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.

Portfolio value $797 Million
Technology: $181 Million
ETFs: $158 Million
Financial Services: $120 Million
Consumer Cyclical: $62 Million
Healthcare: $61.5 Million
Industrials: $60.6 Million
Consumer Defensive: $59.8 Million
Communication Services: $43.7 Million
Other: $50.3 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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