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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 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DIA STATE STR SPDR DOW JONES IND Financial Services 2,470.0 $1.1M 1.12% -50.0 -2.0% $463.19 +6.6%
22 ABEQ UNIFIED SER TR 28,122.0 $1.1M 1.04% +3K +10.7% $37.75 -1.2%
23 LLY ELI LILLY & CO Healthcare 1,055.0 $971K 0.95% -43.0 -3.9% $920.30 +7.4%
24 TUGN LISTED FDS TR 42,134.0 $967K 0.94% $22.95 +19.1%
25 AMZN AMAZON COM INC Consumer Cyclical 4,408.0 $918K 0.90% $208.27 +24.5%
26 QVAL EA SERIES TRUST 17,509.0 $913K 0.89% -351.0 -2.0% $52.14 +1.3%
27 IJR ISHARES TR 7,116.0 $885K 0.86% -116.0 -1.6% $124.32 +7.1%
28 AVGO BROADCOM INC Technology 2,451.0 $759K 0.74% -34.0 -1.4% $309.58 +32.8%
29 VFMO VANGUARD WELLINGTON FD 3,750.0 $739K 0.72% -76.0 -2.0% $197.10 +12.5%
30 GLD SPDR GOLD TR Financial Services 1,500.0 $645K 0.63% +140.0 +10.3% $430.29 -2.8%
31 DGRW WISDOMTREE TR 7,146.0 $628K 0.61% -341.0 -4.5% $87.84 +8.5%
32 VB VANGUARD INDEX FDS 2,379.0 $623K 0.61% -207.0 -8.0% $261.97 +6.5%
33 JNJ JOHNSON & JOHNSON Healthcare 2,435.0 $595K 0.58% +46.0 +1.9% $244.49 -6.4%
34 TXN TEXAS INSTRS INC Technology 3,059.0 $594K 0.58% $194.20 +54.8%
35 UNH UNITEDHEALTH GROUP INC Healthcare 2,171.0 $587K 0.57% -53.0 -2.4% $270.59 +44.5%
36 FV FIRST TR EXCHANGE TRADED FD 9,635.0 $582K 0.57% -800.0 -7.7% $60.44 +15.5%
37 NEE NEXTERA ENERGY INC Utilities 6,047.0 $562K 0.55% $92.88 +0.5%
38 SPHQ INVESCO EXCHANGE TRADED FD T 7,373.0 $554K 0.54% -40.0 -0.5% $75.20 +9.1%
39 LMT LOCKHEED MARTIN CORP Industrials 914.0 $552K 0.54% $604.39 -12.6%
40 WMT WALMART INC Consumer Defensive 4,263.0 $530K 0.52% $124.30 +7.3%
Page 2 of 6  ·  102 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%