Institutional Fund
White Lighthouse Investment Management Inc.
Bedford, MACIK 17275935 filings on record
Portfolio Value
$720.80M
Q1 2026
Holdings
145
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+0.6%
from $716.39M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds15.0%
- Ishares Tr8.0%
- Vanguard Whitehall Fds7.9%
- Vanguard Star Fds6.9%
- Vanguard Scottsdale Fds4.2%
- Vanguard Bd Index Fds3.9%
- Other54.1%
Portfolio Holdings
145 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 248.0K | $108.33M | 15.0% | +7.8K | Added |
| 2 | Ishares Tr | 519.5K | $57.35M | 8.0% | +47.1K | Added |
| 3 | Vanguard Whitehall Fds | 383.0K | $56.72M | 7.9% | −88.8K | Reduced |
| 4 | Vanguard Star Fds | 643.7K | $49.63M | 6.9% | +50.2K | Added |
| 5 | Vanguard Scottsdale Fds | 383.7K | $30.41M | 4.2% | +17.7K | Added |
| 6 | Vanguard Bd Index Fds | 383.4K | $28.23M | 3.9% | +12.1K | Added |
| 7 | Vanguard Index Fds | 131.2K | $25.74M | 3.6% | −134 | Reduced |
| 8 | Vanguard World Fd | 32.4K | $22.60M | 3.1% | −298 | Reduced |
| 9 | Schwab Strategic Tr | 684.7K | $21.01M | 2.9% | +497.1K | Added |
| 10 | Ishares Gold Tr | 193.6K | $17.06M | 2.4% | −13.1K | Reduced |
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