White Lighthouse Investment Management Inc. Incresed Positions in Q2 2025

White Lighthouse Investment Management Inc.

  • $613 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
8.31K
+ 3.56%
$329.49 - $438.4 $2.74M - $3.64M
242K $106M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
14.2K
+ 3.22%
$114.78 - $133.31 $1.63M - $1.9M
456K $60.8M
IGM
Ishares Expanded Tech Sector E

ETFs
8.63K
+ 10.74%
$79.8 - $112.34 $688K - $969K
89K $10M
VPU
Vanguard Utilities ETF

ETFs
12.3K
+ 167.66%
$158.36 - $178.82 $1.95M - $2.21M
19.7K $3.48M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.16K
+ 4.97%
$320.42 - $424.58 $372K - $493K
24.5K $10.4M
VTV
Vanguard Value ETF

ETFs
8.19K
+ 7.35%
$153.67 - $176.74 $1.26M - $1.45M
120K $21.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
400
+ 2.39%
$456.74 - $568.03 $183K - $227K
17.1K $9.72M
MSFT
Microsoft Corp

Technology
284
+ 4.38%
$354.56 - $497.45 $101K - $141K
6.76K $3.36M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.7K
+ 3.24%
$72.02 - $73.82 $698K - $716K
309K $22.7M
VOT
Vanguard Mid Cap Growth Index

ETFs
672
+ 5.71%
$216.28 - $284.39 $145K - $191K
12.4K $3.54M
VO
Vanguard Mid Cap ETF

ETFs
798
+ 4.56%
$228.54 - $279.83 $182K - $223K
18.3K $5.12M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.12K
+ 1.3%
$77.94 - $79.5 $321K - $327K
321K $25.5M
AMZN
Amazon Com Inc

Consumer Cyclical
257
+ 1.81%
$167.32 - $223.3 $43K - $57.4K
14.5K $3.18M
VB
Vanguard Small Cap ETF

ETFs
319
+ 1.32%
$193.73 - $237.37 $61.8K - $75.7K
24.5K $5.8M
VTI
Vanguard Total Stock Market Et

ETFs
167
+ 1.25%
$243.75 - $303.93 $40.7K - $50.8K
13.5K $4.1M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.38K
+ 8.34%
$108.06 - $135.3 $150K - $187K
18K $2.43M
VNQ
Vanguard Specialized Funds Van

ETFs
5.44K
+ 8.93%
$79.79 - $91.42 $434K - $497K
66.3K $5.91M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.09K
+ 3.74%
$77.74 - $78.78 $318K - $322K
113K $8.93M
VBR
Vanguard Small Cap Value ETF

ETFs
127
+ 0.37%
$162.76 - $195.77 $20.7K - $24.9K
34.4K $6.72M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
334
+ 2.9%
$113.67 - $150.4 $38K - $50.2K
11.8K $1.78M
AFRM
Affirm Holdings, Inc.

Technology
1.2K
+ 12.6%
$35.75 - $69.14 $43K - $83.1K
10.7K $742K
DVY
Ishares Tr

ETFs
2.94K
+ 4.59%
$118.37 - $134.86 $348K - $396K
66.9K $8.89M
AVGO
Broadcom Inc.

Technology
180
+ 8.88%
$146.29 - $275.65 $26.3K - $49.6K
2.21K $608K
GOOGL
Alphabet Inc.

Communication Services
461
+ 5.75%
$144.7 - $178.6 $66.7K - $82.3K
8.48K $1.49M
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 0.25%
$496.48 - $617.85 $4.96K - $6.18K
3.98K $2.46M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.45K
+ 25.57%
$70.54 - $93.95 $102K - $136K
7.11K $667K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.16K
+ 5.45%
$54.19 - $67.22 $62.8K - $77.9K
22.4K $1.51M
NVDA
Nvidia Corp

Technology
277
+ 8.88%
$94.31 - $157.99 $26.1K - $43.8K
3.4K $536K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.97K
+ 2.63%
$49.57 - $50.27 $147K - $149K
116K $5.82M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
306
+ 2.34%
$108.87 - $133.04 $33.3K - $40.7K
13.4K $1.78M
VIG
Vanguard Dividend Appreciation

ETFs
828
+ 1.62%
N/A
51.8K $9.44M
IVV
Ishares Core S&P 500 ETF

ETFs
38
+ 1.77%
$498.8 - $620.9 $19K - $23.6K
2.19K $1.36M
XLK
Technology Sector Spdr

ETFs
265
+ 16.03%
$179.73 - $253.23 $47.6K - $67.1K
1.92K $485K
SHV
Ishares Tr

ETFs
1.21K
+ 0.42%
$110.06 - $110.46 $133K - $133K
288K $31.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
831
+ 13.06%
$90.56 - $109.49 $75.3K - $91K
7.2K $786K
VFH
Vanguard Financial ETF

ETFs
472
+ 7.47%
$104.87 - $127.3 $49.5K - $60.1K
6.79K $864K
BNDX
Vanguard Total International B

ETFs
1.9K
+ 28.2%
$48.77 - $49.55 $92.7K - $94.1K
8.64K $427K
VOE
Vanguard Mid Cap Value Index F

ETFs
145
+ 0.77%
$141.87 - $164.49 $20.6K - $23.9K
19K $3.12M
SOXX
Ishares Semiconductor ETF

ETFs
6
+ 0.33%
$154.86 - $239.07 $929 - $1.43K
1.81K $430K
ICLN
Ishares

ETFs
4.37K
+ 28.81%
$10.56 - $13.31 $46.2K - $58.2K
19.5K $256K
SCHG
Schwab Strategic Tr Us Large C

ETFs
505
+ 3.44%
$22.27 - $29.21 $11.2K - $14.8K
15.2K $443K
NUSC
Nuveen Esg Small Cap ETF

ETFs
870
+ 6.08%
$33.38 - $40.81 $29K - $35.5K
15.2K $618K
CSCO
Cisco Systems, Inc.

Technology
210
+ 3.27%
$53.19 - $69.38 $11.2K - $14.6K
6.64K $460K
QUAL
Ishares Msci Usa Quality Facto

ETFs
52
+ 1.57%
$152.42 - $182.82 $7.93K - $9.51K
3.36K $614K
SPYG
Spdr Portfolio

ETFs
1
+ 0.04%
$71.83 - $95.32 $71.8 - $95.3
2.74K $261K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.12K
+ 4.26%
$48.13 - $49.85 $53.7K - $55.6K
27.3K $1.34M
EMB
Ishares Tr

ETFs
223
+ 3.61%
$86.54 - $92.62 $19.3K - $20.7K
6.39K $592K
LMT
Lockheed Martin Corp

Industrials
36
+ 6.7%
$430.82 - $486.45 $15.5K - $17.5K
573 $265K
SUB
Ishares Short Term National Mu

ETFs
136
+ 1.09%
$104.77 - $106.34 $14.2K - $14.5K
12.6K $1.34M
Activity Summary
Buys All Purchases 73 New Holdings 8 Increased Positions 65 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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