You're signed outSign in or to get full access.
White Lighthouse Investment Management Inc.
CIK:0001727593
Investment Adviser
$615M AUM
138 holdings
Lexington, MA, USA
White Lighthouse Investment Management Inc. is a Registered Investment Advisor (RIA) that serves worldwide expats, especially Americans living abroad.
Latest 13F Filing Activity
White Lighthouse Investment Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 137 equity positions with a total 13F market value of $615M. The fund increased holdings in Vanguard Index FDS, Vanguard World FD, Vanguard Whitehall FDS among other positions. White Lighthouse Investment Management Inc. reduced exposure to Ishares Gold TR, Apple Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (137)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 17.24% | $106.0M | 241,727 | $194.46 | $438.40 | +$19.4M |
V VYM | VANGUARD WHITEHALL FDS | 9.89% | $60.8M | 456,116 | $95.77 | $133.31 | +$3.8M |
V VXUS | VANGUARD STAR FDS | 6.34% | $39.0M | 564,240 | $56.89 | $69.09 | +$3.1M |
S SHV | ISHARES TR | 5.18% | $31.8M | 288,246 | $110.26 | $110.42 | +$121.9K |
V VCSH | VANGUARD SCOTTSDALE FDS | 4.15% | $25.5M | 321,274 | $78.94 | $79.50 | +$504.7K |
Industry Allocation
COMMODITY CONTRACTS BROKERS & DEALERS
+3.0%
ELECTRONIC COMPUTERS
+0.9%
PHARMACEUTICAL PREPARATIONS
+0.6%
SERVICES-PREPACKAGED SOFTWARE
+0.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.5%
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more