White Lighthouse Investment Management
White Lighthouse Investment Management reported 148 stocks worth $829M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are VUG (17.6%), SHV (8.0%) and VXUS (6.8%). Compared with Q2 2026, the fund opened new positions in ISRG, added to VUG, VXUS and SCHD, trimmed SHV, VYM and VGT and sold out of GREK, XOM and XLV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VUG Vanguard Index Fds | $146M | 17.6% | 1.6M | +78K (+5%) | 8 of 8 | |
| 2 |  SHV Ishares TR | $66.2M | 8.0% | 600K | −6,430 (−1%) | 8 of 8 | |
| 3 |  VXUS Vanguard Star Fds | $56.2M | 6.8% | 662K | +21K (+3%) | 8 of 8 | |
| 4 |  VYM Vanguard Whitehall Fds | $51.1M | 6.2% | 329K | −12K (−4%) | 8 of 8 | |
| 5 |  SCHD Schwab US Dividend Equity ETF | $34.4M | 4.1% | 1.1M | +221K (+26%) | 8 of 8 | |
| 6 |  VCSH Vanguard Scottsdale Fds | $32.2M | 3.9% | 417K | +26K (+7%) | 8 of 8 | |
| 7 |  VGT Vanguard World FD | $31M | 3.7% | 246K | −6,653 (−3%) | 8 of 8 | |
| 8 |  VTV Vanguard Index Fds | $30.6M | 3.7% | 141K | +13K (+10%) | 8 of 8 | |
| 9 |  BND Vanguard BD Index Fds | $27M | 3.3% | 385K | −9,440 (−2%) | 8 of 8 | |
| 10 |  IGM Ishares TR | $22.4M | 2.7% | 133K | +3,739 (+3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 GREK Global X Fds | $753K | 9,970 |
 XOM Exxon Mobil Corp | $431K | 3,154 |
 XLV State Street | $415K | 2,613 |
 XLF Select Sector Spdr TR | $271K | 5,050 |
 KBWB Invesco Exch Traded FD TR II | $244K | 2,621 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →White Lighthouse Investment Management 13F FAQ
What does White Lighthouse Investment Management own?
White Lighthouse Investment Management reported 148 stocks worth $829M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are VUG (17.6%), SHV (8.0%) and VXUS (6.8%). The table above lists every position in the filing (the top 10 without an account).
What did White Lighthouse Investment Management buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 73 added to, 41 trimmed and 10 sold out. New positions include ISRG. It sold all of GREK, XOM and XLV.
When will White Lighthouse Investment Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is White Lighthouse Investment Management's portfolio worth?
The Q3 2026 filing reports $829M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.