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CIK: 0001727593
Total reported value
$802.3M
$802.3M
150 檔
38.7%
At the close of Q4 2025, White Lighthouse Investment Management Inc. disclosed equity holdings valued at approximately $802.3M, spread across 150 reported holdings.
In Q4 2025, White Lighthouse Investment Management Inc. displayed an active expansion posture, initiating 7 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 16.36% | +1.55% | +0.86% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 9.45% | -1.14% | +1.92% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 7.26% | +0.38% | +46.02% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.25% | -0.06% | +2.66% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.07% | -0.37% | +3.68% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 3.84% | -0.31% | +17.21% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.50% | -0.07% | +4.42% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.44% | +0.63% | -2.31% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.34% | -0.47% | +1.35% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 2.34% | -0.52% | -4.16% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.22% | -0.05% | -0.56% | |
| 12 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.05% | +0.60% | +10.92% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | +0.02% | +5.38% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.61% | -0.03% | +3.07% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.50% | +0.02% | -1.74% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.39% | -0.12% | +3.90% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.29% | -0.10% | +2.77% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.06% | — | +2.95% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.01% | +0.14% | +2636.11% | |
| 20 | VHT | Vanguard Health Care ETF | ETF-Other | 0.98% | -0.04% | -5.89% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.91% | -0.06% | +5.42% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.89% | — | -0.92% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.89% | +0.03% | +3.47% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.80% | +0.12% | +3.37% | |
| 25 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.77% | +0.04% | +0.85% | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.76% | +0.05% | +8.04% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.74% | -0.08% | -2.45% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.72% | +0.39% | +52.35% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.69% | +0.01% | +1.11% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | +0.01% | -0.40% | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.61% | -0.05% | +7.07% | |
| 32 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.60% | -0.14% | -18.48% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.09% | +24.93% | |
| 34 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.55% | -0.01% | +1.68% | |
| 35 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.54% | -0.06% | +2.65% | |
| 36 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.49% | +0.05% | +5.90% | |
| 37 | VPU | Vanguard Utilities ETF | ETF-Other | 0.48% | -0.08% | -0.31% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.46% | -0.01% | -0.32% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.01% | +30.81% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.39% | -0.12% | +5.98% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | +0.03% | +3.26% | |
| 42 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.39% | -0.42% | EXIT | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.01% | +2.45% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.38% | -0.05% | +51.06% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.07% | +15.08% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.36% | -0.02% | +0.86% | |
| 47 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.36% | +0.01% | -1.07% | |
| 48 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.35% | -0.03% | +7.01% | |
| 49 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.29% | +0.02% | +21.90% | |
| 50 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.28% | -0.01% | +96.21% |
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 150 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VYM, SHV) accounted for 38.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
GREKUSD
市值: $657.1K
Top Position Liquidated / Trimmed
NFLX
前期市值: $261.4K
During Q4 2025, White Lighthouse Investment Management Inc.'s top holdings by market value included VUG (16.4%)、VYM (9.4%)、SHV (7.3%). The largest single position, VUG, represented 16.4% of total portfolio value.
In Q4 2025, White Lighthouse Investment Management Inc. made 49 total portfolio adjustments, initiating 7 new buys, adding to 32 positions, trimming 9 holdings, and fully liquidating 1 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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