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Redwood Family Wealth LLC

Portfolio Manager
Redwood Family Wealth LLC
Performance
+4.41% (2026 Q1)
AUM (13F)
$102.38M
# of Holdings
100
Performance Rank
Allocation (Top 20)
67.2%

Redwood Family Wealth LLC Holdings Map

Top 50 Redwood Family Wealth LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VV
VANGUARD INDEX FDS
7.88%26.9K$8.0M
-2.29%(-629)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 27.5K shares2026-Q1: 26.9K shares
$311.33(+10.16%)
2026-03-31
XOM
EXXON MOBIL CORP
7.2%43.3K$7.3M
-0.35%(-154)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 43.4K shares2026-Q1: 43.3K shares
$116.54(+17.63%)
2026-03-31
AAPL
APPLE INC
7.07%28.4K$7.2M
+0.27%(+77)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 28.3K shares2026-Q1: 28.4K shares
$263.24(+17.24%)
2026-03-31
ASTS
AST SPACEMOBILE INC
6.38%78.4K$6.5M
+8.61%(+6.22K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 72.2K shares2026-Q1: 78.4K shares
$62.19(+36.88%)
2026-03-31
TPL
TEXAS PACIFIC LAND CORPORATI
6.34%13.6K$6.5M
-14.48%(-2.31K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 15.9K shares2026-Q1: 13.6K shares
$299.22(+36.09%)
2026-03-31
VTV
VANGUARD INDEX FDS
4.3%22.3K$4.4M
+1.83%(+402)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 21.9K shares2026-Q1: 22.3K shares
$188.83(+16.07%)
2026-03-31
QQQ
INVESCO QQQ TR
3.51%6.2K$3.6M
-3.83%(-247)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 6.5K shares2026-Q1: 6.2K shares
$607.34(+17.33%)
2026-03-31
VOO
VANGUARD INDEX FDS
3.11%5.3K$3.2M
-1.08%(-58)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 5.4K shares2026-Q1: 5.3K shares
$619.76(+10.50%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
2.44%3.8K$2.5M
-2.30%(-90)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 3.9K shares2026-Q1: 3.8K shares
$674.05(+10.49%)
2026-03-31
MSFT
MICROSOFT CORP
2.29%6.3K$2.3M
-17.81%(-1.37K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 7.7K shares2026-Q1: 6.3K shares
$500.79(-22.02%)
2026-03-31

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