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Redw Wealth LLC
CIK:0001688931
Investment Adviser
$0 AUM
106 holdings
Albuquerque, NM, United States
REDW Wealth LLC is an SEC registered investment advisory firm offering wealth management, investment advice, financial planning, and estate planning services.
Investment Strategy
Primarily invests in mutual funds and exchange-traded funds (ETFs)
Latest 13F Filing Activity
Redw Wealth LLC filed their most recent 13F report on Jun 30, 2025 disclosing 105 equity positions with a total 13F market value of $251M. The fund increased holdings in American Centy Etf TR, Ishares TR, J P Morgan Exchange Traded F among other positions. Redw Wealth LLC reduced exposure to Vanguard Index FDS, Ishares TR, Vanguard Tax-managed FDS among others.
Top Buys
Top Holdings
Equity Positions (105)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 9.76% | $24.5M | 80,771 | $177.37 | $303.93 | -$15.3M |
J JQUA | J P MORGAN EXCHANGE TRADED F | 9.45% | $23.8M | 395,647 | $36.21 | $60.05 | +$747.3K |
V VEA | VANGUARD TAX-MANAGED FDS | 7.58% | $19.1M | 334,305 | $41.60 | $57.01 | -$3.2M |
A AVUS | AMERICAN CENTY ETF TR | 7.03% | $17.7M | 175,387 | $76.98 | $100.82 | +$1.6M |
J JPST | J P MORGAN EXCHANGE TRADED F | 5.61% | $14.1M | 278,321 | $50.34 | $50.68 | -$33.2K |
Industry Allocation
ELECTRONIC COMPUTERS
+1.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.0%
SERVICES-PREPACKAGED SOFTWARE
+0.7%
MOTOR VEHICLES & PASSENGER CAR BODIES
+0.6%
FIRE, MARINE & CASUALTY INSURANCE
+0.5%
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