White Lighthouse Investment Management Inc. holds a focused book of 151 reported positions worth $802.3M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Vanguard Total Intl Stock. Their largest long position is Vanguard Growth ETF at 17% of the reported non-option book. Cloning the disclosed picks since 2025 would be +21% (+18.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.1 points over this window.
Growth of $10,000 cloning White Lighthouse Investment Management Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
8% mapped to company sectors
+8 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as White Lighthouse Investment Management Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 10 / 80 | $4.4B |
| CBIZ Investment Advisory Services, LLC | 51 / 80 | $2.7B |
| Stuart Investment Advisors, Inc. | 12 / 80 | $238.3M |
| Swiss Re Ltd | 15 / 80 | $1.0B |
| Evelyn Partners Group Ltd | 31 / 80 | $43.7B |
| Prosperity Advisers, LLC | 24 / 80 | $127.9M |
| Compass Planning Associates Inc | 18 / 80 | $170.4M |
| Hoffman, Alan N Investment Management | 9 / 80 | $154.4M |
Ranked by the share of each fund's own book sitting in the names it shares with White Lighthouse Investment Management Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 | $133.0M | 1.54M | 16.6% | ▲+523% Added · +1.3M sh | |
| 2 | Ishares TR TRUST ISHARE 0-1 | $66.9M | 606.6K | 8.3% | ▲+17% Added · +87K sh | |
| 3 | Vanguard Star FDS VG TL INTL STK F | $54.8M | 641.1K | 6.8% | ▼−0.4% Reduced · −3K sh | |
| 4 | Vanguard Whitehall FDS HIGH DIV YLD | $54.0M | 341.7K | 6.7% | ▼−11% Reduced · −41K sh | |
| 5 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $30.9M | 390.8K | 3.8% | ▲+1.9% Added · +7K sh | |
| 6 | Vanguard World FD INF TECH ETF | $30.2M | 253.0K | 3.8% | ▲+681% Added · +221K sh | |
| 7 | Vanguard BD Index FDS TOTAL BND MRKT | $28.9M | 394.3K | 3.6% | ▲+2.8% Added · +11K sh | |
| 8 | Vanguard Index FDS VALUE ETF | $28.1M | 128.9K | 3.5% | ▼−1.7% Reduced · −2K sh | |
| 9 | Schwab Strategic TR US DIVIDEND EQ | $26.5M | 835.4K | 3.3% | ▲+22% Added · +151K sh | |
| 10 | Ishares TR EXPND TEC SC ETF | $21.1M | 128.8K | 2.6% | ▲+4.4% Added · +5K sh | |
| 11 | Ishares TR CORE MSCI TOTAL | $17.5M | 182.9K | 2.2% | ▼−1.5% Reduced · −3K sh | |
| 12 | Ishares Gold TR ISHARES NEW | $14.8M | 196.1K | 1.8% | ▲+1.3% Added · +2K sh | |
| 13 | Vanguard Scottsdale FDS INT-TERM CORP | $13.9M | 168.4K | 1.7% | ▼−12% Reduced · −24K sh | |
| 14 | Vanguard Index FDS S&P 500 ETF SHS | $12.7M | 18.5K | 1.6% | ▼−1.8% Reduced · −346 sh | |
| 15 | Vanguard Specialized Funds DIV APP ETF | $12.3M | 51.9K | 1.5% | ▼−0.8% Reduced · −393 sh | |
| 16 | Ishares TR SELECT DIVID ETF | $10.9M | 70.0K | 1.4% | ▼−0.9% Reduced · −615 sh | |
| 17 | Ishares TR RUS 1000 GRW ETF | $10.8M | 87.3K | 1.4% | ▲+288% Added · +65K sh | |
| 18 | Vanguard BD Index FDS SHORT TRM BOND | $9.7M | 124.7K | 1.2% | ▲+3.6% Added · +4K sh | |
| 19 | SPDR Series Trust ST STR BLO 1 ETF | $9.1M | 99.0K | 1.1% | ▲+27% Added · +21K sh | |
