Arkolith/Funds/REDW Wealth LLC

REDW Wealth LLC

CIK 1688931Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

REDW Wealth LLC holds a focused book of 104 stocks worth $279.1M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Amer Cent SH Dur Strat Inc and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 9% of the equity book.

Opened
91
bought for the first time
Added to
41
already held, bought more
Trimmed
40
sold some, still holds it
Sold out
2
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
34%
Top 10 holdings
52%
Top 20 holdings
71%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

7% mapped to company sectors

ETF / fund or unclassified
93%
Information Technology
3%
Consumer Discretionary
1%
Industrials
1%
Financials
1%
Health Care
0%
Energy
0%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as REDW Wealth LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$506.0B
ENVESTNET ASSET MANAGEMENT INC80 / 80$105.7B
RAYMOND JAMES FINANCIAL INC80 / 80$82.0B
OSAIC HOLDINGS, INC.80 / 80$18.6B
WELLS FARGO & COMPANY/MN79 / 80$162.1B
Integrated Wealth Concepts LLC79 / 80$4.1B
JPMORGAN CHASE & CO78 / 80$460.9B
BANK OF AMERICA CORP /DE/78 / 80$438.2B

Ranked by how many of REDW Wealth LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

104 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
TOTAL STK MKT
$24.3M65.6K
8.7%
−3.2%
Reduced · −2K sh
2J P Morgan Exchange Traded F
US QUALTY FCTR
$19.5M269.8K
7.0%
−7.6%
Reduced · −22K sh
3American Centy ETF TR
US EQT ETF
$18.7M145.8K
6.7%
+6.0%
Added · +8K sh
4Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$18.3M256.6K
6.5%
−4.0%
Reduced · −11K sh
5Ishares TR
CORE S&P500 ETF
$14.7M19.6K
5.3%
−1.4%
Reduced · −286 sh
6J P Morgan Exchange Traded F
ULTRA SHRT ETF
$12.3M242.9K
4.4%
−4.5%
Reduced · −11K sh
7Vanguard BD Index FDS
SHORT TRM BOND
$10.8M139.2K
3.9%
−13%
Reduced · −20K sh
8American Centy ETF TR
INTL EQT ETF
$9.8M110.3K
3.5%
+18%
Added · +17K sh
9Ishares Inc
MSCI EMRG CHN
$9.4M91.7K
3.4%
−7.3%
Reduced · −7K sh
10American Centy ETF TR
AVANTIS EMGMKT
$8.1M84.1K
2.9%
+3.6%
Added · +3K sh
11Victory Portfolios II
SHORT TRM BD ETF
$8.0M157.5K
2.9%
+30%
Added · +37K sh
12Ishares TR
CORE US AGGBD ET
$6.7M68.1K
2.4%
−2.0%
Reduced · −1K sh
13Dimensional ETF Trust
US HIGH PROF ETF
$6.4M152.4K
2.3%
−18%
Reduced · −34K sh
14Vanguard Index FDS
VALUE ETF
$6.0M27.3K
2.1%
+44%
Added · +8K sh
15Ishares TR
CORE MSCI EAFE
$4.4M45.9K
1.6%
−4.0%
Reduced · −2K sh
16Vanguard Index FDS
REAL ESTATE ETF
$4.3M44.7K
1.5%
−7.0%
Reduced · −3K sh
17Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$4.2M70.7K
1.5%
−20%
Reduced · −18K sh
18Vanguard Scottsdale FDS
VNG RUS1000GRW
$4.1M32.1K
1.5%
+16%
Added · +4K sh
