White Lighthouse Investment Management Inc. ETF holdings
Bedford, MA
Reported $754.1M in 106 ETFs in its Form 13F for June 30, 2026.
ETF value
$754.1M
ETFs held
106
Change from prior quarter
+11.6%
With price moves
ETFs as a share of its 13F
94.0%
of $802.3M
Top 10 of 106 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VUG | Vanguard Morningstar Growth ETF | $133.0M | 1,544,459 | +1,296,438 shares |
| SHV | iShares 0–1 Year Treasury Bond ETF | $66.9M | 606,646 | +87,145 shares |
| VXUS | Vanguard Total International Stock ETF | $54.8M | 641,058 | −2,601 shares |
| VYM | Vanguard High Dividend Yield ETF | $54.0M | 341,684 | −41,323 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $30.9M | 390,825 | +7,163 shares |
| VGT | Vanguard Information Technology ETF | $30.2M | 253,028 | +220,642 shares |
| BND | Vanguard Total Bond Market ETF | $28.9M | 394,254 | +10,865 shares |
| VTV | Vanguard Morningstar Value ETF | $28.1M | 128,941 | −2,259 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $26.5M | 835,391 | +150,648 shares |
| IGM | iShares Expanded Tech Sector ETF | $21.1M | 128,824 | +5,400 shares |
96 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001727593. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does White Lighthouse Investment Management Inc. own?
White Lighthouse Investment Management Inc. reported 106 ETF positions worth $754.1M in its Form 13F for June 30, 2026. The largest was VUG, at $133.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.