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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 36.63% of REDW Wealth's stock portfolio.
Added to shares of these 10 stocks: USTB, AVEM, VONG, VTV, FDEM, EQWL, BSV, TCHP, FESM, HDEF.
Started 2 new stock positions in LLY, HDEF.
Reduced shares in these 10 stocks: JQUA, AVUS, VTI, VEA, , AGG, RSP, IBDQ, SPY, JPST.
Sold out of its positions in ADP, COST, SOXL, DPST, IBDQ, JPM, KEY, KTOS, OCSL, ORCL. TGTX, VXUS.
REDW Wealth was a net seller of stock by $-6.7M.
REDW Wealth has $262M in assets under management (AUM), dropping by -0.85%.
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 102 positions in its portfolio as reported in the December 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	-3%	74k	335.27	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	8.2	$22M	-6%	340k	63.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.3	$19M	-4%	307k	62.47	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	6.3	$17M	-8%	147k	111.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.5	$14M	-2%	21k	684.93	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	5.2	$14M	-3%	268k	50.59	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	5.0	$13M	+4%	167k	78.81	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	3.5	$9.3M		244k	38.03	View chart
Ishares Msci Emrg Chn (EMXC)	3.0	$7.9M		108k	72.68	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.7	$7.1M	-8%	72k	99.88	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.2	$5.7M	+6%	69k	82.32	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.1	$5.5M	+19%	72k	77.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$5.0M		93k	53.76	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.8	$4.7M		53k	88.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.7	$4.6M	-7%	51k	89.46	View chart
Apple (AAPL)	1.4	$3.7M		14k	271.86	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.3	$3.4M		57k	59.93	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.3	$3.4M	-6%	40k	83.75	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	1.2	$3.2M	+100%	63k	50.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.2	$3.1M	-17%	16k	191.56	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$3.1M	+25%	16k	190.99	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.1	$2.9M	-4%	12k	246.16	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$2.8M	-4%	5.8k	487.86	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.9	$2.4M	+2%	50k	47.79	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.9	$2.3M	+36%	19k	121.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$2.3M	-6%	8.0k	290.21	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$2.3M		31k	74.07	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.9	$2.3M	+35%	46k	49.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$2.1M	-17%	3.1k	681.92	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$2.0M	-3%	30k	67.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$2.0M		17k	123.26	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$1.8M	-10%	31k	58.73	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.6	$1.7M		79k	21.15	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$1.6M		61k	26.23	View chart
Microsoft Corporation (MSFT)	0.6	$1.5M	-3%	3.2k	483.59	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$1.5M		55k	27.43	View chart
Tesla Motors (TSLA)	0.6	$1.5M	-3%	3.3k	449.72	View chart
Spdr Series Trust State Street Spd (SPYV)	0.5	$1.4M		25k	56.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.4M		2.8k	502.65	View chart
Caterpillar (CAT)	0.5	$1.3M	-3%	2.3k	572.87	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	0.5	$1.3M	+85%	43k	30.88	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.5	$1.3M	-6%	16k	80.96	View chart
Amazon (AMZN)	0.5	$1.2M		5.2k	230.82	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.2M	-11%	1.9k	614.31	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.4	$1.2M	-25%	28k	40.73	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.4	$1.1M	+131%	9.0k	118.16	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.4	$1.1M		48k	22.07	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.4	$1.1M	-2%	41k	25.53	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$938k	-2%	9.2k	101.98	View chart
Global X Fds Aging Population (AGNG)	0.3	$911k	-10%	25k	35.90	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$861k		2.7k	313.82	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$829k	-3%	11k	77.53	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.3	$826k	+10%	16k	50.58	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$813k		25k	32.89	View chart
NVIDIA Corporation (NVDA)	0.3	$764k	+18%	4.1k	186.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$751k	-8%	2.4k	313.00	View chart
Wal-Mart Stores (WMT)	0.3	$726k	-8%	6.5k	111.41	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.3	$706k	-5%	18k	39.02	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$694k	-14%	8.7k	79.73	View chart
Ishares Tr Future Exponenti (XT)	0.2	$645k	-15%	9.3k	69.74	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.2	$596k	+169%	16k	37.78	View chart
Meta Platforms Cl A (META)	0.2	$518k		785.00	660.09	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$486k	-2%	20k	24.37	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$479k	-11%	1.9k	257.95	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$474k		8.7k	54.71	View chart
Flexshares Tr Stoxx Globr Inf (NFRA)	0.2	$436k		7.2k	60.51	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$428k	-6%	16k	26.47	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$388k	-23%	16k	24.04	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$385k		4.0k	96.27	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$382k		4.0k	96.03	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$378k	+22%	11k	36.06	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$370k		7.3k	50.86	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.1	$368k	NEW	12k	30.99	View chart
Spdr Series Trust State Street Spd (XNTK)	0.1	$355k		1.3k	277.88	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$350k		581.00	603.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$334k		10k	32.62	View chart
Exxon Mobil Corporation (XOM)	0.1	$333k	-12%	2.8k	120.34	View chart
Ishares Em Mkts Div Etf (DVYE)	0.1	$327k		11k	31.16	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$325k		1.1k	303.89	View chart
Procter & Gamble Company (PG)	0.1	$323k	-3%	2.3k	143.31	View chart
Tcw Etf Trust Transform System (PWRD)	0.1	$321k		3.3k	96.16	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$318k		7.2k	44.41	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$314k		5.5k	56.96	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$314k		13k	23.41	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$303k		4.4k	69.40	View chart
Abbvie (ABBV)	0.1	$302k		1.3k	228.49	View chart
Motorola Solutions Com New (MSI)	0.1	$294k		766.00	383.47	View chart
Deere & Company (DE)	0.1	$280k		602.00	465.57	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$276k	-19%	697.00	396.31	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$276k		1.8k	154.82	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$274k	-2%	2.3k	120.18	View chart
Eli Lilly & Co. (LLY)	0.1	$270k	NEW	251.00	1074.59	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$269k		1.9k	143.52	View chart
Visa Com Cl A (V)	0.1	$245k		699.00	350.71	View chart
Abbott Laboratories (ABT)	0.1	$242k		1.9k	125.28	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$227k		752.00	302.11	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$220k	-15%	11k	20.89	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$210k	-31%	4.5k	46.71	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$206k		6.3k	32.75	View chart
Vistra Energy (VST)	0.1	$204k		1.3k	161.33	View chart
Chevron Corporation (CVX)	0.1	$203k	-11%	1.3k	152.35	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$201k	+92%	1.4k	144.01	View chart

Past Filings by REDW Wealth

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

REDW Wealth 2025 Q4 filed Jan. 28, 2026
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

View all past filings

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