Funds · 13F filer · Bedford, MA

White Lighthouse Investment Management Inc.

$802.3M in 151 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+16.8%S&P 500 +20.9%
3y return+48.2%S&P 500 +68.5%
5y return+42.2%S&P 500 +74.5%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since December 31, 2017: $201 against $280 in the S&P 500.2

White Lighthouse Investment Management Inc.S&P 500 (SPY)
$93$100$28020172026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
VUGVanguard Index Fds$133.0M16.6%+3.8%
SHVIshares Tr$66.9M8.3%+16.8%
VXUSVanguard Star Fds$54.8M6.8%
VYMVanguard Whitehall Fds$54.0M6.7%−10.8%
VCSHVanguard Scottsdale Fds$30.9M3.8%+1.9%
VGTVanguard World Fd$30.2M3.8%−2.3%
BNDVanguard Bd Index Fds$28.9M3.6%+2.8%
VTVVanguard Index Fds$28.1M3.5%−1.7%
SCHDSchwab Strategic Tr$26.5M3.3%+22.0%
IGMIshares Tr$21.1M2.6%+4.4%
IXUSIshares Tr$17.5M2.2%−1.5%
IAUIshares Gold Tr$14.8M1.8%+1.3%
VCITVanguard Scottsdale Fds$13.9M1.7%−12.4%
VOOVanguard Index Fds$12.7M1.6%−1.8%
VIGVanguard Specialized Funds$12.3M1.5%
DVYIshares Tr$10.9M1.4%
IWFIshares Tr$10.8M1.4%−2.9%
BSVVanguard Bd Index Fds$9.7M1.2%+3.6%
BILSpdr Series Trust$9.1M1.1%+26.9%
VTIPVanguard Malvern Fds$9.0M1.1%+5.4%
VBRVanguard Index Fds$8.9M1.1%
VBVanguard Index Fds$8.1M1.0%−1.2%
QQQInvesco Qqq Tr$7.2M0.9%
VHTVanguard World Fd$7.1M0.9%−4.0%
VSGXVanguard World Fd$6.6M0.8%+2.6%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
GOOGLAlphabet IncJune 30, 2020+404.0%$3.2M
IGMIshares TrJune 30, 2020+251.6%$21.1M
VGTVanguard World FdJune 30, 2020+243.1%$30.2M
AAPLApple IncJune 30, 2020+217.3%$6.3M
GOOGAlphabet IncJune 30, 2023+192.1%$4.2M
IWFIshares TrJune 30, 2020+158.7%$10.8M
VUGVanguard Index FdsJune 30, 2020+155.7%$133.0M
VOOVanguard Index FdsJune 30, 2020+142.3%$12.7M
SPYState Str Spdr S&p 500 Etf TJune 30, 2020+142.2%$3.4M
VTIVanguard Index FdsJune 30, 2020+136.4%$5.0M

Sold off last quarter

  • Astrazeneca PLC F Sponsored AdrCUSIP 046353108 was $3.0M
  • Global X Ftse Greece 20 EtfCUSIP 37950E366 was $637K
  • BLVVanguard Bd Index Fds was $263K
  • ISRGIntuitive Surgical Inc was $216K
  • GLWCorning Inc was $214K

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026+9.9%+14.8%
March 31, 2026−1.9%−4.6%
December 31, 2025+1.9%+2.4%
September 30, 2025+6.4%+7.8%
June 30, 2025+7.5%+10.5%
March 31, 2025−1.7%−4.6%
December 31, 2024−0.3%+2.1%
September 30, 2024+5.4%+5.4%
June 30, 2024+2.4%+4.0%
March 31, 2024+5.8%+10.0%
December 31, 2023+9.5%+11.2%
September 30, 2023−3.7%−3.6%
June 30, 2023+4.7%+8.3%
March 31, 2023+7.5%+7.0%
December 31, 2022+4.7%+7.1%
September 30, 2022−5.7%−5.3%
June 30, 2022−13.4%−16.5%
March 31, 2022−5.1%−4.9%
December 31, 2021+5.7%+10.7%
September 30, 2021−0.6%+0.3%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1727593
  2. 2
    Filed August 5, 2026 · accession 0001727593-26-000007