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RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    80

  • Value ($000)

    $296,114

  • Date Filed
    05/08/2026
  • Form type
    13F-HR
  • CIK
    0001962166
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AVUS

Avantis US Equity

US EQT ETF
025072885
$48.15M
16 %

433,053

D
DFAC

Dimensional U S Core

US CORE EQUITY 2
25434V708
$41.01M
14 %

1,055,204

A
AVUV

Avantis US Small Cap

US SML CP VALU
025072877
$36.42M
12 %

329,700

A
AVDE

Avantis International

INTL EQT ETF
025072703
$25.29M
9 %

298,067

A
AAPL

Apple Inc

COM
037833100
$20.44M
7 %

80,525

A
AVDV

Avantis Internatnl Sml

INTL SMCP VLU
025072802
$17.55M
6 %

175,760

A
AVES

Avantis Emerging Small/Value

EMERGING MKT VAL
025072372
$13.25M
5 %

220,843

A
AVEM

Avantis Emerging Markets

AVANTIS EMGMKT
025072604
$8.1M
3 %

100,488

D
DFGP

Dimensional Gbl Cre Pls Fxd Et

GLOBAL CORE PLUS
25434V583
$6.85M
2 %

126,786

M
MSFT

Microsoft Corp

COM
594918104
$5.64M
2 %

15,247

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