REDW Wealth LLC
All 13F Filings
- Location
- Albuquerque, NM
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 279,086
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 104 | 279,086 | 13F-HR | REDW Wealth LLC |
| 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 | 29.92 K | 10.7% | 8.576 K | 0 | 8.576 K |
| ETFs | 234.4 K | 84.0% | 21.4 K | 0 | 21.4 K |
| Debt | 14.77 K | 5.3% | 0 | 1.619 K | -1.619 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
279,086
Holdings
104
QoQ value change ($000)
28,357
(11.3%)
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.