REDW Wealth LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, REDW Wealth LLC held in its portfolio 100 assets valued at $262,314,929 (i.e. $262.32M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($24.69M), J P MORGAN EXCHANGE TRADED F ($21.47M), and VANGUARD TAX-MANAGED FDS ($19.17M).
The chart below shows the top 10 valuable assets, and the table below shows the top 100 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
REDW Wealth LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 73652 | 24693193 | TOTAL STK MKT |
| J P MORGAN EXCHANGE TRADED F | 339797 | 21468385 | US QUALTY FCTR |
| VANGUARD TAX-MANAGED FDS | 306852 | 19169051 | VAN FTSE DEV MKT |
| AMERICAN CENTY ETF TR | 147213 | 16455494 | US EQT ETF |
| ISHARES TR | 20877 | 14299353 | CORE S&P500 ETF |
| J P MORGAN EXCHANGE TRADED F | 267544 | 13535054 | ULTRA SHRT ETF |
| VANGUARD BD INDEX FDS | 167017 | 13162607 | SHORT TRM BOND |
| DIMENSIONAL ETF TRUST | 243896 | 9275377 | US HIGH PROFITAB |
| ISHARES INC | 108439 | 7881347 | MSCI EMRG CHN |
| ISHARES TR | 71583 | 7149710 | CORE US AGGBD ET |
| AMERICAN CENTY ETF TR | 68895 | 5671440 | INTL EQT ETF |
| AMERICAN CENTY ETF TR | 71760 | 5526955 | AVANTIS EMGMKT |
| VANGUARD INTL EQUITY INDEX F | 93350 | 5018486 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 53359 | 4721702 | REAL ESTATE ETF |
| ISHARES TR | 51238 | 4583751 | CORE MSCI EAFE |
| APPLE INC | 13504 | 3671142 | COM |
| VANGUARD SCOTTSDALE FDS | 56969 | 3414153 | INTER TERM TREAS |
| VANGUARD SCOTTSDALE FDS | 40048 | 3353980 | INT-TERM CORP |
| VICTORY PORTFOLIOS II | 63296 | 3217969 | SHORT TRM BD ETF |
| INVESCO EXCHANGE TRADED FD T | 16072 | 3078752 | S&P500 EQL WGT |
| VANGUARD INDEX FDS | 16011 | 3057876 | VALUE ETF |
| ISHARES TR | 11914 | 2932750 | RUSSELL 2000 ETF |
| VANGUARD INDEX FDS | 5751 | 2805683 | GROWTH ETF |
| GLOBAL X FDS | 50315 | 2404554 | US INFR DEV ETF |
| VANGUARD SCOTTSDALE FDS | 19223 | 2340400 | VNG RUS1000GRW |
| VANGUARD INDEX FDS | 7994 | 2319950 | MID CAP ETF |
| VANGUARD BD INDEX FDS | 30825 | 2283198 | TOTAL BND MRKT |
| T ROWE PRICE ETF INC | 45532 | 2270226 | PRICE BLUE CHIP |
| SPDR SERIES TRUST | 42630 | 2213662 | STATE STREET SPD |
| SPDR S&P 500 ETF TR | 3137 | 2139183 | TR UNIT |
| ISHARES INC | 30363 | 2041001 | CORE MSCI EMKT |
| ISHARES TR | 16453 | 2027997 | S&P 500 GRWT ETF |
| VANGUARD SCOTTSDALE FDS | 30533 | 1793203 | SHORT TERM TREAS |
| ISHARES TR | 78939 | 1669560 | IBONDS DEC 2031 |
| SCHWAB STRATEGIC TR | 61163 | 1604305 | US BRD MKT ETF |
| MICROSOFT CORP | 3203 | 1548948 | COM |
| SCHWAB STRATEGIC TR | 54986 | 1508266 | US DIVIDEND EQ |
| TESLA INC | 3287 | 1478230 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2778 | 1396362 | CL B NEW |
| CATERPILLAR INC | 2337 | 1338797 | COM |
| FIDELITY COVINGTON TRUST | 43224 | 1334757 | EMERG MKTS MLTFT |
| FLEXSHARES TR | 15982 | 1293903 | QLT DIV DEF IDX |
| AMAZON COM INC | 5202 | 1200726 | COM |
| INVESCO QQQ TR | 1885 | 1157974 | UNIT SER 1 |
