Fund Holdings

Red Door Wealth Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F0175,198+175,19808,931,5940.93%+8,931,594
DELL TECHNOLOGIES INC(DELL)0104,452+104,452017,143,6481.78%+17,143,648
CHEVRON CORPORATION(CVX)071,149+71,149014,720,8221.53%+14,720,822
DARLING INGREDIENTS INC(DAR)0120,099+120,09907,428,1230.77%+7,428,123
JOHNSON & JOHNSON(JNJ)065,657+65,657016,049,2321.67%+16,049,232
EXXON MOBIL CORP(XOM)048,824+48,82408,283,4860.86%+8,283,486
FEDEX CORP(FDX)035,343+35,343012,588,4531.31%+12,588,453
COSTCO WHOLESALE CORPORATION(COST)016,765+16,765016,705,2261.74%+16,705,226
WALMART INC(WMT)0158,100+158,100019,648,6912.04%+19,648,691
MERCK & CO INC(MRK)0114,700+114,700013,797,2241.44%+13,797,224
LOCKHEED MARTIN CORP(LMT)015,124+15,12409,140,6070.95%+9,140,607
SPDR GOLD TR(GLD)016,965+16,96507,299,8700.76%+7,299,870
ASML HLDG NV06,858+6,85809,058,2520.94%+9,058,252
VERIZON COMMUNICATIONS INC(VZ)0129,344+129,34406,493,0900.68%+6,493,090
AT&T INC(T)0141,459+141,45904,100,8890.43%+4,100,889
INVESCO EXCHANGE TRADED FD T09,208+9,20801,767,1270.18%+1,767,127
AMGEN INC(AMGN)033,622+33,622011,830,0261.23%+11,830,026
DUKE ENERGY CORP NEW(DUK)057,694+57,69407,554,5150.79%+7,554,515
CORNING INC(GLW)018,120+18,12002,463,8170.26%+2,463,817
ISHARES GOLD TR(IAU)059,395+59,39505,236,2630.54%+5,236,263
WASTE MGMT INC DEL(WM)042,951+42,95109,869,6741.03%+9,869,674
LAM RESEARCH CORP(LRCX)08,880+8,88001,897,3730.20%+1,897,373
ISHARES TR05,202+5,2020496,4320.05%+496,432
ALTRIA GROUP INC(MO)020,929+20,92901,381,0980.14%+1,381,098
TAIWAN SEMICONDUCTOR MANUFAC(TSM)013,470+13,47004,552,1870.47%+4,552,187
GE VERNOVA INC(GEV)01,774+1,77401,548,3070.16%+1,548,307
PROCTER & GAMBLE CO(PG)052,426+52,42607,572,4760.79%+7,572,476
REGIONS FINANCIAL CORP NEW(RF)044,274+44,27401,156,4460.12%+1,156,446
SPDR SERIES TRUST011,200+11,2000336,7840.04%+336,784
ENTERPRISE PRODS PARTNERS L(EPD)053,218+53,21802,013,7550.21%+2,013,755
FTAI AVIATION LTD(FTAI)08,373+8,37302,051,3850.21%+2,051,385
PEPSICO INC(PEP)040,917+40,91706,354,0540.66%+6,354,054
ENTERGY CORP NEW(ETR)07,012+7,0120787,8740.08%+787,874
ISHARES TR013,140+13,1400301,0370.03%+301,037
TOLL BROTHERS INC(TOL)02,200+2,2000300,2340.03%+300,234
SCHWAB STRATEGIC TR0186,476+186,47605,721,0790.60%+5,721,079
PFIZER INC(PFE)018,347+18,3470515,1840.05%+515,184
TARGA RES CORP(TRGP)02,571+2,5710644,6270.07%+644,627
WILLIAMS COS INC(WMB)03,998+3,9980290,9740.03%+290,974
CONOCOPHILLIPS(COP)07,427+7,4270980,3640.10%+980,364
VALERO ENERGY CORP(VLO)03,359+3,3590829,9980.09%+829,998
SPROTT ASSET MANAGEMENT LP(PHYS)0114,862+114,86204,070,7090.42%+4,070,709
RTX CORPORATION(RTX)012,749+12,74902,459,2920.26%+2,459,292
ISHARES SILVER TR(SLV)03,702+3,7020252,2540.03%+252,254
SOUTHERN CO(SO)025,512+25,51202,462,4390.26%+2,462,439
SELECT SECTOR SPDR TR04,078+4,0780249,8180.03%+249,818
PROLOGIS INC.(PLD)046,727+46,72706,176,3310.64%+6,176,331
KLA CORP(KLAC)0169+1690248,8560.03%+248,856
