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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 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VB VANGUARD INDEX FDS 2,379.0 $623K 0.61% -207.0 -8.0% $261.97 +6.5%
22 UNH UNITEDHEALTH GROUP INC Healthcare 2,171.0 $587K 0.57% -53.0 -2.4% $270.59 +44.5%
23 FV FIRST TR EXCHANGE TRADED FD 9,635.0 $582K 0.57% -800.0 -7.7% $60.44 +15.5%
24 SPHQ INVESCO EXCHANGE TRADED FD T 7,373.0 $554K 0.54% -40.0 -0.5% $75.20 +9.1%
25 CVX CHEVRON CORPORATION Energy 2,537.0 $525K 0.51% -689.0 -21.4% $206.94 -5.2%
26 PDP INVESCO EXCHANGE TRADED FD T 4,283.0 $517K 0.51% -400.0 -8.5% $120.74 +12.6%
27 UDEC INNOVATOR ETFS TRUST 12,077.0 $469K 0.46% -2K -16.4% $38.84 +6.1%
28 GOOG ALPHABET INC Communication Services 1,573.0 $451K 0.44% -103.0 -6.2% $286.93 +37.0%
29 IJH ISHARES TR 6,010.0 $406K 0.40% -170.0 -2.8% $67.54 +5.8%
30 SPGP INVESCO EXCHANGE TRADED FD T 3,643.0 $392K 0.38% -358.0 -8.9% $107.62 +7.0%
31 PLTR PALANTIR TECHNOLOGIES INC Technology 2,508.0 $367K 0.36% -113.0 -4.3% $146.28 -7.6%
32 SBSI SOUTHSIDE BANCSHARES INC Financial Services 11,322.0 $352K 0.34% -1K -10.2% $31.09 +3.2%
33 QXO QXO INC Industrials 15,000.0 $291K 0.28% -200.0 -1.3% $19.42 -14.0%
34 AON AON PLC Financial Services 850.0 $274K 0.27% -10.0 -1.2% $322.89 +0.2%
35 JEPI J P MORGAN EXCHANGE TRADED F 4,571.0 $259K 0.25% -697.0 -13.2% $56.68 -1.1%
36 STRV EA SERIES TRUST 6,105.0 $256K 0.25% -187.0 -3.0% $41.97 +12.8%
37 J P MORGAN EXCHANGE TRADED F 4,642.0 $235K 0.23% -6K -57.5% $50.61
38 TSLA TESLA INC Consumer Cyclical 577.0 $214K 0.21% -36.0 -5.9% $371.75 +10.3%
39 JPM JPMORGAN CHASE & CO Financial Services 708.0 $208K 0.20% -81.0 -10.3% $294.19 +2.2%
40 PEP PEPSICO INC Consumer Defensive 1,327.0 $206K 0.20% -448.0 -25.2% $155.30 -4.0%
Page 2 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%