Redwood Investment Management, LLC

Est. AUM

$805.3M

13F long equity, this entity only

Positions

265

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD S&P 500 ETF	S&P 500 ETF SHS	$110.7M	185300	13.75%	SOLE
2	INVESCO S&P 500 MOMENTUM ETF	S&P 500 MOMNTM	$73.6M	656268	9.14%	SOLE
3	LEADERSHARES ALPHAFACTOR US	LDRSHS ALPFACT	$54.4M	1184577	6.75%	SOLE
4	ISHARES MSCI EAFE ETF	MSCI EAFE ETF	$41.0M	422551	5.10%	SOLE
5	SS SPDR P S&P 500 GROWTH ETF	PRTFLO S&P500 GW	$38.6M	393761	4.79%	SOLE
6	INVESCO QQQ TRUST SERIES 1	UNIT SER 1	$34.2M	59179	4.24%	SOLE
7	LEADERSHARES ALPHAFACT TACT	LEADERSHS ALPHAF	$24.6M	625090	3.06%	SOLE
8	SCHWAB INTERNATIONAL SMALL CAP EQUITY ETF	INTL SCEQT ETF	$15.0M	321019	1.86%	SOLE
9	VANGUARD FTSE ALL WORLD EX US SMALL CAP INDEX FUND SHARES ETF	FTSE SMCAP ETF	$14.8M	101322	1.83%	SOLE
10	APPLE INC COM	COM	$13.7M	53993	1.70%	SOLE
11	LEADERSHARES DYNAMIC YIELD E	LEADERSHARES DY	$13.1M	586292	1.63%	SOLE
12	VANGUARD FTSE DEVELOPED ETF	VAN FTSE DEV MKT	$12.6M	196536	1.56%	SOLE
13	ALPHABET INC CL A	CAP STK CL A	$11.1M	38433	1.37%	SOLE
14	MICROSOFT CORP COM	COM	$9.9M	26769	1.23%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$9.8M	371447	1.21%	SOLE
16	NVIDIA CORP	COM	$9.0M	51707	1.12%	SOLE
17	VANGUARD INDEX FDS	SM CP VAL ETF	$8.5M	38917	1.05%	SOLE
18	ISHARES RUSSELL 2000 ETF	RUSSELL 2000 ETF	$8.4M	34019	1.05%	SOLE
19	VANGUARD INDEX FDS	MCAP GR IDXVIP	$8.1M	31541	1.01%	SOLE
20	STE STR SPDR PT S&P 500 ETF	PORTFOLIO S&P500	$7.0M	91814	0.87%	SOLE
21	AMAZON COM INC	COM	$6.8M	32445	0.84%	SOLE
22	SS SPDR S&P 400 MC VAL ETF	S&P 400 MDCP VAL	$6.0M	70898	0.75%	SOLE
23	ISHARES S&P 500 VALUE ETF	S&P 500 VAL ETF	$5.3M	24940	0.65%	SOLE
24	BLACKROCK ETF TRUST	ISHARES US EQUIT	$5.2M	89178	0.64%	SOLE
25	ISHARES S&P 500 GROWTH ETF	S&P 500 GRWT ETF	$4.8M	42076	0.59%	SOLE
26	ISHARES TR	CORE TOTAL USD	$4.4M	94878	0.54%	SOLE
27	SCHWAB US AGGREGATE BOND ETF	US AGGREGATE B	$4.1M	178239	0.51%	SOLE
28	META PLATFORMS INC	CL A	$4.0M	6977	0.50%	SOLE
29	BROADCOM INC	COM	$4.0M	12886	0.50%	SOLE
30	TESLA INC	COM	$3.5M	9398	0.43%	SOLE
31	BONDBLOXX BBG 10Y US TSY ETF	BLOOMBERG TEN YR	$3.4M	74006	0.42%	SOLE
32	BERKSHIRE HATHAWAY INC CL B	CL B NEW	$3.4M	7035	0.42%	SOLE
33	ISHARES NATIONAL MUNI BOND E	NATIONAL MUN ETF	$3.3M	30754	0.41%	SOLE
34	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.2M	4921	0.40%	SOLE
35	ISHARES MBS ETF	MBS ETF	$2.9M	31004	0.37%	SOLE
36	ISH INTL CTRY ROT ACT ETF	ISHARES INTL CTR	$2.9M	89745	0.36%	SOLE
37	WALMART INC	COM	$2.7M	21792	0.34%	SOLE
38	JPMORGAN CHASE & CO	COM	$2.6M	8897	0.32%	SOLE
39	ISHARES MSCI ACWI EX US ETF	MSCI ACWI EX US	$2.6M	38032	0.32%	SOLE
40	ISHARES MSCI EAFE VALUE ETF	EAFE VALUE ETF	$2.5M	33560	0.31%	SOLE
41	ISHARES MSCI USA QUALITY FAC	MSCI USA QLT FCT	$2.5M	12868	0.31%	SOLE
42	ISHRS AI IN AND TECH ACT ETF	ISHARES A I INNO	$2.4M	74144	0.30%	SOLE
43	EXXON MOBIL CORP	COM	$2.4M	13938	0.29%	SOLE
44	ISHARES US THEMATIC ROTATI	ISHARES US THEMA	$2.3M	62848	0.28%	SOLE
45	ELI LILLY & CO	COM	$2.1M	2325	0.27%	SOLE
46	ISHARES CORE S&P 500 ETF	CORE S&P500 ETF	$2.1M	3139	0.25%	SOLE
47	ISHARES US TREASURY BOND ETF	US TREAS BD ETF	$2.0M	89484	0.25%	SOLE
48	AVANTIS EMERGING MARKETS EQ	AVANTIS EMGMKT	$2.0M	25280	0.25%	SOLE
49	COSTCO WHOLESALE CORP	COM	$1.9M	1955	0.24%	SOLE
50	ISHARES TR	20 YR TR BD ETF	$1.9M	21972	0.24%	SOLE

1–50 of 264

1 / 6

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.