MICRON TECHNOLOGY INC(MU)01,900+1,9000642,0520.07%+642,052
ONEOK INC NEW(OKE)014,260+14,26001,288,9550.13%+1,288,955
ARCHER DANIELS MIDLAND CO03,322+3,3220241,4620.03%+241,462
BP PLC(BP)017,151+17,1510806,0970.08%+806,097
CONSOLIDATED EDISON INC(ED)02,102+2,1020237,9590.02%+237,959
KURA SUSHI USA INC03,388+3,3880236,4490.02%+236,449
CASEYS GEN STORES INC(CASY)0319+3190232,1870.02%+232,187
ISHARES TR02,112+2,1120230,1870.02%+230,187
TARGET CORP(TGT)01,879+1,8790227,7250.02%+227,725
CATERPILLAR INC(CAT)01,658+1,65801,174,9510.12%+1,174,951
NOVARTIS AG(NVS)01,478+1,4780225,7650.02%+225,765
EBAY INC.(EBAY)02,474+2,4740225,1830.02%+225,183
SCIENCE APPLICATIONS INTL CO(SAIC)02,360+2,3600224,0110.02%+224,011
CHENIERE ENERGY INC(LNG)0789+7890223,8820.02%+223,882
LITTELFUSE INC(LFUS)02,500+2,5000848,3750.09%+848,375
RALPH LAUREN CORP(RL)0621+6210213,6180.02%+213,618
EQT CORP(EQT)03,320+3,3200211,3070.02%+211,307
PNC FINL SVCS GROUP INC(PNC)01,009+1,0090209,9630.02%+209,963
DOW HLDGS INC(DOW)04,975+4,9750207,2020.02%+207,202
EATON CORP PLC(ETN)02,286+2,2860817,6340.09%+817,634
SEAGATE TECHNOLOGY HLDNGS PL0523+5230204,8900.02%+204,890
SPDR INDEX SHS FDS04,478+4,4780204,4210.02%+204,421
SCHWAB STRATEGIC TR04,146+4,1460202,8640.02%+202,864
ALCOA CORP(AA)03,058+3,0580202,8370.02%+202,837
PHILIP MORRIS INTL INC(PM)017,005+17,00502,811,5410.29%+2,811,541
SOFI TECHNOLOGIES INC(SOFI)(Call)012,500+12,5000198,500+198,500
BANK NEW YORK MELLON CORP07,134+7,1340846,2750.09%+846,275
ISHARES TR05,814+5,8140526,3540.05%+526,354
CISCO SYS INC(CSCO)013,595+13,59501,054,8090.11%+1,054,809
GRAYSCALE BITCOIN MINI TR ET(BTC)043,684+43,68401,310,0830.14%+1,310,083
SCHWAB STRATEGIC TR099,513+99,51302,462,9510.26%+2,462,951
MARATHON PETE CORP(MPC)01,948+1,9480475,6250.05%+475,625
J P MORGAN EXCHANGE TRADED F011,100+11,1000629,1690.07%+629,169
APPLIED MATLS INC01,695+1,6950579,3150.06%+579,315
CAPITAL ONE FINL CORP(COF)03,100+3,1000565,4920.06%+565,492
SOFI TECHNOLOGIES INC(SOFI)08,550+8,5500135,7740.01%+135,774
PROGRESSIVE CORP(PGR)04,069+4,0690806,6280.08%+806,628
NETFLIX INC.(NFLX)029,397+29,39702,826,4960.29%+2,826,496
PHILLIPS 66(PSX)02,259+2,2590411,5450.04%+411,545
EMERSON ELEC CO(EMR)05,351+5,3510701,0880.07%+701,088
VANGUARD ADMIRAL FDS INC027,982+27,98202,846,8720.30%+2,846,872
GILEAD SCIENCES INC(GILD)07,021+7,0210978,5450.10%+978,545
UNION PAC CORP(UNP)01,947+1,9470472,3810.05%+472,381
HONEYWELL INTL INC(HON)03,708+3,7080838,0460.09%+838,046
REALTY INCOME CORP(O)06,851+6,8510419,1360.04%+419,136
MERCADOLIBRE INC(MELI)0191+1910330,2430.03%+330,243
KINDER MORGAN INC DEL(KMI)017,783+17,7830596,2600.06%+596,260
MOTOROLA SOLUTIONS INC(MSI)02,029+2,0290880,5250.09%+880,525
COCA COLA CO(KO)013,656+13,65601,038,5320.11%+1,038,532
BRISTOL-MYERS SQUIBB CO(BMY)014,646+14,6460888,2720.09%+888,272
STATE STR SPDR S&P 500 ETF T(SPY)06,915+6,91504,496,9960.47%+4,496,996
TEXAS INSTRS INC(TXN)03,819+3,8190741,4210.08%+741,421
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