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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 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HFXI NEW YORK LIFE INVESTMENTS ET 53,802.0 $2.0M 1.14% -1K -2.1% $38.09 +0.2%
22 XLRE SELECT SECTOR SPDR TR 45,823.0 $2.0M 1.12% -3K -7.0% $44.03 +1.0%
23 XLI SELECT SECTOR SPDR TR 10,892.0 $2.0M 1.12% -908.0 -7.7% $185.22 -4.4%
24 XLY SELECT SECTOR SPDR TR 17,194.0 $2.0M 1.12% +715.0 +4.3% $117.28 -0.1%
25 BSCQ INVESCO EXCH TRD SLF IDX FD 101,219.0 $2.0M 1.10% $19.52 +0.0%
26 XLV SELECT SECTOR SPDR TR 12,037.0 $1.9M 1.06% +2K +15.2% $158.65 +7.9%
27 BSCS INVESCO EXCH TRD SLF IDX FD 89,839.0 $1.8M 1.01% +9K +11.2% $20.36 -0.3%
28 GOOGL ALPHABET INC Communication Services 4,851.0 $1.7M 0.96% -118.0 -2.4% $357.38 -3.0%
29 BSCR INVESCO EXCH TRD SLF IDX FD 85,807.0 $1.7M 0.93% +5K +6.1% $19.61 -0.0%
30 CRWD CROWDSTRIKE HLDGS INC Technology 2,193.0 $1.7M 0.93% -50.0 -2.2% $190.78 +14.5%
31 MSFT MICROSOFT CORP Technology 4,360.0 $1.6M 0.90% -101.0 -2.3% $373.00 +37.7%
32 SPYV SPDR SERIES TRUST 26,569.0 $1.6M 0.90% -2K -7.3% $60.79 +4.5%
33 XCEM COLUMBIA ETF TR II 29,398.0 $1.6M 0.86% +3K +12.7% $52.88 -3.3%
34 RWL INVESCO EXCH TRADED FD TR II 11,029.0 $1.4M 0.78% +598.0 +5.7% $127.76 +5.0%
35 SMLF ISHARES TR 15,237.0 $1.4M 0.75% +5K +46.1% $89.14 -1.0%
36 IVV ISHARES TR 1,771.0 $1.3M 0.73% +118.0 +7.1% $748.73 +3.2%
37 PNC PNC FINL SVCS GROUP INC Financial Services 5,182.0 $1.3M 0.71% +451.0 +9.5% $246.24 -1.6%
38 GOOG ALPHABET INC 3,558.0 $1.3M 0.70% -302.0 -7.8% $353.31
39 FENI FIDELITY COVINGTON TRUST 30,595.0 $1.2M 0.68% +12K +60.5% $40.13 +3.2%
40 XLP SELECT SECTOR SPDR TR 14,629.0 $1.2M 0.67% +444.0 +3.1% $83.07 +2.9%
Page 2 of 10  ·  192 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%