REDW Wealth LLC

Institutional manager (13F) · CIK 1688931

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $231M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$22M	67,745
2	J P MORGAN EXCHANGE TRADED F	$18M	292,091
3	VANGUARD TAX-MANAGED FDS	$17M	267,325
4	AMERICAN CENTY ETF TR	$15M	137,516
5	ISHARES TR	$13M	19,863
6	J P MORGAN EXCHANGE TRADED F	$13M	254,253
7	VANGUARD BD INDEX FDS	$12M	159,268
8	AMERICAN CENTY ETF TR	$8M	93,746
9	ISHARES INC	$8M	98,985
10	ISHARES TR	$7M	69,449
11	DIMENSIONAL ETF TRUST	$7M	186,624
12	AMERICAN CENTY ETF TR	$7M	81,162
13	VICTORY PORTFOLIOS II	$6M	120,685
14	VANGUARD INTL EQUITY INDEX F	$5M	88,832
15	ISHARES TR	$4M	47,750
16	VANGUARD INDEX FDS	$4M	48,010
17	VANGUARD INDEX FDS	$4M	19,048
18	VANGUARD SCOTTSDALE FDS	$3M	39,026
19	VANGUARD SCOTTSDALE FDS	$3M	53,173
20	VANGUARD SCOTTSDALE FDS	$3M	27,662
21	T ROWE PRICE ETF INC	$3M	64,568
22	ISHARES TR	$3M	11,345
23	APPLE INC	$3M	10,979
24	GLOBAL X FDS	$3M	52,364
25	INVESCO EXCHANGE TRADED FD T	$3M	22,466
26	INVESCO EXCHANGE TRADED FD T	$2M	12,595
27	VANGUARD INDEX FDS	$2M	7,999
28	VANGUARD BD INDEX FDS	$2M	29,771
29	ISHARES INC	$2M	29,426
30	ISHARES TR	$2M	16,453
31	VANGUARD INDEX FDS	$2M	4,200
32	FIDELITY COVINGTON TRUST	$2M	55,512
33	STATE STR SPDR S&P 500 ETF T	$2M	2,678
34	VANGUARD SCOTTSDALE FDS	$2M	29,218
35	CATERPILLAR INC	$2M	2,340
36	SCHWAB STRATEGIC TR	$2M	52,666
37	ISHARES TR	$2M	76,330
38	SCHWAB STRATEGIC TR	$2M	61,041
39	SPDR SERIES TRUST	$1M	25,189
40	BERKSHIRE HATHAWAY INC DEL	$1M	2,850
41	FLEXSHARES TR	$1M	16,018
42	TESLA INC	$1M	3,255
43	MICROSOFT CORP	$1M	3,116
44	AMAZON COM INC	$1M	5,297
45	FLEXSHARES TR	$1M	26,820
46	AMERICAN CENTY ETF TR	$1M	9,195
47	ISHARES TR	$994k	39,337
48	ISHARES TR	$993k	45,358
49	FIDELITY COVINGTON TRUST	$984k	25,885
50	ISHARES TR	$876k	17,310

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.