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Redwood Family Wealth

Latest statistics and disclosures from Redwood Family Wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002116118

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Positions held by Redwood Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Redwood Family Wealth

Redwood Family Wealth holds 104 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Large Cap Etf (VV)	8.5	$8.7M	28k	314.81	View chart
Apple (AAPL)	7.6	$7.7M	28k	271.87	View chart
Ast Spacemobile Com Cl A (ASTS)	5.3	$5.4M	74k	72.63	View chart
Exxon Mobil Corporation (XOM)	5.1	$5.2M	43k	120.34	View chart
Texas Pacific Land Corp (TPL)	4.5	$4.6M	16k	287.22	View chart
Vanguard Index Fds Value Etf (VTV)	4.1	$4.2M	22k	190.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.9	$4.0M	6.5k	614.34	View chart
Microsoft Corporation (MSFT)	3.6	$3.7M	7.7k	483.67	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.3	$3.4M	5.4k	627.16	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.6	$2.7M	3.9k	681.92	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.5	$2.5M	10k	252.94	View chart
NVIDIA Corporation (NVDA)	2.1	$2.1M	11k	186.50	View chart
Walt Disney Company (DIS)	2.1	$2.1M	19k	113.77	View chart
RBB Us Treas 3 Mnth (TBIL)	2.1	$2.1M	42k	49.88	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	1.6	$1.7M	38k	44.50	View chart
Nuveen Muni Value Fund (NUV)	1.5	$1.5M	167k	9.06	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$1.5M	5.2k	290.26	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.5	$1.5M	13k	115.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$1.3M	5.9k	219.80	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.2	$1.2M	2.5k	480.57	View chart
Eli Lilly & Co. (LLY)	1.2	$1.2M	1.1k	1075.22	View chart
Listed Fds Tr Stf Tac Gw & Inc (TUGN)	1.1	$1.1M	42k	25.32	View chart
Amazon (AMZN)	1.0	$1.0M	4.4k	230.82	View chart
Unified Ser Tr Abslute Selct Vl (ABEQ)	0.9	$911k	25k	35.85	View chart
Ea Series Trust Us Quan Value (QVAL)	0.9	$872k	18k	48.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$869k	7.2k	120.19	View chart
Broadcom (AVGO)	0.8	$860k	2.5k	346.23	View chart
UnitedHealth (UNH)	0.7	$734k	2.2k	330.13	View chart
Vanguard Wellington Us Momentum (VFMO)	0.7	$732k	3.8k	191.25	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$670k	7.5k	89.43	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$667k	2.6k	257.98	View chart
Tyler Technologies (TYL)	0.6	$659k	1.5k	453.95	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.6	$657k	10k	62.92	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.6	$573k	14k	39.64	View chart
Tidal Trust Ii Defiance S&p 500 (SPYT)	0.6	$564k	32k	17.49	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$556k	7.4k	75.05	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$553k	11k	50.59	View chart
Ngl Energy Partners Com Unit Repst (NGL)	0.5	$549k	55k	10.00	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.5	$545k	4.7k	116.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$539k	1.4k	396.31	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.5	$533k	10k	52.53	View chart
Texas Instruments Incorporated (TXN)	0.5	$530k	3.1k	173.54	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$526k	1.7k	313.86	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.5	$522k	10k	50.58	View chart
Johnson & Johnson (JNJ)	0.5	$494k	2.4k	206.95	View chart
Chevron Corporation (CVX)	0.5	$492k	3.2k	152.44	View chart
Nextera Energy (NEE)	0.5	$484k	6.0k	80.28	View chart
Wal-Mart Stores (WMT)	0.5	$475k	4.3k	111.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$473k	1.4k	335.37	View chart
Ishares Tr Russell 2000 Etf Call Option (IWM)	0.5	$473k	1.9k	246.16	View chart
