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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	VOO	VANGUARD INDEX FDS	—	328	$206K	0.13%	SOLD
22	T	AT&T INC	Communication Services	8,281	$206K	0.13%	SOLD
23	AJG	GALLAGHER ARTHUR J & CO	Financial Services	782	$202K	0.13%	SOLD

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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%