Redwood Family Wealth LLC

Est. AUM

$102.4M

13F long equity, this entity only

Positions

102

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	LARGE CAP ETF	$8.0M	26882	7.85%	SOLE
2	EXXON MOBIL CORP	COM	$7.3M	43267	7.17%	SOLE
3	APPLE INC	COM	$7.2M	28411	7.04%	SOLE
4	AST SPACEMOBILE INC	COM CL A	$6.5M	78449	6.35%	SOLE
5	TEXAS PACIFIC LAND CORPORATI	COM	$6.5M	13615	6.31%	SOLE
6	VANGUARD INDEX FDS	VALUE ETF	$4.4M	22330	4.28%	SOLE
7	INVESCO QQQ TR	UNIT SER 1	$3.6M	6206	3.50%	SOLE
8	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.2M	5310	3.10%	SOLE
9	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.5M	3816	2.42%	SOLE
10	MICROSOFT CORP	COM	$2.3M	6308	2.28%	SOLE
11	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.1M	9017	2.09%	SOLE
12	NVIDIA CORPORATION	COM	$2.0M	11485	1.96%	SOLE
13	RBB FD INC	F/M US TREASURY	$1.8M	36848	1.79%	SOLE
14	AMPLIFY ETF TR	CWP ENHANCED DIV	$1.8M	40416	1.77%	SOLE
15	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.8M	23917	1.75%	SOLE
16	DISNEY WALT CO	COM	$1.8M	18394	1.73%	SOLE
17	EA SERIES TRUST	ALPHA ARCH 1-3	$1.5M	12936	1.47%	SOLE
18	NUVEEN MUN VALUE FD INC	COM	$1.5M	163433	1.43%	SOLE
19	VANGUARD INDEX FDS	MID CAP ETF	$1.4M	4918	1.38%	SOLE
20	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	5780	1.21%	SOLE
21	STATE STR SPDR DOW JONES IND	UT SER 1	$1.1M	2470	1.12%	SOLE
22	UNIFIED SER TR	ABSLUTE SELCT VL	$1.1M	28122	1.04%	SOLE
23	ELI LILLY & CO	COM	$971K	1055	0.95%	SOLE
24	LISTED FDS TR	STF TAC GW & INC	$967K	42134	0.94%	SOLE
25	AMAZON COM INC	COM	$918K	4408	0.90%	SOLE
26	EA SERIES TRUST	US QUAN VALUE	$913K	17509	0.89%	SOLE
27	ISHARES TR	CORE S&P SCP ETF	$885K	7116	0.86%	SOLE
28	BROADCOM INC	COM	$759K	2451	0.74%	SOLE
29	VANGUARD WELLINGTON FD	US MOMENTUM	$739K	3750	0.72%	SOLE
30	SPDR GOLD TR	GOLD SHS	$645K	1500	0.63%	SOLE
31	WISDOMTREE TR	US QTLY DIV GRT	$628K	7146	0.61%	SOLE
32	VANGUARD INDEX FDS	SMALL CP ETF	$623K	2379	0.61%	SOLE
33	JOHNSON & JOHNSON	COM	$595K	2435	0.58%	SOLE
34	TEXAS INSTRS INC	COM	$594K	3059	0.58%	SOLE
35	UNITEDHEALTH GROUP INC	COM	$587K	2171	0.57%	SOLE
36	FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$582K	9635	0.57%	SOLE
37	NEXTERA ENERGY INC	COM	$562K	6047	0.55%	SOLE
38	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$554K	7373	0.54%	SOLE
39	LOCKHEED MARTIN CORP	COM	$552K	914	0.54%	SOLE
40	WALMART INC	COM	$530K	4263	0.52%	SOLE
41	VERTIV HOLDINGS CO	COM CL A	$528K	2107	0.52%	SOLE
42	TIDAL TRUST II	DEFIANCE S&P 500	$526K	32261	0.51%	SOLE
43	CHEVRON CORPORATION	COM	$525K	2537	0.51%	SOLE
44	JANUS DETROIT STR TR	HENDRSON AAA CL	$521K	10338	0.51%	SOLE
45	INVESCO EXCHANGE TRADED FD T	DORSEY WRIGHT MO	$517K	4283	0.50%	SOLE
46	PGIM ROCK ETF TR	S&P 500 BUFFER	$508K	17517	0.50%	SOLE
47	NEOS ETF TRUST	NEOS S&P 500 HI	$506K	10247	0.49%	SOLE
48	TYLER TECHNOLOGIES INC	COM	$497K	1453	0.49%	SOLE
49	INNOVATOR ETFS TRUST	US EQTY ULTRA B	$469K	12077	0.46%	SOLE
50	VANGUARD INDEX FDS	TOTAL STK MKT	$462K	1439	0.45%	SOLE

1–50 of 102

1 / 3

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