CIK 2116118
Redwood Family Wealth LLC
Institutional 13F holdings & portfolio
Holdings
104
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 104
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPGP | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 3K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 912 | $100K–$500K | SH |
| VFLO | VICTORY PORTFOLIOS II | 11K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| IJH | ISHARES TR | 6K | $100K–$500K | SH |
| SBSI | SOUTHSIDE BANCSHARES INC | 13K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 13K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| IDVO | AMPLIFY ETF TR | 9K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 2K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 3K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 10K | $100K–$500K | SH |
| AON | AON PLC | 860 | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| UFO | PROCURE ETF TRUST II | 8K | $100K–$500K | SH |
| UYLD | ANGEL OAK FUNDS TRUST | 6K | $100K–$500K | SH |
| QXO | QXO INC | 15K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 6K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| PBDE | PGIM ROCK ETF TR | 10K | $100K–$500K | SH |
| STRV | EA SERIES TRUST | 6K | $100K–$500K | SH |
| TSLA | TESLA INC | 613 | $100K–$500K | SH |
| MLPA | GLOBAL X FDS | 6K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 789 | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 1K | $100K–$500K | SH |
| ESTC | ELASTIC N V | 3K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| IVV | ISHARES TR | 360 | $100K–$500K | SH |
| QMOM | EA SERIES TRUST | 4K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 14K | $100K–$500K | SH |
| CRK | COMSTOCK RES INC | 10K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 1K | $100K–$500K | SH |
| AMLP | ALPS ETF TR | 5K | $100K–$500K | SH |
| AMZA | ETFIS SER TR I | 5K | $100K–$500K | SH |
| NUW | NUVEEN AMT-FREE MUN VALUE FD | 15K | $100K–$500K | SH |
| TKR | TIMKEN CO | 3K | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 104 | $100K–$500K | SH |
| V | VISA INC | 596 | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 365 | $100K–$500K | SH |
| CAOS | EA SERIES TRUST | 2K | $100K–$500K | SH |
| GRMN | GARMIN LTD | 1K | $100K–$500K | SH |
| INV | INNVENTURE INC | 46K | $100K–$500K | SH |
| MHF | WESTERN ASSET MUN HIGH INCOM | 26K | $100K–$500K | SH |
| IWM | ISHARES TR | 500 | $100K–$500K | SH (Call) |
| HRTX | HERON THERAPEUTICS INC | 65K | $50K–$100K | SH |