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Portfolio (Quarterly) Guide ↗

Redwood Financial Network Corp

· CIK 0001927724
13F Portfolio $157M AUM 177 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 68 Added 68 Reduced 11 Exited
Page 7 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ASML ASML HOLDING N V Technology 342.0 $365K 0.23% -92.0 -21.2% $1068.68 +52.8%
122 CSCO CISCO SYS INC Technology 4,702.0 $362K 0.23% $77.03 +56.3%
123 FCOM FIDELITY COVINGTON TRUST 4,903.0 $359K 0.23% +834.0 +20.5% $73.28 +0.8%
124 CBOE CBOE GLOBAL MKTS INC Financial Services 1,374.0 $345K 0.22% -10.0 -0.7% $251.06 +42.3%
125 VHT VANGUARD WORLD FD 1,194.0 $344K 0.22% -142.0 -10.6% $287.80 -3.0%
126 FDVV FIDELITY COVINGTON TRUST 5,968.0 $338K 0.22% NEW $56.69 +7.1%
127 HUBS HUBSPOT INC Technology 836.0 $335K 0.21% $401.31 -49.7%
128 ABBV ABBVIE INC Healthcare 1,441.0 $329K 0.21% -93.0 -6.1% $228.54 -5.6%
129 HAWX ISHARES TR 8,338.0 $329K 0.21% +58.0 +0.7% $39.48 +13.1%
130 MELI MERCADOLIBRE INC Consumer Cyclical 159.0 $320K 0.20% -1.0 -0.6% $2014.27 -17.4%
131 ADBE ADOBE INC Technology 913.0 $319K 0.20% -121.0 -11.7% $349.80 -30.0%
132 VB VANGUARD INDEX FDS 1,223.0 $315K 0.20% -48.0 -3.8% $257.91 +12.1%
133 SNPS SYNOPSYS INC Technology 665.0 $312K 0.20% $469.73 +11.7%
134 MTB M & T BK CORP Financial Services 1,550.0 $312K 0.20% -736.0 -32.2% $201.52 +5.8%
135 FIDU FIDELITY COVINGTON TRUST 3,760.0 $310K 0.20% +648.0 +20.8% $82.49 +12.8%
136 FVD FIRST TR EXCHANGE-TRADED FD 6,665.0 $307K 0.20% $46.08 +3.9%
137 GILD GILEAD SCIENCES INC Healthcare 2,453.0 $301K 0.19% $122.74 +9.5%
138 IYH ISHARES TR 4,502.0 $293K 0.19% +620.0 +16.0% $65.10 -3.3%
139 AMAT APPLIED MATLS INC Technology 1,137.0 $292K 0.19% -31.0 -2.6% $257.03 +68.1%
140 BSCV INVESCO EXCH TRD SLF IDX FD 17,453.0 $291K 0.19% +2K +11.1% $16.69 -2.2%
Page 7 of 9  ·  177 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 41.5%
Financial Services 20.5%
Communication Services 13.9%
Consumer Cyclical 8.9%
Industrials 6.0%
Healthcare 4.1%
Energy 2.8%
Consumer Defensive 2.4%