DOSSIER · 13F-HR · Q1 2026

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

RED LIGHTHOUSE INVESTMENT's hedge fund based in New York, NY $296M in tracked AUM across 80 positions as of Q1 2026.

RL
RED LIGHTHOUSE INVESTMENT·New York, NY·Hedge Fund
CIK 0001962166 · last filed Mar 31, 2026
Total AUM
$296M
14.4%
vs prior
Holdings
80
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
Top sector
Tech
41% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
1. Portfolio Overview

Red Lighthouse Investment Management, LLC has reported a significant expansion in its investment portfolio for the quarter ending December 31, 2025. The total portfolio value surged by 213.8%, growing from $89.02 million to $279.39 million. This substantial increase indicates a massive inflow of new capital, a significant shift in asset allocation strategy, or a combin...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AVUS
Avantis US Equity
$48M433K16.3%
02
DFAC
Dimensional U S Core
$41M1.1M13.8%
03
AVUV
Avantis US Small Cap
$36M330K12.3%
04
AVDE
Avantis International
$25M298K8.5%
05
AAPL
Apple Inc
$20M81K6.9%
06
AVDV
Avantis Internatnl Sml
$18M176K5.9%
07
AVES
Avantis Emerging Small/Value
$13M221K4.5%
08
AVEM
Avantis Emerging Markets
$8M100K2.7%
09
DFGP
Dimensional Gbl Cre Pls Fxd Et
$7M127K2.3%
10
MSFT
Microsoft Corp
$6M15K1.9%

Filing history

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