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REDW Stanley Financial Advisors

Latest statistics and disclosures from REDW Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, JQUA, VEA, AVUS, IVV, and represent 37.36% of REDW Wealth's stock portfolio.
Added to shares of these 10 stocks: AVDE, TCHP, USTB, AVEM, FDEM, VONG, VTV, NFRA, EQWL, KTOS.
Started 9 new stock positions in VST, FESM, NFRA, VXUS, TSM, FDEM, XLK, KTOS, EQWL.
Reduced shares in these 10 stocks: JQUA, AVUS, VTI, VNQ, VEA, DUHP, HYGV, IBDQ, SUPP, .
Sold out of its positions in SUPP, NFLX, SAND.
REDW Wealth was a net seller of stock by $-1.6M.
REDW Wealth has $265M in assets under management (AUM), dropping by 5.23%.
Central Index Key (CIK): 0001688931

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Positions held by REDW Stanley Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for REDW Wealth

REDW Wealth holds 112 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	9.4	$25M	-5%	76k	328.17	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	8.7	$23M	-7%	365k	62.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.2	$19M	-4%	320k	59.92	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	6.6	$18M	-8%	161k	108.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.4	$14M		21k	669.31	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	5.3	$14M		276k	50.73	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.8	$13M		159k	78.91	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	3.5	$9.3M	-8%	245k	37.77	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.0	$7.9M		78k	100.25	View chart
Ishares Msci Emrg Chn (EMXC)	2.8	$7.4M		110k	67.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$5.1M		95k	54.18	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.9	$5.1M	+39%	65k	78.90	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.9	$5.0M	-15%	54k	91.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.8	$4.8M		55k	87.31	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.7	$4.5M	+26%	60k	75.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.4	$3.7M		20k	189.70	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.4	$3.6M	-2%	43k	84.11	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.3	$3.4M	-2%	57k	60.03	View chart
Apple (AAPL)	1.3	$3.4M	-5%	13k	254.64	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.1	$3.0M		13k	241.96	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$2.9M		6.0k	479.61	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$2.5M	-7%	3.8k	666.18	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$2.5M		8.5k	293.72	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$2.4M	+24%	13k	186.49	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.9	$2.3M		49k	47.63	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$2.3M	-3%	31k	74.37	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$2.1M		31k	65.92	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.8	$2.0M		34k	58.85	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$2.0M		17k	120.72	View chart
Microsoft Corporation (MSFT)	0.6	$1.7M	+5%	3.3k	518.03	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.6	$1.7M		80k	21.22	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.6	$1.7M	+49%	14k	120.50	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.6	$1.6M	+233%	34k	48.88	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.6	$1.6M	+254%	32k	50.99	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$1.6M		61k	25.71	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.6	$1.6M	-24%	38k	41.20	View chart
Tesla Motors (TSLA)	0.6	$1.5M		3.4k	444.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$1.5M	+3%	54k	27.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.4M	-5%	2.7k	502.74	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.5	$1.4M	+5%	17k	79.98	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.5	$1.4M		25k	55.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.3M	-8%	2.1k	600.37	View chart
Caterpillar (CAT)	0.4	$1.2M		2.4k	477.15	View chart
Amazon (AMZN)	0.4	$1.1M		5.2k	219.57	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.4	$1.1M		42k	25.62	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.4	$1.1M		49k	22.15	View chart
Global X Fds Aging Population (AGNG)	0.4	$946k	-13%	28k	33.47	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$935k	+2%	9.4k	99.52	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$846k		11k	76.72	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$815k	-8%	10k	79.93	View chart
Ishares Tr Future Exponenti (XT)	0.3	$792k		11k	71.94	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$790k	-13%	25k	31.84	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.3	$752k	+40%	15k	50.75	View chart
