White Lighthouse Investment Management Inc. Portfolio Holdings

White Lighthouse Investment Management Inc.

$613 Million
Q2 2025

White Lighthouse Investment Management Inc. has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $613 Million distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $106M, Vanguard Whitehall Fds (Vangua with a value of $60.8M, Vanguard Star Fd Vanguard Tota with a value of $39M, Ishares Tr with a value of $31.8M, and Vanguard Sht Term Corp Bd ETF with a value of $25.5M.

Examining the 13F form we can see an increase of $54.2M in the current position value, from $558M to 613M.

Below you can find more details about White Lighthouse Investment Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $613 Million

ETFs: $574 Million

Technology: $12.5 Million

Consumer Defensive: $6.92 Million

Healthcare: $6.36 Million

Consumer Cyclical: $4.12 Million

Financial Services: $3.13 Million

Communication Services: $2.24 Million

Industrials: $1.74 Million

Other: $1.32 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VUG Vanguard Growth ETF ETFs	$0	$106 Million 17.3% of portfolio	241,727	Q2 2025 Added 3.56%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$60.8 Million 9.92% of portfolio	456,116	Q2 2025 Added 3.22%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$39 Million 6.36% of portfolio	564,240	Q2 2025 Reduced 2.46%
SHV Ishares Tr ETFs	$0	$31.8 Million 5.2% of portfolio	288,246	Q2 2025 Added 0.42%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$25.5 Million 4.17% of portfolio	321,274	Q2 2025 Added 1.3%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$22.7 Million 3.71% of portfolio	308,837	Q2 2025 Added 3.24%
VGT Vanguard Information Technolog ETFs	$0	$22.3 Million 3.65% of portfolio	33,668	Q2 2025 Reduced 1.19%
VTV Vanguard Value ETF ETFs	$0	$21.1 Million 3.45% of portfolio	119,660	Q2 2025 Added 7.35%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$17.2 Million 2.81% of portfolio	207,699	Q2 2025 Reduced 0.23%
IXUS Ishares Tr ETFs	$0	$14.7 Million 2.4% of portfolio	189,896	Q2 2025 Reduced 1.55%
IAU Ishares Gold Trust ETFs	$53.5B	$13.1 Million 2.13% of portfolio	209,523	Q2 2025 Reduced 11.41%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$10.4 Million 1.7% of portfolio	24,505	Q2 2025 Added 4.97%
IGM Ishares Expanded Tech Sector E ETFs	$0	$10 Million 1.63% of portfolio	88,976	Q2 2025 Added 10.74%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$9.72 Million 1.59% of portfolio	17,115	Q2 2025 Added 2.39%
VIG Vanguard Dividend Appreciation ETFs	$0	$9.44 Million 1.54% of portfolio	51,844	Q2 2025 Added 1.62%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$8.93 Million 1.46% of portfolio	113,433	Q2 2025 Added 3.74%
DVY Ishares Tr ETFs	$0	$8.89 Million 1.45% of portfolio	66,928	Q2 2025 Added 4.59%
VHT Vanguard Health Care ETF ETFs	$0	$6.91 Million 1.13% of portfolio	27,826	Q2 2025 Reduced 0.01%
VBR Vanguard Small Cap Value ETF ETFs	$0	$6.72 Million 1.1% of portfolio	34,440	Q2 2025 Added 0.37%
AAPL Apple Inc. Technology	$3.69T	$5.99 Million 0.98% of portfolio	29,218	Q2 2025 Reduced 1.13%
VCLT Vanguard Lg Trm Corp Bd ETF ETFs	$0	$5.96 Million 0.97% of portfolio	78,502	Q2 2025 Added 0.01%
VNQ Vanguard Specialized Funds Van ETFs	$0	$5.91 Million 0.96% of portfolio	66,340	Q2 2025 Added 8.93%
