Current Market Value 261,741,677
Current Holdings 114
Most Recent File Date 2025-08-01
Total Filings on Record 11
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Red Lighthouse Investment Management, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-01 2025-06-30 13F-HR 114 261,742
2025-04-28 2025-03-31 13F-HR 106 245,376
2025-02-07 2024-12-31 13F-HR 111 252,794
2024-11-01 2024-09-30 13F-HR 105 255,856
2024-07-24 2024-06-30 13F-HR 103 238,734
2024-05-10 2024-03-31 13F-HR 103 248,573
2024-02-02 2023-12-31 13F-HR 98 238,509
2023-10-30 2023-09-30 13F-HR 94 212,471
2023-08-03 2023-06-30 13F-HR 95 218,908
2023-05-15 2023-03-31 13F-HR 95 206,701
2023-02-10 2022-12-31 13F-HR 96 198,284