REDW Wealth LLC

ALBUQUERQUE, NM · CIK 1688931 · 13F filing filed 2026-07-31

SEC-registered investment adviser since 2000 · limited liability company

Assets managed$869.2m
Staff15 · 9 in investment roles
Main clients (by assets)Pension plans 45%, High net worth individuals 37%, Individuals 12%
Form ADV · 2026-07-10SEC adviser record

Kindinstitutions
Others nearbyAlbuquerque, NM, Phoenix, AZ, Salem, OR

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Albuquerque, NM (main office)United States	United States	about 4
Phoenix, AZUnited States	United States	3
Salem, ORUnited States	United States	2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$279.1m reported value +11.3% vs Q1 2026

104positions

52.3%in top 10

7 new 40 added 41 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	65,597	$24.3m8.70%	8.70%	Reduced -2.1k	-2,148 -3.2%
2	J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA	JQUA	269,822	$19.5m6.99%	6.99%	Reduced -22.3k	-22,269 -7.6%
3	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	145,795	$18.7m6.69%	6.69%	Added +8.3k	+8,279 6.0%
4	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	256,551	$18.3m6.55%	6.55%	Reduced -10.8k	-10,774 -4.0%
5	ISHARES TR CORE S&P500 ETF IVV	IVV	19,577	$14.7m5.25%	5.25%	Reduced -286	-286 -1.4%
6	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	242,930	$12.3m4.40%	4.40%	Reduced -11.3k	-11,323 -4.5%
7	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	139,165	$10.8m3.88%	3.88%	Reduced -20.1k	-20,103 -12.6%
8	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	110,315	$9.8m3.53%	3.53%	Added +16.6k	+16,569 17.7%
9	ISHARES INC MSCI EMRG CHN EMXC	EMXC	91,716	$9.4m3.36%	3.36%	Reduced -7.3k	-7,269 -7.3%
10	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	84,108	$8.1m2.91%	2.91%	Added +2.9k	+2,946 3.6%
11	VICTORY PORTFOLIOS II SHORT TRM BD ETF USTB	USTB	157,490	$8.0m2.86%	2.86%	Added +36.8k	+36,805 30.5%
12	ISHARES TR CORE US AGGBD ET AGG	AGG	68,062	$6.7m2.41%	2.41%	Reduced -1.4k	-1,387 -2.0%
13	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		152,395	$6.4m2.28%	2.28%	Reduced -34.2k	-34,229 -18.3%
14	VANGUARD INDEX FDS VALUE ETF VTV	VTV	27,348	$6.0m2.14%	2.14%	Added +8.3k	+8,300 43.6%
15	ISHARES TR CORE MSCI EAFE IEFA	IEFA	45,852	$4.4m1.59%	1.59%	Reduced -1.9k	-1,898 -4.0%
16	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	44,670	$4.3m1.54%	1.54%	Reduced -3.3k	-3,340 -7.0%
17	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	70,687	$4.2m1.51%	1.51%	Reduced -18.1k	-18,145 -20.4%
18	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	32,134	$4.1m1.47%	1.47%	Added +4.5k	+4,472 16.2%
19	T ROWE PRICE ETF INC PRICE BLUE CHIP TCHP	TCHP	78,276	$3.9m1.40%	1.40%	Added +13.7k	+13,708 21.2%
20	APPLE INC COM AAPL	AAPL	11,781	$3.4m1.22%	1.22%	Added +802	+802 7.3%
21	ISHARES TR RUSSELL 2000 ETF IWM	IWM	11,209	$3.4m1.21%	1.21%	Reduced -136	-136 -1.2%
22	INVESCO EXCHANGE TRADED FD T S&P 100 EQL WIGH EQWL	EQWL	25,261	$3.3m1.17%	1.17%	Added +2.8k	+2,795 12.4%
23	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	38,943	$3.2m1.15%	1.15%	Reduced -83	-83 -0.2%
24	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	52,339	$3.1m1.10%	1.10%	Reduced -25	-25 -0.1%
25	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	50,560	$3.0m1.07%	1.07%	Reduced -2.6k	-2,613 -4.9%
26	VANGUARD INDEX FDS MID CAP ETF VO	VO	34,138	$2.8m0.99%	0.99%	Added +2.1k	+2,142 6.7%
