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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
Page 2 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DIA STATE STR SPDR DOW JONES IND Financial Services 2,445.0 $1.3M 1.12% -25.0 -1.0% $522.39 +2.8%
22 LLY ELI LILLY & CO Healthcare 1,046.0 $1.3M 1.10% -9.0 -0.8% $1200.19 -3.4%
23 ABEQ UNIFIED SER TR 30,864.0 $1.1M 1.01% +3K +9.8% $37.20 +5.1%
24 TUGN LISTED FDS TR 40,058.0 $1.1M 1.00% -2K -4.9% $28.39 -3.6%
25 AMZN AMAZON COM INC Consumer Cyclical 4,379.0 $1.0M 0.92% -29.0 -0.7% $238.34 +8.6%
26 IJR ISHARES TR 6,927.0 $1.0M 0.90% -189.0 -2.7% $148.32 -2.4%
27 QVAL EA SERIES TRUST 16,734.0 $928K 0.81% -775.0 -4.4% $55.45 +12.2%
28 VFMO VANGUARD WELLINGTON FD 3,699.0 $923K 0.81% -51.0 -1.4% $249.51 -8.7%
29 TXN TEXAS INSTRS INC Technology 3,067.0 $914K 0.80% $298.16 -14.9%
30 UNH UNITEDHEALTH GROUP INC Healthcare 2,182.0 $907K 0.80% +11.0 +0.5% $415.63 -3.5%
31 VB VANGUARD INDEX FDS 2,364.0 $717K 0.63% -15.0 -0.6% $303.13 -1.1%
32 VRT VERTIV HOLDINGS CO Industrials 2,111.0 $707K 0.62% $334.82 -19.7%
33 FV FIRST TR EXCHANGE TRADED FD 9,295.0 $705K 0.62% -340.0 -3.5% $75.88 -3.1%
34 DGRW WISDOMTREE TR 7,224.0 $691K 0.61% +78.0 +1.1% $95.63 +4.7%
35 WMT WALMART INC Consumer Defensive 6,038.0 $684K 0.60% +2K +41.6% $113.27 -4.3%
36 SPHQ INVESCO EXCHANGE TRADED FD T 7,233.0 $652K 0.57% -140.0 -1.9% $90.11 -5.5%
37 GLD SPDR GOLD TR Financial Services 1,744.0 $642K 0.56% +244.0 +16.3% $368.38 +11.4%
38 PDP INVESCO EXCHANGE TRADED FD T 4,088.0 $620K 0.54% -195.0 -4.5% $151.73 -11.8%
39 JNJ JOHNSON & JOHNSON Healthcare 2,369.0 $602K 0.53% -66.0 -2.7% $253.97 +9.6%
40 IWM PUT ISHARES TR 2,000.0 $601K 0.53% NEW $300.45 -1.8%
Page 2 of 6  ·  110 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 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%