Institutions / REDW Wealth LLC
REDW Wealth LLC
CIK 1688931 · Institution · as of Dec 31, 2025
Portfolio value
$262.31M
Positions
102
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 102 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $24.69M | 9.4% |
| J P Morgan Exchange Traded F | $21.47M | 8.2% |
| Vanguard Tax-Managed Fds | $19.17M | 7.3% |
| American Centy ETF Tr | $16.46M | 6.3% |
| iShares Tr | $14.30M | 5.5% |
| J P Morgan Exchange Traded F | $13.54M | 5.2% |
| Vanguard Bd Index Fds | $13.16M | 5.0% |
| Dimensional ETF Trust | $9.28M | 3.5% |
| iShares Inc | $7.88M | 3.0% |
| iShares Tr | $7.15M | 2.7% |
| American Centy ETF Tr | $5.67M | 2.2% |
| American Centy ETF Tr | $5.53M | 2.1% |
| Vanguard Intl Equity Index F | $5.02M | 1.9% |
| Vanguard Index Fds | $4.72M | 1.8% |
| iShares Tr | $4.58M | 1.7% |
| Apple Inc. | $3.67M | 1.4% |
| Vanguard Scottsdale Fds | $3.41M | 1.3% |
| Vanguard Scottsdale Fds | $3.35M | 1.3% |
| Victory Portfolios II | $3.22M | 1.2% |
| Invesco Exchange Traded Fd T | $3.08M | 1.2% |
| Vanguard Index Fds | $3.06M | 1.2% |
| iShares Tr | $2.93M | 1.1% |
| Vanguard Index Fds | $2.81M | 1.1% |
| Global X Fds | $2.40M | 0.9% |
| Vanguard Scottsdale Fds | $2.34M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.