13F-HR filed by White Lighthouse Investment Management Inc.
White Lighthouse Investment Management Inc. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-09, with 150 holding rows worth $716,386,798.
- Accession
- 0001727593-26-000005
- Filer
- CIK 1727593
- Filed
- 2026-02-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 150 entries on the cover page, a total value of $716,386,798 stated on the cover page (in dollars after the unit check, H1), rows summing to $716,386,798 with VALUE read as dollars as filed, 13F file number 028-18193. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Growth | 922908736 | COM | 240,210 | $117,188,949 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 471,838 | $67,718,209 | dollars as filed | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 472,420 | $52,037,042 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 593,492 | $44,773,005 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 365,920 | $29,174,813 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 371,289 | $27,501,384 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 131,334 | $25,083,503 | dollars as filed | |
| VGT | 92204A702 | SHS | 32,684 | $24,636,375 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 200,521 | $16,793,605 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 206,671 | $16,775,485 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 187,638 | $15,881,680 | dollars as filed | |
| iShares Expanded Tech Sector ETF | 464287549 | SHS | 113,956 | $14,718,614 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 18,635 | $11,686,837 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 52,596 | $11,559,620 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 22,655 | $10,722,419 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 70,432 | $9,940,708 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 117,508 | $9,260,774 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 35,980 | $7,620,217 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 79,402 | $7,255,755 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 24,485 | $7,047,906 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 131,912 | $6,524,354 | dollars as filed | |
| Apple Inc | 037833100 | COM | 23,577 | $6,409,742 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 24,585 | $6,341,651 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 9,286 | $5,704,256 | dollars as filed | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 77,365 | $5,540,897 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 45,293 | $5,478,667 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 59,746 | $5,286,904 | dollars as filed | |
| SCHD | 808524797 | COM | 187,668 | $5,147,741 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 17,051 | $4,948,511 | dollars as filed | |
| VTI | 922908769 | COM | 13,320 | $4,465,789 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 74,371 | $4,367,835 | dollars as filed | |
| Vanguard Long-Term Corporate Bond ETF | 92206C813 | SHS | 56,724 | $4,302,491 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 8,805 | $4,258,367 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 85,339 | $3,971,663 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 49,730 | $3,872,972 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 12,700 | $3,545,165 | dollars as filed | |
| Vanguard Utilities ETF | 92204A876 | SHS | 18,674 | $3,455,413 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 18,525 | $3,285,741 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 10,122 | $3,168,258 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 7,093 | $2,811,027 | dollars as filed | |
| SPY | 78462F103 | SHS | 4,117 | $2,807,643 | dollars as filed | |
| ASTRAZENECA PLC SPONSORED ADR | 046353108 | ADR | 30,374 | $2,792,282 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 11,855 | $2,736,371 | dollars as filed | |
| VWO | 922042858 | SHS | 50,886 | $2,735,631 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 5,167 | $2,597,193 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 24,100 | $2,581,351 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 17,143 | $2,553,964 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 93,470 | $2,476,032 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 12,478 | $2,095,576 | dollars as filed | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 24,150 | $2,019,182 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 13,244 | $1,906,739 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 11,329 | $1,817,172 | dollars as filed | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 12,820 | $1,809,671 | dollars as filed | |
| Vanguard Consumer Discretionary ETF | 92204A108 | SHS | 4,414 | $1,738,842 | dollars as filed | |
| Vanguard Communication Services ETF | 92204A884 | SHS | 8,875 | $1,718,503 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 15,247 | $1,698,711 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 17,464 | $1,660,652 | dollars as filed | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 12,792 | $1,647,966 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 26,168 | $1,634,707 | dollars as filed | |
| iShares Global Healthcare ETF | 464287325 | SHS | 16,275 | $1,585,185 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 21,422 | $1,575,802 | dollars as filed | |
| ISHARES TR | 464287556 | ISHARES BIOTECH | 9,271 | $1,564,667 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 2,174 | $1,488,799 | dollars as filed | |
| ETFS GOLD TR | 00326A104 | PHYSCL GOLD SHS | 34,590 | $1,420,957 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 2,471 | $1,415,612 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 12,636 | $1,348,261 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 13,532 | $1,315,446 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 6,323 | $1,308,524 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 4,130 | $1,296,149 | dollars as filed | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 18,969 | $1,279,089 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 24,258 | $1,219,935 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,673 | $1,183,532 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 3,569 | $1,168,248 | dollars as filed | |
