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REDW Wealth LLC 13F holdings

Filed 2026-07-31 · REDW Wealth LLC · 104 positions · $279.1M

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TickerCompanySharesValue% of portfolio
VTIVANGUARD INDEX FDS65.6K$24.3M8.7%
JQUAJ P MORGAN EXCHANGE TRADED F269.8K$19.5M7.0%
AVUSAMERICAN CENTY ETF TR145.8K$18.7M6.7%
VEAVANGUARD TAX-MANAGED FDS256.6K$18.3M6.5%
IVVISHARES TR19.6K$14.7M5.3%
JPSTJ P MORGAN EXCHANGE TRADED F242.9K$12.3M4.4%
BSVVANGUARD BD INDEX FDS139.2K$10.8M3.9%
AVDEAMERICAN CENTY ETF TR110.3K$9.8M3.5%
EMXCISHARES INC91.7K$9.4M3.4%
AVEMAMERICAN CENTY ETF TR84.1K$8.1M2.9%
USTBVICTORY PORTFOLIOS II157.5K$8.0M2.9%
AGGISHARES TR68.1K$6.7M2.4%
DUHPDIMENSIONAL ETF TRUST152.4K$6.4M2.3%
VTVVANGUARD INDEX FDS27.3K$6.0M2.1%
IEFAISHARES TR45.9K$4.4M1.6%
VNQVANGUARD INDEX FDS44.7K$4.3M1.5%
VWOVANGUARD INTL EQUITY INDEX F70.7K$4.2M1.5%
VONGVANGUARD SCOTTSDALE FDS32.1K$4.1M1.5%
TCHPT ROWE PRICE EXCHANGE-TRADED78.3K$3.9M1.4%
AAPLAPPLE INC11.8K$3.4M1.2%
IWMISHARES TR11.2K$3.4M1.2%
EQWLINVESCO EXCHANGE TRADED FD T25.3K$3.3M1.2%
VCITVANGUARD SCOTTSDALE FDS38.9K$3.2M1.2%
PAVEGLOBAL X FDS52.3K$3.1M1.1%
VGITVANGUARD SCOTTSDALE FDS50.6K$3.0M1.1%
VOVANGUARD INDEX FDS34.1K$2.8M1.0%
RSPINVESCO EXCHANGE TRADED FD T12.6K$2.7M1.0%
CATCATERPILLAR INC2.3K$2.5M0.9%
ACWIISHARES INC28.4K$2.4M0.8%
FDEMFIDELITY COVINGTON TRUST64.7K$2.3M0.8%
IVWISHARES TR16.5K$2.3M0.8%
VUGVANGUARD INDEX FDS25.0K$2.2M0.8%
BNDVANGUARD BD INDEX FDS28.2K$2.1M0.7%
SPYSTATE STR SPDR S&P 500 ETF T2.7K$2.0M0.7%
SCHBSCHWAB STRATEGIC TR60.8K$1.8M0.6%
SCHDSCHWAB STRATEGIC TR53.6K$1.7M0.6%
VGSHVANGUARD SCOTTSDALE FDS28.8K$1.7M0.6%
SPYVSPDR SERIES TRUST25.8K$1.6M0.6%
FESMFIDELITY COVINGTON TRUST32.4K$1.6M0.6%
IBDWISHARES TR72.4K$1.5M0.5%
BRK-BBERKSHIRE HATHAWAY INC DEL2.9K$1.4M0.5%
TSLATESLA INC3.3K$1.4M0.5%
QDEFFLEXSHARES TR16.0K$1.4M0.5%
AMZNAMAZON COM INC5.5K$1.3M0.5%
MSFTMICROSOFT CORP3.3K$1.2M0.4%
AVUVAMERICAN CENTY ETF TR8.2K$1.0M0.4%
HYGVFLEXSHARES TR24.8K$996,7570.4%
NVDANVIDIA CORPORATION4.9K$988,4450.4%
GOOGALPHABET INC2.7K$962,9360.3%
IBDXISHARES TR37.7K$948,9830.3%
IBDVISHARES TR42.0K$916,5810.3%
GOOGLALPHABET INC2.6K$915,9390.3%
DFSVDIMENSIONAL ETF TRUST23.2K$899,8890.3%
ICSHISHARES TR15.7K$791,9820.3%
SCZISHARES TR9.4K$769,4710.3%
WMTWALMART INC6.6K$749,5550.3%
IYWISHARES TR2.8K$710,3450.3%
XSOEWISDOMTREE TR13.8K$676,8150.2%
VCSHVANGUARD SCOTTSDALE FDS8.4K$665,9270.2%
XTISHARES TR7.4K$612,8670.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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