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Redwood Family Wealth LLC

Q2 2026 13F filing

Updated 37 days ago

110 disclosed positions worth $114M

Portfolio value
$114M
Total holdings
110
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-04

Full holdings

Every line item disclosed in Q2 2026

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%
D
21.DIA

STATE STR SPDR DOW JONES IND

Value
$1.3M
Shares
2.4K
% Port
1.12%
L
22.LLY

ELI LILLY & CO

Value
$1.3M
Shares
1.0K
% Port
1.10%
?
23.N/A

UNIFIED SER TR

Value
$1.1M
Shares
30.9K
% Port
1.01%
?
24.N/A

LISTED FDS TR

Value
$1.1M
Shares
40.1K
% Port
1.00%
A
25.AMZN

AMAZON COM INC

Value
$1M
Shares
4.4K
% Port
0.92%
E
26.ETHA

ISHARES TR

Value
$1M
Shares
6.9K
% Port
0.90%
?
27.N/A

EA SERIES TRUST

Value
$928K
Shares
16.7K
% Port
0.81%
V
28.VGES

VANGUARD WELLINGTON FD

Value
$923K
Shares
3.7K
% Port
0.81%
T
29.TXN

TEXAS INSTRS INC

Value
$914K
Shares
3.1K
% Port
0.80%
U
30.UNH

UNITEDHEALTH GROUP INC

Value
$907K
Shares
2.2K
% Port
0.80%
V
31.VGES

VANGUARD INDEX FDS

Value
$717K
Shares
2.4K
% Port
0.63%
V
32.VRT

VERTIV HOLDINGS CO

Value
$707K
Shares
2.1K
% Port
0.62%
F
33.FPF

FIRST TR EXCHANGE TRADED FD

Value
$705K
Shares
9.3K
% Port
0.62%
B
34.BTCW

WISDOMTREE TR

Value
$691K
Shares
7.2K
% Port
0.61%
W
35.WMT

WALMART INC

Value
$684K
Shares
6.0K
% Port
0.60%
E
36.ETHA

INVESCO EXCHANGE TRADED FD T

Value
$652K
Shares
7.2K
% Port
0.57%
G
37.GLD

SPDR GOLD TR

Value
$642K
Shares
1.7K
% Port
0.56%
?
38.N/A

INVESCO EXCHANGE TRADED FD T

Value
$620K
Shares
4.1K
% Port
0.54%
J
39.JNJ

JOHNSON & JOHNSON

Value
$602K
Shares
2.4K
% Port
0.53%
E
40.ETHA

ISHARES TR

Value
$601K
Shares
2.0K
% Port
0.53%
N
41.NOC

JANUS DETROIT STR TR

Value
$591K
Shares
11.7K
% Port
0.52%
G

ALPHABET INC

Value
$559K
Shares
1.6K
% Port
0.49%
?
43.N/A

TIDAL TRUST II

Value
$552K
Shares
31.5K
% Port
0.48%
A
44.AVGO

BROADCOM INC

Value
$543K
Shares
1.4K
% Port
0.48%
N

NEXTERA ENERGY INC

Value
$531K
Shares
6.1K
% Port
0.47%
?
46.N/A

NEOS ETF TRUST

Value
$526K
Shares
9.9K
% Port
0.46%
V
47.VGES

VANGUARD INDEX FDS

Value
$524K
Shares
1.4K
% Port
0.46%
V
48.VCTR

VICTORY PORTFOLIOS II

Value
$512K
Shares
11.2K
% Port
0.45%
A
49.AMD

ADVANCED MICRO DEVICES INC

Value
$488K
Shares
840
% Port
0.43%
H
50.HD

HOME DEPOT INC

Value
$482K
Shares
1.4K
% Port
0.42%