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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 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,392.0 $1.1M 0.63% +111.0 +4.9% $477.58 -12.6%
42 FELG FIDELITY COVINGTON TRUST 24,860.0 $1.1M 0.60% -949.0 -3.7% $43.75 +0.8%
43 VUG VANGUARD INDEX FDS 12,583.0 $1.1M 0.60% +10K +453.6% $86.14 +2.8%
44 SPHQ INVESCO EXCHANGE TRADED FD T 11,947.0 $1.1M 0.60% -730.0 -5.8% $90.10 -4.9%
45 JEPQ J P MORGAN EXCHANGE TRADED F 17,496.0 $1.1M 0.60% -101.0 -0.6% $61.46 -2.1%
46 SPHY SPDR SERIES TRUST 45,381.0 $1.1M 0.59% +956.0 +2.1% $23.44 -0.5%
47 IWY ISHARES TR 3,587.0 $1.0M 0.58% +35.0 +1.0% $290.62 -1.2%
48 AMD ADVANCED MICRO DEVICES INC Technology 1,791.0 $1.0M 0.58% +31.0 +1.8% $580.91 -19.9%
49 SPYG SPDR SERIES TRUST 8,522.0 $1.0M 0.56% +3K +41.9% $118.99 +1.9%
50 SPEM SPDR INDEX SHS FDS 19,564.0 $1.0M 0.56% +1K +6.6% $51.78 +1.9%
51 SPDW SPDR INDEX SHS FDS 20,063.0 $1.0M 0.56% +4K +26.9% $50.39 +2.9%
52 SPSM SPDR SERIES TRUST 17,506.0 $1.0M 0.56% +1K +8.9% $57.67 -1.9%
53 BSCT INVESCO EXCH TRD SLF IDX FD 54,320.0 $1.0M 0.56% +10K +23.4% $18.58 -0.5%
54 DIVO AMPLIFY ETF TR 21,424.0 $979K 0.54% +8K +62.5% $45.70 +6.0%
55 META META PLATFORMS INC Communication Services 1,725.0 $972K 0.54% +22.0 +1.3% $563.40 +2.6%
56 VRT VERTIV HOLDINGS CO Industrials 2,895.0 $969K 0.54% -646.0 -18.2% $334.88 -23.2%
57 VGT VANGUARD WORLD FD 7,983.0 $954K 0.53% +6K +286.6% $119.51 +0.5%
58 IDEQ LAZARD ACTIVE ETF TR 25,601.0 $898K 0.50% NEW $35.07 +2.0%
59 DELL DELL TECHNOLOGIES INC Technology 2,017.0 $870K 0.48% -121.0 -5.7% $431.42 +5.7%
60 LECO LINCOLN ELEC HLDGS INC Industrials 3,176.0 $843K 0.47% -30.0 -0.9% $265.52 +7.3%
Page 3 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%