White Lighthouse Investment Management Inc.

13F filer, CIK 1727593, BEDFORD, MA

White Lighthouse Investment Management Inc. reported $557,384,973 across 131 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-30. Its ten largest share positions make up 56.95% of the portfolio.

Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001085146-24-005238

Period: 2024-09-30
Reported value: $557M
Holdings: 131
Top 10 weight: 56.95%
New: 12
Sold out: 2

Largest buys vs the previous quarter

Security	Shares change	Approx. value
BNDadded	+28,816	$2.16M
VYMadded	+13,037	$1.67M
VXUSadded	+20,870	$1.35M
VCITadded	+13,286	$1.11M
BTInew	+23,852	$873K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
VGTreduced	-2,121	-$1.24M
AAPLreduced	-3,572	-$832K
IWFreduced	-1,337	-$502K
DUKexited	-4,161	-$417K
ARISTA NETWORKS INCreduced	-950	-$365K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001085146-24-005238, largest first. % of portfolio is the value over $557,384,973, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VUGVANGUARD INDEX FDS	235,332	$90.3M	16.2%	-145	Timeline
VYMVANGUARD WHITEHALL FDS	430,002	$55.1M	9.89%	+13,037	Timeline
VXUSVANGUARD STAR FDS	535,419	$34.6M	6.22%	+20,870	Timeline
VCSHVANGUARD SCOTTSDALE FDS	316,904	$25.2M	4.51%	+6,158	Timeline
SHVISHARES TR	205,823	$22.8M	4.09%	+4,844	Timeline
VGTVANGUARD WORLD FD	37,629	$22M	3.96%	-2,121	Timeline
BNDVANGUARD BD INDEX FDS	254,887	$19.1M	3.43%	+28,816	Timeline
VTVVANGUARD INDEX FDS	100,979	$17.6M	3.15%	+2,480	Timeline
VCITVANGUARD SCOTTSDALE FDS	201,001	$16.8M	3.02%	+13,286	Timeline
IXUSISHARES TR	191,123	$13.9M	2.49%	+1,636	Timeline
IAUISHARES GOLD TR	253,613	$12.6M	2.26%	+2,017	Timeline
VIGVANGUARD SPECIALIZED FUNDS	56,217	$11.1M	2%	-104	Timeline
IWFISHARES TR	26,259	$9.86M	1.77%	-1,337	Timeline
DVYISHARES TR	68,883	$9.3M	1.67%	+1,655	Timeline
BSVVANGUARD BD INDEX FDS	114,817	$9.03M	1.62%	-1,388	Timeline
VOOVANGUARD INDEX FDS	16,725	$8.83M	1.58%	+1,045	Timeline
VHTVANGUARD WORLD FD	27,849	$7.86M	1.41%	-175	Timeline
IGMISHARES TR	78,894	$7.57M	1.36%	+966	Timeline
AAPLAPPLE INC	30,481	$7.1M	1.27%	-3,572	Timeline
VCLTVANGUARD SCOTTSDALE FDS	83,121	$6.75M	1.21%	-1,889	Timeline
VBRVANGUARD INDEX FDS	32,275	$6.47M	1.16%	-183	Timeline
VBVANGUARD INDEX FDS	24,882	$5.9M	1.06%	-309	Timeline
VNQVANGUARD INDEX FDS	54,522	$5.31M	0.95%	+1,280	Timeline
VTIPVANGUARD MALVERN FDS	103,936	$5.13M	0.92%	+3,721	Timeline
QQQINVESCO QQQ TR	10,149	$4.95M	0.89%	-37	Timeline
VSGXVANGUARD WORLD FD	78,770	$4.85M	0.87%	+2,307	Timeline
VOVANGUARD INDEX FDS	16,397	$4.33M	0.78%	+410	Timeline
IUSBISHARES TR	90,521	$4.27M	0.77%	+3,684	Timeline
ESGVVANGUARD WORLD FD	40,640	$4.13M	0.74%	+708	Timeline
VGSHVANGUARD SCOTTSDALE FDS	66,904	$3.95M	0.71%	-687	Timeline
BIVVANGUARD BD INDEX FDS	48,805	$3.82M	0.69%	+2,804	Timeline
