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CIK: 0001688931
Total reported value
$279.1M
$279.1M
99 檔
30.5%
At the close of Q1 2026, REDW Wealth LLC disclosed equity holdings valued at approximately $279.1M, spread across 99 reported holdings.
In Q1 2026, REDW Wealth LLC adopted a defensive or profit-taking posture, trimming 50 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VTI, JQUA, VEA) accounted for 30.5% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.67% | +0.03% | -8.02% | |
| 2 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 7.14% | -0.15% | -14.04% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.83% | -0.28% | -12.88% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 6.10% | +0.59% | -6.59% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.17% | +0.08% | -4.86% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.13% | -0.73% | -4.97% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.98% | -1.10% | -4.64% | |
| 8 | AVDE | Avantis International Equity | ETF-Other | 3.17% | +0.36% | +36.07% | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.11% | +0.25% | -8.72% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.75% | -0.34% | -2.98% | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.74% | -0.46% | -23.48% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.61% | +0.30% | +13.10% | |
| 13 | USTB | Victoryshares Short-term Bon | ETF-Other | 2.43% | +0.43% | +90.67% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.91% | -0.41% | -4.84% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.72% | -0.13% | -6.81% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.70% | -0.16% | -10.02% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.49% | +0.65% | +18.97% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.29% | -0.14% | -2.55% | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.26% | -0.19% | -6.66% | |
| 20 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.21% | +0.26% | +43.90% | |
| 21 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 1.14% | +0.26% | +41.81% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.12% | +0.09% | -4.78% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.11% | +0.11% | -18.70% | |
| 24 | PAVE | Global X US Infrastructure | ETF-Other | 1.06% | +0.04% | +4.07% | |
| 25 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 1.03% | +0.14% | +150.62% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.96% | — | -21.63% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.92% | +0.07% | +0.06% | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.87% | -0.13% | -3.42% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.82% | +0.02% | -3.09% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.74% | +0.07% | — | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.73% | +0.04% | -26.97% | |
| 32 | FDEM | Fidelity Emrg Mrkt Multifact | ETF-Other | 0.70% | +0.14% | +28.43% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.69% | +0.03% | -14.63% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.68% | -0.08% | -4.31% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.66% | +0.23% | +0.13% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.64% | -0.03% | -4.22% | |
| 37 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.64% | -0.10% | -3.31% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.61% | +0.02% | -0.20% | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | -0.01% | +0.01% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.02% | +2.59% | |
| 41 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.51% | -0.01% | +0.23% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | +0.02% | -0.97% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.02% | -2.72% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | +0.03% | +1.83% | |
| 45 | HYGV | Flexshares High Yield Value | ETF-High Yield | 0.43% | -0.07% | -5.55% | |
| 46 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.41% | -0.04% | — | |
| 47 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.40% | -0.06% | -4.70% | |
| 48 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.40% | -0.07% | -5.07% | |
| 49 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.39% | +0.17% | +64.03% | |
| 50 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.35% | -0.07% | +6.05% |
According to official SEC Form 13F filings, REDW Wealth LLC reported a total U.S. public equity portfolio value of $279.1M across 99 disclosed positions in Q1 2026.
During Q1 2026, REDW Wealth LLC's top holdings by market value included VTI (8.7%)、JQUA (7.1%)、VEA (6.8%). The largest single position, VTI, represented 8.7% of total portfolio value.
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Top New Position Initiated
IYW
市值: $510.8K
Top Position Liquidated / Trimmed
DVYE
前期市值: $327.1K
In Q1 2026, REDW Wealth LLC made 90 total portfolio adjustments, initiating 3 new buys, adding to 31 positions, trimming 50 holdings, and fully liquidating 6 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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