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CIK: 0001688931
Total reported value
$279.1M
$279.1M
102 檔
34.4%
During the Q4 2025 filing period, REDW Wealth LLC (CIK: 0001688931) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $279.1M across 102 reported positions.
In Q4 2025, REDW Wealth LLC adopted a defensive or profit-taking posture, trimming 55 positions and completely liquidating 12 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.41% | +0.03% | -3.20% | |
| 2 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 8.18% | -0.15% | -6.79% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.31% | -0.28% | -4.03% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 6.27% | +0.59% | -8.47% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.45% | +0.08% | -2.19% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.16% | -0.73% | -3.21% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.02% | -1.10% | +4.79% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.54% | -0.46% | -0.44% | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.00% | +0.25% | -1.28% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.73% | -0.34% | -8.71% | |
| 11 | AVDE | Avantis International Equity | ETF-Other | 2.16% | +0.36% | +6.24% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.11% | +0.30% | +19.31% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.91% | -0.41% | -1.36% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.80% | -0.16% | -1.57% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.75% | -0.13% | -7.37% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.40% | +0.11% | +1.50% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.30% | -0.19% | -0.41% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.28% | -0.14% | -6.11% | |
| 19 | USTB | Victoryshares Short-term Bon | ETF-Other | 1.23% | +0.43% | +100.97% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.17% | — | -17.57% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 1.17% | +0.65% | +25.29% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.12% | +0.09% | -4.89% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 1.07% | +0.04% | -4.42% | |
| 24 | PAVE | Global X US Infrastructure | ETF-Other | 0.92% | +0.04% | +2.22% | |
| 25 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.89% | +0.26% | +36.87% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.88% | +0.07% | -6.23% | |
| 27 | BND | Vanguard Total Bond Market | ETF-Other | 0.87% | -0.13% | -0.64% | |
| 28 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 0.87% | +0.26% | +35.23% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | +0.03% | -17.53% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.78% | +0.02% | -3.32% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.77% | +0.07% | — | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.68% | -0.08% | -10.89% | |
| 33 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.64% | -0.10% | -1.61% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.61% | +0.02% | — | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.02% | -3.35% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.57% | -0.03% | +1.53% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | +0.02% | -3.49% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.55% | -0.01% | +1.94% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.02% | +1.05% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.51% | +0.23% | -3.35% | |
| 41 | FDEM | Fidelity Emrg Mrkt Multifact | ETF-Other | 0.51% | +0.14% | +85.29% | |
| 42 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.49% | -0.01% | -6.85% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.03% | +0.72% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.44% | +0.03% | -11.87% | |
| 45 | HYGV | Flexshares High Yield Value | ETF-High Yield | 0.44% | -0.07% | -25.07% | |
| 46 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 0.40% | +0.14% | +131.51% | |
| 47 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.40% | -0.07% | -1.58% | |
| 48 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.40% | -0.06% | -2.51% | |
| 49 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.36% | -0.04% | -2.13% | |
| 50 | AGNG | Glb X Aging Population ETF | ETF-Other | 0.35% | -0.18% | -10.26% |
According to official SEC Form 13F filings, REDW Wealth LLC reported a total U.S. public equity portfolio value of $279.1M across 102 disclosed positions in Q4 2025.
During Q4 2025, REDW Wealth LLC's top holdings by market value included VTI (9.4%)、JQUA (8.2%)、VEA (7.3%). 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 34.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
HDEF
市值: $367.5K
Top Position Liquidated / Trimmed
SOXL
前期市值: $696.8K
In Q4 2025, REDW Wealth LLC made 100 total portfolio adjustments, initiating 2 new buys, adding to 31 positions, trimming 55 holdings, and fully liquidating 12 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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