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.
REDW Wealth LLC (CIK 1688931) reported $250.7M across 99 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($21.7M, 8.67%), JQUA ($17.9M, 7.14%), VEA ($17.1M, 6.83%), AVUS ($15.3M, 6.10%), IVV ($13.0M, 5.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $21.7M | 8.67% | 67,745 | Trimmed |
| 2 | JQUA | J P MORGAN EXCHANGE TRADED F | $17.9M | 7.14% | 292,091 | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $17.1M | 6.83% | 267,325 | Trimmed |
| 4 | AVUS | AMERICAN CENTY ETF TR | $15.3M | 6.10% | 137,516 | Trimmed |
| 5 | IVV | ISHARES TR | $13.0M | 5.17% | 19,863 | Trimmed |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $12.9M | 5.13% | 254,253 | Trimmed |
| 7 | BSV | VANGUARD BD INDEX FDS | $12.5M | 4.98% | 159,268 | Trimmed |
| 8 | AVDE | AMERICAN CENTY ETF TR | $8.0M | 3.17% | 93,746 | Added |
| 9 | EMXC | ISHARES INC | $7.8M | 3.11% | 98,985 | Trimmed |
| 10 | AGG | ISHARES TR | $6.9M | 2.75% | 69,449 | Trimmed |
| 11 | DUHP | DIMENSIONAL ETF TRUST | $6.9M | 2.74% | 186,624 | Trimmed |
| 12 | AVEM | AMERICAN CENTY ETF TR | $6.5M | 2.61% | 81,162 | Added |
| 13 | USTB | VICTORY PORTFOLIOS II | $6.1M | 2.43% | 120,685 | Added |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $4.8M | 1.91% | 88,832 | Trimmed |
| 15 | IEFA | ISHARES TR | $4.3M | 1.72% | 47,750 | Trimmed |
| 16 | VNQ | VANGUARD INDEX FDS | $4.3M | 1.70% | 48,010 | Trimmed |
| 17 | VTV | VANGUARD INDEX FDS | $3.7M | 1.49% | 19,048 | Added |
| 18 | VCIT | VANGUARD SCOTTSDALE FDS | $3.2M | 1.29% | 39,026 | Trimmed |
| 19 | VGIT | VANGUARD SCOTTSDALE FDS | $3.2M | 1.26% | 53,173 | Trimmed |
| 20 | VONG | VANGUARD SCOTTSDALE FDS | $3.0M | 1.21% | 27,662 | Added |
| 21 | TCHP | T ROWE PRICE ETF INC | $2.9M | 1.14% | 64,568 | Added |
| 22 | IWM | ISHARES TR | $2.8M | 1.12% | 11,345 | Trimmed |
| 23 | AAPL | APPLE INC | $2.8M | 1.11% | 10,979 | Trimmed |
| 24 | PAVE | GLOBAL X FDS | $2.7M | 1.06% | 52,364 | Added |
| 25 | EQWL | INVESCO EXCHANGE TRADED FD T | $2.6M | 1.03% | 22,466 | Added |
Source: SEC Form 13F filings · as of 2026-03-31