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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 33.92% of REDW Wealth's stock portfolio.
Added to shares of these 10 stocks: USTB, AVDE, EQWL, VONG, TCHP, AVEM, VTV, IYW, FDEM, FESM.
Started 3 new stock positions in IYK, COST, IYW.
Reduced shares in these 10 stocks: JQUA, VEA, DUHP, VTI, AVUS, EMXC, VUG, JPST, RSP, IVV.
Sold out of its positions in ABT, DVYE, SCHH, XLK, VYM, VST.
REDW Wealth was a net seller of stock by $-9.1M.
REDW Wealth has $251M in assets under management (AUM), dropping by -4.42%.
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 99 positions in its portfolio as reported in the March 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	$22M	-8%	68k	320.81	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	7.1	$18M	-14%	292k	61.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.8	$17M	-12%	267k	64.08	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	6.1	$15M	-6%	138k	111.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.2	$13M	-4%	20k	653.21	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	5.1	$13M	-4%	254k	50.61	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	5.0	$13M	-4%	159k	78.41	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.2	$8.0M	+36%	94k	84.84	View chart
Ishares Msci Emrg Chn (EMXC)	3.1	$7.8M	-8%	99k	78.66	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.7	$6.9M	-2%	69k	99.27	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.7	$6.9M	-23%	187k	36.76	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.6	$6.5M	+13%	81k	80.58	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	2.4	$6.1M	+90%	121k	50.58	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$4.8M	-4%	89k	54.05	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.7	$4.3M	-6%	48k	90.53	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.7	$4.3M	-10%	48k	88.70	View chart
Vanguard Index Fds Value Etf (VTV)	1.5	$3.7M	+18%	19k	196.20	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.3	$3.2M	-2%	39k	82.75	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.3	$3.2M	-6%	53k	59.55	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.2	$3.0M	+43%	28k	109.69	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	1.1	$2.9M	+41%	65k	44.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.1	$2.8M	-4%	11k	248.00	View chart
Apple (AAPL)	1.1	$2.8M	-18%	11k	253.79	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.1	$2.7M	+4%	52k	50.81	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	1.0	$2.6M	+150%	23k	115.24	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.0	$2.4M	-21%	13k	191.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$2.3M		8.0k	287.19	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$2.2M	-3%	30k	73.64	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$2.1M	-3%	29k	69.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$1.9M		17k	113.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$1.8M	-26%	4.2k	436.79	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	0.7	$1.8M	+28%	56k	31.58	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$1.7M	-14%	2.7k	650.34	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$1.7M	-4%	29k	58.54	View chart
Caterpillar (CAT)	0.7	$1.7M		2.3k	708.46	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$1.6M	-4%	53k	30.68	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.6	$1.6M	-3%	76k	20.93	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$1.5M		61k	25.10	View chart
Spdr Series Trust State Street Spd (SPYV)	0.6	$1.4M		25k	56.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.4M	+2%	2.9k	479.20	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.5	$1.3M		16k	79.82	View chart
Tesla Motors (TSLA)	0.5	$1.2M		3.3k	371.75	View chart
Microsoft Corporation (MSFT)	0.5	$1.2M	-2%	3.1k	370.22	View chart
Amazon (AMZN)	0.4	$1.1M		5.3k	208.27	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.4	$1.1M	-5%	27k	40.06	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$1.0M		9.2k	110.48	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.4	$994k	-4%	39k	25.27	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.4	$993k	-5%	45k	21.89	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.4	$984k	+64%	26k	38.00	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.3	$876k	+6%	17k	50.62	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$855k		24k	35.04	View chart
Wal-Mart Stores (WMT)	0.3	$814k		6.6k	124.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$772k		2.7k	286.88	View chart
NVIDIA Corporation (NVDA)	0.3	$760k	+6%	4.4k	174.40	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$743k	-11%	9.5k	78.41	View chart
Global X Fds Aging Population (AGNG)	0.3	$692k	-23%	19k	35.60	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$667k	-3%	8.4k	79.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$660k	-4%	2.3k	287.56	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$552k	-23%	14k	40.10	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$511k	NEW	2.8k	181.39	View chart
Ishares Tr Future Exponenti (XT)	0.2	$506k	-19%	7.4k	68.15	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$492k		8.7k	56.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$488k	-55%	845.00	577.18	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$484k		20k	24.27	View chart
Exxon Mobil Corporation (XOM)	0.2	$475k		2.8k	169.66	View chart
Flexshares Tr Stoxx Globr Inf (NFRA)	0.2	$460k		7.2k	63.95	View chart
Meta Platforms Cl A (META)	0.2	$415k	-7%	725.00	572.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$414k	-14%	1.6k	261.92	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$400k		16k	24.75	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$389k		4.0k	97.23	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$385k	-9%	15k	26.30	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$365k		1.1k	337.95	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$360k		583.00	616.61	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.1	$359k	-6%	11k	32.41	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$357k	-7%	3.7k	97.13	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$354k	-11%	9.3k	38.26	View chart
Motorola Solutions Com New (MSI)	0.1	$352k	+6%	812.00	433.82	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$343k	+14%	798.00	430.29	View chart
Deere & Company (DE)	0.1	$341k		605.00	563.30	View chart
Procter & Gamble Company (PG)	0.1	$328k		2.3k	144.44	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$327k		5.5k	59.19	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$327k		7.2k	45.65	View chart
Tcw Etf Trust Transform System (PWRD)	0.1	$326k		3.3k	97.77	View chart
Spdr Series Trust State Street Spd (XNTK)	0.1	$326k		1.3k	255.28	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$320k	+2%	14k	23.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$299k		10k	29.13	View chart
Delta Air Lines Com New (DAL)	0.1	$290k		4.4k	66.48	View chart
Abbvie (ABBV)	0.1	$287k		1.3k	217.49	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$279k		2.2k	124.31	View chart
Chevron Corporation (CVX)	0.1	$277k		1.3k	206.88	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$264k	-22%	5.6k	46.67	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$261k		1.8k	146.57	View chart
Costco Wholesale Corporation (COST)	0.1	$233k	NEW	233.00	998.57	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$227k		752.00	302.25	View chart
Eli Lilly & Co. (LLY)	0.1	$225k	-2%	245.00	920.12	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$224k		4.5k	49.69	View chart
Visa Com Cl A (V)	0.1	$218k	+3%	720.00	302.24	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$207k		6.3k	32.95	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$202k	NEW	2.9k	70.03	View chart

Past Filings by REDW Wealth

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

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
REDW Wealth 2022 Q2 filed July 29, 2022

View all past filings

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