White Lighthouse Investment Management Inc. holds a focused book of 145 stocks worth $720.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Eli Lilly & Co and trimmed Vanguard High DVD Yield ETF. Their largest long position is Vanguard Growth ETF at 15% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1727593/holdings"
Use Arkolith to show White Lighthouse Investment Management Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS GROWTH ETF | $108.3M | 248.0K | 15.0% | ▲+3.3% Added · +8K sh | |
| 2 | Ishares TR TRUST ISHARE 0-1 | $57.3M | 519.5K | 8.0% | ▲+10.0% Added · +47K sh | |
| 3 | Vanguard Whitehall FDS HIGH DIV YLD | $56.7M | 383.0K | 7.9% | ▼−19% Reduced · −89K sh | |
| 4 | Vanguard Star FDS VG TL INTL STK F | $49.6M | 643.7K | 6.9% | ▲+8.4% Added · +50K sh | |
| 5 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $30.4M | 383.7K | 4.2% | ▲+4.8% Added · +18K sh | |
| 6 | Vanguard BD Index FDS TOTAL BND MRKT | $28.2M | 383.4K | 3.9% | ▲+3.3% Added · +12K sh | |
| 7 | Vanguard Index FDS VALUE ETF | $25.7M | 131.2K | 3.6% | ▼−0.1% Reduced · −134 sh | |
| 8 | Vanguard World FD INF TECH ETF | $22.6M | 32.4K | 3.1% | ▼−0.9% Reduced · −298 sh | |
| 9 | Schwab Strategic TR US DIVIDEND EQ | $21.0M | 684.7K | 2.9% | ▲+265% Added · +497K sh | |
| 10 | Ishares Gold TR ISHARES NEW | $17.1M | 193.6K | 2.4% | ▼−6.3% Reduced · −13K sh | |
| 11 | Ishares TR CORE MSCI TOTAL | $16.1M | 185.8K | 2.2% | ▼−1.0% Reduced · −2K sh | |
| 12 | Vanguard Scottsdale FDS INT-TERM CORP | $15.9M | 192.3K | 2.2% | ▼−4.1% Reduced · −8K sh | |
| 13 | Ishares TR EXPND TEC SC ETF | $14.6M | 123.4K | 2.0% | ▲+8.3% Added · +9K sh | |
| 14 | Vanguard Specialized Funds DIV APP ETF | $11.3M | 52.3K | 1.6% | ▼−0.5% Reduced · −257 sh | |
| 15 | Vanguard Index FDS S&P 500 ETF SHS | $11.2M | 18.8K | 1.6% | ▲+0.9% Added · +177 sh | |
| 16 | Ishares TR SELECT DIVID ETF | $10.7M | 70.6K | 1.5% | ▲+0.3% Added · +211 sh | |
| 17 | Ishares TR RUS 1000 GRW ETF | $9.6M | 22.5K | 1.3% | ▼−0.8% Reduced · −171 sh | |
| 18 | Vanguard BD Index FDS SHORT TRM BOND | $9.4M | 120.4K | 1.3% | ▲+2.4% Added · +3K sh | |
| 19 | Vanguard Malvern FDS STRM INFPROIDX | $8.5M | 169.8K | 1.2% | ▲+29% Added · +38K sh | |
| 20 | Vanguard Index FDS SM CP VAL ETF | $8.0M | 37.0K | 1.1% | ▲+2.8% Added · +990 sh | |
| 21 | SPDR Series Trust STATE STREET SPD | $7.1M | 78.0K | 1.0% | ▼−1.7% Reduced · −1K sh | |
| 22 | Vanguard Index FDS SMALL CP ETF | $7.1M | 26.9K | 1.0% | ▲+9.5% Added · +2K sh | |
| 23 | Vanguard World FD HEALTH CAR ETF | $6.7M | 24.7K | 0.9% | ▲+1.0% Added · +256 sh | |
