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John Phillips V

Red Door Wealth Management, Llc

Assets Managed
$1.096B
Holdings
320
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
13.93%(2Q avg: 6.99%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Red Door Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 320 positions.

Assets under management

The assets under management (AUM) of Red Door Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.096B in assets, with a quarterly growth rate of 13.93% and a 2-quarter average growth rate of 6.99%. The portfolio is managed by John Phillips V, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -0.6%
5.16%
$56.509M
1.92M shares@ $29.44 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.3%
4.83%
$52.899M
264,377 shares@ $200.09 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.35%
4.1%
$44.904M
155,184 shares@ $289.37 avg price
DELL
Dell Technologies -c
Recent Activity
Decreased -0.61%
4.09%
$44.792M
103,814 shares@ $431.46 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.48%
3.84%
$42.022M
83,979 shares@ $500.39 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -3.79%
3.71%
$40.618M
114,957 shares@ $353.33 avg price
EAGL
Eagle Capital Select Eqty
Recent Activity
Increased 6.36%
3.53%
$38.671M
1.202M shares@ $32.18 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.3%
2.93%
$32.032M
134,397 shares@ $238.35 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 1.24%
2.52%
$27.533M
84,114 shares@ $327.33 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.19%
2.48%
$27.075M
72,583 shares@ $373.02 avg price

1-10 of 320