Palantir Technologies Cl A (PLTR)	0.5	$466k	2.6k	177.75	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.4	$456k	4.0k	113.86	View chart
Arista Networks Com Shs (ANET)	0.4	$452k	3.5k	131.03	View chart
Home Depot (HD)	0.4	$452k	1.3k	344.22	View chart
Lockheed Martin Corporation (LMT)	0.4	$441k	912.00	483.67	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.4	$434k	11k	39.38	View chart
Procter & Gamble Company (PG)	0.4	$409k	2.9k	143.35	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$408k	6.2k	66.00	View chart
Southside Bancshares (SBSI)	0.4	$383k	13k	30.39	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$357k	13k	27.43	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.3	$350k	13k	27.62	View chart
Boeing Company (BA)	0.3	$341k	1.6k	217.12	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.3	$341k	8.9k	38.35	View chart
Vertiv Holdings Com Cl A (VRT)	0.3	$341k	2.1k	162.01	View chart
ConocoPhillips (COP)	0.3	$326k	3.5k	93.61	View chart
Enterprise Products Partners (EPD)	0.3	$315k	9.8k	32.06	View chart
Aon Shs Cl A (AON)	0.3	$304k	860.00	353.05	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$302k	5.2k	58.13	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$302k	5.3k	57.24	View chart
Procure Etf Trust Ii Space Etf (UFO)	0.3	$299k	7.7k	38.65	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.3	$295k	5.8k	51.14	View chart
Qxo Com New (QXO)	0.3	$293k	15k	19.29	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$293k	5.9k	49.65	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$290k	3.9k	73.56	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBDE)	0.3	$288k	9.8k	29.47	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.3	$277k	6.3k	44.09	View chart
Tesla Motors (TSLA)	0.3	$276k	613.00	449.72	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$270k	750.00	360.14	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.3	$266k	5.5k	48.41	View chart
Pepsi (PEP)	0.3	$255k	1.8k	143.53	View chart
JPMorgan Chase & Co. (JPM)	0.2	$254k	789.00	322.27	View chart
American Tower Reit (AMT)	0.2	$249k	1.4k	175.62	View chart
Elastic N V Ord Shs (ESTC)	0.2	$248k	3.3k	75.44	View chart
Abbvie (ABBV)	0.2	$247k	1.1k	228.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$247k	360.00	685.47	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.2	$241k	3.7k	65.29	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$238k	14k	16.49	View chart
Comstock Resources (CRK)	0.2	$232k	10k	23.18	View chart
Raytheon Technologies Corp (RTX)	0.2	$222k	1.2k	183.44	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$219k	4.7k	47.03	View chart
Etfis Ser Tr I Infrac Act Mlp (AMZA)	0.2	$215k	5.4k	39.51	View chart
Nuveen Mun Value Fd 2 (NUW)	0.2	$215k	15k	14.31	View chart
Timken Company (TKR)	0.2	$210k	2.5k	84.13	View chart
MercadoLibre (MELI)	0.2	$210k	104.00	2016.26	View chart
Visa Com Cl A (V)	0.2	$209k	596.00	350.93	View chart
Mastercard Incorporated Cl A (MA)	0.2	$209k	365.00	571.98	View chart
Ea Series Trust Alpha Architect (CAOS)	0.2	$207k	2.3k	89.78	View chart
Garmin SHS (GRMN)	0.2	$203k	1.0k	202.85	View chart
Innventure (INV)	0.2	$192k	46k	4.18	View chart
Western Asset Municipal Hgh Incm Fnd (MHF)	0.2	$178k	26k	6.88	View chart
Heron Therapeutics (HRTX)	0.1	$84k	65k	1.30	View chart
Oramed Pharmaceuticals Com New (ORMP)	0.1	$66k	23k	2.85	View chart
Butterfly Network Com Cl A (BFLY)	0.0	$46k	12k	3.80	View chart
Agenus Com New (AGEN)	0.0	$44k	14k	3.14	View chart

Past Filings by Redwood Family Wealth

SEC 13F filings are viewable for Redwood Family Wealth going back to 2025

Redwood Family Wealth 2025 Q4 filed March 6, 2026

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