Red Lighthouse Investment Management, LLC Portfolio Holdings

Red Lighthouse Investment Management, LLC

  • $286 Billion
  • Q3 2025

Red Lighthouse Investment Management, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $286 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $46.4B, Dimensional ETF Tr U S Core Eq with a value of $41.7B, American Centy ETF Tr Avantis with a value of $32.9B, American Centy ETF Tr Avantis with a value of $23.6B, and Apple Inc. with a value of $22.5B.

Examining the 13F form we can see an increase of $24.4B in the current position value, from $262B to 286B.

Red Lighthouse Investment Management, LLC is based out at New York, NY

Below you can find more details about Red Lighthouse Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $286 Billion
ETFs: $226 Billion
Technology: $33.6 Billion
Financial Services: $4.75 Billion
Consumer Cyclical: $1.96 Billion
Communication Services: $1.92 Billion
Healthcare: $1.77 Billion
Consumer Defensive: $1.14 Billion
Energy: $996 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $286 Billion
  • Prior Value $262 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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