| 20 | Vanguard Malvern FDS STRM INFPROIDX | $9.0M | 179.1K | 1.1% | ▲+5.4% Added · +9K sh | |
| 21 | Vanguard Index FDS SM CP VAL ETF | $8.9M | 36.6K | 1.1% | ▼−0.9% Reduced · −329 sh | |
| 22 | Vanguard Index FDS SMALL CP ETF | $8.1M | 26.6K | 1.0% | ▼−1.1% Reduced · −310 sh | |
| 23 | Invesco QQQ TR UNIT SER 1 | $7.2M | 9.8K | 0.9% | ▲+1.0% Added · +96 sh | |
| 24 | Vanguard World FD HEALTH CAR ETF | $7.1M | 23.8K | 0.9% | ▼−4.0% Reduced · −983 sh | |
| 25 | Vanguard World FD ESG INTL STK ETF | $6.6M | 80.0K | 0.8% | ▲+2.6% Added · +2K sh | |
| 26 | Apple Inc COM | $6.3M | 21.6K | 0.8% | ▼−2.3% Reduced · −501 sh | |
| 27 | Vanguard World FD ESG US STK ETF | $6.2M | 47.1K | 0.8% | ▲+0.9% Added · +428 sh | |
| 28 | Vanguard Index FDS MID CAP ETF | $5.8M | 71.9K | 0.7% | ▲+305% Added · +54K sh | |
| 29 | Vanguard Index FDS REAL ESTATE ETF | $5.2M | 54.3K | 0.7% | ▼−8.5% Reduced · −5K sh | |
| 30 | Vanguard Index FDS TOTAL STK MKT | $5.0M | 13.5K | 0.6% | ▼−1.6% Reduced · −217 sh | |
| 31 | Vanguard Scottsdale FDS SHORT TERM TREAS | $4.7M | 81.1K | 0.6% | ▲+2.2% Added · +2K sh | |
| 32 | Ishares TR CORE UNIVRSL USD | $4.4M | 94.3K | 0.5% | ▲+11% Added · +9K sh | |
| 33 | Alphabet Inc CAP STK CL C | $4.2M | 12.0K | 0.5% | ▼−3.2% Reduced · −396 sh | |
| 34 | Vanguard Index FDS MCAP GR IDXVIP | $4.2M | 13.6K | 0.5% | ▲+2.8% Added · +373 sh | |
| 35 | Vanguard Index FDS MCAP VL IDXVIP | $3.8M | 19.0K | 0.5% | ▲+1.2% Added · +221 sh | |
| 36 | Vanguard BD Index FDS INTERMED TERM | $3.8M | 48.9K | 0.5% | ▼−0.8% Reduced · −381 sh | |
| 37 | Vanguard World FD UTILITIES ETF | $3.4M | 17.6K | 0.4% | ▼−5.9% Reduced · −1K sh | |
| 38 | State STR SPDR S&P 500 ETF T TR UNIT | $3.4M | 4.5K | 0.4% | ▲+4.4% Added · +191 sh | |
| 39 | Alphabet Inc CAP STK CL A | $3.2M | 8.8K | 0.4% | ▼−8.1% Reduced · −780 sh | |
| 40 | Microsoft Corp COM | $3.0M | 8.0K | 0.4% | ▼−9.8% Reduced · −870 sh | |
| 41 | Ishares TR ESG AWR MSCI USA | $2.8M | 17.4K | 0.4% | ▲+1.1% Added · +194 sh | |
| 42 | Ishares TR NATIONAL MUN ETF | $2.8M | 26.2K | 0.4% | ▲+4.6% Added · +1K sh | |
| 43 | AstraZeneca PLC ORD | $2.8M | 14.8K | 0.3% | ▲New New position | |
| 44 | Schwab Strategic TR US TIPS ETF | $2.6M | 99.2K | 0.3% | ▲+2.3% Added · +2K sh | |
| 45 | Amazon Com Inc COM | $2.6M | 10.8K | 0.3% | ▼−0.5% Reduced · −52 sh | |
| 46 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.5M | 42.5K | 0.3% | ▼−13% Reduced · −7K sh | |
| 47 | Caterpillar Inc COM | $2.4M | 2.3K | 0.3% | ▼−7.4% Reduced · −182 sh | |
| 48 | SPDR Gold TR GOLD SHS | $2.3M | 6.3K | 0.3% | ▼−8.4% Reduced · −582 sh | |
| 49 | Ishares TR CORE S&P US GWT | $2.3M | 12.3K | 0.3% | ▼−0.5% Reduced · −65 sh | |
| 50 | Ishares TR S&P SML 600 GWT | $2.2M | 12.6K | 0.3% | ▼−2.5% Reduced · −329 sh |
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Use Arkolith to show White Lighthouse Investment Management Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.