REDW Wealth LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    albuquerque, NM
  • CIK
    0001688931
  • Alternate names
    REDW Stanley Financial Advisors LLC
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

103

$268.67M
VTI, JQUA, VEA, AVUS
13F-HR
Apr 29, 2025
000168893125000005

104

$288.04M
VTI, JQUA, VEA, AVUS
13F-HR
Feb 7, 2025
000168893125000002

162

$390.21M
VTI, JQUA, VEA, AVUS
13F-HR
Oct 29, 2024
000168893124000014

156

$381.68M
VTI, JQUA, VEA, AVUS
13F-HR
Aug 12, 2024
000168893124000011

162

$371.11M
VTI, JQUA, VEA, AVUS
13F-HR
May 1, 2024
000168893124000006

152

$348.76M
VTI, VEA, JQUA, AVUS
13F-HR
Jan 26, 2024
000168893124000001

142

$324.47M
VTI, VEA, JQUA, BSV
13F-HR
Oct 30, 2023
000168893123000005

142

$333.92M
VTI, VEA, JQUA, BSV
13F-HR
Aug 4, 2023
000168893123000002

144

$314.34M
VTI, JQUA, VEA, BSV
13F-HR
May 10, 2023
000139834423009439

134

$289.42M
VTI, JQUA, BSV, VEA
13F-HR
Feb 13, 2023
000139834423002880

110

$260.03M
VTI, JQUA, BSV, JPST
13F-HR
Oct 31, 2022
000139834422020986

114

$272.59M
VTI, JPST, JQUA, HYGV
13F-HR
Jul 29, 2022
000139834422014307

123

$336.75M
JPST, VTI, JQUA, HYGV
13F-HR
May 10, 2022
000139834422009186

118

$344.23M
JPST, VTI, JQUA, VNQ
13F-HR
Feb 7, 2022
000139834422002254

114

$314.42M
JPST, VTI, JQUA, VNQ
13F-HR
Nov 3, 2021
000139834421020852

117

$316.25M
JPST, VTI, JQUA, ARKK
13F-HR
Jul 30, 2021
000139834421015183

110

$297.81M
JPST, VTI, JQUA, ARKK
13F-HR
May 4, 2021
000139834421009505

99

$270.24M
JPST, VTI, ARKK, JQUA
13F-HR
Feb 8, 2021
000139834421002593

88

$237.80M
JPST, VTI, VNQ, ARKK
13F-HR
Oct 29, 2020
000139834420021013

86

$201.94M
JPST, VNQ, VTI, ARKK
13F-HR
Aug 5, 2020
000139834420015029

74

$159.23M
JPST, VNQ, XT, SPY
13F-HR
May 1, 2020
000139834420009086

82

$179.53M
JPST, VNQ, XT, RSP
13F-HR
Feb 5, 2020
000139834420002179

84

$170.11M
JPST, VNQ, XT, RSP
13F-HR
Nov 8, 2019
000139834419019446

83

$167.21M
JPST, VNQ, XT, RSP
13F-HR
Aug 9, 2019
000139834419013903

87

$162.96M
JPST, VNQ, XT, RSP
13F-HR
May 6, 2019
000139834419007921

79

$145.32M
JPST, VNQ, XT, RSP
13F-HR
Feb 8, 2019
000139834419002303

84

$150.88M
JPST, VNQ, XT, RSP
13F-HR
Oct 25, 2018
000139834418015337

82

$139.50M
BSV, VNQ, XT, RSP
13F-HR
Aug 3, 2018
000139834418011185

82

$134.13M
BSV, VNQ, XT, 9000039D
13F-HR
May 4, 2018
000139834418006840

85

$128.78M
BSV, VNQ, XT, VO
13F-HR
Feb 5, 2018
000139834418001573

81

$120.77M
BSV, VNQ, VO, 9000039D
13F-HR
Oct 24, 2017
000139834417013481

72

$102.20M
VNQ, BSV, VO, 9000039D
13F-HR
Jul 31, 2017
000139834417009323

71

$98.27M
VNQ, BSV, VO, 9000039D
13F-HR
Apr 24, 2017
000139834417005150

71

$88.48M
VNQ, BSV, VO, 9000039D
13F-HR
Jan 25, 2017
000139834417000760