StockDriftsStockDriftsTop 50 White Lighthouse Investment Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 17.63% | 1.62M | $146.2M | +5.05%(+78.06K) | $38.19(+133.69%) | 2026-09-30 | |
| SHV | ISHARES TR | 7.99% | 600.2K | $66.2M | -1.06%(-6.43K) | $110.37(-0.06%) | 2026-09-30 | |
| VXUS | VANGUARD STAR FDS | 6.78% | 661.7K | $56.2M | +3.22%(+20.63K) | $59.81(+40.06%) | 2026-09-30 | |
| VYM | VANGUARD WHITEHALL FDS | 6.17% | 329.4K | $51.1M | -3.59%(-12.25K) | $92.08(+74.86%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 4.14% | 1.06M | $34.4M | +26.43%(+220.76K) | $29.22(+21.17%) | 2026-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.88% | 416.8K | $32.2M | +6.65%(+25.99K) | $79.19(-2.35%) | 2026-09-30 | |
| VGT | VANGUARD WORLD FD | 3.73% | 246.4K | $31.0M | -2.63%(-6.65K) | $30.53(+299.23%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 3.69% | 141.5K | $30.6M | +9.72%(+12.53K) | $121.45(+84.81%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 3.26% | 384.8K | $27.0M | -2.39%(-9.44K) | $75.13(-5.01%) | 2026-09-30 | |
| IGM | ISHARES TR | 2.7% | 132.6K | $22.4M | +2.90%(+3.74K) | $70.27(+123.20%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.97% | +55.95% | +7.91% | +46.33% |
| Top 20 Holdings Unweighted | +14.98% | +52.02% | +7.23% | +41.79% |
White Lighthouse Investment Management INC reports $829.22M in US-listed equity holdings across 148 positions in its most recent 13F filing. Its largest disclosed positions are VUG (17.6%), SHV (8.0%) and VXUS (6.8%). The top 20 holdings account for 75.03% of reported assets. Its disclosed equity book has returned +55.95% on a three-year cumulative basis. Figures reflect the Q3 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