Redwood Family Wealth LLC

CIK 0002116118 · ADDISON, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

Redwood Family Wealth LLC reported 110 positions worth $114.0M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: VV (8.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$114.0M
2026 Q2
Positions
110
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.9%
Est. Net Flow (Q)
2026 Q2
10 / 110 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VVVANGUARD INDEX FDSSH$9.2M8.08%26,786
2AAPLAPPLE INCSH$8.2M7.21%28,415
3ASTSAST SPACEMOBILE INCSH$7.0M6.15%78,866
4EXMOCEXXON MOBIL CORPSH$6.0M5.29%44,061
5TPLTEXAS PACIFIC LAND CORPORATISH$6.0M5.24%13,655
6VTVVANGUARD INDEX FDSSH$5.0M4.39%22,936
7QQQINVESCO QQQ TRSH$4.4M3.83%5,925
8VOOVANGUARD INDEX FDSSH$3.6M3.20%5,305
9VEUVANGUARD INTL EQUITY INDEX FSH$3.4M3.01%41,011
10SPYSTATE STR SPDR S&P 500 ETF TSH$2.8M2.45%3,745

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Redwood Family Wealth LLC hold as of Q2 2026?

Redwood Family Wealth LLC reported 110 positions worth $114.0M in its Q2 2026 13F filing. Largest positions: VV (8.1%), AAPL (7.2%), ASTS (6.1%), EXMOC (5.3%) and TPL (5.2%).

What did Redwood Family Wealth LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Redwood Family Wealth LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.