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Red Lighthouse Investment Management, Llc

Portfolio Manager
Red Lighthouse Investment Management, Llc
Performance
+0.52% (2026 Q1)
AUM (13F)
$296.11M
# of Holdings
80
Performance Rank
Allocation (Top 20)
85.48%

Red Lighthouse Investment Management, Llc Holdings Map

Top 50 Red Lighthouse Investment Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AVUS
Avantis US Equity
16.26%433.1K$48.1M
+0.92%(+3.93K)
2025-Q1: 427.8K shares2025-Q2: 426.1K shares2025-Q3: 426.7K shares2025-Q4: 429.1K shares2026-Q1: 433.1K shares
$66.72(+90.47%)
2026-03-31
DFAC
Dimensional U S Core
13.85%1.06M$41.0M
-1.39%(-14.88K)
2025-Q1: 1.10M shares2025-Q2: 1.07M shares2025-Q3: 1.08M shares2025-Q4: 1.07M shares2026-Q1: 1.06M shares
$23.47(+88.51%)
2026-03-31
AVUV
Avantis US Small Cap
12.3%329.7K$36.4M
+0.77%(+2.50K)
2025-Q1: 343.7K shares2025-Q2: 331.8K shares2025-Q3: 330.7K shares2025-Q4: 327.2K shares2026-Q1: 329.7K shares
$71.13(+73.65%)
2026-03-31
AVDE
Avantis International
8.54%298.1K$25.3M
-0.20%(-599)
2025-Q1: 321.3K shares2025-Q2: 296.6K shares2025-Q3: 299.1K shares2025-Q4: 298.7K shares2026-Q1: 298.1K shares
$51.49(+74.63%)
2026-03-31
AAPL
Apple Inc
6.9%80.5K$20.4M
-0.13%(-104)
2025-Q1: 93.5K shares2025-Q2: 88.3K shares2025-Q3: 88.4K shares2025-Q4: 80.6K shares2026-Q1: 80.5K shares
$139.43(+121.35%)
2026-03-31
AVDV
Avantis Internatnl Sml
5.93%175.8K$17.6M
+1.95%(+3.37K)
2025-Q1: 174.1K shares2025-Q2: 175.2K shares2025-Q3: 175.1K shares2025-Q4: 172.4K shares2026-Q1: 175.8K shares
$52.89(+97.42%)
2026-03-31
AVES
Avantis Emerging Small/Value
4.47%220.8K$13.2M
+0.97%(+2.12K)
2025-Q1: 215.7K shares2025-Q2: 217.8K shares2025-Q3: 218.5K shares2025-Q4: 218.7K shares2026-Q1: 220.8K shares
$40.00(+62.13%)
2026-03-31
AVEM
Avantis Emerging Markets
2.73%100.5K$8.1M
+6.40%(+6.05K)
2025-Q1: 89.2K shares2025-Q2: 92.9K shares2025-Q3: 94.1K shares2025-Q4: 94.4K shares2026-Q1: 100.5K shares
$51.75(+78.63%)
2026-03-31
DFGP
Dimensional Gbl Cre Pls Fxd Et
2.31%126.8K$6.8M
+11.30%(+12.87K)
2025-Q1: 2.7K shares2025-Q2: 48.4K shares2025-Q3: 84.3K shares2025-Q4: 113.9K shares2026-Q1: 126.8K shares
$54.46(-0.16%)
2026-03-31
MSFT
Microsoft Corp
1.91%15.2K$5.6M
-0.14%(-21)
2025-Q1: 15.2K shares2025-Q2: 15.3K shares2025-Q3: 15.3K shares2025-Q4: 15.3K shares2026-Q1: 15.2K shares
$259.04(+50.75%)
2026-03-31

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