Redwood Family Wealth LLC Top Holdings and 13F Report (2026) About Redwood Family Wealth LLCInvestment ActivityRedwood Family Wealth LLC has $113.03 million in total holdings as of September 30, 2026.Redwood Family Wealth LLC owns shares of 105 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 9.81% of the portfolio was purchased this quarter.About 8.48% of the portfolio was sold this quarter.This quarter, Redwood Family Wealth LLC has purchased 106 new stocks and bought additional shares in 57 stocks.Redwood Family Wealth LLC sold shares of 30 stocks and completely divested from 9 stocks this quarter.Largest Holdings Vanguard Large-Cap ETF $9,630,994Apple $9,508,433EXXONMOBIL HOLDINGS CORP $7,173,903Vanguard Value ETF $5,058,478Texas Pacific Land $4,465,826 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $7,173,903 Holding459200101 - International Business Machines $282,548 Holding514952100 - LANDBRIDGE COMPANY LLC $231,920 Holding57636Q104 - Mastercard $230,985 Holding218352102 - Corcept Therapeutics $230,460 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 44,079 shares (about $7.17M)Vanguard FTSE All-World ex-US ETF 4,863 shares (about $403.49K)UnitedHealth Group 1,007 shares (about $369.65K)International Business Machines 1,285 shares (about $282.55K)LANDBRIDGE COMPANY LLC 2,857 shares (about $231.92K) Largest Sales this Quarter iShares Russell 2000 ETF 2,000 shares (about $555.78K)AST SpaceMobile 9,261 shares (about $545.10K)Vanguard S&P 500 ETF 137 shares (about $96.02K)Invesco QQQ 129 shares (about $95.43K)Nuveen Municipal Value Fund 9,892 shares (about $82.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRedwood Family Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVVanguard Large-Cap ETF$9,630,994$206,187 ▲2.2%27,3728.5%ETFAAPLApple$9,508,433$45,624 ▲0.5%28,5528.4%TechnologyEXXONMOBIL HOLDINGS CORP$7,173,903$7,173,903 ▲New Holding44,0796.3%COM SHSVTVVanguard Value ETF$5,058,478$102,423 ▲2.1%23,4104.5%ETFTPLTexas Pacific Land$4,465,826$16,617 ▲0.4%13,7064.0%EnergyQQQInvesco QQQ$4,287,667$95,429 ▼-2.2%5,7963.8%ETFASTSAST SpaceMobile$4,096,950$545,102 ▼-11.7%69,6053.6%Communication ServicesVEUVanguard FTSE All-World ex-US ETF$3,806,191$403,486 ▲11.9%45,8743.4%ETFVOOVanguard S&P 500 ETF$3,622,238$96,023 ▼-2.6%5,1683.2%ETFMSFTMicrosoft$3,251,181$47,185 ▲1.5%6,3392.9%TechnologyNVDANVIDIA$3,099,275$110,305 ▲3.7%13,5712.7%TechnologySPYSPDR S&P 500 ETF Trust$2,862,851$6,864 ▲0.2%3,7542.5%ETFQQQMInvesco NASDAQ 100 ETF$2,724,357$80,728 ▲3.1%8,9432.4%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$2,006,272$279 ▲0.0%43,1551.8%ETFDISWalt Disney$1,934,308$3,881 ▲0.2%18,4401.7%Communication ServicesTBILUS Treasury 3 Month Bill ETF$1,711,065$12,662 ▲0.7%34,3241.5%ETFVOVanguard Mid-Cap ETF$1,492,095$1,490 ▼-0.1%19,0271.3%ETFBOXXAlpha Architect 1-3 Month Box ETF$1,476,560$1,657 ▲0.1%12,4721.3%ETFNUVNuveen Municipal Value Fund$1,332,531$82,004 ▼-5.8%160,7401.2%FinanceVIGVanguard Dividend Appreciation ETF$1,331,321$47,830 ▲3.7%5,7061.