| NUVEEN ESG LARGE-CAP GROWTH ETF | 67092P201 | ETF | 10,478 | $1,024,748 | dollars as filed | |
| ISHARES ESG AWARE USD CORPORATE BOND ETF | 46435G193 | ETF | 43,625 | $1,020,158 | dollars as filed | |
| ISHARES TR | 464287564 | SELECT US REIT | 16,034 | $956,749 | dollars as filed | |
| VANGUARD WORLD FD | 92204A405 | FINANCIALS ETF | 7,010 | $935,765 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 17,590 | $930,159 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 4,812 | $897,465 | dollars as filed | |
| Southern Company | 842587107 | COM | 9,782 | $853,008 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 4,221 | $838,375 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 9,548 | $818,942 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 6,770 | $813,619 | dollars as filed | |
| ISHARES TR | 464287523 | COM | 2,581 | $777,233 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 7,947 | $765,137 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 5,305 | $760,232 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 16,507 | $729,106 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 1,763 | $727,714 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 2,335 | $724,410 | dollars as filed | |
| NUSHARES ETF TR | 67092P607 | NUVEEN ESG SMLCP | 15,940 | $711,721 | dollars as filed | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 9,465 | $658,007 | dollars as filed | |
| GLOBAL X FTSE GREECE 20 ETF | 37950E366 | COMMON | 9,970 | $657,123 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 7,107 | $605,914 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,816 | $599,554 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,704 | $589,849 | dollars as filed | |
| ANNALY CAPITAL MANAGEMENT INC COM NEW | 035710839 | REIT | 26,065 | $582,812 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 1,783 | $561,443 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 9,193 | $530,073 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 7,111 | $529,272 | dollars as filed | |
| Vanguard FTSE Pacific ETF | 922042866 | SHS | 5,789 | $523,283 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 4,899 | $515,683 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 6,604 | $508,737 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 6,294 | $507,485 | dollars as filed | |
| BRITISH AMERN TOB PLC SPONSORED ADR | 110448107 | ADR | 8,916 | $504,829 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 5,203 | $499,644 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 10,047 | $485,474 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 14,672 | $478,603 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 3,461 | $473,949 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 1,633 | $408,756 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 2,553 | $395,204 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 365 | $390,499 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,190 | $383,842 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 14,310 | $381,791 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C680 | COM | 3,115 | $379,251 | dollars as filed | |
| iShares S&P Global Clean Energy Index Fund | 464288224 | COM | 22,732 | $373,485 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,191 | $361,959 | dollars as filed | |
| Vanguard ESG U.S. Corporate Bond ETF | 921910691 | SHS | 5,674 | $361,068 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 7,000 | $354,060 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,015 | $349,116 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 7,216 | $328,529 | dollars as filed | |
| ISHARES TR | 464288802 | ESG OPTIMIZED | 2,304 | $321,062 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 3,214 | $321,014 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 613 | $320,348 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 3,155 | $303,091 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 2,658 | $283,603 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 1,182 | $273,420 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 564 | $272,831 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 1,878 | $269,484 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 473 | $267,888 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 4,827 | $264,375 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 866 | $261,503 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,674 | $255,131 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 289 | $249,444 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,350 | $248,670 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 2,096 | $246,741 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 3,523 | $236,816 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 656 | $230,101 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,150 | $224,147 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E628 | KBW BK ETF | 2,616 | $220,503 | dollars as filed | |
| Vanguard International High Dividend Yield ETF | 921946794 | SHS | 2,442 | $219,761 | dollars as filed | |
| SPDR SERIES TRUST | 78468R747 | ST STR MSCI GEN | 1,658 | $218,914 | dollars as filed | |
| Deere & Company | 244199105 | COM | 465 | $216,490 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 9,001 | $216,396 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 3,774 | $214,401 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430503 | ACTIVEBETA US LG | 1,592 | $210,733 | dollars as filed | |
| ISHARES INC ETF MSCI GLOBAL GOLD MINERS ETF NEW | 46434G855 | ETF | 2,813 | $207,149 | dollars as filed | |
| BROOKFIELD CORP CL A LTD VT SH | 11271J107 | Stock | 4,489 | $205,986 | dollars as filed | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 8,260 | $201,296 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 1,170 | $200,063 | dollars as filed | |
| INVESCO ACTVELY MNGD ETC FD | 46090F100 | OPTIMUM YIELD | 13,499 | $178,864 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001727593-26-000005 | this filing | 2026-02-09 | acceptance time not in the bulk data set |