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Portfolio (Quarterly) Guide ↗

REDW Wealth LLC

· CIK 0001688931
13F Portfolio $279M AUM 104 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 104 New
Page 4 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QQQ INVESCO QQQ TR Financial Services 825.0 $608K 0.22% NEW $736.40 -2.4%
62 EEM ISHARES TR 8,272.0 $566K 0.20% NEW $68.41 +0.4%
63 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,077.0 $514K 0.18% NEW $477.57 -10.2%
64 SDSI AMERICAN CENTY ETF TR 9,949.0 $511K 0.18% NEW $51.35 -0.7%
65 XNTK SPDR SERIES TRUST 1,277.0 $499K 0.18% NEW $390.65 -7.5%
66 SCHO SCHWAB STRATEGIC TR 19,933.0 $481K 0.17% NEW $24.14 -0.5%
67 VB VANGUARD INDEX FDS 1,580.0 $479K 0.17% NEW $303.12 -1.0%
68 NFRA FLEXSHARES TR 7,199.0 $462K 0.17% NEW $64.12 +2.5%
69 IWR ISHARES TR 4,051.0 $447K 0.16% NEW $110.32 +1.4%
70 META META PLATFORMS INC Communication Services 754.0 $425K 0.15% NEW $563.29 +9.5%
71 SCHF SCHWAB STRATEGIC TR 15,067.0 $417K 0.15% NEW $27.70 +3.2%
72 DAL DELTA AIR LINES INC Industrials 4,404.0 $412K 0.15% NEW $93.66 -14.4%
73 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 584.0 $411K 0.15% NEW $703.58 -1.7%
74 PWRD TCW ETF TRUST 3,337.0 $410K 0.15% NEW $122.96 -12.6%
75 XOM EXXON MOBIL CORP Energy 2,908.0 $398K 0.14% NEW $136.72 +16.6%
76 DE DEERE & CO Industrials 610.0 $387K 0.14% NEW $634.33 +9.3%
77 EFA ISHARES TR 3,675.0 $382K 0.14% NEW $103.88 +4.3%
78 USRT ISHARES TR 5,523.0 $367K 0.13% NEW $66.44 -1.7%
79 SPDW SPDR INDEX SHS FDS 7,158.0 $361K 0.13% NEW $50.39 +3.8%
80 HDEF DBX ETF TR 11,070.0 $356K 0.13% NEW $32.14 +6.8%
Page 4 of 6  ·  104 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.6%
Financial Services 18.6%
Industrials 16.1%
Consumer Cyclical 13.3%
Communication Services 6.6%
Consumer Defensive 6.4%
Healthcare 3.2%
Energy 3.1%