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CIK: 0001727593
Total reported value
$802.3M
$802.3M
139 檔
35.6%
As reported in its official Q3 2025 Form 13F filing, White Lighthouse Investment Management Inc.'s tracked investment portfolio stood at $802.3M with 139 total positions.
White Lighthouse Investment Management Inc. executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 3 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 17.41% | +1.55% | -1.48% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 9.95% | -1.14% | +1.49% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.47% | -0.06% | +2.46% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 5.45% | +0.38% | +12.24% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.30% | -0.37% | +9.86% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.81% | +0.63% | -0.63% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.59% | -0.31% | +2.57% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 3.58% | -0.07% | +5.11% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.54% | -0.47% | -4.75% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 2.39% | -0.52% | +2.92% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.38% | -0.05% | -0.64% | |
| 12 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.97% | +0.60% | +15.46% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.68% | -0.03% | -1.57% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.65% | +0.02% | +3.32% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.65% | +0.02% | -5.92% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.47% | -0.12% | +1.28% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.38% | -0.10% | +0.80% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.11% | — | +1.48% | |
| 19 | VHT | Vanguard Health Care ETF | ETF-Other | 1.03% | -0.04% | -6.50% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.97% | -0.06% | +8.11% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.92% | — | -18.56% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.92% | +0.03% | -2.89% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.85% | -0.08% | -7.68% | |
| 24 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.82% | -0.14% | -11.37% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.82% | +0.12% | -1.72% | |
| 26 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.81% | +0.04% | -5.50% | |
| 27 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.76% | +0.05% | -3.05% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.76% | +0.01% | -7.81% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | +0.01% | -0.76% | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.62% | -0.05% | -0.83% | |
| 31 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.60% | -0.01% | -4.63% | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.58% | -0.06% | -1.79% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | -0.09% | +4.23% | |
| 34 | VPU | Vanguard Utilities ETF | ETF-Other | 0.54% | -0.08% | -4.94% | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.54% | +0.05% | -3.54% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.51% | +0.39% | -3.34% | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.49% | -0.01% | -2.14% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | +0.03% | +0.23% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.39% | -0.02% | -4.77% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.01% | -20.06% | |
| 41 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.38% | +0.01% | -3.67% | |
| 42 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.38% | -0.42% | EXIT | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.36% | -0.12% | +0.86% | |
| 44 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.36% | -0.03% | +2.97% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.07% | +3.65% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | +0.01% | -8.78% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.28% | -0.05% | -4.78% | |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.28% | +0.02% | -4.04% | |
| 49 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.28% | -0.02% | -3.34% | |
| 50 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.28% | — | +1.83% |
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 139 disclosed positions in Q3 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 35.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
AZNN
市值: $2.5M
Top Position Liquidated / Trimmed
GREKUSD
前期市值: $312.4K
During Q3 2025, White Lighthouse Investment Management Inc.'s top holdings by market value included VUG (17.4%)、VYM (9.9%)、VXUS (6.5%). The largest single position, VUG, represented 17.4% of total portfolio value.
In Q3 2025, White Lighthouse Investment Management Inc. made 50 total portfolio adjustments, initiating 4 new buys, adding to 22 positions, trimming 21 holdings, and fully liquidating 3 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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