13F Insight
DOSSIER · 13F-HR · Q2 2026

REDW Wealth LLC

$279M in tracked AUM across 104 positions as of Q2 2026.

RW
CIK 0001688931 · last filed Jun 30, 2026
Total AUM
$279M
as of Q2 2026
Holdings
104
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

REDW Wealth LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$24M66K8.7%02
JQUA
J P MORGAN EXCHANGE TRADED F
$20M270K7.0%03
AVUS
AMERICAN CENTY ETF TR
$19M146K6.7%04
VEA
VANGUARD TAX-MANAGED FDS
$18M257K6.5%05
IVV
ISHARES TR
$15M20K5.3%06
JPST
J P MORGAN EXCHANGE TRADED F
$12M243K4.4%07
BSV
VANGUARD BD INDEX FDS
$11M139K3.9%08
AVDE
AMERICAN CENTY ETF TR
$10M110K3.5%09
EMXC
ISHARES INC
$9M92K3.4%10
AVEM
AMERICAN CENTY ETF TR
$8M84K2.9%

Filing history

2026Q2Jun 30
$279M▲ 11.3%
104 positionsView →2026Q1Mar 31
$251M▼ 4.4%
99 positionsView →2025Q4Dec 31
$262M▼ 0.9%
102 positionsView →2025Q3Sep 30
$265M▲ 5.2%
112 positionsView →2025Q2Jun 30
$251M▼ 6.4%
106 positionsLocked2025Q1Mar 31
$269M▼ 6.7%
103 positionsLocked2024Q4Dec 31
$288M▼ 26.2%
104 positionsLocked2024Q3Sep 30
$390M▲ 2.2%
162 positionsLocked2024Q2Jun 30
$382M▲ 2.8%
156 positionsLocked2024Q1Mar 31
$371M▲ 6.4%
194 positionsLocked2023Q4Dec 31
$349M▲ 7.5%
184 positionsLocked2023Q3Sep 30
$324M▼ 2.8%
176 positionsLocked
Showing 12 of 36