| FLEXSHARES TR | 28397 | 1156752 | HIG YLD VL ETF |
| INVESCO EXCHANGE TRADED FD T | 8964 | 1059186 | S&P 100 EQL WIGH |
| ISHARES TR | 47780 | 1054505 | IBONDS DEC 2030 |
| ISHARES TR | 41277 | 1053802 | IBONDS DEC 2032 |
| AMERICAN CENTY ETF TR | 9195 | 937713 | US SML CP VALU |
| GLOBAL X FDS | 25379 | 911015 | AGING POPULATION |
| ALPHABET INC | 2744 | 861110 | CAP STK CL C |
| ISHARES TR | 10687 | 828563 | EAFE SML CP ETF |
| ISHARES TR | 16323 | 825617 | ULTRA SHORT DUR |
| DIMENSIONAL ETF TRUST | 24710 | 812712 | US SMALL CAP VAL |
| NVIDIA CORPORATION | 4097 | 764091 | COM |
| ALPHABET INC | 2398 | 750574 | CAP STK CL A |
| WALMART INC | 6512 | 725502 | COM |
| WISDOMTREE TR | 18082 | 705560 | EM EX ST-OWNED |
| VANGUARD SCOTTSDALE FDS | 8708 | 694254 | SHRT TRM CORP BD |
| ISHARES TR | 9254 | 645374 | FUTURE EXPONENTI |
| FIDELITY COVINGTON TRUST | 15781 | 596206 | ENHANCED SMALL |
| META PLATFORMS INC | 785 | 518171 | CL A |
| SCHWAB STRATEGIC TR | 19959 | 486401 | SHT TM US TRES |
| VANGUARD INDEX FDS | 1856 | 478755 | SMALL CP ETF |
| ISHARES TR | 8656 | 473570 | MSCI EMG MKT ETF |
| FLEXSHARES TR | 7199 | 435611 | STOXX GLOBR INF |
| SCHWAB STRATEGIC TR | 16142 | 388054 | INTL EQTY ETF |
| ISHARES TR | 4000 | 385080 | RUS MID CAP ETF |
| ISHARES TR | 3977 | 381911 | MSCI EAFE ETF |
| SCHWAB STRATEGIC TR | 10472 | 377620 | FUNDAMENTAL EMER |
| GLOBAL X FDS | 7271 | 369803 | ARTIFICIAL ETF |
| DBX ETF TR | 11860 | 367542 | XTRACK MSCI EAFE |
| SPDR S&P MIDCAP 400 ETF TR | 581 | 350409 | UTSER1 S&PDCRP |
| SCHWAB STRATEGIC TR | 10248 | 334290 | US LCAP GR ETF |
| EXXON MOBIL CORP | 2766 | 332860 | COM |
| ISHARES INC | 10497 | 327087 | EM MKTS DIV ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 1068 | 324555 | SPONSORED ADS |
| PROCTER AND GAMBLE CO | 2256 | 323307 | COM |
| TCW ETF TRUST | 3337 | 320871 | TRANSFORM SYSTEM |
| SPDR INDEX SHS FDS | 7158 | 317887 | PORTFOLIO DEVLPD |
| ISHARES TR | 5520 | 314401 | CRE U S REIT ETF |
| ISHARES TR | 13420 | 314095 | IBONDS DEC 29 |
| DELTA AIR LINES INC DEL | 4368 | 303139 | COM NEW |
| ABBVIE INC | 1321 | 301835 | COM |
| MOTOROLA SOLUTIONS INC | 766 | 293738 | COM NEW |
| DEERE & CO | 602 | 280273 | COM |
| SPDR GOLD TR | 697 | 276228 | GOLD SHS |
| SELECT SECTOR SPDR TR | 1780 | 275585 | STATE STREET HEA |
| ISHARES TR | 2276 | 273530 | CORE S&P SCP ETF |
| ELI LILLY & CO | 251 | 269722 | COM |
| VANGUARD WHITEHALL FDS | 1874 | 268956 | HIGH DIV YLD |
| VISA INC | 699 | 245146 | COM CL A |
| ABBOTT LABS | 1935 | 242421 | COM |
| VANGUARD INDEX FDS | 752 | 227187 | SML CP GRW ETF |
| SCHWAB STRATEGIC TR | 10506 | 219470 | US REIT ETF |
| WISDOMTREE TR | 4500 | 210195 | EMER MKT HIGH FD |
| SCHWAB STRATEGIC TR | 6284 | 205801 | EMRG MKTEQ ETF |
| VISTRA CORP | 1266 | 204244 | COM |
| CHEVRON CORP NEW | 1329 | 202477 | COM |
| SELECT SECTOR SPDR TR | 1394 | 200754 | STATE STREET TEC |
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