White Lighthouse Investment Management Inc. Reduced Holdings in Q2 2025

White Lighthouse Investment Management Inc.

  • $613 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
-27K
- 11.41%
$56.1 - $64.74 $1.51M - $1.75M
210K $13.1M
AAPL
Apple Inc.

Technology
-333
- 1.13%
$172.42 - $223.89 $57.4K - $74.6K
29.2K $5.99M
UNH
Unitedhealth Group Inc

Healthcare
-140
- 6.9%
$274.35 - $599.47 $38.4K - $83.9K
1.89K $589K
VHT
Vanguard Health Care ETF

ETFs
-4
- 0.01%
$236.71 - $261.92 $947 - $1.05K
27.8K $6.91M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-6.57K
- 63.06%
$61.25 - $63.4 $402K - $417K
3.85K $244K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-4.92K
- 19.6%
$66.5 - $71.25 $327K - $350K
20.2K $1.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-9.94K
- 21.94%
$39.89 - $49.46 $397K - $492K
35.4K $1.75M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.27K
- 0.98%
$24.32 - $27.87 $30.8K - $35.3K
127K $3.38M
MAR
Marriott International Inc

Consumer Cyclical
-1K
- 29.99%
$211.12 - $274.14 $211K - $274K
2.34K $637K
AMGN
Amgen Inc

Healthcare
-12
- 0.35%
$262.28 - $309.85 $3.15K - $3.72K
3.42K $954K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-3.37K
- 3.83%
$26.18 - $26.93 $88.3K - $90.9K
84.8K $2.26M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-2.43K
- 15.94%
$91.62 - $116.16 $222K - $282K
12.8K $1.49M
PG
Procter & Gamble CO

Consumer Defensive
-29
- 0.57%
$157.66 - $172.39 $4.57K - $5K
5.08K $808K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-715
- 23.74%
$101.97 - $126.75 $72.9K - $90.6K
2.3K $291K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.37K
- 1.53%
$45.12 - $46.23 $61.7K - $63.2K
88K $4.07M
SGOL
Abrdn Gold ETF Trust

ETFs
-3.32K
- 8.55%
$28.39 - $32.75 $94.4K - $109K
35.6K $1.12M
VGSH
Vanguard

ETFs
-471
- 0.67%
$58.32 - $58.95 $27.5K - $27.8K
70K $4.12M
CAT
Caterpillar Inc

Industrials
-500
- 16.44%
$273.94 - $388.21 $137K - $194K
2.54K $986K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-165
- 4.86%
$91.43 - $91.74 $15.1K - $15.1K
3.23K $296K
SPGI
S&P Global Inc.

Financial Services
-50
- 9.01%
$438.31 - $527.29 $21.9K - $26.4K
505 $266K
MO
Altria Group, Inc.

Consumer Defensive
-6
- 0.06%
$55.56 - $60.91 $333 - $365
9.39K $550K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.66K
- 12.86%
$17.76 - $22.1 $29.4K - $36.6K
11.2K $248K
HYG
Ishares Tr

ETFs
-183
- 4.3%
$75.75 - $80.65 $13.9K - $14.8K
4.07K $328K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-47
- 1.85%
$96.84 - $99.46 $4.55K - $4.67K
2.5K $247K
VV
Vanguard Large Cap ETF

ETFs
-197
- 10.08%
$228.25 - $285.3 $45K - $56.2K
1.76K $501K
Annaly Capital Management In
-5.23K
- 23.28%
N/A
17.2K $0
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.34%
$908.13 - $1056.85 $908 - $1.06K
295 $292K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-930
- 7.26%
$62.73 - $78.42 $58.3K - $72.9K
11.9K $921K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.27K
- 7.0%
$30.87 - $39.17 $39.3K - $49.9K
16.9K $663K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-395
- 5.43%
$32.41 - $42.59 $12.8K - $16.8K
6.87K $292K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-55
- 0.11%
$75.05 - $77.34 $4.13K - $4.25K
49.3K $3.82M
GOOG
Alphabet Inc.

Communication Services
-29
- 1.09%
$146.58 - $180.01 $4.25K - $5.22K
2.64K $467K
GLD
Spdr Gold Trust

ETFs
-177
- 2.6%
$273.71 - $316.29 $48.4K - $56K
6.64K $2.02M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-208
- 1.69%
$41.45 - $54.46 $8.62K - $11.3K
12.1K $628K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-98
- 5.27%
$273.67 - $366.17 $26.8K - $35.9K
1.76K $645K
JPM
Jpmorgan Chase & CO

Financial Services
-49
- 2.5%
$210.28 - $289.91 $10.3K - $14.2K
1.91K $554K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-16
- 0.08%
$73.02 - $90.22 $1.17K - $1.44K
19.1K $1.7M
VEA
Vanguard Ftse Developed Market

ETFs
-147
- 0.56%
$45.65 - $57.01 $6.71K - $8.38K
25.9K $1.48M
VCR
Vanguard Consumer Discretionar

ETFs
-37
- 0.78%
$290.42 - $364.35 $10.7K - $13.5K
4.74K $1.72M
VOX
Vanguard Communication Service

ETFs
-287
- 2.81%
$133.12 - $171.03 $38.2K - $49.1K
9.94K $1.7M
WMT
Walmart Inc.

Consumer Defensive
-40
- 0.19%
$81.79 - $99.98 $3.27K - $4K
20.5K $2.01M
VCIT
Vanguard Intermediate Term Cor

ETFs
-483
- 0.23%
$79.56 - $82.92 $38.4K - $40.1K
208K $17.2M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-2.06K
- 2.47%
$52.84 - $65.52 $109K - $135K
81.2K $5.32M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-110
- 1.19%
$416.06 - $551.64 $45.8K - $60.7K
9.14K $5.04M
IXUS
Ishares Tr

ETFs
-3K
- 1.55%
$62.37 - $77.63 $187K - $233K
190K $14.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-14.2K
- 2.46%
$55.54 - $69.09 $790K - $983K
564K $39M
VGT
Vanguard Information Technolog

ETFs
-407
- 1.19%
$470.37 - $663.28 $191K - $270K
33.7K $22.3M
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
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