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Portfolio (Quarterly) Guide ↗

Redwood Financial Network Corp

· CIK 0001927724
13F Portfolio $157M AUM 177 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 68 Added 68 Reduced 11 Exited
Page 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPHQ INVESCO EXCHANGE TRADED FD T 12,677.0 $951K 0.61% -2K -16.0% $75.05 +12.8%
22 SHOP SHOPIFY INC Technology 4,442.0 $715K 0.46% -104.0 -2.3% $160.97 -36.0%
23 AXON AXON ENTERPRISE INC Industrials 1,250.0 $710K 0.45% -105.0 -7.8% $567.93 -32.0%
24 CRM SALESFORCE INC Technology 2,635.0 $698K 0.45% -52.0 -1.9% $264.87 -32.0%
25 ISHARES TR 14,808.0 $673K 0.43% -3K -17.6% $45.45
26 SPYG SPDR SERIES TRUST 6,006.0 $641K 0.41% -230.0 -3.7% $106.70 +10.8%
27 TSLA TESLA INC Consumer Cyclical 1,389.0 $625K 0.40% -114.0 -7.6% $449.72 -5.3%
28 XYLD GLOBAL X FDS 15,317.0 $622K 0.40% -147.0 -0.9% $40.63 -0.5%
29 XMHQ INVESCO EXCHANGE TRADED FD T 5,885.0 $603K 0.38% -617.0 -9.5% $102.43 +5.9%
30 DGRO ISHARES TR 8,563.0 $594K 0.38% -1K -12.2% $69.42 +7.8%
31 TIPX SPDR SERIES TRUST 30,904.0 $590K 0.38% -1K -3.7% $19.08 +0.1%
32 VRT VERTIV HOLDINGS CO Industrials 3,541.0 $574K 0.37% -210.0 -5.6% $162.00 +102.1%
33 V VISA INC Financial Services 1,630.0 $572K 0.36% -79.0 -4.6% $350.65 -6.2%
34 MFDX PIMCO EQUITY SER 14,437.0 $555K 0.35% -194.0 -1.3% $38.43 +9.1%
35 EQIN COLUMBIA ETF TR I 11,573.0 $550K 0.35% -9K -44.9% $47.49 +6.9%
36 WMT WALMART INC Consumer Defensive 4,864.0 $542K 0.34% -360.0 -6.9% $111.40 +8.0%
37 DIA SPDR DOW JONES INDL AVERAGE Financial Services 1,081.0 $520K 0.33% -33.0 -3.0% $480.69 +5.3%
38 SPLV INVESCO EXCH TRADED FD TR II 6,997.0 $500K 0.32% -124.0 -1.7% $71.42 +3.7%
39 J P MORGAN EXCHANGE TRADED F 9,651.0 $488K 0.31% -1K -12.7% $50.59
40 VV VANGUARD INDEX FDS 1,532.0 $482K 0.31% -300.0 -16.4% $314.75 +9.0%
Page 2 of 4  ·  68 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 41.5%
Financial Services 20.5%
Communication Services 13.9%
Consumer Cyclical 8.9%
Industrials 6.0%
Healthcare 4.1%
Energy 2.8%
Consumer Defensive 2.4%