StockDriftsStockDriftsTop 50 REDW Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 8.7% | 65.6K | $24.3M | -3.17%(-2.15K) | $172.26(+122.55%) | 2026-06-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 6.99% | 269.8K | $19.5M | -7.62%(-22.27K) | $35.32(+112.23%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 6.69% | 145.8K | $18.7M | +6.02%(+8.28K) | $77.74(+70.30%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.55% | 256.6K | $18.3M | -4.03%(-10.77K) | $41.30(+79.19%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.25% | 19.6K | $14.7M | -1.44%(-286) | $556.66(+39.93%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.4% | 242.9K | $12.3M | -4.45%(-11.32K) | $50.37(+0.26%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 3.88% | 139.2K | $10.8M | -12.62%(-20.10K) | $76.97(+0.84%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 3.53% | 110.3K | $9.8M | +17.67%(+16.57K) | $72.33(+30.40%) | 2026-06-30 | |
| EMXC | ISHARES INC | 3.36% | 91.7K | $9.4M | -7.34%(-7.27K) | $49.63(+100.33%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 2.91% | 84.1K | $8.1M | +3.63%(+2.95K) | $63.08(+48.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.87% | +47.63% | +6.84% | +39.19% |
| Top 20 Holdings Unweighted | +12.81% | +43.56% | +5.81% | +32.61% |
REDW Wealth LLC reports $279.09M in US-listed equity holdings across 104 positions in its most recent 13F filing. Its largest disclosed positions are VTI (8.7%), JQUA (7.0%) and AVUS (6.7%). The top 20 holdings account for 70.68% of reported assets. Its disclosed equity book has returned +47.63% 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 REDW Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1688931). View REDW Wealth LLC’s 13F filings on SEC