Holdings
REDW Wealth LLC
As of Jun 30, 2026, REDW Wealth LLC reported 23 positions worth US$19.5M. Largest: Apple Inc, Caterpillar, Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 11,781 | US$3.41M | +802 | Jun 30, 2026 |
| Caterpillar, Inc. | 2,345 | US$2.5M | +5 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 5,257 | US$1.88M | +278 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 2,873 | US$1.44M | +23 | Jun 30, 2026 |
| Tesla, Inc. | 3,327 | US$1.4M | +72 | Jun 30, 2026 |
| Amazon.com, Inc. | 5,549 | US$1.32M | +252 | Jun 30, 2026 |
| Microsoft Corp. | 3,308 | US$1.23M | +192 | Jun 30, 2026 |
| Nvidia Corporation | 4,940 | US$988K | +585 | Jun 30, 2026 |
| Walmart Inc. | 6,618 | US$750K | +65 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,077 | US$514K | −2 | Jun 30, 2026 |