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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 1 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLK SELECT SECTOR SPDR TR 26,659.0 $5.1M 2.82% -1K -5.0% $190.52 -2.5%
2 NVDA NVIDIA CORPORATION Technology 22,296.0 $4.5M 2.47% -1K -4.8% $200.09 +8.7%
3 FLTR VANECK ETF TRUST 139,525.0 $3.6M 1.98% -8K -5.5% $25.61 -0.0%
4 QYLD GLOBAL X FDS 157,110.0 $2.9M 1.61% -1K -0.8% $18.43 -0.9%
5 AMZN AMAZON COM INC Consumer Cyclical 10,591.0 $2.5M 1.40% -358.0 -3.3% $238.34 +11.8%
6 AAPL APPLE INC Technology 8,082.0 $2.3M 1.30% -262.0 -3.1% $289.37 +10.5%
7 XLF SELECT SECTOR SPDR TR 38,384.0 $2.1M 1.14% -4K -9.5% $53.61 +8.4%
8 HFXI NEW YORK LIFE INVESTMENTS ET 53,802.0 $2.0M 1.14% -1K -2.1% $38.09 +0.2%
9 XLRE SELECT SECTOR SPDR TR 45,823.0 $2.0M 1.12% -3K -7.0% $44.03 +1.0%
10 XLI SELECT SECTOR SPDR TR 10,892.0 $2.0M 1.12% -908.0 -7.7% $185.22 -4.4%
11 GOOGL ALPHABET INC Communication Services 4,851.0 $1.7M 0.96% -118.0 -2.4% $357.38 -3.0%
12 CRWD CROWDSTRIKE HLDGS INC Technology 2,193.0 $1.7M 0.93% -50.0 -2.2% $190.78 +14.5%
13 MSFT MICROSOFT CORP Technology 4,360.0 $1.6M 0.90% -101.0 -2.3% $373.00 +37.7%
14 SPYV SPDR SERIES TRUST 26,569.0 $1.6M 0.90% -2K -7.3% $60.79 +4.5%
15 GOOG ALPHABET INC 3,558.0 $1.3M 0.70% -302.0 -7.8% $353.31
16 FELG FIDELITY COVINGTON TRUST 24,860.0 $1.1M 0.60% -949.0 -3.7% $43.75 +0.8%
17 SPHQ INVESCO EXCHANGE TRADED FD T 11,947.0 $1.1M 0.60% -730.0 -5.8% $90.10 -4.9%
18 JEPQ J P MORGAN EXCHANGE TRADED F 17,496.0 $1.1M 0.60% -101.0 -0.6% $61.46 -2.1%
19 VRT VERTIV HOLDINGS CO Industrials 2,895.0 $969K 0.54% -646.0 -18.2% $334.88 -23.2%
20 DELL DELL TECHNOLOGIES INC Technology 2,017.0 $870K 0.48% -121.0 -5.7% $431.42 +5.7%
Page 1 of 4  ·  69 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%