REDW Wealth LLC
CIK: 0001688931SEC EDGAR →
Portfolio Value
$262.3B
Holdings
102
As of
Q4 2025
New Positions
102
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 73,652 | $24.7B | 9.41% |
| 2 | J P MORGAN EXCHANGE TRADED F | 339,797 | $21.5B | 8.18% |
| 3 | VANGUARD TAX-MANAGED FDS | 306,852 | $19.2B | 7.31% |
| 4 | AMERICAN CENTY ETF TR | 147,213 | $16.5B | 6.27% |
| 5 | ISHARES TR | 20,877 | $14.3B | 5.45% |
| 6 | J P MORGAN EXCHANGE TRADED F | 267,544 | $13.5B | 5.16% |
| 7 | VANGUARD BD INDEX FDS | 167,017 | $13.2B | 5.02% |
| 8 | DIMENSIONAL ETF TRUST | 243,896 | $9.3B | 3.54% |
| 9 | ISHARES INC | 108,439 | $7.9B | 3.00% |
| 10 | ISHARES TR | 71,583 | $7.1B | 2.73% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (102)
$24.7B · 74K shares
$21.5B · 340K shares
$19.2B · 307K shares
$16.5B · 147K shares
$14.3B · 21K shares
$13.5B · 268K shares
$13.2B · 167K shares
$9.3B · 244K shares
$7.9B · 108K shares
$7.1B · 72K shares
$5.7B · 69K shares
$5.5B · 72K shares
$5.0B · 93K shares
$4.7B · 53K shares
$4.6B · 51K shares
$3.7B · 14K shares
$3.4B · 57K shares
$3.4B · 40K shares
$3.2B · 63K shares
$3.1B · 16K shares
$3.1B · 16K shares
$2.9B · 12K shares
$2.8B · 6K shares
$2.4B · 50K shares
$2.3B · 19K shares
$2.3B · 8K shares
$2.3B · 31K shares
$2.3B · 46K shares
$2.1B · 3K shares
$2.0B · 30K shares
$2.0B · 16K shares
$1.8B · 31K shares
$1.7B · 79K shares
$1.6B · 61K shares
$1.5B · 3K shares
$1.5B · 55K shares
$1.5B · 3K shares
$1.4B · 25K shares
$1.4B · 3K shares
$1.3B · 2K shares
$1.3B · 43K shares
$1.3B · 16K shares
$1.2B · 5K shares
$1.2B · 2K shares
$1.2B · 28K shares
$1.1B · 9K shares
$1.1B · 48K shares
$1.1B · 41K shares
$937.0M · 9K shares
$911.0M · 25K shares
$861.0M · 3K shares
$828.0M · 11K shares
$825.0M · 16K shares
$812.0M · 25K shares
$764.0M · 4K shares
$750.0M · 2K shares
$725.0M · 7K shares
$705.0M · 18K shares
$694.0M · 9K shares
$645.0M · 9K shares
$596.0M · 16K shares
$518.0M · 785 shares
$486.0M · 20K shares
$478.0M · 2K shares
$473.0M · 9K shares
$435.0M · 7K shares
$427.0M · 16K shares
$388.0M · 16K shares
$385.0M · 4K shares
$381.0M · 4K shares
$377.0M · 10K shares
$369.0M · 7K shares
$367.0M · 12K shares
$354.0M · 1K shares
$350.0M · 581 shares
$334.0M · 10K shares
$332.0M · 3K shares
$327.0M · 10K shares
$324.0M · 1K shares
$323.0M · 2K shares
$320.0M · 3K shares
$317.0M · 7K shares
$314.0M · 13K shares
$314.0M · 6K shares
$303.0M · 4K shares
$301.0M · 1K shares
$293.0M · 766 shares
$280.0M · 602 shares
$276.0M · 697 shares
$275.0M · 2K shares
$273.0M · 2K shares
$269.0M · 251 shares
$268.0M · 2K shares
$245.0M · 699 shares
$242.0M · 2K shares
$227.0M · 752 shares
$219.0M · 11K shares
$210.0M · 5K shares
$205.0M · 6K shares
$204.0M · 1K shares
$202.0M · 1K shares
$200.0M · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 75 | $234.3B | 89.3% |
| Unknown | 6 | $12.1B | 4.6% |
| Technology | 5 | $6.6B | 2.5% |
| Consumer Cyclical | 2 | $2.7B | 1.0% |
| Communication Services | 3 | $2.1B | 0.8% |
| Industrials | 3 | $1.9B | 0.7% |
| Consumer Defensive | 2 | $1.0B | 0.4% |
| Healthcare | 3 | $812.0M | 0.3% |
| Energy | 2 | $534.0M | 0.2% |
| Utilities | 1 | $204.0M | 0.1% |