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White Lighthouse Investment Management Inc. Top Holdings and 13F Report (2025)

About White Lighthouse Investment Management Inc.

Investment Activity

  • White Lighthouse Investment Management Inc. has $569.19 million in total holdings as of December 31, 2024.
  • White Lighthouse Investment Management Inc. owns shares of 133 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
  • Approximately 4.09% of the portfolio was purchased this quarter.
  • About 0.99% of the portfolio was sold this quarter.
  • This quarter, White Lighthouse Investment Management Inc. has purchased 131 new stocks and bought additional shares in 57 stocks.
  • White Lighthouse Investment Management Inc. sold shares of 49 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

Marriott International
$1,320,781 Holding
Tesla
$571,837 Holding
NVIDIA
$324,982 Holding
S&P Global
$276,407 Holding
Home Depot
$271,904 Holding

Largest Purchases this Quarter

iShares Short Treasury Bond ETF
48,772 shares (about $5.37M)
Schwab US Dividend Equity ETF
87,561 shares (about $2.39M)
Vanguard Total Bond Market ETF
27,026 shares (about $1.94M)
Vanguard Total International Stock ETF
29,271 shares (about $1.72M)
Marriott International
4,735 shares (about $1.32M)

Largest Sales this Quarter

Vanguard Dividend Appreciation ETF
2,624 shares (about $513.86K)
iShares Russell 1000 Growth ETF
1,175 shares (about $471.85K)
Vanguard Information Technology ETF
720 shares (about $447.70K)
Vanguard Mega Cap Growth ETF
939 shares (about $322.46K)
iShares Select Dividend ETF
2,438 shares (about $320.08K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWhite Lighthouse Investment Management Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$96,282,202$307,419 -0.3%234,58316.9%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$55,497,390$633,484 1.2%434,9679.8%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$33,277,170$1,724,939 5.5%564,6905.8%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$28,033,505$5,370,294 23.7%254,5954.9%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$24,876,148$154,460 0.6%318,8844.4%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$22,950,044$447,697 -1.9%36,9094.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$20,272,360$1,943,439 10.6%281,9133.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$17,681,363$585,609 3.4%104,4383.1%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$16,849,112$714,726 4.4%209,9053.0%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$12,970,583$329,708 2.6%196,1082.3%Manufacturing
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$12,258,379$298,001 -2.4%247,5942.2%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$10,495,112$513,858 -4.7%53,5931.8%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$10,073,196$471,855 -4.5%25,0841.8%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$9,243,465$371,590 4.2%119,6261.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$8,892,766$119,080 -1.3%16,5041.6%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$8,723,521$320,083 -3.5%66,4451.5%ETF
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$8,046,195$8,065 -0.1%78,8151.4%ETF
Apple Inc. stock logo
AAPL
Apple
$7,843,456$210,354 2.8%31,3211.4%Computer and Technology
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$7,022,139$42,874 -0.6%27,6801.2%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$6,541,662$145,463 2.3%33,0091.1%ETF
Vanguard Long-Term Corporate Bond ETF stock logo
VCLT
Vanguard Long-Term Corporate Bond ETF
$6,303,396$87,642 1.4%84,2931.1%Manufacturing
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$6,020,639$42,049 0.7%25,0571.1%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$5,544,257$511,656 10.2%114,5031.0%Manufacturing
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$5,077,077$220,293 4.5%56,9950.9%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,954,701$233,626 -4.5%9,6920.9%Finance
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$4,667,498$201,229 4.5%82,3190.8%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,467,224$136,291 3.1%16,9130.8%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$4,309,129$416,630 10.7%74,0650.8%ETF
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$4,245,852$16,887 -0.4%40,4790.7%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$4,163,830$72,275 1.8%92,1200.7%Manufacturing
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$3,889,921$242,723 6.7%52,0530.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,566,184$235,844 -6.2%16,2550.6%Retail/Wholesale
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$3,558,905$2,392,174 205.0%130,2670.6%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$3,162,036$145,401 4.8%12,4610.6%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$3,111,778$55,810 1.8%19,2360.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,035,957$90,708 -2.9%10,4760.5%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$2,891,767$123,598 4.5%27,1400.5%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$2,637,353$4,215 -0.2%6,2570.5%Computer and Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$2,427,766$54,654 -2.2%55,1260.4%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$2,369,889$1,279,212 117.3%91,7490.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,314,531$19,928 -0.9%3,9490.4%Finance
