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CIK: 0001727593
Total reported value
$802.3M
$802.3M
133 檔
29.4%
According to the latest 13F quarterly dataset, White Lighthouse Investment Management Inc. managed an equity portfolio of $802.3M at the end of Q1 2025, spanning 133 distinct U.S. exchange-listed positions.
In Q1 2025, White Lighthouse Investment Management Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 15.46% | +1.55% | -0.50% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 10.18% | -1.14% | +1.59% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.41% | -0.06% | +2.44% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 5.66% | +0.38% | +12.74% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.47% | -0.37% | -0.54% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 3.92% | -0.31% | +6.11% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.44% | -0.07% | +6.73% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.30% | +0.63% | -7.68% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.04% | -0.47% | -0.82% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 2.49% | -0.52% | -4.48% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.40% | -0.05% | -1.64% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.77% | -0.03% | -4.81% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.53% | -0.12% | -3.69% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | +0.02% | +1.28% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.53% | -0.10% | -8.60% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.51% | +0.02% | -6.93% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-Other | 1.32% | -0.04% | +0.54% | |
| 18 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.30% | +0.60% | +1.95% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.17% | — | -5.65% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.14% | — | +3.95% | |
| 21 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.06% | -0.14% | -6.88% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.00% | -0.06% | -1.51% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.98% | -0.08% | +6.86% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.96% | +0.03% | -3.62% | |
| 25 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.88% | +0.04% | +1.12% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.81% | +0.01% | +3.43% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | +0.12% | -4.56% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.74% | -0.05% | -4.80% | |
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.74% | +0.05% | +3.87% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.74% | -0.01% | -2.99% | |
| 31 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.68% | -0.06% | -5.12% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.65% | +0.01% | +27.05% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.64% | +0.39% | -1.19% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.54% | -0.01% | -2.03% | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.51% | +0.05% | -5.63% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.01% | -12.53% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.47% | -0.02% | -7.54% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.09% | +3.53% | |
| 39 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.42% | -0.03% | -3.86% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | +0.03% | +0.48% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.07% | +21.17% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.37% | -0.05% | -17.78% | |
| 43 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.36% | +0.01% | -2.50% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.35% | -0.12% | -3.76% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.04% | +1.33% | |
| 46 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.32% | -0.04% | EXIT | |
| 47 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.31% | -0.01% | -3.05% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.30% | -0.07% | -12.67% | |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.29% | +0.02% | -3.26% | |
| 50 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.28% | — | -4.15% |
According to official SEC Form 13F filings, White Lighthouse Investment Management Inc. reported a total U.S. public equity portfolio value of $802.3M across 133 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VYM, VXUS) accounted for 29.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
VUG
市值: $86.6M
During Q1 2025, White Lighthouse Investment Management Inc.'s top holdings by market value included VUG (15.5%)、VYM (10.2%)、VXUS (6.4%). The largest single position, VUG, represented 15.5% of total portfolio value.
In Q1 2025, White Lighthouse Investment Management Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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