Red Door Wealth Management, LLC: 13F holdings

CIK 17835992026Q2

Positions320
Reported value$1.1bn
Filed2026-07-13

Top 10 holdings

SecuritySharesValueWeight
SCHX SCHWAB STRATEGIC TR1,920,120$56.5m5.2%
NVDA NVIDIA CORPORATION264,377$52.9m4.8%
AAPL APPLE INC155,184$44.9m4.1%
DELL DELL TECHNOLOGIES INC103,814$44.8m4.1%
BRK-B BERKSHIRE HATHAWAY INC DEL83,979$42.0m3.8%
GOOG ALPHABET INC114,957$40.6m3.7%
2023 ETF SERIES TRUST1,202,085$38.7m3.5%
AMZN AMAZON COM INC134,397$32.0m2.9%
JPM JPMORGAN CHASE & CO84,114$27.5m2.5%
MSFT MICROSOFT CORP72,583$27.1m2.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1783599")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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