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Portfolio (Quarterly) Guide ↗

Redwood Family Wealth LLC

· CIK 0002116118
13F Portfolio $114M AUM 110 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 38 Added 34 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWM PUT ISHARES TR 2,000.0 $601K 0.53% NEW $300.45 -1.8%
2 AMD ADVANCED MICRO DEVICES INC Technology 840.0 $488K 0.43% NEW $580.91 -21.5%
3 NFLX NETFLIX INC. Communication Services 6,081.0 $434K 0.38% NEW $71.40 +15.8%
4 INNOVATOR ETFS TRUST 11,664.0 $383K 0.34% NEW $32.86
5 TEMA ETF TRUST 11,133.0 $338K 0.30% NEW $30.38
6 GOOGL ALPHABET INC Communication Services 665.0 $238K 0.21% NEW $357.51 -4.2%
7 MELI MERCADOLIBRE INC Consumer Cyclical 132.0 $224K 0.20% NEW $1698.71 +17.2%
8 V VISA INC Financial Services 626.0 $215K 0.19% NEW $343.44 +10.3%
9 IREN IREN LIMITED Financial Services 4,500.0 $206K 0.18% NEW $45.73 -8.9%
10 TT TRANE TECHNOLOGIES PLC Industrials 410.0 $202K 0.18% NEW $492.11 -9.5%
11 ATEX CALL ANTERIX INC Communication Services 1,900.0 $196K 0.17% NEW $102.94 -15.4%
12 INTC PUT INTEL CORP Technology 1,400.0 $195K 0.17% NEW $139.63 -34.3%
13 INTC INTEL CORP Technology 629.0 $88K 0.08% NEW $139.78 -34.4%
14 XOM CALL EXXON MOBIL CORP Energy 500.0 $68K 0.06% NEW $136.72 +18.7%
15 ATEX ANTERIX INC Communication Services 500.0 $51K 0.04% NEW $102.94 -15.4%
16 GPUS HYPERSCALE DATA INC Industrials 25,000.0 $4K 0.00% NEW $0.14 +35.9%

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 37.9%
Energy 21.5%
Financial Services 21.0%
Healthcare 5.4%
Industrials 4.2%
Communication Services 4.1%
Consumer Cyclical 3.3%
Consumer Defensive 1.8%
Utilities 0.9%