Universe · entity
Red Door Wealth Management, LLC
Institutional manager (13F) · CIK 1783599
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $742M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $50M | 1,931,755 |
| 2 | NVIDIA CORPORATION | $46M | 260,987 |
| 3 | APPLE INC | $41M | 160,569 |
| 4 | BERKSHIRE HATHAWAY INC DEL | $40M | 83,584 |
| 5 | 2023 ETF SERIES TRUST | $34M | 1,130,228 |
| 6 | ALPHABET INC | $34M | 119,494 |
| 7 | AMAZON COM INC | $28M | 132,673 |
| 8 | MICROSOFT CORP | $26M | 70,340 |
| 9 | JPMORGAN CHASE & CO | $24M | 83,085 |
| 10 | VANGUARD INDEX FDS | $21M | 35,952 |
| 11 | WALMART INC | $20M | 158,100 |
| 12 | DELL TECHNOLOGIES INC | $17M | 104,452 |
| 13 | COSTCO WHOLESALE CORPORATION | $17M | 16,765 |
| 14 | JOHNSON & JOHNSON | $16M | 65,657 |
| 15 | META PLATFORMS INC | $15M | 25,868 |
| 16 | CHEVRON CORPORATION | $15M | 71,149 |
| 17 | ISHARES TR | $15M | 22,494 |
| 18 | VISA INC | $14M | 47,924 |
| 19 | MERCK & CO INC | $14M | 114,700 |
| 20 | FEDEX CORP | $13M | 35,343 |
| 21 | AUTOZONE INC | $13M | 3,724 |
| 22 | AMGEN INC | $12M | 33,622 |
| 23 | BROADCOM INC | $11M | 36,989 |
| 24 | INVESCO QQQ TR | $11M | 18,682 |
| 25 | HOME DEPOT INC | $11M | 32,352 |
| 26 | TRANSDIGM GROUP INC | $11M | 9,114 |
| 27 | ABBVIE INC | $10M | 47,908 |
| 28 | WASTE MGMT INC DEL | $10M | 42,951 |
| 29 | LOCKHEED MARTIN CORP | $9M | 15,124 |
| 30 | ASML HLDG NV | $9M | 6,858 |
| 31 | J P MORGAN EXCHANGE TRADED F | $9M | 175,198 |
| 32 | BLACKSTONE INC | $9M | 77,663 |
| 33 | EXXON MOBIL CORP | $8M | 48,824 |
| 34 | PROCTER & GAMBLE CO | $8M | 52,426 |
| 35 | DUKE ENERGY CORP NEW | $8M | 57,694 |
| 36 | ALPHABET INC | $8M | 26,262 |
| 37 | SCHWAB STRATEGIC TR | $7M | 296,510 |
| 38 | DARLING INGREDIENTS INC | $7M | 120,099 |
| 39 | QUALCOMM INC | $7M | 57,197 |
| 40 | SPDR GOLD TR | $7M | 16,965 |
| 41 | SYNOPSYS INC | $7M | 17,192 |
| 42 | VERIZON COMMUNICATIONS INC | $6M | 129,344 |
| 43 | PEPSICO INC | $6M | 40,917 |
| 44 | PROLOGIS INC. | $6M | 46,727 |
| 45 | UNITEDHEALTH GROUP INC | $6M | 22,560 |
| 46 | SCHWAB STRATEGIC TR | $6M | 186,476 |
| 47 | LENNAR CORP | $5M | 64,850 |
| 48 | ISHARES GOLD TR | $5M | 59,395 |
| 49 | SERVICENOW INC | $5M | 49,854 |
| 50 | BARRICK MNG CORP | $5M | 123,746 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.