White Lighthouse Investment Management Inc.
CIK 1727593
13F filing for Q2 2026・No. 2,947
- Holdings
- US$802.35M
- Quarter change
- +US$81.55M
- Entries
- 151
- Net bought (estimate)
- +US$10.92M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 5
- Cut 67
- Added 57
- Corporate actions 0
- Unchanged 16
Largest holdings
151 stocks worth US$802.35M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 1,544,459 | US$133.04M | 16.58% |
| ISHARES TRTRUST ISHARE 0-1 | Added | 606,646 | US$66.94M | 8.34% |
| VANGUARD STAR FDSVG TL INTL STK F | Cut | 641,058 | US$54.8M | 6.83% |
| VANGUARD WHITEHALL FDSHIGH DIV YLD | Cut | 341,684 | US$54M | 6.73% |
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | Added | 390,825 | US$30.89M | 3.85% |
| VANGUARD WORLD FDINF TECH ETF | CutSplit 8:1 | 253,028 | US$30.24M | 3.77% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Added | 394,254 | US$28.94M | 3.61% |
| VANGUARD INDEX FDSVALUE ETF | Cut | 128,941 | US$28.1M | 3.50% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Added | 835,391 | US$26.49M | 3.30% |
| ISHARES TREXPND TEC SC ETF | Added | 128,824 | US$21.07M | 2.63% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.