White Lighthouse Investment Management Inc.

Registered adviser

CIK

1727593

Location

BEDFORD, MA

Portfolio Value

Small $809,537,210

Diversification

Diversified

Filing Date

Global Rank

#2,879 / 8,815 ▲ 90 · as of Jun 2026

Top Industry

Consumer Electronics 14.4%

Period ended 24 days ago

Filed Oct 21, 2026 · 3d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 108030

Roster of Oct 1, 2026

Regulatory AUM

$918,642,000

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$918,642,000	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$689,316,000	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$511,071,000	Individuals and high net worth (100%)
May 2023 to Mar 2024	$421,177,000	Individuals and high net worth (100%)
Apr 2023	$421,177,000	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$452,472,833	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 86.9% of the book (60%+)

Turnover

Low turnover

9.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 24.8 quarters (12+), a floor since 88.1% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 85.5%; sector active share 81.4% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

148 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

28.0%

+1.6 pts

Top 5

68.6%

+1.1 pts

Top 10

88.6%

+1.7 pts

HHI

1,416

Diversified+78

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	93.8%	$759,502,343	103
Technology	2.0%	$15,861,254	10
Healthcare	1.1%	$9,060,848	9
Communication Services	0.9%	$7,082,842	2
Consumer Defensive	0.7%	$5,858,665	7
Consumer Cyclical	0.5%	$4,356,754	5
Financial Services	0.4%	$3,196,847	4
Industrials	0.3%	$2,703,242	4
Energy	0.1%	$884,831	2
Utilities	0.1%	$524,693	1
Real Estate	0.1%	$504,891	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHD	Schwab U.S. Dividend Equity ETF	+220,759	1,056,150	$34,356,559
VUG	VANGUARD GROWTH INDEX FUND	+78,058	1,622,517	$146,205,006
—		+32,593	131,600	$0
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+25,991	416,816	$32,199,036
VXUS	Vanguard Total International Stock ETF	+20,628	661,686	$56,216,842
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+13,715	192,767	$9,487,991
VTV	VANGUARD VALUE INDEX FUND	+12,529	141,470	$30,568,837
IAU	Ishares Gold Trust	+10,704	206,769	$16,148,658
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	+9,260	27,085	$1,387,564
VO	VANGUARD MID-CAP INDEX FUND	+5,672	77,592	$6,084,764
PM	Philip Morris International Inc.	+4,827	13,359	$2,549,164
DVY	iShares Select Dividend ETF	+4,362	74,390	$11,312,487
IGM	iShares Expanded Tech Sector ETF	+3,739	132,563	$22,408,449
VFH	VANGUARD FINANCIALS INDEX FUND	+2,745	9,868	$1,283,728
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+2,668	127,416	$9,734,582
VNQ	VANGUARD REAL ESTATE INDEX FUND	+2,416	56,733	$5,084,978
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	+2,304	21,901	$1,382,610