27	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	12,564	$2.7m0.96%	0.96%	Reduced -31	-31 -0.2%
28	CATERPILLAR INC COM CAT	CAT	2,345	$2.5m0.89%	0.89%	Added +5	+5 0.2%
29	ISHARES INC CORE MSCI EMKT IEMG	IEMG	28,378	$2.4m0.84%	0.84%	Reduced -1.0k	-1,048 -3.6%
30	FIDELITY COVINGTON TRUST EMERG MKTS MLTFT FDEM	FDEM	64,653	$2.3m0.84%	0.84%	Added +9.1k	+9,141 16.5%
31	ISHARES TR S&P 500 GRWT ETF IVW	IVW	16,453	$2.3m0.81%	0.81%	Unchanged
32	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	25,028	$2.2m0.77%	0.77%	Reduced -172	-172 -0.7%
33	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	28,239	$2.1m0.74%	0.74%	Reduced -1.5k	-1,532 -5.2%
34	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,678	$2.0m0.72%	0.72%	Unchanged
35	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	60,820	$1.8m0.63%	0.63%	Reduced -221	-221 -0.4%
36	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	53,561	$1.7m0.61%	0.61%	Added +895	+895 1.7%
37	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	28,775	$1.7m0.60%	0.60%	Reduced -443	-443 -1.5%
38	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	25,769	$1.6m0.56%	0.56%	Added +580	+580 2.3%
39	FIDELITY COVINGTON TRUST ENHANCED SMALL FESM	FESM	32,392	$1.6m0.56%	0.56%	Added +6.5k	+6,507 25.1%
40	ISHARES TR IBONDS DEC 2031 IBDW	IBDW	72,386	$1.5m0.54%	0.54%	Reduced -3.9k	-3,944 -5.2%
41	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,873	$1.4m0.52%	0.52%	Added +23	+23 0.8%
42	TESLA INC COM TSLA	TSLA	3,327	$1.4m0.50%	0.50%	Added +72	+72 2.2%
43	FLEXSHARES TR QLT DIV DEF IDX QDEF	QDEF	16,033	$1.4m0.50%	0.50%	Added +15	+15 0.1%
44	AMAZON COM INC COM AMZN	AMZN	5,549	$1.3m0.47%	0.47%	Added +252	+252 4.8%
45	MICROSOFT CORP COM MSFT	MSFT	3,308	$1.2m0.44%	0.44%	Added +192	+192 6.2%
46	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	8,196	$1.0m0.37%	0.37%	Reduced -999	-999 -10.9%
47	FLEXSHARES TR HIG YLD VL ETF HYGV	HYGV	24,758	$996.8k0.36%	0.36%	Reduced -2.1k	-2,062 -7.7%
48	NVIDIA CORPORATION COM NVDA	NVDA	4,940	$988.4k0.35%	0.35%	Added +585	+585 13.4%
49	ALPHABET INC CAP STK CL C GOOG	GOOG	2,725	$962.9k0.35%	0.35%	Added +34	+34 1.3%
50	ISHARES TR IBONDS DEC 2032 IBDX	IBDX	37,673	$949.0k0.34%	0.34%	Reduced -1.7k	-1,664 -4.2%
51	ISHARES TR IBONDS DEC 2030 IBDV	IBDV	42,045	$916.6k0.33%	0.33%	Reduced -3.3k	-3,313 -7.3%
52	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,563	$915.9k0.33%	0.33%	Added +268	+268 11.7%
53	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		23,199	$899.9k0.32%	0.32%	Reduced -1.2k	-1,207 -5.0%
54	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	15,658	$792.0k0.28%	0.28%	Reduced -1.7k	-1,652 -9.5%
55	ISHARES TR EAFE SML CP ETF SCZ	SCZ	9,353	$769.5k0.28%	0.28%	Reduced -123	-123 -1.3%
56	WALMART INC COM WMT	WMT	6,618	$749.6k0.27%	0.27%	Added +65	+65 1.0%
57	ISHARES TR U.S. TECH ETF IYW	IYW	2,816	$710.3k0.25%	0.25%	Unchanged
58	WISDOMTREE TR EM EX ST-OWNED XSOE	XSOE	13,762	$676.8k0.24%	0.24%	Unchanged
59	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	8,426	$665.9k0.24%	0.24%	Added +6	+6 0.1%
60	ISHARES TR EXPONENTIAL TECH XT	XT	7,417	$612.9k0.22%	0.22%	Unchanged
61	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	825	$607.5k0.22%	0.22%	Reduced -20	-20 -2.4%
62	ISHARES TR MSCI EMG MKT ETF EEM	EEM	8,272	$565.9k0.20%	0.20%	Reduced -384	-384 -4.4%
