13F Filings History of White Lighthouse Investment Management Inc.

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$716,386,798
Signature - Title
Jonathan Lachowitz - Owner
Location
Bedford, MA
Summary
This page shows a list of all the recent 13F filings made by White Lighthouse Investment Management Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. White Lighthouse Investment Management Inc. reported 150 stock holdings with total value $716,386,798 as of Q4 2025. Top holdings included VUG, VYM, SHV, VXUS, and VCSH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 150 $716,386,798 +$54,244,390 -$5,944,809 +$48,299,581 VUG, VYM, SHV, VXUS, VCSH 13F-HR 06 Feb 2026, 18:16
Q3 2025 139 $655,990,102 +$16,425,662 -$14,773,589 +$1,652,073 VUG, VYM, VXUS, SHV, VCSH 13F-HR 13 Nov 2025, 13:16
Q2 2025 138 $614,813,706 +$20,071,837 -$7,327,759 +$12,744,078 VUG, VYM, VXUS, SHV, VCSH 13F-HR 30 Jul 2025, 15:30
Q1 2025 133 $560,008,865 +$13,798,452 -$13,494,807 +$303,645 VUG, VYM, VXUS, SHV, VCSH 13F-HR 12 May 2025, 16:44
Q4 2024 133 $569,193,756 +$23,259,845 -$5,613,019 +$17,646,826 VUG, VYM, VXUS, SHV, VCSH 13F-HR 04 Feb 2025, 11:57
Q3 2024 131 $557,384,973 +$17,475,978 -$5,814,778 +$11,661,200 VUG, VYM, VXUS, VCSH, SHV 13F-HR 30 Oct 2024, 14:41
Q2 2024 121 $518,307,398 +$21,364,304 -$7,333,296 +$14,031,008 VUG, VYM, VXUS, VCSH, VGT 13F-HR 15 Jul 2024, 14:51
Q1 2024 120 $492,272,762 +$30,654,044 -$14,163,664 +$16,490,380 VUG, VYM, VXUS, VCSH, VGT 13F-HR 07 May 2024, 15:58
Q4 2023 121 $456,917,209 +$16,526,673 -$10,623,010 +$5,903,663 VUG, VYM, VXUS, VCSH, VGT 13F-HR 23 Jan 2024, 13:30
Q3 2023 118 $411,858,611 +$15,145,202 -$6,906,649 +$8,238,553 VUG, VYM, VXUS, VCSH, VGT 13F-HR 18 Oct 2023, 17:07
Q2 2023 115 $418,899,098 +$13,222,890 -$9,880,162 +$3,342,728 VUG, VYM, VXUS, VCSH, VGT 13F-HR 07 Aug 2023, 15:26
Q1 2023 113 $396,934,680 +$11,964,773 -$6,061,006 +$5,903,767 VUG, VYM, VCSH, VXUS, VGT 13F-HR 20 Apr 2023, 11:35
Q4 2022 114 $368,035,300 +$14,027,629 -$9,485,281 +$4,542,348 VUG, VYM, VXUS, VCSH, VGT 13F-HR 24 Jan 2023, 15:31
Q3 2022 105 $343,385,000 +$20,793,202 -$6,707,973 +$14,085,229 VUG, VYM, VCSH, VXUS, VGT 13F-HR 18 Oct 2022, 16:28
Q2 2022 108 $349,494,000 +$22,707,883 -$12,605,036 +$10,102,847 VUG, VYM, VCSH, VXUS, VGT 13F-HR 20 Jul 2022, 15:39
Q1 2022 115 $393,177,000 +$26,405,944 -$14,680,526 +$11,725,418 VUG, VYM, VXUS, VCSH, VGT 13F-HR 20 Apr 2022, 10:52
Q4 2021 114 $401,316,000 +$15,721,529 -$7,720,807 +$8,000,722 VUG, VYM, VXUS, VCSH, VGT 13F-HR 12 Jan 2022, 16:43
Q3 2021 115 $372,699,000 +$16,106,552 -$6,285,885 +$9,820,667 VUG, VYM, VXUS, VCSH, VGT 13F-HR 20 Oct 2021, 14:29
Q2 2021 120 $364,985,000 +$21,274,576 -$8,511,556 +$12,763,020 VUG, VYM, VXUS, VGT, VTV 13F-HR 26 Jul 2021, 14:03
Q1 2021 115 $326,798,000 +$14,622,856 -$9,284,946 +$5,337,910 VUG, VYM, VXUS, VGT, VTV 13F-HR 07 May 2021, 16:26
Q4 2020 113 $313,351,000 +$11,266,703 -$12,327,680 -$1,060,977 VUG, VYM, VXUS, VGT, VTV 13F-HR 03 Feb 2021, 17:17
Q3 2020 112 $288,825,000 +$16,167,030 -$12,363,536 +$3,803,494 VUG, VYM, VXUS, VGT, VCSH 13F-HR 15 Oct 2020, 12:19
Q2 2020 110 $272,312,000 +$18,747,868 -$22,468,437 -$3,720,569 VUG, VYM, VGT, VXUS, VCSH 13F-HR 23 Jul 2020, 12:03
Q1 2020 108 $238,941,000 +$22,608,801 -$18,896,108 +$3,712,693 VUG, VYM, VXUS, VCSH, VCIT 13F-HR 07 Apr 2020, 17:26
Q4 2019 131 $272,651,000 +$17,110,063 -$7,048,687 +$10,061,376 VUG, VYM, VXUS, VCSH, VCIT 13F-HR 24 Jan 2020, 17:09
Q3 2019 130 $248,483,000 +$10,446,567 -$3,503,642 +$6,942,925 VUG, VYM, VXUS, VCSH, DVY 13F-HR 12 Nov 2019, 18:41
Q2 2019 126 $239,608,000 +$21,760,862 -$6,141,920 +$15,618,942 VUG, VYM, VXUS, VCSH, DVY 13F-HR 31 Jul 2019, 15:08
Q1 2019 123 $217,813,000 +$26,284,263 -$8,342,313 +$17,941,950 VUG, VCSH, VYM, VXUS, DVY 13F-HR 07 May 2019, 18:44
Q4 2018 109 $182,029,000 +$14,537,039 -$9,516,006 +$5,021,033 VCSH, VYM, VUG, VXUS, DVY 13F-HR 23 Jan 2019, 16:30
Q3 2018 116 $196,042,000 +$11,629,194 -$4,741,002 +$6,888,192 VCSH, VUG, VYM, VXUS, DVY 13F-HR 24 Oct 2018, 12:51
Q2 2018 118 $182,131,000 +$13,070,903 -$5,569,848 +$7,501,055 VCSH, VXUS, VUG, VYM, DVY 13F-HR 09 Aug 2018, 14:13
Q1 2018 117 $174,404,000 +$8,555,056 -$6,699,417 +$1,855,639 VCSH, VXUS, VUG, VYM, DVY 13F-HR 12 Apr 2018, 10:01
Q4 2017 119 $174,126,000 $0 $0 $0 VCSH, VXUS, VUG, DVY, VYM 13F-HR 10 Jan 2018, 10:23