Red Lighthouse Investment Management, LLC has recently submitted its 13F-HR report, disclosing a total of $337.6 million in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategy and portfolio composition, reflecting its focus on various sectors, including technology and consumer goods.

The 13F-HR filing is a quarterly report required by the SEC for institutional investment managers with over $100 million in assets under management. This report details the firm’s equity holdings and is an important tool for investors and analysts to gauge the investment strategies of major players in the asset management industry.

Background

Red Lighthouse Investment Management, LLC is a New York-based investment management firm. The company, which operates under the Central Index Key (CIK) number 0001962166, focuses on managing assets for various clients, including institutional investors. The firm’s recent filings include multiple 13F-HR reports, with the latest being submitted on November 2, 2026, as part of its ongoing regulatory obligations.

What the Filing Says

According to the filing, Red Lighthouse reported a total of 85 positions in its portfolio, with a total value of $337,614,938. The firm’s holdings include significant investments in major companies such as Apple Inc., Amazon.com Inc., and Microsoft Corp. The report indicates that the firm exercises sole investment discretion over its holdings, highlighting its active management approach.

Impact

This filing may affect various stakeholders, including current and potential investors, analysts, and competitors in the asset management industry. By revealing its investment strategy and key holdings, Red Lighthouse provides valuable insights that could influence market perceptions and investment decisions among its peers.

What's Next

The filing does not specify what actions Red Lighthouse Investment Management will take next, but it is expected that the firm will continue to monitor its investments and adjust its portfolio in response to market conditions and opportunities.