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$1,243,4050.0%2,4451.1%ETFLLYEli Lilly and Company$1,236,595$26,606 ▲2.2%1,0691.1%HealthcareUNHUnitedHealth Group$1,170,618$369,650 ▲46.2%3,1891.0%HealthcareABEQAbsolute Select Value ETF$1,153,457$7,943 ▲0.7%31,0781.0%ETFAMZNAmazon.com$1,133,882$42,854 ▲3.9%4,5511.0%Consumer DiscretionaryTUGNSTF Tactical Growth & Income ETF$1,110,3560.0%40,0581.0%ETFQVALAlpha Architect U.S. Quantitative Value ETF$970,793$5,777 ▼-0.6%16,6350.9%ETFIJRiShares Core S&P Small-Cap ETF$933,710$8,707 ▼-0.9%6,8630.8%ETFTXNTexas Instruments$862,932$3,921 ▲0.5%3,0810.8%TechnologyVFMOVanguard U.S. Momentum Factor ETF$839,9320.0%3,6990.7%ETFPDPInvesco Dorsey Wright Momentum ETF$734,207$170,768 ▲30.3%5,3270.6%ETFFVFirst Trust Dorsey Wright Focus 5 ETF$717,510$35,303 ▲5.2%9,7760.6%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$707,082$4,667 ▲0.7%7,2720.6%ETFVBVanguard Small-Cap ETF$674,729$2,276 ▲0.3%2,3720.6%ETFWALMART INC$645,752$18,290 ▲2.9%6,2140.6%COMJNJJohnson & Johnson$634,429$7,149 ▲1.1%2,3960.6%HealthcareGLDSPDR Gold Shares$626,482$37,703 ▼-5.7%1,6450.6%ETFSPHQInvesco S&P 500 Quality ETF$608,250$84 ▲0.0%7,2340.5%ETFJAAAJanus Henderson AAA CLO ETF$585,076$5,451 ▼-0.9%11,5930.5%ETFVFLOVictoryShares Free Cash Flow ETF$572,612$256 ▲0.0%11,1860.5%ETFVTIVanguard Total Stock Market ETF$567,795$37,803 ▲7.1%1,5170.5%ETFTIDAL TRUST II$561,666$20,279 ▲3.7%32,6550.5%DEF 500 INC ETFGOOGAlphabet$548,424$9,197 ▲1.7%1,6100.5%Communication ServicesSCHDSchwab US Dividend Equity ETF$531,251$130,023 ▲32.4%16,3310.5%ETFAMDAdvanced Micro Devices$512,043$1,835 ▼-0.4%8370.5%TechnologySPYINEOS S&P 500 High Income ETF$510,734$16,163 ▼-3.1%9,6060.5%ETFAVGOBroadcom$510,093$5,270 ▲1.0%1,4520.5%TechnologyVRTVertiv$509,647$241 ▲0.0%2,1120.5%IndustrialsPALANTIR TECHNOLOGIES INC$469,683$8,230 ▲1.8%2,5110.4%CL ALMTLockheed Martin$467,492$1,528 ▲0.3%9180.4%IndustrialsCVXChevron$467,010$39,207 ▼-7.7%2,2870.4%EnergyTYLTyler Technologies$462,607$319 ▼-0.1%1,4520.4%TechnologyNEENextEra Energy$461,332$3,030 ▲0.7%6,0910.4%UtilitiesJPSTJPMorgan Ultra-Short Income ETF$449,353$7,001 ▼-1.5%8,9210.4%ETFCOPConocoPhillips$441,029$3,379 ▲0.8%3,5240.4%EnergyNFLXNetflix$434,666$11,550 ▲2.7%6,2470.4%Communication ServicesANGEL OAK FUNDS TRUST$434,283$13,849 ▼-3.1%8,5610.4%OAK ULTRASHORTGOOGLAlphabet$433,977$205,115 ▲89.6%1,2610.4%Communication