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Redwood Family Wealth LLC

hedge fundUpdated 37 days ago

Managed by Redwood Family Wealth Llc • Latest filing Q2 2026

Portfolio value
$114M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
99.1%
Weight of largest holdings
Annualized return
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 3 quarters

Show data table
PeriodPortfolio value
Q4 2025$101.8M
Q1 2026$102.4M
Q2 2026$114M

Top holdings

110 positions as of Q2 2026

View filing
V

VANGUARD INDEX FDS

Value
$9.2M
Shares
26.8K
% Port
8.08%
A

APPLE INC

Value
$8.2M
Shares
28.4K
% Port
7.21%
A

AST SPACEMOBILE INC

Value
$7M
Shares
78.9K
% Port
6.15%
X
4.XOM

EXXON MOBIL CORP

Value
$6M
Shares
44.1K
% Port
5.29%
T
5.TPL

TEXAS PACIFIC LAND CORPORATI

Value
$6M
Shares
13.7K
% Port
5.24%
V

VANGUARD INDEX FDS

Value
$5M
Shares
22.9K
% Port
4.39%
Q
7.QQQ

INVESCO QQQ TR

Value
$4.4M
Shares
5.9K
% Port
3.83%
V

VANGUARD INDEX FDS

Value
$3.6M
Shares
5.3K
% Port
3.20%
V

VANGUARD INTL EQUITY INDEX F

Value
$3.4M
Shares
41.0K
% Port
3.01%
S
10.SPY

STATE STR SPDR S&P 500 ETF T

Value
$2.8M
Shares
3.7K
% Port
2.45%
E
11.ETHA

INVESCO EXCH TRADED FD TR II

Value
$2.6M
Shares
8.7K
% Port
2.31%
N
12.NVDA

NVIDIA CORPORATION

Value
$2.6M
Shares
13.1K
% Port
2.30%
M
13.MSFT

MICROSOFT CORP

Value
$2.3M
Shares
6.2K
% Port
2.04%
A
14.AMPY

AMPLIFY ETF TR

Value
$2M
Shares
43.1K
% Port
1.73%
D
15.DIS

DISNEY WALT CO

Value
$1.8M
Shares
18.4K
% Port
1.55%
A
16.AMGN

RBB FD INC

Value
$1.7M
Shares
34.1K
% Port
1.49%
N
17.NUV

NUVEEN MUN VALUE FD INC

Value
$1.6M
Shares
170.6K
% Port
1.38%
V
18.VGES

VANGUARD INDEX FDS

Value
$1.5M
Shares
19.0K
% Port
1.35%
?
19.N/A

EA SERIES TRUST

Value
$1.5M
Shares
12.5K
% Port
1.28%
B
20.BX

VANGUARD SPECIALIZED FUNDS

Value
$1.3M
Shares
5.5K
% Port
1.14%

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