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Mark Sladkus

Red Lighthouse Investment Management, Llc

Assets Managed
$296.114M
Holdings
80
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
5.99%(2Q avg: 1.81%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Red Lighthouse Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Red Lighthouse Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 296.114M in assets, with a quarterly growth rate of 5.99% and a 2-quarter average growth rate of 1.81%. The portfolio is managed by Mark Sladkus, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 0.92%
16.26%
$48.147M
433,053 shares@ $111.19 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -1.39%
13.85%
$41.005M
1.055M shares@ $38.86 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 0.77%
12.3%
$36.422M
329,700 shares@ $110.47 avg price
AVDE
Avantis International Equity
Recent Activity
Decreased -0.2%
8.54%
$25.288M
298,067 shares@ $84.84 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.12%
6.91%
$20.436M
80,525 shares@ $253.8 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 1.96%
5.93%
$17.551M
175,760 shares@ $99.87 avg price
AVES
Avantis Emerging Markets Val
Recent Activity
Increased 0.97%
4.48%
$13.246M
220,843 shares@ $59.98 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 6.41%
2.74%
$8.097M
100,488 shares@ $80.58 avg price
DFGP
Dim Global Cp Fixed Income
Recent Activity
Increased 11.31%
2.32%
$6.845M
126,786 shares@ $53.99 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.13%
1.91%
$5.644M
15,247 shares@ $370.18 avg price

1-10 of 80