Red Lighthouse Investment Management, LLC
Red Lighthouse Investment Management, LLC is an independent, fee-only, SEC-registered investment advisory firm headquartered in New York City. The firm provides investment advice and management services to individuals, foundations, endowments, and pension and profit-sharing plans. The company manages assets primarily for high net worth individuals, as well as other individual investors and organizations. As of 2025, the firm employs 2 staff members, both of whom serve as investment professionals.
Investment Strategy
Red Lighthouse Investment Management applies a diversified portfolio approach, primarily managing discretionary accounts for high net worth individuals and select institutions. Their investment philosophy focuses on long-term growth and risk-adjusted returns through equity and multi-asset allocations, with notable concentrations in large-cap technology and multi-factor funds. The firm is fee-only and acts in a fiduciary capacity, tailoring portfolios to client risk tolerance and objectives, which include foundations, endowments, and pension plans.
Top Holdings
Equity Positions (114)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVUS | AMERICAN CENTY ETF TR | 16.41% | $43.0M | 426,097 | $68.75 | $100.82 | +$4.7M |
D DFAC | DIMENSIONAL ETF TRUST | 14.72% | $38.5M | 1,074,687 | $24.38 | $35.84 | +$3.5M |
A AVUV | AMERICAN CENTY ETF TR | 11.55% | $30.2M | 331,784 | $74.83 | $91.10 | -$2.0M |
A AVDE | AMERICAN CENTY ETF TR | 8.39% | $21.9M | 296,552 | $54.73 | $74.01 | +$1.5M |
A AAPL | APPLE INC | 6.92% | $18.1M | 88,333 | $134.94 | $205.17 | +$2.1M |