Redwood Investment Management, LLC Top Holdings and 13F Report (2026)

About Redwood Investment Management, LLC

Investment Activity

Redwood Investment Management, LLC has $805.25 thousand in total holdings as of March 31, 2026.
Redwood Investment Management, LLC owns shares of 264 different stocks, but just 70 companies or ETFs make up 80% of its holdings.
Approximately 15.22% of the portfolio was purchased this quarter.
About 22.19% of the portfolio was sold this quarter.
This quarter, Redwood Investment Management, LLC has purchased 295 new stocks and bought additional shares in 99 stocks.
Redwood Investment Management, LLC sold shares of 99 stocks and completely divested from 94 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $110,726
Invesco S&P 500 Momentum ETF: $73,574
LeaderShares AlphaFactor US Core Equity ETF: $54,370
iShares MSCI EAFE ETF: $41,042
SPDR Portfolio S&P 500 Growth ETF: $38,553

Largest New Holdings this Quarter

09290C764 - ISH INTL CTRY ROT ACT ETF: $2,886 Holding
464288240 - iShares MSCI ACWI ex U.S. ETF: $2,604 Holding
09290C855 - BLACKROCK ETF TRUST: $1,610 Holding
69608A108 - PALANTIR TECHNOLOGIES INC: $1,591 Holding
87162W100 - TD SYNNEX: $1,097 Holding

Largest Purchases this Quarter

Apple: 39,665 shares (about $10.07K)
Vanguard S&P 500 ETF: 13,360 shares (about $7.98K)
SPDR Portfolio S&P 500 Growth ETF: 58,164 shares (about $5.69K)
Invesco S&P 500 Momentum ETF: 33,157 shares (about $3.72K)
Invesco QQQ: 5,828 shares (about $3.36K)

