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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 7 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MU MICRON TECHNOLOGY INC Technology 317.0 $366K 0.20% NEW $1154.29 -19.2%
122 ABBV ABBVIE INC Healthcare 1,447.0 $364K 0.20% $251.70 +1.5%
123 NOW SERVICENOW INC Technology 3,589.0 $356K 0.20% +739.0 +25.9% $99.28 +45.8%
124 CRM SALESFORCE INC Technology 2,257.0 $354K 0.20% -378.0 -14.3% $156.63 +63.4%
125 MTB M & T BK CORP Financial Services 1,477.0 $351K 0.20% -73.0 -4.7% $237.97 -0.3%
126 J P MORGAN EXCHANGE TRADED F 5,816.0 $350K 0.19% -2K -27.9% $60.17
127 IYH ISHARES TR 5,144.0 $345K 0.19% +642.0 +14.3% $67.02 +7.9%
128 USRT ISHARES TR 5,175.0 $344K 0.19% NEW $66.45 -0.5%
129 VO VANGUARD INDEX FDS 4,256.0 $343K 0.19% +3K +202.1% $80.57 +2.4%
130 SNOW SNOWFLAKE INC Technology 1,333.0 $339K 0.19% NEW $254.50 +28.9%
131 FVD FIRST TR EXCHANGE-TRADED FD 6,859.0 $330K 0.18% +194.0 +2.9% $48.18 +4.8%
132 J P MORGAN EXCHANGE TRADED F 6,508.0 $329K 0.18% -3K -32.6% $50.57
133 PANW PALO ALTO NETWORKS INC Technology 955.0 $326K 0.18% NEW $341.02 +9.0%
134 IWM ISHARES TR 1,076.0 $323K 0.18% NEW $300.44 -1.6%
135 IDMO INVESCO EXCH TRADED FD TR II 5,359.0 $323K 0.18% NEW $60.29 +3.8%
136 NDAQ NASDAQ INC Financial Services 4,012.0 $316K 0.17% +193.0 +5.0% $78.83 +26.0%
137 CBOE CBOE GLOBAL MKTS INC Financial Services 1,299.0 $315K 0.17% -75.0 -5.5% $242.59 +28.0%
138 PWV INVESCO EXCHANGE TRADED FD T 4,087.0 $310K 0.17% NEW $75.77 +7.8%
139 WMT WALMART INC Consumer Defensive 2,713.0 $307K 0.17% -2K -44.2% $113.28 -9.0%
140 EMXC ISHARES INC 2,975.0 $304K 0.17% NEW $102.29 -4.0%
Page 7 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%