VTIP Vanguard Sht Trm Inflt Prot Fd ETFs	$0	$5.82 Million 0.95% of portfolio	115,740	Q2 2025 Added 2.63%
VB Vanguard Small Cap ETF ETFs	$0	$5.8 Million 0.95% of portfolio	24,469	Q2 2025 Added 1.32%
VSGX Vanguard World Fd Esg Intl Stk ETFs	$0	$5.32 Million 0.87% of portfolio	81,185	Q2 2025 Reduced 2.47%
VO Vanguard Mid Cap ETF ETFs	$0	$5.12 Million 0.84% of portfolio	18,291	Q2 2025 Added 4.56%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$5.04 Million 0.82% of portfolio	9,140	Q2 2025 Reduced 1.19%
ESGV Vanguard World Fd Esg U.S. Sto ETFs	$0	$4.74 Million 0.77% of portfolio	43,242	Q2 2025 Added 2.85%
VTI Vanguard Total Stock Market Et ETFs	$0	$4.1 Million 0.67% of portfolio	13,477	Q2 2025 Added 1.25%
VGSH Vanguard ETFs	$0	$4.12 Million 0.67% of portfolio	70,038	Q2 2025 Reduced 0.67%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$4.07 Million 0.66% of portfolio	87,996	Q2 2025 Reduced 1.53%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$3.82 Million 0.62% of portfolio	49,331	Q2 2025 Reduced 0.11%
VOT Vanguard Mid Cap Growth Index ETFs	$0	$3.54 Million 0.58% of portfolio	12,432	Q2 2025 Added 5.71%
VPU Vanguard Utilities ETF ETFs	$0	$3.48 Million 0.57% of portfolio	19,705	Q2 2025 Added 167.66%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$3.38 Million 0.55% of portfolio	127,448	Q2 2025 Reduced 0.98%
MSFT Microsoft Corp Technology	$3.95T	$3.36 Million 0.55% of portfolio	6,762	Q2 2025 Added 4.38%
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$3.18 Million 0.52% of portfolio	14,475	Q2 2025 Added 1.81%
VOE Vanguard Mid Cap Value Index F ETFs	$0	$3.12 Million 0.51% of portfolio	18,990	Q2 2025 Added 0.77%
MUB Ishares National Muni Bond ETF ETFs	$0	$2.62 Million 0.43% of portfolio	25,093	Q1 2025 Reduced 7.54%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$2.46 Million 0.4% of portfolio	3,978	Q2 2025 Added 0.25%
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$2.43 Million 0.4% of portfolio	17,988	Q2 2025 Added 8.34%
SCHP Schwab Strategic Us Tips ETF ETFs	$0	$2.26 Million 0.37% of portfolio	84,829	Q2 2025 Reduced 3.83%
AZN Astrazeneca PLC Healthcare	$233B	$2.29 Million 0.37% of portfolio	32,728	Q2 2025 New
BRK-B Berkshire Hathaway Inc Class B Financial Services	$621B	$2.1 Million 0.34% of portfolio	4,332	Q2 2025 Added 4.84%
GLD Spdr Gold Trust ETFs	$106B	$2.02 Million 0.33% of portfolio	6,636	Q2 2025 Reduced 2.6%
WMT Walmart Inc. Consumer Defensive	$281B	$2.01 Million 0.33% of portfolio	20,521	Q2 2025 Reduced 0.19%
PM Philip Morris International Inc. Consumer Defensive	$261B	$1.91 Million 0.31% of portfolio	10,479	Q1 2025 Reduced 12.67%
IJT Ishares S&P Small Cap 600 Grow ETFs	$0	$1.78 Million 0.29% of portfolio	13,377	Q2 2025 Added 2.34%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$1.75 Million 0.29% of portfolio	35,378	Q2 2025 Reduced 21.94%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$1.78 Million 0.29% of portfolio	11,843	Q2 2025 Added 2.9%

Summary

Portfolio
No. of Stocks 138
Current Value $613 Million
Prior Value $558 Million
Filing
Period Q2 2025
Filing Date July 30, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 8 stocks
Additional Purchases 65 stocks
Sold out of 0 stocks
Reduced holdings in 48 stocks

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White Lighthouse Investment Management Inc. Portfolio Holdings