White Lighthouse Investment Management Inc.: 13F holdings
CIK 17275932026Q2
| Positions | 151 |
|---|
| Reported value | $802.3m |
|---|
| Filed | 2026-08-05 |
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Change since last quarter
| Positions | 151 (+6 vs prior quarter) |
|---|
| Reported value | $802.3m (+11.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VUG VANGUARD INDEX FDS | 1,544,459 | $133.0m | 16.6% |
| SHV ISHARES TR | 606,646 | $66.9m | 8.3% |
| VXUS VANGUARD STAR FDS | 641,058 | $54.8m | 6.8% |
| VYM VANGUARD WHITEHALL FDS | 341,684 | $54.0m | 6.7% |
| VCSH VANGUARD SCOTTSDALE FDS | 390,825 | $30.9m | 3.8% |
| VGT VANGUARD WORLD FD | 253,028 | $30.2m | 3.8% |
| BND VANGUARD BD INDEX FDS | 394,254 | $28.9m | 3.6% |
| VTV VANGUARD INDEX FDS | 128,941 | $28.1m | 3.5% |
| SCHD SCHWAB STRATEGIC TR | 835,391 | $26.5m | 3.3% |
| IGM ISHARES TR | 128,824 | $21.1m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1727593")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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