White Lighthouse Investment Management Inc.

RIA/Wealth

White Lighthouse Investment Management Inc. is a RIA/Wealth led by Jonathan Owen Lachowitz, reporting $689.3M in AUM as of Q3 2025 with 89% ETF concentration, 59% concentrated in top 10 holdings, 17% allocation to VUG, and minimal technology exposure.

CEOJonathan Owen Lachowitz

Portfolio Value: $656.0M
Positions: 139
Top Holding: VUG at 17.41%
Last Reported: Q3 2025

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Top Holdings

Largest long holdings in White Lighthouse Investment Management Inc.'s portfolio (59.5% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Growth VUG	ETF ETF	$114.2M	17.41%	-$1.7M Sold	— 238.2K shares	Q4 2017 Held for 7y 11m
2 Vanguard High Dividend Yield VYM	ETF ETF	$65.2M	9.95%	+$960.2K Bought	— 462.9K shares	Q4 2017 Held for 7y 11m
3 Vanguard Total International Stock VXUS	ETF ETF	$42.5M	6.47%	+$1.0M Bought	— 578.1K shares	Q4 2017 Held for 7y 11m
4 iShares Short Treasury Bond SHV	ETF ETF	$35.7M	5.45%	+$3.9M Bought	— 323.5K shares	Q4 2017 Held for 7y 11m
5 Vanguard Short-Term Corporate Bond VCSH	ETF ETF	$28.2M	4.30%	+$2.5M Bought	— 352.9K shares	Q4 2017 Held for 7y 11m
6 Vanguard Information Technology VGT	ETF ETF	$25.0M	3.81%	-$158.3K Sold	— 33.5K shares	Q4 2017 Held for 7y 11m
7 Vanguard Total Bond Market BND	ETF ETF	$23.6M	3.59%	+$590.7K Bought	— 316.8K shares	Q4 2017 Held for 7y 11m
8 Vanguard Value VTV	ETF ETF	$23.5M	3.58%	+$1.1M Bought	— 125.8K shares	Q4 2017 Held for 7y 11m
9 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$16.6M	2.54%	-$829.1K Sold	— 197.8K shares	Q4 2017 Held for 7y 11m
10 IAU iShares Gold Trust IAU	Unknown Unknown	$15.7M	2.39%	+$445.6K Bought	— 215.6K shares	Q4 2022 Held for 2y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in White Lighthouse Investment Management Inc.'s latest filing

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GthenC

Market Value

$656.0M

Prior: $614.8M

Q/Q Change

+6.7%

+$41.2M

Net Flows % of MV

+0.22%

Turnover Ratio

2.38%

New Purchases

3 stocks

$1.3M

Added To

50 stocks

+$14.9M

Sold Out Of

3 stocks

$987.4K

Reduced Holdings

71 stocks

-$13.8M

Increased Positions

Position	Shares Δ	Change
1 iShares ESG Aware USD Corporate Bond ETF SUSC	New	0 → 37.9K +$892.2K
2 Vanguard International High Dividend Yield VYMI	New	0 → 2.5K +$211.1K
3 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	New	0 → 3.7K +$205.9K
4 Nuveen ESG Large-Cap Growth NULG	+43.08%	7.1K → 10.2K +$304.6K
5 Nvidia NVDA	+23.1%	3.4K → 4.2K +$146.5K

Decreased Positions

Position	Shares Δ	Change
1 Global X MSCI Greece GREK	Sold	10.0K → 0 −$578.7K
2 Ameriprise Financial AMP	Sold	388.0 → 0 −$207.1K
3 iShares Core MSCI EAFE ETF IEFA	Sold	2.4K → 0 −$201.6K
4 BTI British American Tobacco BTI	-48.58%	23.9K → 12.3K −$615.1K
5 Affirm Holdings, Inc. AFRM	-45.69%	10.7K → 5.8K −$358.7K