BNDX	Vanguard Total International Bond ETF	+2,099	13,694	$641,837
VPU	VANGUARD UTILITIES INDEX FUND	+1,866	19,476	$3,330,396
VHT	VANGUARD HEALTH CARE INDEX FUND	+1,551	25,309	$7,999,668
SCHP	Schwab U.S. TIPS ETF	+1,368	100,544	$2,526,670
NLY	Annaly Capital Management Inc	+1,239	26,728	$504,891
SGOL	abrdn Gold ETF Trust	+1,210	31,892	$1,261,647
NUSC	Nuveen ESG Small-Cap ETF	+1,093	17,983	$872,625
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	+1,082	2,675	$422,248
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−12,252	329,432	$51,127,846
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−9,440	384,814	$26,994,702
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	−7,741	160,687	$12,583,398
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	−6,653	246,375	$30,961,946
SHV	iShares 0-1 Year Treasury Bond ETF	−6,430	600,216	$66,215,829
SUSC	iShares ESG Aware USD Corporate Bond ETF	−3,155	43,233	$948,748
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−2,889	39,563	$2,346,481
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−2,815	7,679	$1,503,164
PG	PROCTER & GAMBLE Co	−1,928	1,416	$205,716
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	−1,515	79,586	$4,580,970
AZN	Astrazeneca PLC	−1,330	13,460	$2,173,386
JNJ	Johnson & Johnson	−980	5,320	$1,408,416
IUSB	iShares Core Universal USD Bond ETF	−850	93,479	$4,121,489
ICF	iShares Select U.S. REIT ETF	−760	11,324	$712,279
VCR	VANGUARD CONSUMER DISCRETIONARY INDEX FUND	−758	3,232	$1,178,645
GDX	VanEck Gold Miners ETF	−659	8,317	$730,232
GOOG	Alphabet Inc.	−402	11,551	$3,935,887
BRK-B	Berkshire Hathaway Inc	−272	3,115	$1,551,114
NULG	Nuveen ESG Large-Cap Growth ETF	−270	10,131	$1,151,793
VV	VANGUARD LARGE-CAP INDEX FUND	−244	1,535	$540,089
SPY	Spdr S&P 500 ETF Trust	−203	4,330	$3,302,187
QQQ	Invesco Qqq Trust, Series 1	−192	9,645	$7,135,081
UNP	Union Pacific Corp	−135	967	$263,149
IJR	iShares Core S&P Small-Cap ETF	−126	6,812	$926,704
SOXX	iShares Semiconductor ETF	−111	2,414	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
ISRG	Intuitive Surgical Inc	2,015	$819,359
SCHI	Schwab 5-10 Year Corporate Bond ETF	21,822	$467,863
IBIT	iShares Bitcoin Trust ETF	7,365	$348,659
IBTH	iShares iBonds Dec 2027 Term Treasury ETF	10,949	$244,381
SCHX	Schwab U.S. Large-Cap ETF	7,673	$230,190
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	1,392	$201,895
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
GREK	Global X MSCI Greece ETF	9,970	$752,735
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	2,613	$414,578
XLF	State Street Corp	5,050	$270,730
KBWB	Invesco Ltd.	2,621	$243,700
IYW	iShares, Inc.	947	$238,861
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	4,260	$226,248
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	2,096	$224,544
INTC	Intel Corp	1,509	$210,701
SCHO	Schwab Short-Term U.S. Treasury ETF	8,510	$205,431
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

