§ 13F · FUND PROFILE
REDW Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $265M (13F)Positions · 112Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$946K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 68K | $22M | 8.7% | −8% |
| 2 | JQUA | J P MORGAN EXCHANGE TRADED F | 292K | $18M | 7.1% | −14% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 267K | $17M | 6.8% | −13% |
| 4 | AVUS | AMERICAN CENTY ETF TR | 138K | $15M | 6.1% | −7% |
| 5 | IVV | ISHARES TR | 20K | $13M | 5.2% | −5% |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | 254K | $13M | 5.1% | −5% |
| 7 | BSV | VANGUARD BD INDEX FDS | 159K | $12M | 5.0% | −5% |
| 8 | AVDE | AMERICAN CENTY ETF TR | 94K | $8M | 3.2% | +36% |
| 9 | EMXC | ISHARES INC | 99K | $8M | 3.1% | −9% |
| 10 | AGG | ISHARES TR | 69K | $7M | 2.7% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REDW SIGNAL
AC read
REDW Wealth LLC is a Other fund managing $265 million in assets. The fund runs a portfolio of 112 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed