDriftsStockDriftsTop 50 White Lighthouse Investment Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 16.58% | 1.54M | $133.0M | +3.79%(+56.33K) | $35.67(+150.03%) | 2026-06-30 | |
| SHV | ISHARES TR | 8.34% | 606.6K | $66.9M | +16.77%(+87.14K) | $110.37(-0.12%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 6.83% | 641.1K | $54.8M | -0.40%(-2.60K) | $58.99(+49.40%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 6.73% | 341.7K | $54.0M | -10.79%(-41.32K) | $92.08(+80.57%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.85% | 390.8K | $30.9M | +1.87%(+7.16K) | $79.26(-0.79%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 3.77% | 253.0K | $30.2M | -2.34%(-6.06K) | $30.53(+301.44%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 3.61% | 394.3K | $28.9M | +2.83%(+10.87K) | $75.13(-3.82%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.5% | 128.9K | $28.1M | -1.72%(-2.26K) | $112.17(+102.83%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.3% | 835.4K | $26.5M | +22.00%(+150.65K) | $28.45(+20.78%) | 2026-06-30 | |
| IGM | ISHARES TR | 2.63% | 128.8K | $21.1M | +4.38%(+5.40K) | $67.48(+144.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.44% | +49.87% | +7.67% | +44.73% |
| Top 20 Holdings Unweighted | +13.85% | +47.57% | +7.27% | +42.02% |
White Lighthouse Investment Management Inc. reports $802.35M in US-listed equity holdings across 151 positions in its most recent 13F filing. Its largest disclosed positions are VUG (16.6%), SHV (8.3%) and VXUS (6.8%). The top 20 holdings account for 74.18% of reported assets. Its disclosed equity book has returned +49.87% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from White Lighthouse Investment Management Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1727593). View White Lighthouse Investment Management Inc.’s 13F filings on SEC