Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC (CIK 1962166) reported $335.6M across 85 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVUS ($55.8M, 16.62%), DFAC ($46.6M, 13.87%), AVUV ($42.2M, 12.58%), AVDE ($26.6M, 7.94%), AAPL ($23.2M, 6.90%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AVUSAvantis US Equity$55.8M16.62%435,464Added
2DFACDimensional U S Core$46.6M13.87%1.0MTrimmed
3AVUVAvantis US Small Cap Value$42.2M12.58%338,462Added
4AVDEAvantis International$26.6M7.94%298,615Added
5AAPLApple Inc$23.2M6.90%80,014Trimmed
6AVDVAvantis Internatnl Sml$18.4M5.48%178,372Added
7AVESAvantis Emerging Small/Value$14.5M4.33%221,780Added
8AVEMAvantis Emerging Markets$9.7M2.89%100,385Trimmed
9DFGPDimensional Gbl Cre Pls Fxd Et$7.6M2.26%139,541Added
10DFATDimensional U S Targeted$5.8M1.73%83,077Trimmed
11MSFTMicrosoft Corp$5.8M1.71%15,420Added
12DFAUDimensional US Core$4.0M1.20%78,084Hold
13DFIVDimensional Intl Value$3.8M1.12%69,853Trimmed
14DFAIDimensional Intern Core$3.6M1.06%86,092Added
15SPYSPDR S&P 500 ETF Tr$3.3M0.98%4,417Hold
16AVIGAvantis Core Fixed$2.9M0.87%70,721Hold
17VGSRVert Global Sustnble Rl Este E$2.6M0.79%231,474Added
18AVREAvantis Real Estate Etf$2.6M0.78%55,498Hold
19VTIVanguard Total Stock Mkt$2.5M0.74%6,673Trimmed
20DFCFDimensional Core Fixed$2.3M0.69%55,000Hold
21VTIPVanguard Shrt Inf Prot$2.3M0.68%45,315Added
22IXUSiShares Core MSCI Total Intl S$2.3M0.68%23,790Trimmed
23DFAXDimensional Wld Ex US Cr$2.2M0.66%60,318Hold
24VWOVanguard Emerging Markets ETF$2.2M0.64%36,195Hold
25TSMTaiwan Semiconductor Mfg$1.9M0.55%3,891Hold

Source: SEC Form 13F filings · as of 2026-06-30