Redw Wealth LLC Portfolio Holdings
Redw Wealth LLC
- $262 Million
- Q3 2025
Redw Wealth LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $262 Million distributed in 112 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $25M, J P Morgan ETF Tr U S Quality with a value of $22.9M, Vanguard Ftse Developed Market with a value of $19.2M, American Centy ETF Tr Avantis with a value of $17.5M, and Ishares Core S&P 500 ETF with a value of $14.3M.
Examining the 13F form we can see an increase of $12.4M in the current position value, from $249M to 262M.
Below you can find more details about Redw Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$262 Million
ETFs: $239 Million
Technology: $6.61 Million
Consumer Cyclical: $2.65 Million
Industrials: $2.24 Million
Financial Services: $2.02 Million
Communication Services: $1.87 Million
Consumer Defensive: $1.37 Million
Healthcare: $919,000
Other: $833,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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