REDW Wealth LLC reported 104 holdings worth US$279M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 31, 2026
REDW Wealth LLC reported 104 holdings worth US$279M as of Jun 30, 2026. Largest: Apple Inc, Caterpillar, Inc. and Alphabet Inc (google) Class C. Filed Jul 31, 2026 (Form 13F).
- Holdings
- 104
- Value as reported
- US$279M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 11,781 | US$3.41M | 1.2% |
| Caterpillar, Inc. | 2,345 | US$2.5M | 0.89% |
| Alphabet Inc (google) Class C | 5,257 | US$1.88M | 0.67% |
| Berkshire Hathaway Inc. | 2,873 | US$1.44M | 0.52% |
| Tesla, Inc. | 3,327 | US$1.4M | 0.50% |
| Amazon.com, Inc. | 5,549 | US$1.32M | 0.47% |
| Microsoft Corp. | 3,308 | US$1.23M | 0.44% |
| Nvidia Corporation | 4,940 | US$988K | 0.35% |
| Walmart Inc. | 6,618 | US$750K | 0.27% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,077 | US$514K | 0.18% |
| Meta Platforms, Inc. | 754 | US$425K | 0.15% |
| Delta Air Lines, Inc. | 4,404 | US$412K | 0.15% |
| Exxon Mobil Corporation | 2,908 | US$398K | 0.14% |
| Deere & Company | 610 | US$387K | 0.14% |
| Abbvie Inc. | 1,362 | US$343K | 0.12% |
| Procter & Gamble Company (the) | 2,316 | US$340K | 0.12% |
| Motorola Solutions, Inc. | 785 | US$326K | 0.12% |
| Eli Lilly And Company | 266 | US$319K | 0.11% |
| Visa Inc. | 747 | US$256K | 0.09% |
| Jp Morgan Chase & Co. | 736 | US$241K | 0.09% |
| Chevron Corporation | 1,436 | US$238K | 0.09% |
| Costco Wholesale Corporation | 246 | US$230K | 0.08% |
| Cisco Systems, Inc. | 1,729 | US$203K | 0.07% |