StockDriftsStockDriftsTop 50 Redwood Family Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 8.16% | 26.8K | $9.2M | -0.36%(-96) | $311.33(+14.41%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.28% | 28.4K | $8.2M | +0.01%(+4) | $263.24(+16.50%) | 2026-06-30 | |
| ASTS | AST SPACEMOBILE INC | 6.21% | 78.9K | $7.0M | +0.53%(+417) | $62.30(+9.01%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 5.34% | 44.1K | $6.0M | +1.84%(+794) | $117.22(+36.28%) | 2026-06-30 | |
| TPL | TEXAS PACIFIC LAND CORPORATI | 5.29% | 13.7K | $6.0M | +0.29%(+40) | $299.67(+17.62%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 4.43% | 22.9K | $5.0M | +2.71%(+606) | $189.27(+19.30%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.86% | 5.9K | $4.4M | -4.53%(-281) | $607.34(+18.68%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.23% | 5.3K | $3.6M | -0.09%(-5) | $619.76(+14.73%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.04% | 41.0K | $3.4M | +71.47%(+17.09K) | $75.78(+12.56%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.48% | 3.7K | $2.8M | -1.86%(-71) | $674.05(+14.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.37% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.06% |
Redwood Family Wealth LLC reports $113.97M in US-listed equity holdings across 106 positions in its most recent 13F filing. Its largest disclosed positions are VV (8.2%), AAPL (7.3%) and ASTS (6.2%). The top 20 holdings account for 66.04% of reported assets. Its disclosed equity book has returned +11.37% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Redwood Family Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2116118). View Redwood Family Wealth LLC’s 13F filings on SEC