SCHDSCHWAB STRATEGIC TR	42,706	$3.61M	0.65%	+494	Timeline
AMZNAMAZON COM INC	17,330	$3.23M	0.58%	+99	Timeline
VOEVANGUARD INDEX FDS	18,891	$3.17M	0.57%	-563	Timeline
VTIVANGUARD INDEX FDS	10,789	$3.06M	0.55%	+308	Timeline
VOTVANGUARD INDEX FDS	11,888	$2.89M	0.52%	+154	Timeline
MUBISHARES TR	25,980	$2.82M	0.51%	+5,560	Timeline
VWOVANGUARD INTL EQUITY INDEX F	56,367	$2.7M	0.48%	+2,371	Timeline
MSFTMICROSOFT CORP	6,267	$2.7M	0.48%	-63	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	3,983	$2.29M	0.41%	-95	Timeline
SCHPSCHWAB STRATEGIC TR	42,225	$2.26M	0.41%	+1,885	Timeline
ESGUISHARES TR	16,799	$2.12M	0.38%	+61	Timeline
BLVVANGUARD BD INDEX FDS	26,591	$2M	0.36%	+4,240	Timeline
IXJISHARES TR	20,255	$1.99M	0.36%	-520	Timeline
IJTISHARES TR	13,589	$1.9M	0.34%	0	Timeline
IBBISHARES TR	12,519	$1.82M	0.33%	-49	Timeline
VTEBVANGUARD MUN BD FDS	35,301	$1.8M	0.32%	+2,835	Timeline
GLDSPDR GOLD TR	7,129	$1.73M	0.31%	0	Timeline
DSIISHARES TR	15,123	$1.65M	0.3%	-283	Timeline
ESGDISHARES TR	19,442	$1.64M	0.29%	+572	Timeline
IUSGISHARES TR	12,400	$1.64M	0.29%	-623	Timeline
WMTWALMART INC	20,221	$1.63M	0.29%	+52	Timeline
VCRVANGUARD WORLD FD	4,722	$1.61M	0.29%	+45	Timeline
GOOGLALPHABET INC	9,480	$1.57M	0.28%	+74	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	3,410	$1.57M	0.28%	0	Timeline
UNHUNITEDHEALTH GROUP INC	2,630	$1.54M	0.28%	0	Timeline
VEAVANGUARD TAX-MANAGED FDS	28,595	$1.51M	0.27%	+140	Timeline
VOXVANGUARD WORLD FD	10,243	$1.49M	0.27%	-281	Timeline
PMPHILIP MORRIS INTL INC	11,999	$1.46M	0.26%	+4,999	Timeline
ICFISHARES TR	21,624	$1.43M	0.26%	-65	Timeline
VEUVANGUARD INTL EQUITY INDEX F	21,574	$1.36M	0.24%	+303	Timeline
JNJJOHNSON & JOHNSON	8,329	$1.35M	0.24%	0	Timeline
SUBISHARES TR	12,500	$1.33M	0.24%	+3,000	Timeline
IVVISHARES TR	2,132	$1.23M	0.22%	-70	Timeline
AMGNAMGEN INC	3,332	$1.07M	0.19%	0	Timeline
SGOLETFS GOLD TR	40,526	$1.01M	0.18%	-257	Timeline
CATCATERPILLAR INC	2,571	$1.01M	0.18%	0	Timeline
IGSBISHARES TR	18,020	$949K	0.17%	0	Timeline
SOSOUTHERN CO	10,229	$922K	0.17%	-3,880	Timeline
VGKVANGUARD INTL EQUITY INDEX F	12,795	$910K	0.16%	+224	Timeline
MGKVANGUARD WORLD FD	2,800	$901K	0.16%	-406	Timeline
BTIBRITISH AMERN TOB PLC	23,852	$873K	0.16%	new	Timeline
IJRISHARES TR	6,787	$794K	0.14%	+74	Timeline
VWOBVANGUARD WHITEHALL FDS	11,842	$786K	0.14%	+963	Timeline
VPUVANGUARD WORLD FD	4,331	$754K	0.14%	+1,432	Timeline
ESGEISHARES INC	20,380	$742K	0.13%	-1,750	Timeline
PGPROCTER & GAMBLE CO	4,051	$702K	0.13%	+18	Timeline
JNKSPDR SERIES TRUST	6,611	$646K	0.12%	+3,751	Timeline
EMBISHARES TR	6,771	$634K	0.11%	-175	Timeline
QUALISHARES TR	3,378	$606K	0.11%	+15	Timeline
VVVANGUARD INDEX FDS	2,058	$542K	0.1%	+92	Timeline
EWEDWARDS LIFESCIENCES CORP	8,142	$537K	0.1%	0	Timeline
XLKSELECT SECTOR SPDR TR	2,319	$524K	0.09%	+221	Timeline