148 tracked positions · $809,537,210 total · filing declares 148 positions · $829,220,842 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 148 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VUG	VANGUARD GROWTH INDEX FUND	Added	1,622,517	+78,058	$146,205,006	+9.9%	18.06%
SHV	iShares 0-1 Year Treasury Bond ETF	Reduced	600,216	-6,430	$66,215,829	−1.1%	8.18%
VXUS	Vanguard Total International Stock ETF	Added	661,686	+20,628	$56,216,842	+2.6%	6.94%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	329,432	-12,252	$51,127,846	−5.3%	6.32%
SCHD	Schwab U.S. Dividend Equity ETF	Added	1,056,150	+220,759	$34,356,559	+29.7%	4.24%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	416,816	+25,991	$32,199,036	+4.2%	3.98%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Reduced	246,375	-6,653	$30,961,946	+2.4%	3.82%
VTV	VANGUARD VALUE INDEX FUND	Added	141,470	+12,529	$30,568,837	+8.8%	3.78%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	384,814	-9,440	$26,994,702	−6.7%	3.33%
IGM	iShares Expanded Tech Sector ETF	Added	132,563	+3,739	$22,408,449	+6.3%	2.77%
IXUS	iShares Core MSCI Total International Stock ETF	Reduced	182,819	-82	$17,365,976	−0.5%	2.15%
IAU	Ishares Gold Trust	Added	206,769	+10,704	$16,148,658	+9.1%	1.99%
VOO	VANGUARD 500 INDEX FUND	Added	18,755	+289	$13,144,629	+3.6%	1.62%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Reduced	160,687	-7,741	$12,583,398	−9.6%	1.55%
VIG	Vanguard Specialized Funds	Added	52,124	+178	$12,161,050	−1.1%	1.50%
DVY	iShares Select Dividend ETF	Added	74,390	+4,362	$11,312,487	+3.4%	1.40%
IWF	iShares Russell 1000 Growth ETF	Added	87,581	+292	$10,970,396	+1.2%	1.36%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	127,416	+2,668	$9,734,582	+0.2%	1.20%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	192,767	+13,715	$9,487,991	+5.5%	1.17%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	37,279	+638	$8,612,567	−3.3%	1.06%
VHT	VANGUARD HEALTH CARE INDEX FUND	Added	25,309	+1,551	$7,999,668	+12.6%	0.99%
VB	Vanguard Index Funds	Added	27,098	+483	$7,709,110	−4.4%	0.95%
AAPL	Apple Inc. Technology	Added	21,641	+5	$7,206,885	+15.1%	0.89%
QQQ	Invesco Qqq Trust, Series 1	Reduced	9,645	-192	$7,135,081	−1.5%	0.88%
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	Added	80,478	+461	$6,524,351	−1.0%	0.81%
ESGV	VANGUARD ESG U.S. STOCK ETF	Added	47,150	+97	$6,390,239	+2.7%	0.79%
VO	VANGUARD MID-CAP INDEX FUND	Added	77,592	+5,672	$6,084,764	+5.0%	0.75%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	13,710	+229	$5,130,830	+2.9%	0.63%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	56,733	+2,416	$5,084,978	−2.9%	0.63%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Reduced	79,586	-1,515	$4,580,970	−2.9%	0.57%
MSFT	Microsoft Corp Technology	Added	8,238	+224	$4,225,270	+41.3%	0.52%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Added	14,257	+671	$4,164,469	+0.1%	0.51%
IUSB	iShares Core Universal USD Bond ETF	Reduced	93,479	-850	$4,121,489	−5.3%	0.51%
GOOG	Alphabet Inc. Communication Services	Reduced	11,551	-402	$3,935,887	−6.8%	0.49%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Added	19,526	+487	$3,817,918	+1.5%	0.47%
BIV	Vanguard Bond Index Funds	Added	49,635	+713	$3,616,406	−3.6%	0.45%
VPU	VANGUARD UTILITIES INDEX FUND	Added	19,476	+1,866	$3,330,396	−3.4%	0.41%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,330	-203	$3,302,187	−2.4%	0.41%
GOOGL	Alphabet Inc. Communication Services	Added	9,146	+298	$3,146,955	−0.5%	0.39%
ESGU	iShares ESG Aware MSCI USA ETF	Added	17,458	+71	$2,911,994	+2.3%	0.36%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,907	+123	$2,717,479	+5.7%	0.34%
MUB	iShares National Muni Bond ETF	Added	26,339	+109	$2,662,872	−5.7%	0.33%
PM	Philip Morris International Inc. Consumer Defensive	Added	13,359	+4,827	$2,549,164	+65.2%	0.31%
SCHP	Schwab U.S. TIPS ETF	Added	100,544	+1,368	$2,526,670	−3.9%	0.31%
GLD	Spdr Gold Trust	Held	6,301	0	$2,399,672	+3.4%	0.30%
IUSG	iShares Core S&P U.S. Growth ETF	Added	12,273	+16	$2,377,893	+3.1%	0.29%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	39,563	-2,889	$2,346,481	−7.4%	0.29%
AZN	Astrazeneca PLC Healthcare	Reduced	13,460	-1,330	$2,173,386	−22.5%	0.27%
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	Added	24,591	+279	$2,134,498	−0.8%	0.26%
IJT	iShares S&P Small-Cap 600 Growth ETF	Held	12,559	0	$2,013,584	−10.2%	0.25%

Showing the top 50 of 148 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.