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Portfolio (Quarterly) Guide ↗

Redwood Family Wealth LLC

· CIK 0002116118
13F Portfolio $102M AUM 102 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 23 Added 42 Reduced 14 Exited
Page 1 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VV VANGUARD INDEX FDS 26,882.0 $8.0M 7.85% -629.0 -2.3% $298.85 +12.9%
2 TPL TEXAS PACIFIC LAND CORPORATI Energy 13,615.0 $6.5M 6.31% -2K -14.5% $474.56 -18.5%
3 QQQ INVESCO QQQ TR Financial Services 6,206.0 $3.6M 3.50% -247.0 -3.8% $577.21 +21.5%
4 VOO VANGUARD INDEX FDS 5,310.0 $3.2M 3.10% -58.0 -1.1% $597.56 +12.9%
5 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,816.0 $2.5M 2.42% -90.0 -2.3% $650.47 +12.8%
6 MSFT MICROSOFT CORP Technology 6,308.0 $2.3M 2.28% -1K -17.8% $370.19 +14.4%
7 QQQM INVESCO EXCH TRADED FD TR II 9,017.0 $2.1M 2.09% -992.0 -9.9% $237.64 +21.5%
8 TBIL RBB FD INC 36,848.0 $1.8M 1.79% -5K -12.2% $49.86 +0.2%
9 DIS DISNEY WALT CO Communication Services 18,394.0 $1.8M 1.73% -173.0 -0.9% $96.38 +7.9%
10 BOXX EA SERIES TRUST 12,936.0 $1.5M 1.47% -83.0 -0.6% $116.29 +0.4%
11 NUV NUVEEN MUN VALUE FD INC Financial Services 163,433.0 $1.5M 1.44% -4K -2.2% $8.99 +0.1%
12 VO VANGUARD INDEX FDS 4,918.0 $1.4M 1.38% -247.0 -4.8% $287.20 -73.5%
13 VIG VANGUARD SPECIALIZED FUNDS 5,780.0 $1.2M 1.21% -132.0 -2.2% $215.09 +6.7%
14 DIA STATE STR SPDR DOW JONES IND Financial Services 2,470.0 $1.1M 1.12% -50.0 -2.0% $463.19 +6.6%
15 LLY ELI LILLY & CO Healthcare 1,055.0 $971K 0.95% -43.0 -3.9% $920.30 +7.4%
16 QVAL EA SERIES TRUST 17,509.0 $913K 0.89% -351.0 -2.0% $52.14 +1.3%
17 IJR ISHARES TR 7,116.0 $885K 0.86% -116.0 -1.6% $124.32 +7.1%
18 AVGO BROADCOM INC Technology 2,451.0 $759K 0.74% -34.0 -1.4% $309.58 +32.8%
19 VFMO VANGUARD WELLINGTON FD 3,750.0 $739K 0.72% -76.0 -2.0% $197.10 +12.5%
20 DGRW WISDOMTREE TR 7,146.0 $628K 0.61% -341.0 -4.5% $87.84 +8.5%
Page 1 of 3  ·  42 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 36.3%
Energy 26.4%
Financial Services 19.4%
Healthcare 4.5%
Communication Services 3.9%
Industrials 3.8%
Consumer Cyclical 2.7%
Consumer Defensive 2.0%
Utilities 1.0%
Basic Materials 0.1%