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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 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VIS VANGUARD WORLD FD 1,177.0 $424K 0.23% -61.0 -4.9% $360.46 -5.9%
42 BYLD ISHARES TR 18,451.0 $418K 0.23% -586.0 -3.1% $22.65 -1.3%
43 SHYG ISHARES TR 8,945.0 $379K 0.21% -64.0 -0.7% $42.41 -0.3%
44 CRM SALESFORCE INC Technology 2,257.0 $354K 0.20% -378.0 -14.3% $156.63 +63.4%
45 MTB M & T BK CORP Financial Services 1,477.0 $351K 0.20% -73.0 -4.7% $237.97 -0.3%
46 J P MORGAN EXCHANGE TRADED F 5,816.0 $350K 0.19% -2K -27.9% $60.17
47 J P MORGAN EXCHANGE TRADED F 6,508.0 $329K 0.18% -3K -32.6% $50.57
48 CBOE CBOE GLOBAL MKTS INC Financial Services 1,299.0 $315K 0.17% -75.0 -5.5% $242.59 +28.0%
49 WMT WALMART INC Consumer Defensive 2,713.0 $307K 0.17% -2K -44.2% $113.28 -9.0%
50 VCR VANGUARD WORLD FD 735.0 $291K 0.16% -480.0 -39.5% $396.37 -0.6%
51 SNPS SYNOPSYS INC Technology 653.0 $291K 0.16% -12.0 -1.8% $446.07 -0.8%
52 GILD GILEAD SCIENCES INC Healthcare 2,273.0 $287K 0.16% -180.0 -7.3% $126.34 +15.3%
53 MELI MERCADOLIBRE INC Consumer Cyclical 154.0 $261K 0.14% -5.0 -3.1% $1697.40 +15.8%
54 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,044.0 $261K 0.14% -15.0 -1.4% $250.09 -5.9%
55 XLU SELECT SECTOR SPDR TR 5,717.0 $259K 0.14% -4K -41.8% $45.34 -5.8%
56 DGRW WISDOMTREE TR 2,695.0 $258K 0.14% -2K -38.3% $95.61 +3.9%
57 HAWX ISHARES TR 5,358.0 $249K 0.14% -3K -35.7% $46.50 -0.8%
58 EQIN COLUMBIA ETF TR I 4,829.0 $248K 0.14% -7K -58.3% $51.30 +5.7%
59 VFH VANGUARD WORLD FD 1,874.0 $247K 0.14% -1K -39.7% $131.60 +7.9%
60 VHT VANGUARD WORLD FD 812.0 $243K 0.14% -382.0 -32.0% $298.98 +7.4%
Page 3 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%