SEC Form 13F

REDW Wealth LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-01
Reported value$279,086,423
Positions104

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$24,273,53065,597
J P MORGAN EXCHANGE TRADED FJQUAUS QUALTY FCTR$19,502,747269,822
AMERICAN CENTY ETF TRAVUSUS EQT ETF$18,673,377145,795
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$18,279,262256,551
ISHARES TRIVVCORE S&P500 ETF$14,661,21319,577
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$12,284,979242,930
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$10,842,383139,165
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$9,840,100110,315
ISHARES INCEMXCMSCI EMRG CHN$9,382,52991,716
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$8,115,61884,108

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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