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RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
Updated 3 days agoManaged by Red Lighthouse Investment Management, Llc • Latest filing Q3 2026
Portfolio value
$337.6M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $279.4M |
| Q1 2026 | $296.1M |
| Q2 2026 | $335.6M |
| Q3 2026 | $337.6M |
Top holdings
85 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A AvantisUSEquity | $55.9M | 436.3K | 16.55% | — |
| 2 | ? N/A DimensionalUSCore | $46M | 1.03M | 13.62% | — |
| 3 | $39.2M | 332.6K | 11.60% | — | |
| 4 | ? N/A AvantisInternational | $26.9M | 298.8K | 7.98% | — |
| 5 | $26.3M | 79.1K | 7.80% | — | |
| 6 | ? N/A AvantisInternatnlSml | $19.6M | 179.5K | 5.82% | — |
| 7 | ? N/A AvantisEmergingSmall/Value | $14.4M | 221.4K | 4.27% | — |
| 8 | ? N/A AvantisEmergingMarkets | $9.5M | 101.1K | 2.81% | — |
| 9 | ? N/A DimensionalGblCrePlsFxdEt | $8.7M | 166.7K | 2.56% | — |
| 10 | $7.9M | 15.5K | 2.35% | — | |
| 11 | $5.4M | 81.2K | 1.60% | — | |
| 12 | ? N/A DimensionalUSCore | $4.1M | 78.1K | 1.21% | — |
| 13 | $3.9M | 70.6K | 1.17% | — | |
| 14 | $3.5M | 85.1K | 1.04% | — | |
| 15 | $3.4M | 4.4K | 1.00% | — | |
| 16 | ? N/A AvantisCoreFixed | $2.8M | 70.5K | 0.82% | — |
| 17 | $2.5M | 6.7K | 0.74% | — | |
| 18 | ? N/A AvantisRealEstateEtf | $2.5M | 55.9K | 0.73% | — |
| 19 | ? N/A VertGlobalSustnbleRlEsteE | $2.4M | 223.3K | 0.70% | — |
| 20 | $2.3M | 23.8K | 0.67% | — |