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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, AVUS, VEA, IVV, and represent 34.18% of REDW Wealth's stock portfolio.
Added to shares of these 10 stocks: VO, USTB, VTV, VUG, AVDE, AVUS, TCHP, VONG, SDSI, EQWL.
Started 7 new stock positions in UBND, JPM, VYM, SDSI, VXUS, CSCO, JBND.
Reduced shares in these 10 stocks: JQUA, BSV, DUHP, VWO, VTI, VEA, EMXC, JPST, AGNG, VNQ.
Sold out of its positions in SCHE, DEM.
REDW Wealth was a net buyer of stock by $3.9M.
REDW Wealth has $279M in assets under management (AUM), dropping by 11.31%.
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 104 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	8.7	$24M	-3%	66k	370.04	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	7.0	$20M	-7%	270k	72.28	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	6.7	$19M	+6%	146k	128.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.5	$18M	-4%	257k	71.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.3	$15M		20k	748.90	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.4	$12M	-4%	243k	50.57	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.9	$11M	-12%	139k	77.91	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.5	$9.8M	+17%	110k	89.20	View chart
Ishares Msci Emrg Chn (EMXC)	3.4	$9.4M	-7%	92k	102.30	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.9	$8.1M	+3%	84k	96.49	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	2.9	$8.0M	+30%	158k	50.62	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.4	$6.7M		68k	98.98	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	2.3	$6.4M	-18%	152k	41.73	View chart
Vanguard Index Fds Value Etf (VTV)	2.1	$6.0M	+43%	27k	217.93	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$4.4M	-3%	46k	96.58	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.5	$4.3M	-6%	45k	96.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$4.2M	-20%	71k	59.69	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.5	$4.1M	+16%	32k	127.81	View chart
T Rowe Price Exchange-traded Price Blue Chip (TCHP)	1.4	$3.9M	+21%	78k	50.09	View chart
Apple (AAPL)	1.2	$3.4M	+7%	12k	289.35	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.2	$3.4M		11k	300.45	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	1.2	$3.3M	+12%	25k	129.02	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.2	$3.2M		39k	82.65	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.1	$3.1M		52k	58.92	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.1	$3.0M	-4%	51k	58.98	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$2.8M	+326%	34k	80.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.0	$2.7M		13k	212.77	View chart
Caterpillar (CAT)	0.9	$2.5M		2.3k	1064.90	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$2.4M	-3%	28k	82.84	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	0.8	$2.3M	+16%	65k	36.33	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$2.3M		17k	137.53	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$2.2M	+495%	25k	86.14	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$2.1M	-5%	28k	73.41	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$2.0M		2.7k	746.83	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$1.8M		61k	28.96	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$1.7M		54k	31.71	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$1.7M		29k	58.20	View chart
Spdr Series Trust St Str P500val (SPYV)	0.6	$1.6M	+2%	26k	60.79	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.6	$1.6M	+25%	32k	48.29	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.5	$1.5M	-5%	72k	20.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.4M		2.9k	500.39	View chart
Tesla Motors (TSLA)	0.5	$1.4M	+2%	3.3k	420.60	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.5	$1.4M		16k	87.02	View chart
Amazon (AMZN)	0.5	$1.3M	+4%	5.5k	238.34	View chart
Microsoft Corporation (MSFT)	0.4	$1.2M	+6%	3.3k	373.03	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$1.0M	-10%	8.2k	124.76	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.4	$997k	-7%	25k	40.26	View chart
NVIDIA Corporation (NVDA)	0.4	$988k	+13%	4.9k	200.09	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$963k		2.7k	353.37	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.3	$949k	-4%	38k	25.19	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.3	$917k	-7%	42k	21.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$916k	+11%	2.6k	357.37	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.3	$900k	-4%	23k	38.79	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.3	$792k	-9%	16k	50.58	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$770k		9.4k	82.27	View chart
Wal-Mart Stores (WMT)	0.3	$750k		6.6k	113.26	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$710k		2.8k	252.25	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$677k		14k	49.18	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$666k		8.4k	79.03	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.2	$613k		7.4k	82.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$608k	-2%	825.00	736.40	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$566k	-4%	8.3k	68.41	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$514k		1.1k	477.57	View chart
American Centy Etf Tr Short Durtn Strg (SDSI)	0.2	$511k	NEW	9.9k	51.35	View chart
Spdr Series Trust St Str Nyse Tech (XNTK)	0.2	$499k		1.3k	390.65	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$481k		20k	24.14	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$479k		1.6k	303.12	View chart
Flexshares Tr Stoxx Globr Inf (NFRA)	0.2	$462k		7.2k	64.12	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$447k		4.1k	110.32	View chart
Meta Platforms Cl A (META)	0.2	$425k	+4%	754.00	563.29	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$417k	-6%	15k	27.70	View chart
Delta Air Lines Com New (DAL)	0.1	$413k		4.4k	93.66	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$411k		584.00	703.58	View chart
Tcw Etf Trust Trans Syste Etf (PWRD)	0.1	$410k		3.3k	122.96	View chart
Exxon Mobil Corporation (XOM)	0.1	$398k	+3%	2.9k	136.72	View chart
Deere & Company (DE)	0.1	$387k		610.00	634.33	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$382k		3.7k	103.88	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$367k		5.5k	66.44	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$361k		7.2k	50.39	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.1	$356k		11k	32.14	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$347k	-9%	13k	26.23	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$347k		10k	33.84	View chart
Abbvie (ABBV)	0.1	$343k	+3%	1.4k	251.64	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$340k	-8%	5.2k	65.61	View chart
Procter & Gamble Company (PG)	0.1	$340k	+2%	2.3k	146.64	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.1	$327k	-10%	8.3k	39.68	View chart
Motorola Solutions Com New (MSI)	0.1	$326k	-3%	785.00	415.43	View chart
Eli Lilly & Co. (LLY)	0.1	$319k	+8%	266.00	1200.31	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$319k		14k	23.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$302k	-9%	2.0k	148.31	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$295k		801.00	368.38	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$283k		1.8k	158.64	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$275k		752.00	365.70	View chart
Global X Fds Aging Popul Etf (AGNG)	0.1	$273k	-60%	7.6k	36.02	View chart
Visa Com Cl A (V)	0.1	$256k	+3%	747.00	343.09	View chart
JPMorgan Chase & Co. (JPM)	0.1	$241k	NEW	736.00	327.33	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$238k	NEW	4.5k	53.50	View chart
Chevron Corporation (CVX)	0.1	$238k	+7%	1.4k	165.78	View chart
Victory Portfolios Ii Core Plus Bd Etf (UBND)	0.1	$231k	NEW	11k	21.73	View chart
Costco Wholesale Corporation (COST)	0.1	$230k	+5%	246.00	934.07	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$212k	NEW	1.3k	158.03	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$211k		2.9k	72.66	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$207k	NEW	2.4k	85.49	View chart
Cisco Systems (CSCO)	0.1	$203k	NEW	1.7k	117.46	View chart

Past Filings by REDW Wealth

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

REDW Wealth 2026 Q2 filed July 31, 2026
REDW Wealth 2026 Q1 filed May 8, 2026
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

View all past filings

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