Largest Sales this Quarter

LeaderShares AlphaFactor Tactical Focused ETF: 206,658 shares (about $8.14K)
iShares MSCI EAFE ETF: 47,826 shares (about $4.65K)
iShares Core MSCI Emerging Markets ETF: 35,116 shares (about $2.45K)
Match Group: 72,834 shares (about $2.24K)
APA: 47,930 shares (about $2.03K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$110,726	$7,983 â–²	7.8%	185,300	13.8%	ETF
SPMO Invesco S&P 500 Momentum ETF	$73,574	$3,717 â–²	5.3%	656,268	9.1%	ETF
LSAF LeaderShares AlphaFactor US Core Equity ETF	$54,370	$757 â–¼	-1.4%	1,184,577	6.8%	ETF
EFA iShares MSCI EAFE ETF	$41,042	$4,645 â–¼	-10.2%	422,551	5.1%	Finance
SPYG SPDR Portfolio S&P 500 Growth ETF	$38,553	$5,695 â–²	17.3%	393,761	4.8%	ETF
QQQ Invesco QQQ	$34,157	$3,364 â–²	10.9%	59,179	4.2%	Finance
LSAT LeaderShares AlphaFactor Tactical Focused ETF	$24,632	$8,143 â–¼	-24.8%	625,090	3.1%	ETF
SCHC Schwab International Small-Cap Equity ETF	$15,004	$1,833 â–¼	-10.9%	321,019	1.9%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$14,772	$1,804 â–¼	-10.9%	101,322	1.8%	ETF
AAPL Apple	$13,703	$10,067 â–²	276.8%	53,993	1.7%	Computer and Technology
DYLD LeaderShares Dynamic Yield ETF	$13,139	$998 â–²	8.2%	586,292	1.6%	ETF
VEA Vanguard FTSE Developed Markets ETF	$12,594	$954 â–²	8.2%	196,536	1.6%	ETF
GOOGL Alphabet	$11,052	$9 â–²	0.1%	38,433	1.4%	Computer and Technology
MSFT Microsoft	$9,909	$51 â–¼	-0.5%	26,769	1.2%	Computer and Technology
SPTL SPDR Portfolio Long Term Treasury ETF	$9,769	$1,012 â–²	11.6%	371,447	1.2%	ETF
NVDA NVIDIA	$9,018	$319 â–²	3.7%	51,707	1.1%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$8,455	$1,347 â–²	19.0%	38,917	1.0%	ETF
IWM iShares Russell 2000 ETF	$8,437	$944 â–²	12.6%	34,019	1.0%	Finance
VOT Vanguard Mid-Cap Growth ETF	$8,117	$1,473 â–²	22.2%	31,541	1.0%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$7,027	$1,841 â–²	35.5%	91,814	0.9%	ETF
AMZN Amazon.com	$6,757	$151 â–²	2.3%	32,445	0.8%	Retail/Wholesale
MDYV SPDR S&P 400 Mid Cap Value ETF	$6,037	$342 â–²	6.0%	70,898	0.7%	ETF
IVE iShares S&P 500 Value ETF	$5,266	$1,509 â–²	40.2%	24,940	0.7%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$5,188	$586 â–¼	-10.2%	89,178	0.6%	ETF
IVW iShares S&P 500 Growth ETF	$4,759	$550 â–²	13.1%	42,076	0.6%	ETF
IUSB iShares Core Total USD Bond Market ETF	$4,382	$380 â–²	9.5%	94,878	0.5%	Manufacturing
SCHZ Schwab U.S. Aggregate Bond ETF	$4,139	$64 â–²	1.6%	178,239	0.5%	ETF
META Meta Platforms	$3,992	$91 â–¼	-2.2%	6,977	0.5%	Computer and Technology
AVGO Broadcom	$3,988	$45 â–²	1.1%	12,886	0.5%	Computer and Technology
TSLA Tesla	$3,494	$32 â–²	0.9%	9,398	0.4%	Auto/Tires/Trucks
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	$3,394	$190 â–²	5.9%	74,006	0.4%	ETF
BRK.B Berkshire Hathaway	$3,371	$34 â–¼	-1.0%	7,035	0.4%	Finance
MUB iShares National Muni Bond ETF	$3,265	$666 â–²	25.6%	30,754	0.4%	ETF
SPY SPDR S&P 500 ETF Trust	$3,200	$73 â–¼	-2.2%	4,921	0.4%	Finance
MBB iShares MBS ETF	$2,944	$314 â–²	11.9%	31,004	0.4%	ETF
ISH INTL CTRY ROT ACT ETF	$2,886	$2,886 â–²	New Holding	89,745	0.4%	ISHARES INTL CTR
WALMART INC	$2,708	$152 â–²	5.9%	21,792	0.3%	COM
JPM JPMorgan Chase & Co.	$2,617	$645 â–²	32.7%	8,897	0.3%	Finance
ACWX iShares MSCI ACWI ex U.S. ETF	$2,604	$2,604 â–²	New Holding	38,032	0.3%	Manufacturing
EFV iShares MSCI EAFE Value ETF	$2,495	$1,780 â–¼	-41.6%	33,560	0.3%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$2,468	$1,777 â–¼	-41.9%	12,868	0.3%	ETF
ISHRS AI IN AND TECH ACT ETF	$2,443	$389 â–²	19.0%	74,144	0.3%	ISHARES A I INNO
XOM ExxonMobil	$2,365	$1,621 â–¼	-40.7%	13,938	0.3%	Energy
BTHM BlackRock Future U.S. Themes ETF	$2,276	$262 â–²	13.0%	62,848	0.3%	ETF
LLY Eli Lilly and Company	$2,138	$24 â–²	1.1%	2,325	0.3%	Medical
IVV iShares Core S&P 500 ETF	$2,051	$389 â–²	23.4%	3,139	0.3%	ETF
GOVT iShares U.S. Treasury Bond ETF	$2,050	$1,779 â–²	655.8%	89,484	0.3%	ETF
AVEM Avantis Emerging Markets Equity ETF	$2,037	$1,112 â–²	120.1%	25,280	0.3%	ETF
COST Costco Wholesale	$1,948	$37 â–¼	-1.9%	1,955	0.2%	Retail/Wholesale
