13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001727593
Total reported value
$829.2M
$829.2M
151 檔
41.0%
In Q2 2026, White Lighthouse Investment Management Inc.'s U.S. equity holdings reached a combined market value of $829.2M, distributed across 151 disclosed stock positions.
White Lighthouse Investment Management Inc. executed strategic sector rebalancing during Q2 2026, establishing 11 new positions while fully exiting 5 holdings and trimming 65 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 16.58% | +1.05% | +522.71% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 8.34% | -0.35% | +16.77% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.83% | -0.05% | -0.40% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.73% | -0.56% | -10.79% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.85% | +0.03% | +1.87% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.77% | -0.04% | +681.29% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.61% | -0.35% | +2.83% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 3.50% | +0.19% | -1.72% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.30% | +0.84% | +22.00% | |
| 10 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.63% | +0.07% | +4.38% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.18% | -0.09% | -1.54% | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 1.85% | +0.10% | +1.29% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.73% | -0.22% | -12.42% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.58% | +0.01% | -1.84% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.53% | -0.06% | -0.75% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.36% | — | -0.87% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.35% | -0.03% | +288.23% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.21% | -0.04% | +3.63% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.13% | +0.32% | +26.91% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.12% | +0.02% | +5.45% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.11% | -0.07% | -0.89% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 1.01% | -0.08% | -1.15% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.90% | -0.04% | +0.99% | |
| 24 | VHT | Vanguard Health Care ETF | ETF-Other | 0.89% | +0.07% | -3.97% | |
| 25 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.82% | -0.03% | +2.60% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.78% | +0.09% | -2.26% | |
| 27 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.78% | -0.01% | +0.92% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.72% | +0.01% | +305.00% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.65% | -0.04% | -8.50% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | — | -1.58% | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.59% | -0.04% | +2.20% | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.54% | -0.04% | +10.84% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | -0.06% | -3.21% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.52% | -0.02% | +2.82% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.47% | -0.01% | +1.17% | |
| 36 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.47% | -0.03% | -0.77% | |
| 37 | VPU | Vanguard Utilities ETF | ETF-Other | 0.43% | -0.03% | -5.95% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | -0.02% | +4.40% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | -0.01% | -8.10% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | +0.14% | -9.79% | |
| 41 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.35% | — | +1.13% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.35% | -0.03% | +4.59% | |
| 43 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.35% | -0.09% | — | |
| 44 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.33% | -0.03% | +2.29% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.01% | -0.48% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.32% | -0.04% | -13.36% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.30% | -0.08% | -7.43% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.29% | — | -8.46% | |
| 49 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.29% | — | -0.53% | |
| 50 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.28% | -0.04% | -2.55% |
According to official SEC Form 13F filings, White Lighthouse Investment Management Inc. reported a total U.S. public equity portfolio value of $829.2M across 151 disclosed positions in Q2 2026.
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, SHV, VXUS) accounted for 41.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
AZN
市值: $2.8M
Top Position Liquidated / Trimmed
AZNN
前期市值: $3.0M
During Q2 2026, White Lighthouse Investment Management Inc.'s top holdings by market value included VUG (16.6%)、SHV (8.3%)、VXUS (6.8%). The largest single position, VUG, represented 16.6% of total portfolio value.
In Q2 2026, White Lighthouse Investment Management Inc. made 140 total portfolio adjustments, initiating 11 new buys, adding to 59 positions, trimming 65 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.