Wal-Mart Stores (WMT)	0.3	$736k		7.1k	103.06	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.3	$727k		19k	37.94	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	0.3	$702k	NEW	23k	30.08	View chart
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL)	0.3	$697k		20k	34.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$660k	+12%	2.7k	243.56	View chart
NVIDIA Corporation (NVDA)	0.2	$648k	+12%	3.5k	186.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$634k		2.6k	243.10	View chart
Meta Platforms Cl A (META)	0.2	$580k	+11%	790.00	734.38	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$531k	-34%	21k	25.19	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$531k	-4%	2.1k	254.28	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$501k	-2%	21k	24.40	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$488k		21k	23.28	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.2	$467k		17k	26.95	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$462k		8.7k	53.40	View chart
Flexshares Tr Stoxx Globr Inf (NFRA)	0.2	$453k	NEW	7.2k	62.92	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.2	$444k	NEW	3.9k	114.68	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$386k		4.0k	96.55	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$371k	+3%	4.0k	93.37	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$366k	-16%	7.4k	49.39	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.1	$366k	NEW	4.0k	91.37	View chart
Tg Therapeutics (TGTX)	0.1	$361k		10k	36.12	View chart
Procter & Gamble Company (PG)	0.1	$361k		2.3k	153.65	View chart
Exxon Mobil Corporation (XOM)	0.1	$358k		3.2k	112.75	View chart
Motorola Solutions Com New (MSI)	0.1	$350k	+15%	764.00	457.42	View chart
Spdr Series Trust Nyse Tech Etf (XNTK)	0.1	$348k		1.3k	272.23	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$345k		579.00	596.29	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$327k		10k	31.91	View chart
Tcw Etf Trust Transform System (PWRD)	0.1	$326k	-19%	3.3k	97.69	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$324k		5.5k	58.72	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$315k		13k	23.47	View chart
Ishares Em Mkts Div Etf (DVYE)	0.1	$312k		11k	29.69	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$310k	+6%	8.6k	36.16	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$309k	NEW	4.2k	73.46	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$308k	+11%	867.00	355.47	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$306k		7.2k	42.79	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$304k		6.6k	45.99	View chart
Abbvie (ABBV)	0.1	$301k		1.3k	231.54	View chart
Direxion Shs Etf Tr Daily Regional (DPST)	0.1	$300k		3.0k	100.05	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$297k	NEW	1.1k	279.29	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$278k	+3%	2.3k	118.83	View chart
Deere & Company (DE)	0.1	$276k		603.00	457.26	View chart
Costco Wholesale Corporation (COST)	0.1	$275k		297.00	926.39	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$268k		12k	21.57	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$263k		1.9k	140.95	View chart
Oaktree Specialty Lending Corp (OCSL)	0.1	$261k		20k	13.05	View chart
Abbott Laboratories (ABT)	0.1	$258k		1.9k	133.91	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$248k		1.8k	139.17	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$247k		4.4k	56.75	View chart
Vistra Energy (VST)	0.1	$244k	NEW	1.2k	195.92	View chart
Visa Com Cl A (V)	0.1	$236k		690.00	341.38	View chart
Chevron Corporation (CVX)	0.1	$233k	+2%	1.5k	155.30	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$224k		752.00	297.62	View chart
Oracle Corporation (ORCL)	0.1	$218k	-42%	776.00	281.24	View chart
JPMorgan Chase & Co. (JPM)	0.1	$217k	-4%	687.00	315.43	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$214k	NEW	5.9k	36.56	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$210k	-12%	6.3k	33.37	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$204k	NEW	724.00	282.02	View chart
Automatic Data Processing (ADP)	0.1	$200k		682.00	293.50	View chart
Key (KEY)	0.1	$187k		10k	18.69	View chart

Past Filings by REDW Wealth

SEC 13F filings are viewable for REDW Wealth going back to 2016

REDW Wealth 2025 Q3 filed Oct. 31, 2025
REDW Wealth 2025 Q2 filed Aug. 4, 2025
REDW Wealth 2025 Q1 filed April 29, 2025
REDW Wealth 2024 Q4 filed Feb. 7, 2025
REDW Wealth 2024 Q3 filed Oct. 29, 2024
REDW Wealth 2024 Q2 filed Aug. 12, 2024
REDW Wealth 2024 Q1 filed May 1, 2024
REDW Wealth 2023 Q4 filed Jan. 26, 2024
REDW Wealth 2023 Q3 filed Oct. 30, 2023
REDW Wealth 2023 Q2 filed Aug. 4, 2023
REDW Wealth 2023 Q1 filed May 10, 2023
REDW Wealth 2022 Q4 filed Feb. 13, 2023
REDW Wealth 2022 Q3 filed Oct. 31, 2022
REDW Wealth 2022 Q2 filed July 29, 2022
REDW Wealth 2022 Q1 filed May 10, 2022
REDW Wealth 2021 Q4 filed Feb. 7, 2022

View all past filings

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