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Portfolio (Quarterly) Guide ↗

Redwood Family Wealth LLC

· CIK 0002116118
13F Portfolio $102M AUM Filed Mar 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 107 New
Page 3 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPYI NEOS ETF TRUST 10,138.0 $533K 0.52% NEW $52.53 +1.5%
42 TXN TEXAS INSTRS INC Technology 3,056.0 $530K 0.52% NEW $173.54 +73.2%
43 GOOG ALPHABET INC Communication Services 1,676.0 $526K 0.52% NEW $313.86 +25.3%
44 JAAA JANUS DETROIT STR TR 10,325.0 $522K 0.51% NEW $50.58 +0.1%
45 JNJ JOHNSON & JOHNSON Healthcare 2,389.0 $494K 0.49% NEW $206.95 +10.6%
46 CVX CHEVRON CORP NEW Energy 3,226.0 $492K 0.48% NEW $152.44 +28.7%
47 NEE NEXTERA ENERGY INC Utilities 6,030.0 $484K 0.48% NEW $80.28 +16.3%
48 WMT WALMART INC Consumer Defensive 4,259.0 $475K 0.47% NEW $111.41 +19.7%
49 VTI VANGUARD INDEX FDS 1,410.0 $473K 0.47% NEW $335.37 +7.4%
50 PLTR PALANTIR TECHNOLOGIES INC Technology 2,621.0 $466K 0.46% NEW $177.75 -24.0%
51 SPGP INVESCO EXCHANGE TRADED FD T 4,001.0 $456K 0.45% NEW $113.86 +1.1%
52 ANET ARISTA NETWORKS INC Technology 3,450.0 $452K 0.44% NEW $131.03 +8.1%
53 HD HOME DEPOT INC Consumer Cyclical 1,312.0 $452K 0.44% NEW $344.22 -12.9%
54 LMT LOCKHEED MARTIN CORP Industrials 912.0 $441K 0.43% NEW $483.67 +9.2%
55 VFLO VICTORY PORTFOLIOS II 11,014.0 $434K 0.43% NEW $39.38 +8.1%
56 PG PROCTER AND GAMBLE CO Consumer Defensive 2,854.0 $409K 0.40% NEW $143.35 -0.7%
57 IJH ISHARES TR 6,180.0 $408K 0.40% NEW $66.00 +8.3%
58 SBSI SOUTHSIDE BANCSHARES INC Financial Services 12,606.0 $383K 0.38% NEW $30.39 +5.6%
59 SCHD SCHWAB STRATEGIC TR 13,022.0 $357K 0.35% NEW $27.43 +17.0%
60 CGMS CAPITAL GRP FIXED INCM ETF T 12,660.0 $350K 0.34% NEW $27.62 -1.3%
Page 3 of 6  ·  107 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.6%
Financial Services 21.1%
Energy 20.8%
Healthcare 5.0%
Communication Services 4.6%
Consumer Cyclical 3.4%
Industrials 3.2%
Consumer Defensive 2.0%
Utilities 0.8%
Real Estate 0.4%