REDW Wealth LLC
All 13F Filings
- Location
- Albuquerque, NM
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 250,729
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/7/2026 | 99 | 250,729 | 13F-HR | REDW Wealth LLC |
| 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 | 21.34 K | 8.5% | 0 | 137.3 K | -137.3 K |
| ETFs | 213 K | 85.0% | 126.6 K | 0 | 126.6 K |
| Debt | 16.39 K | 6.5% | 0 | 863 | -863 |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
250,729
Holdings
99
QoQ value change ($000)
-11,586
(-4.4%)
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.