Redwood Family Wealth LLC
CIK 0002116118 · ADDISON, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source ↗
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
Top Holdings
VV
VANGUARD INDEX FDS
8.1%
AAPL
APPLE INC
7.2%
ASTS
AST SPACEMOBILE INC
6.1%
EXMOC
EXXON MOBIL CORP
5.3%
TPL
TEXAS PACIFIC LAND CORPORATI
5.2%
VTV
VANGUARD INDEX FDS
4.4%
QQQ
INVESCO QQQ TR
3.8%
VOO
VANGUARD INDEX FDS
3.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.