White Lighthouse Investment Management Inc. Incresed Positions in Q3 2025

White Lighthouse Investment Management Inc.

  • $654 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.81K
+ 1.49%
$132.9 - $142.03 $905K - $968K
463K $65.2M
SHV
Ishares Tr

ETFs
35.3K
+ 12.24%
$110.06 - $110.49 $3.88M - $3.9M
324K $35.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13.9K
+ 2.46%
$68.24 - $73.73 $947K - $1.02M
578K $42.5M
IGM
Ishares Expanded Tech Sector E

ETFs
13.8K
+ 15.46%
$110.96 - $127.67 $1.53M - $1.76M
103K $12.9M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
31.7K
+ 9.86%
$78.96 - $80.04 $2.5M - $2.53M
353K $28.2M
IAU
Ishares Gold Trust

ETFs
6.12K
+ 2.92%
$61.62 - $72.77 $377K - $446K
216K $15.7M
VTV
Vanguard Value ETF

ETFs
6.11K
+ 5.11%
$175.51 - $186.57 $1.07M - $1.14M
126K $23.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
568
+ 3.32%
$567.77 - $614.76 $322K - $349K
17.7K $10.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.94K
+ 2.57%
$72.57 - $74.72 $576K - $594K
317K $23.6M
DVY
Ishares Tr

ETFs
859
+ 1.28%
$133.88 - $142.57 $115K - $122K
67.8K $9.63M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
9.39K
+ 8.11%
$49.78 - $50.75 $467K - $476K
125K $6.34M
GLD
Spdr Gold Trust

ETFs
57
+ 0.86%
$300.96 - $355.47 $17.2K - $20.3K
6.69K $2.38M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
3.06K
+ 43.08%
$92.97 - $100.18 $285K - $307K
10.2K $1.01M
MSFT
Microsoft Corp

Technology
286
+ 4.23%
$491.09 - $535.64 $140K - $153K
7.05K $3.65M
GOOG
Alphabet Inc.

Communication Services
326
+ 12.36%
$175.16 - $255.24 $57.1K - $83.2K
2.96K $721K
NVDA
Nvidia Corp

Technology
785
+ 23.1%
$153.3 - $186.58 $120K - $146K
4.18K $780K
SGOL
Abrdn Gold ETF Trust

ETFs
1.37K
+ 3.85%
$31.18 - $36.81 $42.7K - $50.5K
36.9K $1.36M
SPY
Spdr S&P 500 ETF Trust

ETFs
9
+ 0.23%
$617.65 - $666.84 $5.56K - $6K
3.99K $2.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
158
+ 3.65%
$459.11 - $506.91 $72.5K - $80.1K
4.49K $2.26M
DSI
Ishares Msci Kld 400 Social Et

ETFs
2
+ 0.02%
$115.96 - $125.95 $232 - $252
12.8K $1.61M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
349
+ 1.83%
$87.05 - $93.19 $30.4K - $32.5K
19.5K $1.81M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
913
+ 0.8%
$78.11 - $79.07 $71.3K - $72.2K
114K $9.02M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.52K
+ 2.97%
$26.44 - $27.1 $66.7K - $68.3K
87.4K $2.35M
VEA
Vanguard Ftse Developed Market

ETFs
266
+ 1.03%
$56.02 - $60.3 $14.9K - $16K
26.2K $1.57M
QUAL
Ishares Msci Usa Quality Facto

ETFs
209
+ 6.22%
$182.33 - $194.5 $38.1K - $40.7K
3.57K $694K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
100
+ 0.59%
$39.06 - $43.42 $3.91K - $4.34K
17K $739K
EMB
Ishares Tr

ETFs
625
+ 9.78%
$91.52 - $95.59 $57.2K - $59.7K
7.02K $668K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
420
+ 3.53%
$75.26 - $80.19 $31.6K - $33.7K
12.3K $982K
ICLN
Ishares

ETFs
929
+ 4.75%
$13.22 - $15.48 $12.3K - $14.4K
20.5K $316K
XLK
Technology Sector Spdr

ETFs
5
+ 0.26%
$250.97 - $282.66 $1.25K - $1.41K
1.92K $542K
BNDX
Vanguard Total International B

ETFs
1.04K
+ 11.98%
$49.0 - $49.51 $50.7K - $51.2K
9.67K $478K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
697
+ 5.98%
N/A
12.4K $770K
VBK
Vanguard Small Cap Growth ETF

ETFs
75
+ 9.29%
$276.51 - $305.12 $20.7K - $22.9K
882 $262K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
478
+ 12.42%
$62.49 - $64.56 $29.9K - $30.9K
4.33K $277K
SPGI
S&P Global Inc.

Financial Services
108
+ 21.39%
$484.94 - $564.15 $52.4K - $60.9K
613 $298K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
290
+ 11.6%
$97.75 - $100.75 $28.3K - $29.2K
2.79K $279K
VFH
Vanguard Financial ETF

ETFs
30
+ 0.44%
$125.23 - $132.78 $3.76K - $3.98K
6.82K $895K
SCHC
Schwab Strategic Tr Intl Small

ETFs
102
+ 1.48%
$42.28 - $45.71 $4.31K - $4.66K
6.98K $317K
AMGN
Amgen Inc

Healthcare
46
+ 1.35%
$271.18 - $309.22 $12.5K - $14.2K
3.47K $977K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
7
+ 0.3%
$126.64 - $135.65 $886 - $950
2.3K $312K
JNK
Spdr Bloomberg High Yield Bond

ETFs
74
+ 0.57%
$96.22 - $98.19 $7.12K - $7.27K
13K $1.27M
HYG
Ishares Tr

ETFs
138
+ 3.39%
$79.85 - $81.32 $11K - $11.2K
4.21K $341K
EW
Edwards Lifesciences Corp

Healthcare
200
+ 2.46%
$73.75 - $81.83 $14.8K - $16.4K
8.34K $648K
PANW
Palo Alto Networks Inc

Technology
30
+ 2.27%
$167.06 - $208.19 $5.01K - $6.25K
1.35K $274K
PG
Procter & Gamble CO

Consumer Defensive
201
+ 3.96%
$150.47 - $161.22 $30.2K - $32.4K
5.28K $810K
CSCO
Cisco Systems, Inc.

Technology
100
+ 1.51%
$66.2 - $71.79 $6.62K - $7.18K
6.74K $461K
Annaly Capital Management In
424
+ 2.46%
N/A
17.6K $0
NFLX
Netflix Inc

Communication Services
13
+ 6.34%
$1147.87 - $1297.18 $14.9K - $16.9K
218 $261K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.68%
$915.95 - $994.57 $1.83K - $1.99K
297 $274K
Activity Summary
Buys All Purchases 54 New Holdings 4 Increased Positions 50 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track White Lighthouse Investment Management Inc. Portfolio

Follow White Lighthouse Investment Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of White Lighthouse Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on White Lighthouse Investment Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email