StockDriftsStockDriftsTop 50 Red Door Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 5.16% | 1.92M | $56.5M | -0.60%(-11.63K) | $17.50(+74.37%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.83% | 264.4K | $52.9M | +1.30%(+3.39K) | $44.21(+411.35%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.1% | 155.2K | $44.9M | -3.35%(-5.38K) | $141.51(+115.80%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC | 4.09% | 103.8K | $44.8M | -0.61%(-638) | $106.58(+350.36%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.84% | 84.0K | $42.0M | +0.47%(+395) | $313.63(+59.85%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.71% | 115.0K | $40.6M | -3.80%(-4.54K) | $116.28(+194.67%) | 2026-06-30 | |
| EAGL | 2023 ETF SERIES TRUST | 3.53% | 1.20M | $38.7M | +6.36%(+71.86K) | $29.03(+21.47%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.92% | 134.4K | $32.0M | +1.30%(+1.72K) | $153.04(+71.54%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.51% | 84.1K | $27.5M | +1.24%(+1.03K) | $167.57(+117.66%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.47% | 72.6K | $27.1M | +3.19%(+2.24K) | $297.24(+63.53%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.14% | +69.13% | +10.49% | +64.65% |
| Top 20 Holdings Unweighted | +17.45% | +62.01% | +10.00% | +61.02% |
Red Door Wealth Management, LLC reports $1.10B in US-listed equity holdings across 320 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (5.2%), NVDA (4.8%) and AAPL (4.1%). The top 20 holdings account for 52.56% of reported assets. Its disclosed equity book has returned +69.13% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Red Door Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1783599). View Red Door Wealth Management, LLC’s 13F filings on SEC