Red Door Wealth Management, LLC
Top Portfolio Positions
233 positions ·
$729,219,129 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
260,987 | $45,516,132 | 6.24% | |
| AAPL |
Apple Inc.
Technology
|
160,569 | $40,750,806 | 5.59% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
83,584 | $40,053,452 | 5.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
132,673 | $27,631,805 | 3.79% | |
| MSFT |
Microsoft Corp
Technology
|
70,340 | $26,037,757 | 3.57% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
83,085 | $24,440,283 | 3.35% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
158,100 | $19,648,668 | 2.69% | |
| DELL |
Dell Technologies Inc.
Technology
|
104,452 | $17,143,706 | 2.35% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
16,765 | $16,705,148 | 2.29% | |
| JNJ |
Johnson & Johnson
Healthcare
|
65,657 | $16,049,197 | 2.20% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WEST
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $119,000 | 28,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $105,820 | 26,000 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $121,500 | 25,000 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $143,250 | 25,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $180,500 | 25,000 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $160,500 | 25,000 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $162,500 | 25,000 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $255,750 | 25,000 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $258,250 | 25,000 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $255,250 | 25,000 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $221,500 | 25,000 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $271,750 | 25,000 | Shares | Sole | 2023-08-07 | |
| No 13F history on record for this holder in this stock. | ||||||