§ 13F · FUND PROFILE
REDW Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $251.4T (13F)Positions · 106Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$637.3B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 74K | $24.7T | 9.4% | −3% |
| 2 | JQUA | J P MORGAN EXCHANGE TRADED F | 340K | $21.5T | 8.2% | −7% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 307K | $19.2T | 7.3% | −4% |
| 4 | AVUS | AMERICAN CENTY ETF TR | 147K | $16.5T | 6.3% | −8% |
| 5 | IVV | ISHARES TR | 21K | $14.3T | 5.5% | −2% |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | 268K | $13.5T | 5.2% | −3% |
| 7 | BSV | VANGUARD BD INDEX FDS | 167K | $13.2T | 5.0% | +5% |
| 8 | DUHP | DIMENSIONAL ETF TRUST | 244K | $9.3T | 3.5% | ±0% |
| 9 | EMXC | ISHARES INC | 108K | $7.9T | 3.0% | −1% |
| 10 | AGG | ISHARES TR | 72K | $7.1T | 2.7% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REDW SIGNAL
AC read
REDW Wealth LLC is a Other fund managing $251428.9 trillion in assets. The fund runs a portfolio of 106 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed