REDW Wealth LLC
REDW Wealth LLC reported 104 positions worth $279.1M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: VTI (8.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $24.3M | 8.70% | 65,597 | — | — | |
| ▸ 2 | JQUA | SH | $19.5M | 6.99% | 269,822 | — | — | |
| ▸ 3 | AVUS | SH | $18.7M | 6.69% | 145,795 | — | — | |
| ▸ 4 | VEA | SH | $18.3M | 6.55% | 256,551 | — | — | |
| ▸ 5 | IVV | SH | $14.7M | 5.25% | 19,577 | — | — | |
| ▸ 6 | JPST | SH | $12.3M | 4.40% | 242,930 | — | — | |
| ▸ 7 | BSV | SH | $10.8M | 3.88% | 139,165 | — | — | |
| ▸ 8 | AVDE | SH | $9.8M | 3.53% | 110,315 | — | — | |
| ▸ 9 | EMXC | SH | $9.4M | 3.36% | 91,716 | — | — | |
| ▸ 10 | AVEM | SH | $8.1M | 2.91% | 84,108 | — | — |
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Frequently Asked Questions
What stocks does REDW Wealth LLC hold as of Q2 2026?
REDW Wealth LLC reported 104 positions worth $279.1M in its Q2 2026 13F filing. Largest positions: VTI (8.7%), JQUA (7.0%), AVUS (6.7%), VEA (6.5%) and IVV (5.3%).
What did REDW Wealth LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did REDW Wealth LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.