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CIK: 0001727593
Total reported value
$802.3M
$802.3M
145 檔
37.7%
During the Q1 2026 filing period, White Lighthouse Investment Management Inc. (CIK: 0001727593) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $802.3M across 145 reported positions.
White Lighthouse Investment Management Inc. executed strategic sector rebalancing during Q1 2026, establishing 4 new positions while fully exiting 9 holdings and trimming 53 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 15.03% | +1.55% | +3.25% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 7.96% | +0.38% | +9.97% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 7.87% | -1.14% | -18.83% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.89% | -0.06% | +8.45% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.22% | -0.37% | +4.85% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 3.92% | -0.31% | +3.26% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.57% | -0.07% | -0.10% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.13% | +0.63% | -0.91% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.91% | +0.39% | +264.87% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 2.37% | -0.52% | -6.34% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.23% | -0.05% | -1.00% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.21% | -0.47% | -4.09% | |
| 13 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.03% | +0.60% | +8.31% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.56% | -0.03% | -0.49% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | +0.02% | +0.95% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.48% | -0.12% | +0.30% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.33% | +0.02% | -0.75% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.31% | -0.10% | +2.44% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.18% | -0.06% | +28.72% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.11% | — | +2.75% | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.99% | +0.14% | -1.75% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.98% | +0.03% | +9.52% | |
| 23 | VHT | Vanguard Health Care ETF | ETF-Other | 0.93% | -0.04% | +1.05% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | +0.12% | +4.90% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.78% | — | -6.11% | |
| 26 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.78% | +0.04% | +0.81% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.73% | -0.08% | -0.64% | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.73% | +0.05% | +2.94% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.71% | +0.01% | +4.15% | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.64% | -0.05% | +6.70% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | +0.01% | +2.84% | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.55% | -0.01% | -0.28% | |
| 33 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.53% | -0.06% | -0.86% | |
| 34 | VPU | Vanguard Utilities ETF | ETF-Other | 0.51% | -0.08% | +0.27% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.04% | +199.01% | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.48% | -0.01% | +1.58% | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.47% | +0.05% | +4.04% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.09% | +0.90% | |
| 39 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.42% | -0.42% | EXIT | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.41% | -0.12% | -2.96% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | +0.03% | +5.47% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.01% | -4.88% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.37% | -0.02% | +4.07% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.37% | -0.05% | -3.71% | |
| 45 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.36% | -0.03% | +3.73% | |
| 46 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.34% | +0.01% | +0.29% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.01% | -8.60% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.07% | -17.13% | |
| 49 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.28% | -0.01% | +0.28% | |
| 50 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.27% | +0.02% | -1.25% |
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 145 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, SHV, VYM) accounted for 37.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
LLY
市值: $1.1M
Top Position Liquidated / Trimmed
PYLD
前期市值: $381.8K
During Q1 2026, White Lighthouse Investment Management Inc.'s top holdings by market value included VUG (15.0%)、SHV (8.0%)、VYM (7.9%). The largest single position, VUG, represented 15.0% of total portfolio value.
In Q1 2026, White Lighthouse Investment Management Inc. made 142 total portfolio adjustments, initiating 4 new buys, adding to 76 positions, trimming 53 holdings, and fully liquidating 9 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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