13F Insight
DOSSIER · 13F-HR · Q2 2026

White Lighthouse Investment Management Inc.

$802M in tracked AUM across 151 positions as of Q2 2026.

WL
CIK 0001727593 · last filed Jun 30, 2026
Total AUM
$802M
as of Q2 2026
Holdings
151
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

White Lighthouse Investment Management Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$133M1.5M16.6%02
SHV
ISHARES TR
$67M607K8.3%03
VXUS
VANGUARD STAR FDS
$55M641K6.8%04
VYM
VANGUARD WHITEHALL FDS
$54M342K6.7%05
VCSH
VANGUARD SCOTTSDALE FDS
$31M391K3.8%06
VGT
VANGUARD WORLD FD
$30M253K3.8%07
BND
VANGUARD BD INDEX FDS
$29M394K3.6%08
VTV
VANGUARD INDEX FDS
$28M129K3.5%09
SCHD
SCHWAB STRATEGIC TR
$26M835K3.3%10
IGM
ISHARES TR
$21M129K2.6%

Filing history

2026Q2Jun 30
$802M▲ 12.0%
151 positionsView →2025Q4Dec 31
$716M▲ 9.2%
150 positionsView →2025Q3Sep 30
$656M▲ 6.7%
139 positionsView →2025Q2Jun 30
$615M▲ 9.8%
138 positionsLocked2025Q1Mar 31
$560M▼ 1.6%
133 positionsLocked2024Q4Dec 31
$569M▲ 2.1%
133 positionsLocked2024Q3Sep 30
$557M▲ 7.5%
131 positionsLocked2024Q2Jun 30
$518M▲ 5.3%
121 positionsLocked2024Q1Mar 31
$492M▲ 7.7%
120 positionsLocked2023Q4Dec 31
$457M▲ 10.9%
121 positionsLocked2023Q3Sep 30
$412M▼ 1.7%
118 positionsLocked2023Q2Jun 30
$419M▲ 5.5%
115 positionsLocked
Showing 12 of 32