NUSCNUSHARES ETF TR	12,082	$518K	0.09%	-795	Timeline
GDXVANECK ETF TRUST	12,946	$516K	0.09%	-308	Timeline
MRKMERCK & CO INC	4,482	$509K	0.09%	0	Timeline
MTUMISHARES TR	2,396	$486K	0.09%	-755	Timeline
MOALTRIA GROUP INC	9,468	$483K	0.09%	new	Timeline
VPLVANGUARD INTL EQUITY INDEX F	5,869	$460K	0.08%	0	Timeline
VFHVANGUARD WORLD FD	4,120	$453K	0.08%	-38	Timeline
NLYANNALY CAPITAL MANAGEMENT IN	22,431	$450K	0.08%	+12,032	Timeline
GOOGALPHABET INC	2,566	$429K	0.08%	0	Timeline
AFRMAFFIRM HLDGS INC	10,291	$420K	0.08%	-3,491	Timeline
NULGNUSHARES ETF TR	4,869	$402K	0.07%	-1,802	Timeline
PEPPEPSICO INC	2,335	$397K	0.07%	0	Timeline
AVGOBROADCOM INC	2,300	$397K	0.07%	+2,066	Timeline
IWPISHARES TR	3,365	$395K	0.07%	-200	Timeline
SOXXISHARES TR	1,687	$389K	0.07%	+1	Timeline
ICLNISHARES TR	26,002	$382K	0.07%	-2,220	Timeline
SCHGSCHWAB STRATEGIC TR	3,647	$380K	0.07%	0	Timeline
SUSAISHARES TR	3,154	$379K	0.07%	0	Timeline
JPMJPMORGAN CHASE & CO	1,795	$378K	0.07%	+8	Timeline
BILSPDR SERIES TRUST	3,902	$358K	0.06%	new	Timeline
ICSHISHARES TR	7,000	$355K	0.06%	0	Timeline
XOMEXXON MOBIL CORP	2,999	$352K	0.06%	0	Timeline
CSCOCISCO SYS INC	6,400	$341K	0.06%	0	Timeline
BNDXVANGUARD CHARLOTTE FDS	6,607	$332K	0.06%	-505	Timeline
VONGVANGUARD SCOTTSDALE FDS	3,435	$332K	0.06%	-499	Timeline
AGGISHARES TR	3,210	$325K	0.06%	+783	Timeline
LMTLOCKHEED MARTIN CORP	500	$292K	0.05%	0	Timeline
ASMLASML HLDG NV	350	$292K	0.05%	0	Timeline
EFIVSPDR SERIES TRUST	5,218	$291K	0.05%	new	Timeline
XLVSELECT SECTOR SPDR TR	1,850	$285K	0.05%	0	Timeline
SCHFSCHWAB STRATEGIC TR	6,783	$279K	0.05%	+102	Timeline
COSTCOSTCO WHOLESALE CORPORATION	314	$278K	0.05%	new	Timeline
HONHONEYWELL INTL INC	1,240	$256K	0.05%	-50	Timeline
SCHCSCHWAB STRATEGIC TR	6,620	$255K	0.05%	+20	Timeline
MDLZMONDELEZ INTL INC	3,428	$253K	0.05%	new	Timeline
SCHOSCHWAB STRATEGIC TR	5,135	$252K	0.05%	-325	Timeline
MDTMEDTRONIC PLC	2,718	$245K	0.04%	0	Timeline
HYGISHARES TR	2,979	$239K	0.04%	new	Timeline
EFGISHARES TR	2,178	$234K	0.04%	+8	Timeline
PANWPALO ALTO NETWORKS INC	660	$226K	0.04%	0	Timeline
GSLCGOLDMAN SACHS ETF TR	1,992	$225K	0.04%	0	Timeline
CVXCHEVRON CORPORATION	1,514	$223K	0.04%	new	Timeline
ISRGINTUITIVE SURGICAL INC	447	$220K	0.04%	-40	Timeline
ARISTA NETWORKS INCARISTA NETWORKS INC	550	$211K	0.04%	-950
VCEBVANGUARD WORLD FD	3,182	$206K	0.04%	new	Timeline
IEFAISHARES TR	2,631	$205K	0.04%	new	Timeline
VBKVANGUARD INDEX FDS	760	$203K	0.04%	new	Timeline
AMARIN CORP PLCAMARIN CORP PLC	36,500	$22.9K	<0.01%	new

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
DUKDUKE ENERGY CORP NEW	4,161	$417K	shares
HYMBSPDR SERIES TRUST	9,000	$229K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001085146-24-005238	base		2024-10-30	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC