REDW Wealth LLC - Portfolio overview

REDW Wealth LLC has 116 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 8.49%
2. JQUA - J P MORGAN EXCHANGE TRADED F, 7.00%
3. VEA - VANGUARD TAX-MANAGED FDS, 6.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.