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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EA ELECTRONIC ARTS INC Communication Services 1,181.0 $242K 0.13% -150.0 -11.3% $205.09 +2.2%
62 VB VANGUARD INDEX FDS 781.0 $237K 0.13% -442.0 -36.1% $303.08 -0.8%
63 NULG NUSHARES ETF TR 1,938.0 $227K 0.13% -379.0 -16.4% $117.08 -2.4%
64 AMGN AMGEN INC Healthcare 617.0 $223K 0.12% -77.0 -11.1% $362.16 +19.4%
65 RTX RTX CORPORATION Industrials 1,164.0 $221K 0.12% -75.0 -6.0% $189.75 +11.6%
66 DIS DISNEY WALT CO Communication Services 2,247.0 $216K 0.12% -72.0 -3.1% $96.24 +12.3%
67 PG PROCTER & GAMBLE CO Consumer Defensive 1,412.0 $207K 0.12% -21.0 -1.5% $146.64 -2.0%
68 J P MORGAN EXCHANGE TRADED F 2,835.0 $205K 0.11% -1K -34.0% $72.29
69 BBDC BARINGS BDC INC Financial Services 11,050.0 $94K 0.05% -5K -30.8% $8.52 +9.7%
Page 4 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%