REDW Wealth LLC
All 13F Filings
- Location
- Albuquerque, NM
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 262,315
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 102 | 262,315 | 13F-HR | REDW Wealth LLC |
| Q3 2025 | 10/31/2025 | 112 | 264,570 | 13F-HR | REDW Wealth LLC |
| Q2 2025 | 8/4/2025 | 106 | 251,429 | 13F-HR | REDW Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 158.6 K | 60.5% | 0 | 2.057 K | -2.057 K |
| ETFs | 86.44 K | 33.0% | 0 | 168 | -168 |
| Debt | 17.26 K | 6.6% | 0 | 29 | -29 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
262,315
Holdings
102
QoQ value change ($000)
-2,255
(-0.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.