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Portfolio (Quarterly) Guide ↗

Redwood Park Advisors LLC

· CIK 0002056274
13F Portfolio $150M AUM 327 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 54 Added 106 Reduced 16 Exited
Page 3 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GLDM WORLD GOLD TR Financial Services 2,586.0 $240K 0.16% +776.0 +42.9% $92.69 -5.0%
42 BIV VANGUARD BD INDEX FDS 3,104.0 $240K 0.16% +21.0 +0.7% $77.18 -0.7%
43 JNJ JOHNSON & JOHNSON Healthcare 912.0 $223K 0.15% +44.0 +5.1% $244.44 -5.2%
44 VEA VANGUARD TAX-MANAGED FDS 3,377.0 $216K 0.14% $64.08 +11.3%
45 RBLX ROBLOX CORP Technology 3,785.0 $214K 0.14% $56.56 -18.5%
46 NVDA NVIDIA CORPORATION Technology 1,186.0 $207K 0.14% -72.0 -5.7% $174.41 +21.5%
47 NFLX NETFLIX INC. Communication Services 1,996.0 $192K 0.13% +256.0 +14.7% $96.15 -8.9%
48 SCHY SCHWAB STRATEGIC TR 5,773.0 $183K 0.12% $31.66 +2.4%
49 BAC BANK AMERICA CORP Financial Services 3,289.0 $160K 0.11% $48.76 +4.9%
50 EXPO EXPONENT INC Industrials 2,265.0 $148K 0.10% $65.25 -12.8%
51 PBR PETROLEO BRASILEIRO S A Energy 6,818.0 $141K 0.09% $20.75 -8.1%
52 VZ VERIZON COMMUNICATIONS INC Communication Services 2,799.0 $140K 0.09% $50.19 -3.0%
53 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 9,715.0 $135K 0.09% -1K -9.8% $13.92 +0.6%
54 XLE SELECT SECTOR SPDR TR 2,121.0 $130K 0.09% +1K +145.8% $61.26 -6.4%
55 NFRA FLEXSHARES TR 2,006.0 $128K 0.09% -490.0 -19.6% $63.96 +4.0%
56 DE DEERE & CO Industrials 222.0 $125K 0.08% $563.43 -6.3%
57 PANW PALO ALTO NETWORKS INC Technology 763.0 $122K 0.08% $160.32 +55.2%
58 AVDE AMERICAN CENTY ETF TR 1,421.0 $121K 0.08% $84.86 +7.8%
59 HYS PIMCO ETF TR 1,250.0 $117K 0.08% $93.27 +0.3%
60 MDLZ MONDELEZ INTL INC Consumer Defensive 2,009.0 $116K 0.08% +17.0 +0.8% $57.65 +7.6%
Page 3 of 17  ·  327 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
Financial Services 47.2%
Communication Services 26.6%
Technology 15.7%
Healthcare 2.4%
Consumer Cyclical 2.3%
Industrials 2.1%
Energy 1.3%
Consumer Defensive 1.0%
Utilities 0.9%
Basic Materials 0.5%