account_balance

Investment manager · 13F filer · SEC CIK 1962166

Red Lighthouse Investment Management, LLC

Reported value$338Mas of Sep 30, 2026
Positions85 1 new, 1 sold out
Top 10 weight75.4%AVUS alone is 17%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AVUS AvantisUSEquity 16.6% Held
DFAC DimensionalUSCore 13.6% Held
AVUV AvantisUSSmallCapValue 11.6% Held
AVDE AvantisInternational 8.0% Held
AAPL Apple Inc. 7.8% Held
AVDV AvantisInternatnlSml 5.8% Held
AVES AvantisEmergingSmall/Value 4.3% Held
AVEM AvantisEmergingMarkets 2.8% Held
DFGP DimensionalGblCrePlsFxdEt 2.6% Added +19%
MSFT Microsoft Corp 2.4% Held
DFAT DimensionalUSTargeted 1.6% Trimmed −2%
DFAU DimensionalUSCore 1.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Aug 4, 2026 filing
add_circleNew
  • DEXC $316K
arrow_upwardAdded
  • DFGP +19%
  • DUSB +17%
  • VGT +4%
  • DFAE +2%
arrow_downwardTrimmed
  • DFCF −45%
  • AMD −21%
  • VGSR −4%
  • DFAT −2%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist