REDW Wealth LLC
Q1 2026 13F Holdings
- Locationalbuquerque, NM
- Num holdings
99
- Value ($000)
$250,729
- Date Filed 05/08/2026
- Form type13F-HR
- CIK 0001688931
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $21.73M | 9 % | 67,745 | ||
J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $17.91M | 7 % | 292,091 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $17.13M | 7 % | 267,325 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $15.29M | 6 % | 137,516 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $12.97M | 5 % | 19,863 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $12.87M | 5 % | 254,253 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $12.49M | 5 % | 159,268 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $7.95M | 3 % | 93,746 | ||
ISHARES INC | MSCI EMRG CHN | 46434G764 | $7.79M | 3 % | 98,985 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $6.89M | 3 % | 69,449 |
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