Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Red Door Wealth Management, LLC (CIK 1783599) reported $961.7M across 305 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($49.5M, 5.15%), NVDA ($45.5M, 4.73%), AAPL ($40.8M, 4.24%), BRK/B ($40.1M, 4.17%), EAGL ($34.4M, 3.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $49.5M | 5.15% | 1.9M | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $45.5M | 4.73% | 260,987 | Added |
| 3 | AAPL | APPLE INC | $40.8M | 4.24% | 160,569 | Trimmed |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $40.1M | 4.17% | 83,584 | Added |
| 5 | EAGL | 2023 ETF SERIES TRUST | $34.4M | 3.58% | 1.1M | Added |
| 6 | GOOG | ALPHABET INC | $34.3M | 3.56% | 119,494 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $27.6M | 2.87% | 132,673 | Added |
| 8 | MSFT | MICROSOFT CORP | $26.0M | 2.71% | 70,340 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $24.4M | 2.54% | 83,085 | Added |
| 10 | VOO | VANGUARD INDEX FDS | $21.5M | 2.23% | 35,952 | Added |
| 11 | WMT | WALMART INC | $19.6M | 2.04% | 158,100 | Added |
| 12 | DELL | DELL TECHNOLOGIES INC | $17.1M | 1.78% | 104,452 | Added |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $16.7M | 1.74% | 16,765 | Trimmed |
| 14 | JNJ | JOHNSON & JOHNSON | $16.0M | 1.67% | 65,657 | Added |
| 15 | META | META PLATFORMS INC | $14.8M | 1.54% | 25,868 | Added |
| 16 | IVV | ISHARES TR | $14.7M | 1.53% | 22,494 | Added |
| 17 | CVX | CHEVRON CORPORATION | $14.7M | 1.53% | 71,149 | Added |
| 18 | V | VISA INC | $14.5M | 1.51% | 47,924 | Added |
| 19 | MRK | MERCK & CO INC | $13.8M | 1.43% | 114,700 | Added |
| 20 | FDX | FEDEX CORP | $12.6M | 1.31% | 35,343 | Trimmed |
| 21 | AZO | AUTOZONE INC | $12.6M | 1.31% | 3,724 | Trimmed |
| 22 | AMGN | AMGEN INC | $11.8M | 1.23% | 33,622 | Added |
| 23 | AVGO | BROADCOM INC | $11.4M | 1.19% | 36,989 | Added |
| 24 | QQQ | INVESCO QQQ TR | $10.8M | 1.12% | 18,682 | Trimmed |
| 25 | HD | HOME DEPOT INC | $10.6M | 1.11% | 32,352 | Added |
Source: SEC Form 13F filings · as of 2026-03-31