| 24 | Invesco QQQ TR UNIT SER 1 | $5.6M | 9.7K | 0.8% | ▲+4.9% Added · +455 sh | |
| 25 | Apple Inc COM | $5.6M | 22.1K | 0.8% | ▼−6.1% Reduced · −1K sh | |
| 26 | Vanguard World FD ESG INTL STK ETF | $5.6M | 78.0K | 0.8% | ▲+0.8% Added · +627 sh | |
| 27 | Vanguard Index FDS REAL ESTATE ETF | $5.3M | 59.4K | 0.7% | ▼−0.6% Reduced · −383 sh | |
| 28 | Vanguard World FD ESG US STK ETF | $5.2M | 46.6K | 0.7% | ▲+2.9% Added · +1K sh | |
| 29 | Vanguard Index FDS MID CAP ETF | $5.1M | 17.8K | 0.7% | ▲+4.1% Added · +707 sh | |
| 30 | Vanguard Scottsdale FDS SHORT TERM TREAS | $4.6M | 79.4K | 0.6% | ▲+6.7% Added · +5K sh | |
| 31 | Vanguard Index FDS TOTAL STK MKT | $4.4M | 13.7K | 0.6% | ▲+2.8% Added · +378 sh | |
| 32 | Ishares TR CORE UNIVRSL USD | $3.9M | 85.1K | 0.5% | ▼−0.3% Reduced · −238 sh | |
| 33 | Vanguard BD Index FDS INTERMED TERM | $3.8M | 49.3K | 0.5% | ▼−0.8% Reduced · −427 sh | |
| 34 | Vanguard World FD UTILITIES ETF | $3.7M | 18.7K | 0.5% | ▲+0.3% Added · +50 sh | |
| 35 | Alphabet Inc CAP STK CL C | $3.5M | 12.3K | 0.5% | ▲+199% Added · +8K sh | |
| 36 | Vanguard Index FDS MCAP VL IDXVIP | $3.5M | 18.8K | 0.5% | ▲+1.6% Added · +293 sh | |
| 37 | Vanguard Index FDS MCAP GR IDXVIP | $3.4M | 13.2K | 0.5% | ▲+4.0% Added · +513 sh | |
| 38 | Microsoft Corp COM | $3.3M | 8.9K | 0.5% | ▲+0.9% Added · +79 sh | |
| 39 | AstraZeneca PLC F Sponsored ADR COMMON | $3.0M | 15.2K | 0.4% | ▼−50% Reduced · −15K sh | |
| 40 | SPDR Gold TR GOLD SHS | $3.0M | 6.9K | 0.4% | ▼−3.0% Reduced · −210 sh | |
| 41 | State STR SPDR S&P 500 ETF T TR UNIT | $2.8M | 4.3K | 0.4% | ▲+5.5% Added · +225 sh | |
| 42 | Alphabet Inc CAP STK CL A | $2.8M | 9.6K | 0.4% | ▼−4.9% Reduced · −494 sh | |
| 43 | Ishares TR NATIONAL MUN ETF | $2.7M | 25.1K | 0.4% | ▲+4.1% Added · +980 sh | |
| 44 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.6M | 49.0K | 0.4% | ▼−3.7% Reduced · −2K sh | |
| 45 | Schwab Strategic TR US TIPS ETF | $2.6M | 97.0K | 0.4% | ▲+3.7% Added · +3K sh | |
| 46 | Ishares TR ESG AWR MSCI USA | $2.4M | 17.2K | 0.3% | ▲+0.3% Added · +50 sh | |
| 47 | Amazon Com Inc COM | $2.3M | 10.8K | 0.3% | ▼−8.6% Reduced · −1K sh | |
| 48 | Berkshire Hathaway Inc Del CL B NEW | $2.1M | 4.3K | 0.3% | ▼−17% Reduced · −885 sh | |
| 49 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $2.0M | 24.2K | 0.3% | ▲+0.3% Added · +68 sh | |
| 50 | Ishares TR CORE S&P US GWT | $1.9M | 12.3K | 0.3% | ▼−1.3% Reduced · −156 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.