TLT iShares 20+ Year Treasury Bond ETF	$1,905	$321 â–²	20.3%	21,972	0.2%	ETF
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund	$1,822	$393 â–²	27.5%	28,465	0.2%	ETF
LDOS Leidos	$1,747	$938 â–²	116.0%	11,235	0.2%	Computer and Technology
BLACKROCK ETF TRUST	$1,610	$1,610 â–²	New Holding	39,202	0.2%	ISHARES LARGE CA
IAGG iShares Core International Aggregate Bond ETF	$1,597	$177 â–²	12.5%	31,920	0.2%	ETF
PALANTIR TECHNOLOGIES INC	$1,591	$1,591 â–²	New Holding	10,873	0.2%	CL A
HON Honeywell International	$1,546		0.0%	6,839	0.2%	Multi-Sector Conglomerates
GLOBAL X DEFENSE TECH ETF	$1,511	$603 â–²	66.4%	21,327	0.2%	DEFENSE TECH ETF
V Visa	$1,490	$2 â–²	0.1%	4,931	0.2%	Business Services
SPYV SPDR Portfolio S&P 500 Value ETF	$1,461	$78 â–¼	-5.1%	25,827	0.2%	ETF
BINC iShares Flexible Income Active ETF	$1,448	$265 â–¼	-15.4%	27,879	0.2%	ETF
IBM International Business Machines	$1,401	$743 â–²	112.9%	5,781	0.2%	Computer and Technology
JNJ Johnson & Johnson	$1,393	$53 â–²	3.9%	5,697	0.2%	Medical
IEF iShares 7-10 Year Treasury Bond ETF	$1,232	$214 â–²	21.1%	12,906	0.2%	ETF
VGT Vanguard Information Technology ETF	$1,184	$1 â–¼	-0.1%	1,697	0.1%	ETF
APA APA	$1,121	$2,034 â–¼	-64.5%	26,416	0.1%	Energy
SNX TD SYNNEX	$1,097	$1,097 â–²	New Holding	6,501	0.1%	Computer and Technology
TNL Travel + Leisure	$1,089	$210 â–¼	-16.2%	15,737	0.1%	Consumer Discretionary
ISHARES LT NATIONAL MUNI BD	$1,085	$1,085 â–²	New Holding	21,734	0.1%	LONG TERM MUNI
GL Globe Life	$1,084	$171 â–¼	-13.6%	7,790	0.1%	Finance
DOW DOW	$1,084	$219 â–¼	-16.8%	26,028	0.1%	Basic Materials
ON onsemi	$1,083	$1,083 â–²	New Holding	17,497	0.1%	Computer and Technology
USFD US Foods	$1,082	$465 â–¼	-30.1%	11,738	0.1%	Consumer Staples
CRBG Corebridge Financial	$1,082	$95 â–²	9.6%	45,362	0.1%	Finance
DELL Dell Technologies	$1,081	$336 â–¼	-23.7%	6,588	0.1%	Computer and Technology
EXP Eagle Materials	$1,080	$1,080 â–²	New Holding	5,701	0.1%	Construction
HCA HCA Healthcare	$1,079	$217 â–¼	-16.8%	2,280	0.1%	Medical
WDC Western Digital	$1,079	$1,079 â–²	New Holding	3,989	0.1%	Computer and Technology
SBAC SBA Communications	$1,079	$1,079 â–²	New Holding	6,269	0.1%	Finance
MAR Marriott International	$1,075	$106 â–¼	-9.0%	3,286	0.1%	Consumer Discretionary
LOPE Grand Canyon Education	$1,075	$77 â–¼	-6.7%	6,325	0.1%	Consumer Discretionary
COF Capital One Financial	$1,074	$1,074 â–²	New Holding	5,889	0.1%	Finance
LYFT Lyft	$1,072	$317 â–²	41.9%	80,632	0.1%	Computer and Technology
OSK Oshkosh	$1,068	$1,068 â–²	New Holding	7,255	0.1%	Auto/Tires/Trucks
FLS Flowserve	$1,066	$89 â–¼	-7.7%	14,502	0.1%	Industrials
C Citigroup	$1,064	$2 â–¼	-0.2%	9,381	0.1%	Financial Services
KR Kroger	$1,064	$212 â–¼	-16.6%	14,707	0.1%	Retail/Wholesale
MEDP Medpace	$1,064	$128 â–²	13.6%	2,216	0.1%	Medical
MPC Marathon Petroleum	$1,062	$845 â–¼	-44.3%	4,351	0.1%	Energy
FFIV F5	$1,062	$1,062 â–²	New Holding	3,669	0.1%	Computer and Technology
JBHT J.B. Hunt Transport Services	$1,061	$129 â–¼	-10.9%	5,006	0.1%	Transportation
CW Curtiss-Wright	$1,061	$286 â–¼	-21.2%	1,557	0.1%	Aerospace
VRSN VeriSign	$1,061	$1,061 â–²	New Holding	4,272	0.1%	Computer and Technology
VNT Vontier	$1,059	$19 â–²	1.8%	29,867	0.1%	Business Services
DINO HF Sinclair	$1,059	$670 â–¼	-38.8%	16,979	0.1%	Energy
EBAY eBay	$1,057	$108 â–¼	-9.3%	11,612	0.1%	Retail/Wholesale
BKNG Booking	$1,057	$1,057 â–²	New Holding	251	0.1%	Retail/Wholesale
LEA Lear	$1,057	$103 â–¼	-8.8%	8,732	0.1%	Auto/Tires/Trucks
MIDD Middleby	$1,057	$78 â–²	8.0%	7,969	0.1%	Industrials
ALGN Align Technology	$1,056	$1,056 â–²	New Holding	6,158	0.1%	Medical
HLT Hilton Worldwide	$1,056	$103 â–¼	-8.9%	3,473	0.1%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Redwood Investment Management, LLC Top Holdings and 13F Report (2026)

About Redwood Investment Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Redwood Investment Management, LLC Top Holdings and 13F Report (2026)

About Redwood Investment Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRedwood Investment Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools