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CIK: 0001688931
Total reported value
$279.1M
$279.1M
112 檔
35.4%
According to the latest 13F quarterly dataset, REDW Wealth LLC managed an equity portfolio of $279.1M at the end of Q3 2025, spanning 112 distinct U.S. exchange-listed positions.
REDW Wealth LLC executed strategic sector rebalancing during Q3 2025, establishing 14 new positions while fully exiting 5 holdings and trimming 46 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.44% | +0.03% | -5.80% | |
| 2 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 8.67% | -0.15% | -7.86% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.24% | -0.28% | -4.35% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 6.61% | +0.59% | -8.30% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.40% | +0.08% | -0.48% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.30% | -0.73% | -0.68% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.75% | -1.10% | -0.34% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.50% | -0.46% | -8.46% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.97% | -0.34% | -0.06% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.80% | +0.25% | -1.49% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.94% | -0.41% | -0.89% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 1.93% | +0.36% | +39.71% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.87% | -0.16% | -15.25% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.83% | -0.13% | -0.91% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.71% | +0.30% | +26.61% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.40% | — | -0.61% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.36% | -0.14% | -2.86% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.30% | -0.19% | -2.44% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.28% | +0.11% | -5.58% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.15% | +0.09% | -1.14% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.09% | +0.04% | -0.46% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.96% | +0.03% | -7.45% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.95% | +0.07% | +0.34% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 0.90% | +0.65% | +24.32% | |
| 25 | PAVE | Global X US Infrastructure | ETF-Other | 0.89% | +0.04% | -0.23% | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.87% | -0.13% | -3.08% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.78% | +0.02% | -0.37% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.76% | -0.08% | -0.26% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.75% | +0.07% | — | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.02% | +5.68% | |
| 31 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.64% | -0.10% | -0.02% | |
| 32 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.64% | +0.26% | +49.56% | |
| 33 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 0.62% | +0.26% | +233.89% | |
| 34 | USTB | Victoryshares Short-term Bon | ETF-Other | 0.61% | +0.43% | +254.05% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.59% | +0.02% | -0.24% | |
| 36 | HYGV | Flexshares High Yield Value | ETF-High Yield | 0.59% | -0.07% | -24.50% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | +0.02% | +0.38% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.56% | -0.03% | +3.51% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.02% | -5.66% | |
| 40 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.52% | -0.01% | +5.99% | |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | -0.01% | +0.01% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | +0.03% | -8.51% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.44% | +0.23% | — | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | +0.03% | -0.94% | |
| 45 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.41% | -0.06% | +1.43% | |
| 46 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.41% | -0.07% | -0.95% | |
| 47 | AGNG | Glb X Aging Population ETF | ETF-Other | 0.36% | -0.18% | -13.14% | |
| 48 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.35% | -0.04% | +2.28% | |
| 49 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.32% | -0.02% | -1.30% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.31% | -0.03% | -8.88% |
According to official SEC Form 13F filings, REDW Wealth LLC reported a total U.S. public equity portfolio value of $279.1M across 112 disclosed positions in Q3 2025.
During Q3 2025, REDW Wealth LLC's top holdings by market value included VTI (9.4%)、JQUA (8.7%)、VEA (7.2%). The largest single position, VTI, represented 9.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, JQUA, VEA) accounted for 35.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
FDEM
市值: $701.7K
Top Position Liquidated / Trimmed
VOO
前期市值: $615.7K
In Q3 2025, REDW Wealth LLC made 103 total portfolio adjustments, initiating 14 new buys, adding to 38 positions, trimming 46 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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