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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 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRVL MARVELL TECHNOLOGY INC Technology 2,827.0 $842K 0.47% -360.0 -11.3% $297.85 -27.3%
62 XOM EXXON MOBIL CORP Energy 6,124.0 $837K 0.46% -54.0 -0.9% $136.71 +14.6%
63 HEFA ISHARES TR 17,250.0 $809K 0.45% +5K +39.3% $46.93 +0.8%
64 IWF ISHARES TR 6,512.0 $809K 0.45% +5K +371.5% $124.17 -1.1%
65 IYF ISHARES TR 6,306.0 $804K 0.45% +595.0 +10.4% $127.52 +7.7%
66 FDIS FIDELITY COVINGTON TRUST 7,813.0 $803K 0.45% +3K +49.7% $102.83 -0.5%
67 XLE SELECT SECTOR SPDR TR 15,076.0 $801K 0.44% -3K -15.8% $53.11 +18.0%
68 VTV VANGUARD INDEX FDS 3,568.0 $778K 0.43% -2K -36.4% $217.92 +3.4%
69 AVGO BROADCOM INC Technology 2,006.0 $758K 0.42% +17.0 +0.8% $377.71 -2.4%
70 ANET ARISTA NETWORKS INC Technology 4,396.0 $747K 0.41% -120.0 -2.7% $169.88 +15.0%
71 AXON AXON ENTERPRISE INC Industrials 1,296.0 $727K 0.40% +46.0 +3.7% $560.61 +7.2%
72 FDVV FIDELITY COVINGTON TRUST 11,890.0 $717K 0.40% +6K +99.2% $60.29 +4.9%
73 ASML ASML HLDG NV Technology 360.0 $716K 0.40% +18.0 +5.3% $1989.15 -14.7%
74 SPY STATE STR SPDR S&P 500 ETF T Financial Services 953.0 $711K 0.40% +37.0 +4.0% $746.52 +3.1%
75 IBDW ISHARES TR 31,215.0 $651K 0.36% +10K +45.5% $20.84 -1.3%
76 IBDU ISHARES TR 27,871.0 $645K 0.36% +1K +4.2% $23.16 -0.5%
77 FIDU FIDELITY COVINGTON TRUST 6,425.0 $640K 0.35% +3K +70.9% $99.60 -5.8%
78 IBDV ISHARES TR 29,342.0 $640K 0.35% +6K +28.0% $21.80 -1.0%
79 BSCU INVESCO EXCH TRD SLF IDX FD 37,281.0 $621K 0.34% +12K +48.6% $16.64 -1.0%
80 DGRO ISHARES TR 8,183.0 $620K 0.34% -380.0 -4.4% $75.79 +4.7%
Page 4 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%