account_balance

Investment manager · 13F filer · SEC CIK 2116118

Redwood Family Wealth LLC

Reported value$113Mas of Sep 30, 2026
Positions105 6 new, 7 sold out
Top 10 weight48.6%VV alone is 9%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VV Vanguard Index FDS 8.5% Added +2%
AAPL Apple Inc. 8.4% HeldXOM ExxonMobil Holdings Corp 6.3% Held
VTV Vanguard Index FDS 4.5% Added +2%
TPL Texas Pacific Land Corp 4.0% Held
QQQ Invesco QQQ Tr 3.8% Trimmed −2%
ASTS AST SpaceMobile, Inc. 3.6% Trimmed −12%
VEU Vanguard Intl Equity Index F 3.4% Added +12%
VOO Vanguard Index FDS 3.2% Trimmed −3%
MSFT Microsoft Corp 2.9% HeldNVDA NVIDIA Corp 2.7% Added +4%SPY SPDR S&P 500 ETF Trust 2.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Aug 4, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • SCHY −15%
  • ASTS −12%
  • UDEC −11%
  • CVX −8%
remove_circleSold out
  • CGMS $352K
  • NASA $338K
  • KMI $203K
  • TT $202K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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