REDW Wealth LLC

Q1 2026 13F Holdings

  • Location
    albuquerque, NM
  • Num holdings

    99

  • Value ($000)

    $250,729

  • Date Filed
    05/08/2026
  • Form type
    13F-HR
  • CIK
    0001688931
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$21.73M
9 %

67,745

JQUA

J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR
$17.91M
7 %

292,091

VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$17.13M
7 %

267,325

AVUS

AMERICAN CENTY ETF TR

US EQT ETF
$15.29M
6 %

137,516

IVV

ISHARES TR

CORE S&P500 ETF
$12.97M
5 %

19,863

JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
$12.87M
5 %

254,253

BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
$12.49M
5 %

159,268

AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
$7.95M
3 %

93,746

EMXC

ISHARES INC

MSCI EMRG CHN
$7.79M
3 %

98,985

AGG

ISHARES TR

CORE US AGGBD ET
$6.89M
3 %

69,449

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