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$2,193,676$29,629 1.4%17,0290.4%Manufacturing
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,839,996$45,432 2.5%9,7200.3%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$1,833,382$6,415 0.4%20,2920.3%Retail/Wholesale
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$1,829,119$10,423 -0.6%13,5120.3%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$1,806,392$33,785 1.9%4,8120.3%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$1,801,484$18,134 -1.0%26,3260.3%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,794,704$25,065 1.4%35,8010.3%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,714,038$12,106 -0.7%7,0790.3%Finance
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$1,709,342$31,981 -1.8%19,8830.3%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$1,647,590$19,735 -1.2%14,9440.3%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$1,636,805$91,135 -5.3%11,7460.3%Manufacturing
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$1,604,897$50,240 -3.0%12,1390.3%Finance
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$1,598,484$11,158 0.7%10,3150.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,545,6850.0%3,4100.3%Finance
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$1,519,298$38,984 2.6%19,9540.3%Manufacturing
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,444,0800.0%11,9990.3%Consumer Staples
Marriott International, Inc. stock logo
MAR
Marriott International
$1,320,781$1,320,781 New Holding4,7350.2%Consumer Discretionary
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$1,318,5000.0%12,5000.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,286,932$80,481 -5.9%26,9120.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,282,940$27,672 2.2%2,1790.2%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,273,755$56,656 -4.3%2,5180.2%Medical
iShares Cohen & Steers REIT ETF stock logo
ICF
iShares Cohen & Steers REIT ETF
$1,247,623$55,439 -4.3%20,7040.2%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$1,221,340$17,223 -1.4%21,2740.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,219,002$14,462 1.2%8,4290.2%Medical
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$983,112$32,064 -3.2%39,2460.2%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$972,994$41,360 4.4%18,8200.2%Manufacturing
Caterpillar Inc. stock logo
CAT
Caterpillar
$925,427$7,255 -0.8%2,5510.2%Industrial Products
Amgen Inc. stock logo
AMGN
Amgen
$868,640$261 0.0%3,3330.2%Medical
British American Tobacco p.l.c. stock logo
BTI
British American Tobacco
$866,3050.0%23,8520.2%Consumer Staples
The Southern Company stock logo
SO
Southern
$842,0510.0%10,2290.1%Utilities
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$777,508$34,591 -4.3%12,2500.1%ETF
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$757,942$50,170 7.1%4,6380.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$753,539$28,459 -3.6%6,5400.1%ETF
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$750,348$2,526 0.3%11,8820.1%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$679,1500.0%4,0510.1%Consumer Staples
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$644,136$12,984 2.1%6,7470.1%Finance
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$639,086$322,462 -33.5%1,8610.1%ETF
Vanguard ESG U.S. Corporate Bond ETF stock logo
VCEB
Vanguard ESG U.S. Corporate Bond ETF
$627,069$429,824 217.9%10,1160.1%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$623,892$56,596 -8.3%18,6850.1%Manufacturing
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$602,7170.0%8,1420.1%Medical
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$596,924$4,630 -0.8%3,3520.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$571,837$571,837 New Holding1,4160.1%Auto/Tires/Trucks
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$568,271$81,823 16.8%4,8130.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$561,167$115,297 25.9%5,6410.1%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$547,374$14,142 2.7%2,3610.1%Computer and Technology
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$537,267$65,622 -10.9%6,0340.1%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$527,264$27,779 -5.0%1,9550.1%ETF
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$513,935$112,787 -18.0%8,4390.1%Business Services
Nuveen ESG Small-Cap ETF stock logo
NUSC
Nuveen ESG Small-Cap ETF
$502,249$3,769 -0.7%11,9920.1%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$495,0820.0%9,4680.1%Consumer Staples
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$492,710$46,504 -8.6%2,1190.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$488,6160.0%2,5660.1%Computer and Technology
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$445,085$50,695 -10.2%2,1510.1%ETF
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$438,053$949 -0.2%12,9180.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$436,752$6,472 1.5%1,8220.1%Finance
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$426,5140.0%3,3650.1%ETF
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$416,9000.0%5,8690.1%ETF
Annaly Capital Management, Inc. stock logo
NLY
Annaly Capital Management
$410,774$293 0.1%22,4470.1%Finance
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$408,435$306,793 301.8%14,6550.1%ETF

Showing largest 100 holdings. View all holdings.
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