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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 3 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VRT VERTIV HOLDINGS CO Industrials 2,107.0 $528K 0.52% $250.58 +35.6%
42 SPYT TIDAL TRUST II 32,261.0 $526K 0.51% $16.30 +7.8%
43 CVX CHEVRON CORPORATION Energy 2,537.0 $525K 0.51% -689.0 -21.4% $206.94 -5.2%
44 JAAA JANUS DETROIT STR TR 10,338.0 $521K 0.51% $50.37 +0.5%
45 PDP INVESCO EXCHANGE TRADED FD T 4,283.0 $517K 0.51% -400.0 -8.5% $120.74 +12.6%
46 PGIM ROCK ETF TR 17,517.0 $508K 0.50% +8K +79.2% $29.01
47 SPYI NEOS ETF TRUST 10,247.0 $506K 0.49% +109.0 +1.1% $49.37 +8.0%
48 TYL TYLER TECHNOLOGIES INC Technology 1,453.0 $497K 0.49% $342.38 -6.3%
49 UDEC INNOVATOR ETFS TRUST 12,077.0 $469K 0.46% -2K -16.4% $38.84 +6.1%
50 VTI VANGUARD INDEX FDS 1,439.0 $462K 0.45% +29.0 +2.1% $320.82 +12.2%
51 COP CONOCOPHILLIPS Energy 3,486.0 $460K 0.45% $132.00 -5.7%
52 GOOG ALPHABET INC Communication Services 1,573.0 $451K 0.44% -103.0 -6.2% $286.93 +37.0%
53 VFLO VICTORY PORTFOLIOS II 11,016.0 $435K 0.42% $39.48 +7.8%
54 HD HOME DEPOT INC Consumer Cyclical 1,321.0 $435K 0.42% +9.0 +0.7% $329.08 -8.9%
55 ANET ARISTA NETWORKS INC Technology 3,458.0 $425K 0.41% $122.78 +15.3%
56 SCHD SCHWAB STRATEGIC TR 13,616.0 $418K 0.41% +594.0 +4.6% $30.68 +4.6%
57 PG PROCTER & GAMBLE CO Consumer Defensive 2,878.0 $416K 0.41% +24.0 +0.8% $144.46 -1.4%
58 IJH ISHARES TR 6,010.0 $406K 0.40% -170.0 -2.8% $67.54 +5.8%
59 SPGP INVESCO EXCHANGE TRADED FD T 3,643.0 $392K 0.38% -358.0 -8.9% $107.62 +7.0%
60 UFO PROCURE ETF TRUST II 8,492.0 $381K 0.37% +749.0 +9.7% $44.82 +27.3%
Page 3 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%