Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (CIK 1962166) reported $296.1M across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVUS ($48.1M, 16.26%), DFAC ($41.0M, 13.85%), AVUV ($36.4M, 12.30%), AVDE ($25.3M, 8.54%), AAPL ($20.4M, 6.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis US Equity | $48.1M | 16.26% | 433,053 | Added |
| 2 | DFAC | Dimensional U S Core | $41.0M | 13.85% | 1.1M | Trimmed |
| 3 | AVUV | Avantis US Small Cap | $36.4M | 12.30% | 329,700 | Added |
| 4 | AVDE | Avantis International | $25.3M | 8.54% | 298,067 | Trimmed |
| 5 | AAPL | Apple Inc | $20.4M | 6.90% | 80,525 | Trimmed |
| 6 | AVDV | Avantis Internatnl Sml | $17.6M | 5.93% | 175,760 | Added |
| 7 | AVES | Avantis Emerging Small/Value | $13.2M | 4.47% | 220,843 | Added |
| 8 | AVEM | Avantis Emerging Markets | $8.1M | 2.73% | 100,488 | Added |
| 9 | DFGP | Dimensional Gbl Cre Pls Fxd Et | $6.8M | 2.31% | 126,786 | Added |
| 10 | MSFT | Microsoft Corp | $5.6M | 1.91% | 15,247 | Trimmed |
| 11 | DFAT | Dimensional U S Targeted | $5.3M | 1.77% | 84,139 | Trimmed |
| 12 | DFIV | Dimensional Intl Value | $3.7M | 1.25% | 70,015 | Trimmed |
| 13 | DFAU | Dimensional US Core | $3.5M | 1.19% | 78,084 | Hold |
| 14 | AVIG | Avantis Core Fixed | $2.9M | 0.99% | 70,721 | Trimmed |
| 15 | SPY | SPDR S&P 500 ETF Tr | $2.9M | 0.97% | 4,417 | New |
| 16 | DFAI | Dimensional Intern Core | $2.7M | 0.93% | 70,340 | Hold |
| 17 | AVRE | Avantis Real Estate Etf | $2.4M | 0.83% | 55,498 | Trimmed |
| 18 | VGSR | Vert Global Sustnble Rl Este E | $2.4M | 0.80% | 230,087 | Added |
| 19 | DFCF | Dimensional Core Fixed | $2.3M | 0.78% | 55,000 | Hold |
| 20 | VTI | Vanguard Total Stock Mkt | $2.3M | 0.77% | 7,104 | Hold |
| 21 | VTIP | Vanguard Shrt Inf Prot | $2.2M | 0.73% | 43,115 | Added |
| 22 | IXUS | iShares Core MSCI Total Intl S | $2.1M | 0.70% | 23,791 | Trimmed |
| 23 | DFAX | Dimensional Wld Ex US Cr | $2.0M | 0.69% | 60,318 | Hold |
| 24 | VWO | Vanguard Emerging Markets ETF | $2.0M | 0.66% | 36,195 | Hold |
| 25 | BRK/B | Berkshire Hathaway B New | $1.6M | 0.54% | 3,363 | New |
Source: SEC Form 13F filings · as of 2026-03-31