White Lighthouse Investment Management Inc.

Institutional manager (13F) · CIK 1727593

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $650M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$108M	248,021
2	ISHARES TR	$57M	519,501
3	VANGUARD WHITEHALL FDS	$57M	383,007
4	VANGUARD STAR FDS	$50M	643,659
5	VANGUARD SCOTTSDALE FDS	$30M	383,662
6	VANGUARD BD INDEX FDS	$28M	383,389
7	VANGUARD INDEX FDS	$26M	131,200
8	VANGUARD WORLD FD	$23M	32,386
9	SCHWAB STRATEGIC TR	$21M	684,743
10	ISHARES GOLD TR	$17M	193,568
11	ISHARES TR	$16M	185,764
12	VANGUARD SCOTTSDALE FDS	$16M	192,316
13	ISHARES TR	$15M	123,424
14	VANGUARD SPECIALIZED FUNDS	$11M	52,339
15	VANGUARD INDEX FDS	$11M	18,812
16	ISHARES TR	$11M	70,643
17	ISHARES TR	$10M	22,484
18	VANGUARD BD INDEX FDS	$9M	120,379
19	VANGUARD MALVERN FDS	$8M	169,803
20	VANGUARD INDEX FDS	$8M	36,970
21	SPDR SERIES TRUST	$7M	78,013
22	VANGUARD INDEX FDS	$7M	26,925
23	VANGUARD WORLD FD	$7M	24,741
24	INVESCO QQQ TR	$6M	9,741
25	APPLE INC	$6M	22,137
26	VANGUARD WORLD FD	$6M	77,992
27	VANGUARD INDEX FDS	$5M	59,363
28	VANGUARD WORLD FD	$5M	46,625
29	VANGUARD INDEX FDS	$5M	17,758
30	VANGUARD SCOTTSDALE FDS	$5M	79,357
31	VANGUARD INDEX FDS	$4M	13,698
32	ISHARES TR	$4M	85,101
33	VANGUARD BD INDEX FDS	$4M	49,303
34	VANGUARD WORLD FD	$4M	18,724
35	ALPHABET INC	$4M	12,349
36	VANGUARD INDEX FDS	$3M	18,818
37	VANGUARD INDEX FDS	$3M	13,213
38	MICROSOFT CORP	$3M	8,884
39	ASTRAZENECA PLC F SPONSORED ADR	$3M	15,213
40	SPDR GOLD TR	$3M	6,883
41	STATE STR SPDR S&P 500 ETF T	$3M	4,342
42	ALPHABET INC	$3M	9,628
43	ISHARES TR	$3M	25,080
44	VANGUARD INTL EQUITY INDEX F	$3M	48,999
45	SCHWAB STRATEGIC TR	$3M	96,957
46	ISHARES TR	$2M	17,193
47	AMAZON COM INC	$2M	10,836
48	BERKSHIRE HATHAWAY INC DEL	$2M	4,282
49	VANGUARD INTL EQUITY INDEX F	$2M	24,218
50	ISHARES TR	$2M	12,322

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.