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REDW Wealth LLC
Updated 3 days agoManaged by Redw Wealth Llc • Latest filing Q3 2026
Portfolio value
$273.7M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $262.3M |
| Q1 2026 | $250.7M |
| Q2 2026 | $279.1M |
| Q3 2026 | $273.7M |
Top holdings
104 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $23.2M | 62.1K | 8.49% | — | |
| 2 | ? N/A AMERICAN CENTY ETF TR | $19.5M | 152.3K | 7.13% | — |
| 3 | $19.2M | 260.2K | 7.02% | — | |
| 4 | $17.7M | 250.2K | 6.46% | — | |
| 5 | $14M | 18.3K | 5.13% | — | |
| 6 | $11.6M | 231.0K | 4.25% | — | |
| 7 | ? N/A AMERICAN CENTY ETF TR | $11.2M | 124.8K | 4.11% | — |
| 8 | $9.8M | 196.8K | 3.59% | — | |
| 9 | $8.5M | 85.4K | 3.09% | — | |
| 10 | $7.9M | 103.6K | 2.89% | — | |
| 11 | ? N/A AMERICAN CENTY ETF TR | $7.3M | 77.9K | 2.68% | — |
| 12 | $6.8M | 31.2K | 2.47% | — | |
| 13 | $5.9M | 62.1K | 2.14% | — | |
| 14 | $5.7M | 135.9K | 2.08% | — | |
| 15 | $4.6M | 35.8K | 1.68% | — | |
| 16 | $4.1M | 42.8K | 1.51% | — | |
| 17 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $3.8M | 74.7K | 1.40% | — |
| 18 | $3.8M | 42.4K | 1.39% | — | |
| 19 | $3.7M | 11.2K | 1.37% | — | |
| 20 | $3.5M | 59.3K | 1.29% | — |