Q3 2026 13F · SEC CIK 2116118

Redwood Family Wealth LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $113.0M
Reported positions: 105
Holdings vs S&P 500, 3 yrs: —
Assets under management: $258.5M

Redwood Family Wealth LLC is a wealth manager that reported 105 positions worth $113.0M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Vanguard Index Fds (VV, 8.5%), Apple Inc (AAPL, 8.4%), Exxonmobil Holdings Corp (XOM, 6.3%).

Redwood Family Wealth LLC holdings largest 50 of 105 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Redwood Family Wealth LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VVVanguard Index Fds	8.5%	8.2%	27,372	+2.2%	$9.6M
AAPLApple Inc	8.4%	7.3%	28,552	+0.5%	$9.5M
XOMExxonmobil Holdings Corp	6.3%	—	44,079	—	$7.2M
VTVVanguard Index Fds	4.5%	4.4%	23,410	+2.1%	$5.1M
TPLTexas Pacific Land Corporati	4.0%	5.3%	13,706	+0.4%	$4.5M
QQQInvesco Qqq Tr	3.8%	3.9%	5,796	-2.2%	$4.3M
ASTSAST SpaceMobile Inc	3.6%	6.2%	69,605	-11.7%	$4.1M
VEUVanguard Intl Equity Index F	3.4%	3.0%	45,874	+11.9%	$3.8M
VOOVanguard Index Fds	3.2%	3.2%	5,168	-2.6%	$3.6M
MSFTMicrosoft Corp	2.9%	2.1%	6,339	+1.5%	$3.3M
NVDANvidia Corporation	2.7%	2.3%	13,571	+3.7%	$3.1M
SPYState Str Spdr S&p 500 ETF T	2.5%	2.5%	3,754	+0.2%	$2.9M
QQQMInvesco Exch Traded Fd Tr II	2.4%	2.3%	8,943	+3.1%	$2.7M
DIVOAmplify ETF Tr	1.8%	1.7%	43,155	+0.0%	$2.0M
DISDisney Walt Co	1.7%	1.6%	18,440	+0.2%	$1.9M
TBILRbb Fd Inc	1.5%	1.5%	34,324	+0.7%	$1.7M
VOVanguard Index Fds	1.3%	1.4%	19,027	-0.1%	$1.5M
BOXXEa Series Trust	1.3%	1.3%	12,472	+0.1%	$1.5M
NUVNuveen Mun Value Fd Inc	1.2%	1.4%	160,740	-5.8%	$1.3M
VIGVanguard Specialized Funds	1.2%	1.2%	5,706	+3.7%	$1.3M
DIASpdr Dow Jones Indl Average	1.1%	1.1%	2,445	+0.0%	$1.2M
LLYEli Lilly & Co	1.1%	1.1%	1,069	+2.2%	$1.2M
UNHUnitedhealth Group Inc	1.0%	0.8%	3,189	+46.2%	$1.2M
ABEQUnified Ser Tr	1.0%	1.0%	31,078	+0.7%	$1.2M
AMZNAmazon Com Inc	1.0%	0.9%	4,551	+3.9%	$1.1M
SEPQListed Fds Tr	1.0%	1.0%	40,058	+0.0%	$1.1M
QVALEa Series Trust	0.9%	0.8%	16,635	-0.6%	$971K
IJRIshares Tr	0.8%	0.9%	6,863	-0.9%	$934K
TXNTexas Instrs Inc	0.8%	0.8%	3,081	+0.5%	$863K
VFMOVanguard Wellington Fd	0.7%	0.8%	3,699	+0.0%	$840K
PDPInvesco Exchange Traded Fd T	0.7%	0.5%	5,327	+30.3%	$734K
FVFirst Tr Exchange Traded Fd	0.6%	0.6%	9,776	+5.2%	$718K
DGRWWisdomtree Tr	0.6%	0.6%	7,272	+0.7%	$707K
VBVanguard Index Fds	0.6%	0.6%	2,372	+0.3%	$675K
WMTWalmart Inc	0.6%	0.6%	6,214	+2.9%	$646K
JNJJohnson & Johnson	0.6%	0.5%	2,396	+1.1%	$634K
GLDSpdr Gold Tr	0.6%	0.6%	1,645	-5.7%	$626K
SPHQInvesco Exchange Traded Fd T	0.5%	0.6%	7,234	+0.0%	$608K
JAAAJanus Detroit Str Tr	0.5%	0.5%	11,593	-0.9%	$585K
VFLOVictory Portfolios II Victoryshares Free	0.5%	0.5%	11,186	+0.0%	$573K
VTIVanguard Index Fds	0.5%	0.5%	1,517	+7.1%	$568K
SPYTTidal Trust II	0.5%	0.5%	32,655	+3.7%	$562K
GOOGAlphabet Inc	0.5%	0.5%	1,610	+1.7%	$548K
SCHDSchwab Strategic Tr	0.5%	—	16,331	—	$531K
AMDAdvanced Micro Devices Inc	0.5%	0.4%	837	-0.4%	$512K
SPYINeos ETF Trust	0.5%	0.5%	9,606	-3.1%	$511K
AVGOBroadcom Inc	0.5%	0.5%	1,452	+1.0%	$510K
VRTVertiv Holdings Co	0.5%	0.6%	2,112	+0.0%	$510K
PLTRPalantir Technologies Inc	0.4%	—	2,511	—	$470K
LMTLockheed Martin Corp	0.4%	0.4%	918	+0.3%	$467K

What Redwood Family Wealth LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

UNH Unitedhealth Group Inc+46.2% shares
PDP Invesco Exchange Traded Fd T+30.3% shares
VEU Vanguard Intl Equity Index F+11.9% shares
VTI Vanguard Index Fds+7.1% shares
FV First Tr Exchange Traded Fd+5.2% shares

Reduced

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$113.0M	105
Q2 2026	$112.9M	106
Q1 2026	$101.9M	100
Q4 2025	$101.2M	104

Questions about Redwood Family Wealth LLC's portfolio

What stocks does Redwood Family Wealth LLC own?

Redwood Family Wealth LLC's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 105 positions worth $113.0M. The largest are Vanguard Index Fds (VV) at 8.5%, Apple Inc (AAPL) at 8.4%, Exxonmobil Holdings Corp (XOM) at 6.3%, Vanguard Index Fds (VTV) at 4.5% and Texas Pacific Land Corporati (TPL) at 4.0%.

What did Redwood Family Wealth LLC buy last quarter?

In Q3 2026, Redwood Family Wealth LLC added Unitedhealth Group Inc (UNH) (+46.2% shares), Invesco Exchange Traded Fd T (PDP) (+30.3% shares) and Vanguard Intl Equity Index F (VEU) (+11.9% shares), compared with its Q2 2026 filing.

What did Redwood Family Wealth LLC sell last quarter?

In Q3 2026, Redwood Family Wealth LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Nextera Energy Inc (NEE), cut from its top 50 Home Depot Inc (HD), AST SpaceMobile Inc (ASTS) (-11.7% shares), Nuveen Mun Value Fd Inc (NUV) (-5.8% shares) and Spdr Gold Tr (GLD) (-5.7% shares), compared with its Q2 2026 filing.

When is Redwood Family Wealth LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Redwood Family Wealth LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Redwood Family Wealth LLC manage?

Redwood Family Wealth LLC reported $258.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $113.0M.