Red Lighthouse Investment Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists Mark Sladkus as the Managing Member of the firm, which is based in Hillsdale, New York.
The portfolio consists of 79 individual securities. The largest holding is Apple Inc., for which the firm reported 79,057 shares. Other notable individual stock positions include Microsoft Corp (15,485 shares), Taiwan Semiconductor Manufacturing Co. (3,891 shares), and Visa Inc. Class A (2,929 shares).
A significant portion of the portfolio is allocated to exchange-traded funds (ETFs). The firm holds substantial positions in the Vanguard Information Technology ETF (12,961 shares) and the Vert Global Sustainable Real Estate ETF (223,325 shares). Other ETFs in the portfolio include the Dimensional World Equity ETF (2,523 shares) and the iShares Asia 50 ETF (7,188 shares).
The filing also includes positions in various other sectors, such as healthcare (Johnson & Johnson, UnitedHealth Group), consumer staples (Walmart Stores, Costco Wholesale), and financial services (JPMorgan Chase & Co., Goldman Sachs Group Inc.). The total number of shares reported across all holdings is 3,376,149.