ServicesPGProcter & Gamble$426,859$3,487 ▲0.8%2,9380.4%Consumer StaplesSPGPInvesco S&P 500 GARP ETF$412,5470.0%3,4720.4%ETFIJHiShares Core S&P Mid-Cap ETF$403,857$9,713 ▲2.5%5,6130.4%ETFIWMiShares Russell 2000 ETF$394,604$555,780 ▼-58.5%1,4200.3%ETFHDHome Depot$385,037$3,984 ▼-1.0%1,3530.3%Consumer DiscretionaryQMOMAlpha Architect U.S. Quantitative Momentum ETF$382,577$78,952 ▲26.0%5,3060.3%ETFINNOVATOR ETFS TRUST$380,363$9,253 ▼-2.4%11,3870.3%INNOVATOR GW 100STRVStrive 500 ETF$375,462$26,773 ▲7.7%7,6150.3%ETFIDVOAmplify CWP International Enhanced Dividend Income ETF$364,318$955 ▲0.3%8,7700.3%ETFBRK.BBerkshire Hathaway$361,014$71,207 ▲24.6%7250.3%FinanceUDECInnovator U.S. Equity Ultra Buffer ETF - December$353,885$42,822 ▼-10.8%8,2640.3%ETFSCHYSchwab International Dividend Equity ETF$345,785$61,640 ▼-15.1%11,0120.3%ETFUFOProcure Space ETF$337,515$7,659 ▼-2.2%7,9760.3%ETFSOUTHSIDE BANCSHARES INC$336,653$301 ▲0.1%11,1920.3%COMJEPQJPMorgan Nasdaq Equity Premium Income ETF$328,550$3,860 ▲1.2%5,3630.3%ETFMLPAGlobal X MLP ETF$292,8200.0%5,5000.3%ETFBABoeing$292,657$558 ▼-0.2%1,5730.3%IndustrialsTKRTimken$291,875$6,188 ▼-2.1%2,5000.3%IndustrialsGRMNGarmin$288,561$1,147 ▲0.4%1,0060.3%Consumer DiscretionaryABBVAbbVie$285,474$785 ▼-0.3%1,0910.3%HealthcareIVViShares Core S&P 500 ETF$284,865$2,297 ▲0.8%3720.3%ETFIBMInternational Business Machines$282,548$282,548 ▲New Holding1,2850.2%TechnologyAMZAInfraCap MLP ETF$261,679$1,916 ▲0.7%5,6000.2%ETFJPMJPMorgan Chase & Co.$252,875$9,930 ▲4.1%7640.2%FinanceMELIMercadoLibre$249,086$20,757 ▲9.1%1440.2%Consumer DiscretionaryAMLPAlerian MLP ETF$248,825$2,594 ▲1.1%4,7970.2%ETFTSLATesla$245,529$30,869 ▲14.4%6920.2%Consumer DiscretionaryVVisa$237,790$12,931 ▲5.8%6620.2%FinanceLANDBRIDGE COMPANY LLC$231,920$231,920 ▲New Holding2,8570.2%CL AMAMastercard$230,985$230,985 ▲New Holding4190.2%FinanceCORTCorcept Therapeutics$230,460$230,460 ▲New Holding2,0000.2%HealthcareRTXRTX$225,425$1,300 ▼-0.6%1,2140.2%IndustrialsAONAON$224,268$10,244 ▼-4.4%8100.2%FinanceJEPIJPMorgan Equity Premium Income ETF$211,220$48,518 ▼-18.7%3,7570.2%ETFISHARES BITCOIN TRUST ETF$208,343$208,343 ▲New Holding4,4010.2%SHS BEN INTARISTA NETWORKS INC$206,644$206,644 ▲New Holding1,0150.2%COM SHSIRENIREN$204,400$20,440 ▲11.1%5,0000.2%TechnologyDGRSWisdomTree U.S. SmallCap Quality Dividend Growth Fund$201,170$9,510 ▼-4.5%3,5960.2%ETFNXPNuveen Sl Tfip$200,284$10,086 ▲5.3%14,9130.2%FinanceQXO INC$175,3500.0%15,0000.2%COM NEWNUWNuveen AMT-Free Municipal Value Fund$162,9750.0%12,3000.1%FinanceMHFWestern Asset Municipal High Income Fund$155,0400.0%25,7970.1%FinanceShowing largest 100 holdings. 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