19T Rowe Price Exchange-Traded
PRICE BLUE CHIP
$3.9M78.3K
1.4%
+21%
Added · +14K sh
20Apple Inc
COM
$3.4M11.8K
1.2%
+7.3%
Added · +802 sh
21Ishares TR
RUSSELL 2000 ETF
$3.4M11.2K
1.2%
−1.2%
Reduced · −136 sh
22Invesco Exchange Traded FD T
S&P 100 EQL WIGH
$3.3M25.3K
1.2%
+12%
Added · +3K sh
23Vanguard Scottsdale FDS
INT-TERM CORP
$3.2M38.9K
1.2%
−0.2%
Reduced · −83 sh
24Global X FDS
US INFR DEV ETF
$3.1M52.3K
1.1%
~0%
Reduced · −25 sh
25Vanguard Scottsdale FDS
INTER TERM TREAS
$3.0M50.6K
1.1%
−4.9%
Reduced · −3K sh
26Vanguard Index FDS
MID CAP ETF
$2.8M34.1K
1.0%
+327%
Added · +26K sh
27Invesco Exchange Traded FD T
S&P500 EQL WGT
$2.7M12.6K
1.0%
−0.2%
Reduced · −31 sh
28Caterpillar Inc
COM
$2.5M2.3K
0.9%
+0.2%
Added · +5 sh
29Ishares Inc
CORE MSCI EMKT
$2.4M28.4K
0.8%
−3.6%
Reduced · −1K sh
30Fidelity Covington Trust
EMERG MKTS MLTFT
$2.3M64.7K
0.8%
+16%
Added · +9K sh
31Ishares TR
S&P 500 GRWT ETF
$2.3M16.5K
0.8%
Held
32Vanguard Index FDS
GROWTH ETF
$2.2M25.0K
0.8%
+496%
Added · +21K sh
33Vanguard BD Index FDS
TOTAL BND MRKT
$2.1M28.2K
0.7%
−5.1%
Reduced · −2K sh
34State STR SPDR S&P 500 ETF T
TR UNIT
$2.0M2.7K
0.7%
Held
35Schwab Strategic TR
US BRD MKT ETF
$1.8M60.8K
0.6%
−0.4%
Reduced · −221 sh
36Schwab Strategic TR
US DIVIDEND EQ
$1.7M53.6K
0.6%
+1.7%
Added · +895 sh
37Vanguard Scottsdale FDS
SHORT TERM TREAS
$1.7M28.8K
0.6%
−1.5%
Reduced · −443 sh
38SPDR Series Trust
ST STR P500VAL
$1.6M25.8K
0.6%
+2.3%
Added · +580 sh
39Fidelity Covington Trust
ENHANCED SML CAP
$1.6M32.4K
0.6%
+25%
Added · +7K sh
40Ishares TR
IBONDS DEC 2031
$1.5M72.4K
0.5%
−5.2%
Reduced · −4K sh
41Berkshire Hathaway Inc Del
CL B NEW
$1.4M2.9K
0.5%
+0.8%
Added · +23 sh
42Tesla Inc
COM
$1.4M3.3K
0.5%
+2.2%
Added · +72 sh
43Flexshares TR
QLT DIV DEF IDX
$1.4M16.0K
0.5%
+0.1%
Added · +15 sh
44Amazon Com Inc
COM
$1.3M5.5K
0.5%
+4.8%
Added · +252 sh
45Microsoft Corp
COM
$1.2M3.3K
0.4%
+6.2%
Added · +192 sh
46American Centy ETF TR
US SML CP VALU
$1.0M8.2K
0.4%
−11%
Reduced · −999 sh
47Flexshares TR
HIG YLD VL ETF
$997K24.8K
0.4%
−7.7%
Reduced · −2K sh
48Nvidia Corporation
COM
$988K4.9K
0.4%
+13%
Added · +585 sh
49Alphabet Inc
CAP STK CL C
$963K2.7K
0.3%
+1.3%
Added · +34 sh
50Ishares TR
IBONDS DEC 2032
$949K37.7K
0.3%
−4.2%
Reduced · −2K sh
Showing 50 of 104 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 2026104$279.1M13F-HR
Q1 2026Mar 31, 2026May 8, 202699$250.7M13F-HR
Q4 2025Dec 31, 2025Jan 28, 2026102$262.3M13F-HR
Q3 2025Sep 30, 2025Oct 31, 2025112$264.6M13F-HR
Q2 2025Jun 30, 2025Aug 4, 2025106$251.4M13F-HR
Q1 2025Mar 31, 2025Apr 29, 2025103$268.7M13F-HR
Q4 2024Dec 31, 2024Feb 7, 2025104$288.0M13F-HR
Q3 2024Sep 30, 2024Oct 29, 2024162$390.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.