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Portfolio (Quarterly) Guide ↗

Redwood Park Advisors LLC

· CIK 0002056274
13F Portfolio $152M AUM 353 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 67 Added 23 Reduced 10 Exited
Page 3 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PANW PALO ALTO NETWORKS INC Technology 763.0 $260K 0.17% $341.02 +9.0%
42 AMGN AMGEN INC Healthcare 702.0 $254K 0.17% $361.91 +19.5%
43 VEA VANGUARD TAX-MANAGED FDS 3,377.0 $241K 0.16% $71.25 +2.5%
44 NVDA NVIDIA CORPORATION Technology 1,187.0 $238K 0.16% $200.14 +8.7%
45 JNJ JOHNSON & JOHNSON Healthcare 915.0 $232K 0.15% $253.96 +5.5%
46 GOOG ALPHABET INC 649.0 $229K 0.15% +300.0 +86.0% $353.38
47 GLDM WORLD GOLD TR Financial Services 2,592.0 $206K 0.14% $79.42 +11.1%
48 RBLX ROBLOX CORP Technology 3,785.0 $206K 0.14% $54.38 -29.1%
49 BIV VANGUARD BD INDEX FDS 2,614.0 $201K 0.13% -490.0 -15.8% $76.71 -1.7%
50 BAC BANK OF AMER CORP Financial Services 3,302.0 $188K 0.12% $56.98 +9.4%
51 SCHY SCHWAB STRATEGIC TR 5,773.0 $183K 0.12% $31.73 +4.6%
52 NFLX NETFLIX INC. Communication Services 2,096.0 $150K 0.10% +100.0 +5.0% $71.40 +14.5%
53 XLE SELECT SECTOR SPDR TR 2,786.0 $148K 0.10% +665.0 +31.4% $53.11 +18.0%
54 VGT VANGUARD WORLD FD 1,232.0 $147K 0.10% +1K +700.0% $119.52 +0.5%
55 DE DEERE & CO Industrials 223.0 $141K 0.09% $633.39 -0.5%
56 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 9,765.0 $137K 0.09% +50.0 +0.5% $14.07 -1.4%
57 EXPO EXPONENT INC Industrials 2,267.0 $133K 0.09% $58.76 +21.7%
58 LGND LIGAND PHARMACEUTICALS INC Healthcare 415.0 $131K 0.09% $316.09 -11.3%
59 AMLP ALPS ETF TR 2,509.0 $130K 0.09% +684.0 +37.5% $51.85 +6.5%
60 AVDE AMERICAN CENTY ETF TR 1,434.0 $128K 0.08% +13.0 +0.9% $89.21 +5.2%
Page 3 of 18  ·  353 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 46.6%
Communication Services 24.6%
Technology 18.0%
Healthcare 2.7%
Consumer Cyclical 2.5%
Industrials 2.2%
Energy 1.1%
Consumer Defensive 1.0%
Utilities 0.8%
Basic Materials 0.5%