account_balance
Investment manager · 13F filer · SEC CIK 1688931
REDW Wealth LLC
Reported value$274Mas of Sep 30, 2026
Positions104 1 new, 1 sold out
Top 10 weight52.1%VTI alone is 8%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
8.5%Trimmed −5%
AVUSAmerican Centy ETF Tr
7.1%Added +4%
JQUAJ P Morgan Exchange Traded F
7.0%Trimmed −4%
VEAVanguard Tax-Managed FDS
6.5%Trimmed −2%
IVViShares Tr
5.1%Trimmed −6%
JPSTJ P Morgan Exchange Traded F
4.3%Trimmed −5%
AVDEAmerican Centy ETF Tr
4.1%Added +13%
USTBVictory Portfolios II
3.6%Added +25%
EMXCiShares Inc
3.1%Trimmed −7%
BSVVanguard Bd Index FDS
2.9%−26%
AVEMAmerican Centy ETF Tr
2.7%Trimmed −7%
VTVVanguard Index FDS
2.5%+14%
VTIVanguard Index FDS
8.5%Trimmed −5%
AVUSAmerican Centy ETF Tr
7.1%Added +4%
JQUAJ P Morgan Exchange Traded F
7.0%
VEAVanguard Tax-Managed FDS
6.5%
IVViShares Tr
5.1%−6%
JPSTJ P Morgan Exchange Traded F
4.3%
AVDEAmerican Centy ETF Tr
4.1%
USTBVictory Portfolios II
3.6%
EMXC
BSV2.9%
AVEM
VTV2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 8.5% Trimmed −5%
AVUS American Centy ETF Tr 7.1% Added +4%
JQUA J P Morgan Exchange Traded F 7.0% Trimmed −4%
VEA Vanguard Tax-Managed FDS 6.5% Trimmed −2%
IVV iShares Tr 5.1% Trimmed −6%
JPST J P Morgan Exchange Traded F 4.3% Trimmed −5%
AVDE American Centy ETF Tr 4.1% Added +13%
USTB Victory Portfolios II 3.6% Added +25%
EMXC iShares Inc 3.1% Trimmed −7%
BSV Vanguard Bd Index FDS 2.9% Trimmed −26%
AVEM American Centy ETF Tr 2.7% Trimmed −7%
VTV Vanguard Index FDS 2.5% Added +14%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- REET $211K
arrow_upwardAdded
- UBND +774%
- JBND +310%
- SDSI +299%
- USTB +25%
arrow_downwardTrimmed
- BSV −26%
- VGSH −20%
- VGIT −19%
- ICSH −19%
remove_circleSold out
- CSCO $203K
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