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Portfolio (Quarterly) Guide ↗

Redwood Financial Network Corp

· CIK 0001927724
13F Portfolio $180M AUM 192 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 38 New 77 Added 69 Reduced 23 Exited
Page 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JPM JPMORGAN CHASE & CO Financial Services 1,455.0 $476K 0.26% +49.0 +3.5% $327.37 +9.2%
62 IBDX ISHARES TR 17,577.0 $443K 0.25% +7K +61.1% $25.19 -1.5%
63 BSCV INVESCO EXCH TRD SLF IDX FD 26,263.0 $430K 0.24% +9K +50.5% $16.39 -1.2%
64 FNCL FIDELITY COVINGTON TRUST 5,583.0 $427K 0.24% +2K +61.9% $76.57 +7.9%
65 LLY ELI LILLY & CO Healthcare 328.0 $393K 0.22% +123.0 +60.0% $1198.82 -2.2%
66 BSCW INVESCO EXCH TRD SLF IDX FD 18,902.0 $388K 0.21% +7K +53.6% $20.51 -1.6%
67 NOW SERVICENOW INC Technology 3,589.0 $356K 0.20% +739.0 +25.9% $99.28 +45.8%
68 IYH ISHARES TR 5,144.0 $345K 0.19% +642.0 +14.3% $67.02 +7.9%
69 VO VANGUARD INDEX FDS 4,256.0 $343K 0.19% +3K +202.1% $80.57 +2.4%
70 FVD FIRST TR EXCHANGE-TRADED FD 6,859.0 $330K 0.18% +194.0 +2.9% $48.18 +4.8%
71 NDAQ NASDAQ INC Financial Services 4,012.0 $316K 0.17% +193.0 +5.0% $78.83 +26.0%
72 DBEF DBX ETF TR 5,486.0 $300K 0.17% +554.0 +11.2% $54.63 +2.4%
73 AXP AMERICAN EXPRESS CO Financial Services 867.0 $293K 0.16% +146.0 +20.2% $338.25 -1.5%
74 BBLU EA SERIES TRUST 15,231.0 $251K 0.14% +1K +8.8% $16.50 +5.5%
75 VIG VANGUARD SPECIALIZED FUNDS 1,017.0 $241K 0.13% +7.0 +0.7% $236.58 +2.7%
76 GD GENERAL DYNAMICS CORP Industrials 662.0 $235K 0.13% +59.0 +9.8% $354.24 +7.1%
77 XLG INVESCO EXCHANGE TRADED FD T 3,755.0 $230K 0.13% +125.0 +3.4% $61.23 +2.3%
Page 4 of 4  ·  77 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 48.6%
Financial Services 17.7%
Communication Services 9.1%
Industrials 7.4%
Consumer Cyclical 7.3%
Healthcare 4.7%
Energy 3.3%
Consumer Defensive 1.5%
Basic Materials 0.4%