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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 2 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LECO LINCOLN ELEC HLDGS INC Industrials 3,176.0 $843K 0.47% -30.0 -0.9% $265.52 +7.3%
22 MRVL MARVELL TECHNOLOGY INC Technology 2,827.0 $842K 0.47% -360.0 -11.3% $297.85 -27.3%
23 XOM EXXON MOBIL CORP Energy 6,124.0 $837K 0.46% -54.0 -0.9% $136.71 +14.6%
24 XLE SELECT SECTOR SPDR TR 15,076.0 $801K 0.44% -3K -15.8% $53.11 +18.0%
25 VTV VANGUARD INDEX FDS 3,568.0 $778K 0.43% -2K -36.4% $217.92 +3.4%
26 ANET ARISTA NETWORKS INC Technology 4,396.0 $747K 0.41% -120.0 -2.7% $169.88 +15.0%
27 DGRO ISHARES TR 8,183.0 $620K 0.34% -380.0 -4.4% $75.79 +4.7%
28 XYLD GLOBAL X FDS 15,118.0 $617K 0.34% -199.0 -1.3% $40.79 +1.8%
29 SCHG SCHWAB STRATEGIC TR 17,704.0 $599K 0.33% -18K -50.8% $33.84 +5.7%
30 BERKSHIRE HATHAWAY INC DEL 1,166.0 $583K 0.32% -22.0 -1.9% $500.18
31 MFDX PIMCO EQUITY SER 13,625.0 $567K 0.32% -812.0 -5.6% $41.64 +2.2%
32 NFLX NETFLIX INC. Communication Services 7,886.0 $563K 0.31% -1K -15.0% $71.40 +14.5%
33 DIA STATE STR SPDR DOW JONES IND Financial Services 991.0 $517K 0.29% -90.0 -8.3% $522.13 +2.5%
34 CSCO CISCO SYS INC Technology 4,337.0 $509K 0.28% -365.0 -7.8% $117.47 -6.4%
35 SHOP SHOPIFY INC Technology 4,312.0 $492K 0.27% -130.0 -2.9% $114.18 +33.9%
36 VV VANGUARD INDEX FDS 1,418.0 $488K 0.27% -114.0 -7.4% $343.95 +3.1%
37 ISHARES TR 9,724.0 $482K 0.27% -5K -34.3% $49.55
38 XLB SELECT SECTOR SPDR TR 9,454.0 $481K 0.27% -600.0 -6.0% $50.83 +4.6%
39 XMHQ INVESCO EXCHANGE TRADED FD T 4,085.0 $461K 0.26% -2K -30.6% $112.87 +4.6%
40 CVX CHEVRON CORPORATION Energy 2,765.0 $458K 0.25% -66.0 -2.3% $165.75 +21.8%
Page 2 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%