REDW Wealth LLC
CIK: 0001688931SEC EDGAR →
Portfolio Value
$262.3M
Holdings
102
As of
Q4 2025
New Positions
102
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 73,652 | $24.7M | 9.41% |
| 2 | J P MORGAN EXCHANGE TRADED F | 339,797 | $21.5M | 8.18% |
| 3 | VANGUARD TAX-MANAGED FDS | 306,852 | $19.2M | 7.31% |
| 4 | AMERICAN CENTY ETF TR | 147,213 | $16.5M | 6.27% |
| 5 | ISHARES TR | 20,877 | $14.3M | 5.45% |
| 6 | J P MORGAN EXCHANGE TRADED F | 267,544 | $13.5M | 5.16% |
| 7 | VANGUARD BD INDEX FDS | 167,017 | $13.2M | 5.02% |
| 8 | DIMENSIONAL ETF TRUST | 243,896 | $9.3M | 3.54% |
| 9 | ISHARES INC | 108,439 | $7.9M | 3.00% |
| 10 | ISHARES TR | 71,583 | $7.1M | 2.73% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (102)
$24.7M · 74K shares
$21.5M · 340K shares
$19.2M · 307K shares
$16.5M · 147K shares
$14.3M · 21K shares
$13.5M · 268K shares
$13.2M · 167K shares
$9.3M · 244K shares
$7.9M · 108K shares
$7.1M · 72K shares
$5.7M · 69K shares
$5.5M · 72K shares
$5.0M · 93K shares
$4.7M · 53K shares
$4.6M · 51K shares
$3.7M · 14K shares
$3.4M · 57K shares
$3.4M · 40K shares
$3.2M · 63K shares
$3.1M · 16K shares
$3.1M · 16K shares
$2.9M · 12K shares
$2.8M · 6K shares
$2.4M · 50K shares
$2.3M · 19K shares
$2.3M · 8K shares
$2.3M · 31K shares
$2.3M · 46K shares
$2.1M · 3K shares
$2.0M · 30K shares
$2.0M · 16K shares
$1.8M · 31K shares
$1.7M · 79K shares
$1.6M · 61K shares
$1.5M · 3K shares
$1.5M · 55K shares
$1.5M · 3K shares
$1.4M · 25K shares
$1.4M · 3K shares
$1.3M · 2K shares
$1.3M · 43K shares
$1.3M · 16K shares
$1.2M · 5K shares
$1.2M · 2K shares
$1.2M · 28K shares
$1.1M · 9K shares
$1.1M · 48K shares
$1.1M · 41K shares
$937K · 9K shares
$911K · 25K shares
$861K · 3K shares
$828K · 11K shares
$825K · 16K shares
$812K · 25K shares
$764K · 4K shares
$750K · 2K shares
$725K · 7K shares
$705K · 18K shares
$694K · 9K shares
$645K · 9K shares
$596K · 16K shares
$518K · 785 shares
$486K · 20K shares
$478K · 2K shares
$473K · 9K shares
$435K · 7K shares
$427K · 16K shares
$388K · 16K shares
$385K · 4K shares
$381K · 4K shares
$377K · 10K shares
$369K · 7K shares
$367K · 12K shares
$354K · 1K shares
$350K · 581 shares
$334K · 10K shares
$332K · 3K shares
$327K · 10K shares
$324K · 1K shares
$323K · 2K shares
$320K · 3K shares
$317K · 7K shares
$314K · 13K shares
$314K · 6K shares
$303K · 4K shares
$301K · 1K shares
$293K · 766 shares
$280K · 602 shares
$276K · 697 shares
$275K · 2K shares
$273K · 2K shares
$269K · 251 shares
$268K · 2K shares
$245K · 699 shares
$242K · 2K shares
$227K · 752 shares
$219K · 11K shares
$210K · 5K shares
$205K · 6K shares
$204K · 1K shares
$202K · 1K shares
$200K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 75 | $234.3M | 89.3% |
| Unknown | 6 | $12.1M | 4.6% |
| Technology | 5 | $6.6M | 2.5% |
| Consumer Cyclical | 2 | $2.7M | 1.0% |
| Communication Services | 3 | $2.1M | 0.8% |
| Industrials | 3 | $1.9M | 0.7% |
| Consumer Defensive | 2 | $1.0M | 0.4% |
| Healthcare | 3 | $812K | 0.3% |
| Energy | 2 | $534K | 0.2% |
| Utilities | 1 | $204K | 0.1% |