Red Door Wealth Management, LLC Portfolio Holdings
Red Door Wealth Management, LLC
- $797 Million
- Q2 2025
Red Door Wealth Management, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $797 Million distributed in 275 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $46.5M, Berkshire Hathaway Inc Class B with a value of $39.9M, Nvidia Corp with a value of $39.2M, Apple Inc. with a value of $35.2M, and Microsoft Corp with a value of $33.9M.
Examining the 13F form we can see an increase of $152M in the current position value, from $645M to 797M.
Below you can find more details about Red Door Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 275
- Current Value $797 Million
- Prior Value $645 Million
- Filing
- Period Q2 2025
- Filing Date July 22, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 51 stocks
- Additional Purchases 133 stocks
- Sold out of 0 stocks
- Reduced holdings in 55 stocks