Red Door Wealth Management, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $923 Million distributed in 290 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $52.7M, Nvidia Corp with a value of $48.6M, Service Now, Inc. with a value of $43.5M, Apple Inc. with a value of $43.1M, and Berkshire Hathaway Inc Class B with a value of $42.3M.

Examining the 13F form we can see an increase of $38.9M in the current position value, from $885M to 923M.

Below you can find more details about Red Door Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $923 Million
Technology: $253 Million
ETFs: $184 Million
Financial Services: $119 Million
Communication Services: $69.3 Million
Healthcare: $68.2 Million
Consumer Cyclical: $67.8 Million
Consumer Defensive: $55.2 Million
Industrials: $52.8 Million
Other: $54.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 290
  • Current Value $923 Million
  • Prior Value $885 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 16 stocks
  • Additional Purchases 171 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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