Red Lighthouse Investment Management, LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $262 Billion distributed in 114 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 $43B, Dimensional ETF Tr U S Core Eq with a value of $38.5B, American Centy ETF Tr Avantis with a value of $30.2B, American Centy ETF Tr Avantis with a value of $21.9B, and Apple Inc. with a value of $18.1B.

Examining the 13F form we can see an increase of $16.4B in the current position value, from $245B to 262B.

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 $262 Billion
ETFs: $209 Billion
Technology: $28.7 Billion
Financial Services: $4.55 Billion
Consumer Cyclical: $2 Billion
Healthcare: $1.65 Billion
Communication Services: $1.62 Billion
Consumer Defensive: $1.19 Billion
Energy: $927 Million
Other: $0

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $262 Billion
  • Prior Value $245 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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