REDW Wealth LLC
•CIK: 1688931•Filing: Q4 2025
**REDW Wealth LLC** manages $262M across a diversified portfolio of 102 positions. The fund exhibits significant allocations to core US equities, notably VTI at $24.7M, alongside international exposure via VEA ($19.2M). Key holdings also include JQUA ($21.5M) and IVV ($14.3M), suggesting a focus on growth and global market diversification. This structure indicates a systematic, multi-asset approach anchored by large-cap and international market capitalization plays.
Total AUM
$262.3M
QoQ Performance
-0.8%
Positions
50
Top 10 Concentration
56.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
JQUA
VEA
AVUS
IVV
JPST
BSV
VTI9.4%
JQUA8.2%
VEA7.3%
AVUS6.3%
IVV5.5%
JPST5.2%
BSV5.0%
DUHP3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other88.1%
ETF6.3%
Technology3.1%
Consumer1.3%
Industrial0.6%
Healthcare0.3%
Energy0.2%
Financial0.1%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW2 new positions
↑31 increased
↓55 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023