63	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,077	$514.3k0.18%	0.18%	Reduced -2	-2 -0.2%
64	AMERICAN CENTY ETF TR SHORT DURTN STRG SDSI	SDSI	9,949	$510.9k0.18%	0.18%	New
65	SPDR SERIES TRUST NYSE TECH ETF XNTK	XNTK	1,277	$498.9k0.18%	0.18%	Unchanged
66	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	19,933	$481.2k0.17%	0.17%	Reduced -26	-26 -0.1%
67	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,580	$478.9k0.17%	0.17%	Unchanged
68	FLEXSHARES TR STOXX GLOBR INF NFRA	NFRA	7,199	$461.6k0.17%	0.17%	Unchanged
69	ISHARES TR RUS MID CAP ETF IWR	IWR	4,051	$446.9k0.16%	0.16%	Added +51	+51 1.3%
70	META PLATFORMS INC CL A META	META	754	$424.7k0.15%	0.15%	Added +29	+29 4.0%
71	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	15,067	$417.4k0.15%	0.15%	Reduced -1.1k	-1,075 -6.7%
72	DELTA AIR LINES INC DEL COM NEW DAL	DAL	4,404	$412.5k0.15%	0.15%	Added +36	+36 0.8%
73	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	584	$410.9k0.15%	0.15%	Added +1	+1 0.2%
74	TCW ETF TRUST TRANSFORM SYSTEM PWRD	PWRD	3,337	$410.3k0.15%	0.15%	Unchanged
75	EXXON MOBIL CORP COM XOM	XOM	2,908	$397.6k0.14%	0.14%	Added +109	+109 3.9%
76	DEERE & CO COM DE	DE	610	$386.9k0.14%	0.14%	Added +5	+5 0.8%
77	ISHARES TR MSCI EAFE ETF EFA	EFA	3,675	$381.8k0.14%	0.14%	Unchanged
78	ISHARES TR CRE U S REIT ETF USRT	USRT	5,523	$367.0k0.13%	0.13%	Added +2	+2 0.0%
79	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	7,158	$360.7k0.13%	0.13%	Unchanged
80	DBX ETF TR XTRACK MSCI EAFE HDEF	HDEF	11,070	$355.8k0.13%	0.13%	Unchanged
81	SPDR SER TR PORTFOLIO LN TSR SPTL	SPTL	13,232	$347.1k0.12%	0.12%	Reduced -1.4k	-1,387 -9.5%
82	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	10,248	$346.8k0.12%	0.12%	Unchanged
83	ABBVIE INC COM ABBV	ABBV	1,362	$342.7k0.12%	0.12%	Added +44	+44 3.3%
84	GLOBAL X FDS ARTIFICIAL ETF AIQ	AIQ	5,185	$340.2k0.12%	0.12%	Reduced -464	-464 -8.2%
85	PROCTER AND GAMBLE CO COM PG	PG	2,316	$339.6k0.12%	0.12%	Added +47	+47 2.1%
86	SCHWAB STRATEGIC TR FUNDAMENTAL EMER FNDE	FNDE	8,251	$327.4k0.12%	0.12%	Reduced -1.0k	-1,000 -10.8%
87	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	785	$326.1k0.12%	0.12%	Reduced -27	-27 -3.3%
88	ELI LILLY & CO COM LLY	LLY	266	$319.3k0.11%	0.11%	Added +21	+21 8.6%
89	ISHARES TR IBONDS DEC 29 IBDU	IBDU	13,761	$318.7k0.11%	0.11%	Unchanged
90	ISHARES TR CORE S&P SCP ETF IJR	IJR	2,035	$301.8k0.11%	0.11%	Reduced -205	-205 -9.2%
91	SPDR GOLD TR GOLD SHS GLD	GLD	801	$295.1k0.11%	0.11%	Added +3	+3 0.4%
92	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	1,781	$282.5k0.10%	0.10%	Unchanged
93	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	752	$275.0k0.10%	0.10%	Unchanged
94	GLOBAL X FDS AGING POPULATION AGNG	AGNG	7,579	$273.0k0.10%	0.10%	Reduced -11.9k	-11,852 -61.0%
95	VISA INC COM CL A V	V	747	$256.3k0.09%	0.09%	Added +27	+27 3.8%
96	JPMORGAN CHASE & CO COM JPM	JPM	736	$240.9k0.09%	0.09%	New
97	J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND	JBND	4,455	$238.3k0.09%	0.09%	New
98	CHEVRON CORP NEW COM CVX	CVX	1,436	$238.1k0.09%	0.09%	Added +96	+96 7.2%
99	VICTORY PORTFOLIOS II CORE PLUS BD ETF UBND	UBND	10,651	$231.4k0.08%	0.08%	New
100	COSTCO WHSL CORP NEW COM COST	COST	246	$229.8k0.08%	0.08%	Added +13	+13 5.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
WISDOMTREE TR DEM	DEM	4,500	$223.6k4.5k shares
SCHWAB STRATEGIC TR SCHE	SCHE	6,284	$207.1k6.3k shares