§ 13F · FUND PROFILE
REDW Wealth LLC.
AUM · $279M (13F)Positions · 104Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 66K | $24M | 8.7% | −3% |
| 2 | JQUA | J P MORGAN EXCHANGE TRADED F | 270K | $20M | 7.0% | −8% |
| 3 | AVUS | AMERICAN CENTY ETF TR | 146K | $19M | 6.7% | +6% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 257K | $18M | 6.5% | −4% |
| 5 | IVV | ISHARES TR | 20K | $15M | 5.3% | −1% |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | 243K | $12M | 4.4% | −4% |
| 7 | BSV | VANGUARD BD INDEX FDS | 139K | $11M | 3.9% | −13% |
| 8 | AVDE | AMERICAN CENTY ETF TR | 110K | $10M | 3.5% | +18% |
| 9 | EMXC | ISHARES INC | 92K | $9M | 3.4% | −7% |
| 10 | AVEM | AMERICAN CENTY ETF TR | 84K | $8M | 2.9% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REDW SIGNAL
AC read
REDW Wealth LLC is a Other fund managing $279 million in assets. The fund runs a portfolio of 104 positions.
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