Redwood Family Wealth LLC

Institutional manager·CIK 2116118

Annual return

—

SPY

—

Alpha

—

Invested

$102.4M

Holdings

100

Trades YTD

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

In development

Quarterly performance not yet computed for this fund.

The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.

Top holdings · current snapshot

Source: 13F-HR

$VV

VANGUARD INDEX FDS

Q4 2025: New position (27.5k shares)

7.8%

$XOM

EXXON MOBIL CORP

Q4 2025: New position (43.4k shares)

7.2%

$AAPL

APPLE INC

Q4 2025: New position (28.3k shares)

7.0%

$TPL

TEXAS PACIFIC LAND CORPORATI

Q4 2025: New position (15.9k shares)

6.5%

$ASTS

AST SPACEMOBILE INC

Q4 2025: New position (4.0k shares)

6.3%

$VTV

VANGUARD INDEX FDS

Q4 2025: New position (21.9k shares)

4.3%

$NDQ

INVESCO QQQ TR

Q4 2025: New position (6.5k shares)

3.5%

$VOO

VANGUARD INDEX FDS

Q4 2025: New position (5.4k shares)

3.1%

$SPY

STATE STR SPDR S&P 500 ETF T

Q4 2025: New position (3.9k shares)

2.4%

$MSFT

MICROSOFT CORP

Q4 2025: New position (7.7k shares)

2.3%

See all 100 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Last refreshed 14:16 UTC.