13F History

REDW Wealth LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 7, 2025
Value $: $288M
Signature - Title: Dorine Sanchez - Director of Operations
Location: Albuquerque, NM
Summary: This page shows a list of all the recent 13F filings made by REDW Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. REDW Wealth LLC reported 104 stock holdings with total value $288M as of Q4 2024. Top holdings included VTI, JQUA, VEA, AVUS, and JPST.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	104	$288M	+$27.7M	-$122M	-$94M	VTI, JQUA, VEA, AVUS, JPST	13F-HR	2/7/2025, 03:25 PM
Q3 2024	162	$390M	+$7.33M	-$21.4M	-$14M	VTI, JQUA, VEA, AVUS, JPST	13F-HR	10/29/2024, 04:50 PM
Q2 2024	156	$382M	+$18.2M	-$11.6M	+$6.59M	VTI, JQUA, VEA, AVUS, BSV	13F-HR	8/9/2024, 07:02 PM
Q1 2024	162	$371M	+$17.6M	-$13.6M	+$3.97M	VTI, JQUA, VEA, AVUS, BSV	13F-HR	5/1/2024, 03:11 PM
Q4 2023	152	$349M	+$15.5M	-$21.2M	-$5.68M	VTI, VEA, JQUA, AVUS, BSV	13F-HR	1/25/2024, 05:46 PM
Q3 2023	142	$324M	+$18.7M	-$15.4M	+$3.34M	VTI, VEA, JQUA, BSV, AVUS	13F-HR	10/30/2023, 03:55 PM
Q2 2023	140	$333M	+$25.6M	-$20.9M	+$4.71M	VTI, VEA, JQUA, BSV, VNQ	13F-HR	8/4/2023, 02:23 PM
Q1 2023	143	$314M	+$28.9M	-$18.2M	+$10.7M	VTI, JQUA, VEA, BSV, VNQ	13F-HR	5/10/2023, 05:27 PM
Q4 2022	133	$288M	+$36.1M	-$22.3M	+$13.8M	VTI, JQUA, BSV, VEA, VNQ	13F-HR	2/13/2023, 12:03 PM
Q3 2022	110	$260M	+$26.3M	-$23M	+$3.35M	VTI, JQUA, BSV, JPST, HYGV	13F-HR	10/28/2022, 06:27 PM
Q2 2022	114	$273M	+$26.1M	-$50.2M	-$24.2M	VTI, JPST, JQUA, HYGV, VNQ	13F-HR	7/29/2022, 11:36 AM
Q1 2022	123	$337M	+$26.7M	-$12.8M	+$13.8M	JPST, VTI, JQUA, HYGV, VNQ	13F-HR	5/9/2022, 06:37 PM
Q4 2021	118	$344M	+$18.3M	-$4.22M	+$14.1M	JPST, VTI, JQUA, VNQ, HYGV	13F-HR	2/7/2022, 01:02 PM
Q3 2021	114	$314M	+$5.52M	-$3.18M	+$2.34M	JPST, VTI, JQUA, VNQ, VEA	13F-HR	11/2/2021, 06:57 PM
Q2 2021	117	$316M	+$10.9M	-$8.88M	+$2.07M	JPST, VTI, JQUA, ARKK, VNQ	13F-HR	7/30/2021, 02:15 PM
Q1 2021	110	$298M	+$21.3M	-$2.41M	+$18.9M	JPST, VTI, JQUA, ARKK, VNQ	13F-HR	5/4/2021, 12:30 PM
Q4 2020	99	$270M	+$17.2M	-$7.89M	+$9.28M	JPST, VTI, ARKK, JQUA, VNQ	13F-HR	2/8/2021, 11:46 AM
Q3 2020	88	$238M	+$37.6M	-$8.76M	+$28.8M	JPST, VTI, VNQ, ARKK, VEA	13F-HR	10/29/2020, 02:39 PM
Q2 2020	86	$202M	+$28M	-$6.15M	+$21.9M	JPST, VNQ, VTI, ARKK, VEA	13F-HR	8/5/2020, 09:46 AM
Q1 2020	74	$159M	+$14.5M	-$10.4M	+$4.02M	JPST, VNQ, XT, SPY, VTI	13F-HR	5/1/2020, 02:23 PM
Q4 2019	82	$180M	+$6.86M	-$4.54M	+$2.31M	JPST, VNQ, XT, RSP, SPY	13F-HR	2/4/2020, 07:15 PM
Q3 2019	84	$170M	+$4.12M	-$3.47M	+$651K	JPST, VNQ, XT, RSP, VO	13F-HR	11/8/2019, 03:45 PM
Q2 2019	83	$167M	+$4.13M	-$2.63M	+$1.5M	JPST, VNQ, XT, RSP, VO	13F-HR	8/9/2019, 01:26 PM
Q1 2019	87	$163M	+$6.63M	-$2.23M	+$4.4M	JPST, VNQ, XT, RSP, VO	13F-HR	5/3/2019, 06:16 PM
Q4 2018	79	$145M	+$18.2M	-$11M	+$7.23M	JPST, VNQ, XT, RSP, VO	13F-HR	2/8/2019, 12:51 PM
Q3 2018	84	$151M	+$36.5M	-$29.6M	+$6.95M	JPST, VNQ, XT, RSP, BSV	13F-HR	10/25/2018, 04:24 PM
Q2 2018	82	$140M	+$12.5M	-$9.56M	+$2.93M	BSV, VNQ, XT, RSP, VO	13F-HR	8/3/2018, 01:34 PM
Q1 2018	82	$134M	+$10.8M	-$3.04M	+$7.75M	BSV, VNQ, XT, RSP, VO	13F-HR	5/4/2018, 03:00 PM
Q4 2017	85	$129M	+$6.71M	-$2.75M	+$3.95M	BSV, VNQ, XT, VO, RSP	13F-HR	2/5/2018, 04:21 PM
Q3 2017	81	$121M	+$18.3M	-$2.36M	+$15.9M	BSV, VNQ, VO, RSP, XT	13F-HR	10/24/2017, 12:41 PM
Q2 2017	72	$102M	+$5.65M	-$3.07M	+$2.58M	VNQ, BSV, VO, RSP, SPY	13F-HR	7/31/2017, 04:07 PM
Q1 2017	71	$98.3M	+$10.2M	-$3.73M	+$6.51M	VNQ, BSV, VO, RSP, SPY	13F-HR	4/24/2017, 04:08 PM
Q4 2016	71	$88.5M	$0	$0		VNQ, BSV, VO, RSP, SPY	13F-HR	1/24/2017, 06:07 PM

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