Institutional Fund
Redw Wealth LLC
Albuquerque, NMCIK 16889315 filings on record
Portfolio Value
$250.73M
Q1 2026
Holdings
99
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-4.4%
from $262.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds8.7%
- J P Morgan Exchange Traded F7.1%
- Vanguard Tax-Managed Fds6.8%
- American Centy ETF Tr6.1%
- Ishares Tr5.2%
- J P Morgan Exchange Traded F5.1%
- Other61.0%
Portfolio Holdings
99 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 67.7K | $21.73M | 8.7% | −5.9K | Reduced |
| 2 | J P Morgan Exchange Traded F | 292.1K | $17.91M | 7.1% | −47.7K | Reduced |
| 3 | Vanguard Tax-Managed Fds | 267.3K | $17.13M | 6.8% | −39.5K | Reduced |
| 4 | American Centy ETF Tr | 137.5K | $15.29M | 6.1% | −9.7K | Reduced |
| 5 | Ishares Tr | 19.9K | $12.97M | 5.2% | −1.0K | Reduced |
| 6 | J P Morgan Exchange Traded F | 254.3K | $12.87M | 5.1% | −13.3K | Reduced |
| 7 | Vanguard Bd Index Fds | 159.3K | $12.49M | 5.0% | −7.7K | Reduced |
| 8 | American Centy ETF Tr | 93.7K | $7.95M | 3.2% | +24.9K | Added |
| 9 | Ishares Inc | 99.0K | $7.79M | 3.1% | −9.5K | Reduced |
| 10 | Ishares Tr | 69.4K | $6.89M | 2.7% | −2.1K | Reduced |
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