REDW Wealth LLC
Q4 2025 13F Holdings
- Locationalbuquerque, NM
- Num holdings
102
- Value ($000)
$262,315
- Date Filed01/28/2026
- Form type13F-HR
- CIK0001688931
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $24.69M | 9 % | 73,652 | ||
J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $21.47M | 8 % | 339,797 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $19.17M | 7 % | 306,852 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $16.46M | 6 % | 147,213 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $14.3M | 6 % | 20,877 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $13.54M | 5 % | 267,544 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $13.16M | 5 % | 167,017 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $9.28M | 4 % | 243,896 | ||
ISHARES INC | MSCI EMRG CHN | 46434G764 | $7.88M | 3 % | 108,439 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $7.15M | 3 % | 71,583 |
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