Redwood Investment Management, LLC

Q1 2026 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
264
Total value ($000)
$805,253
Net value change ($000)
-84,552 (-9.5%)
New positions
63
Sold out positions
94
Turnover %
24.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 3,099 29.2%
VOO 2,897 2.7%
CORO 2,886 NEW
SPYG 2,745 7.7%
ACWX 2,604 NEW
GOVT 1,777 650.9%
BLCR 1,610 NEW
SPYM 1,592 29.3%
PLTR 1,591 NEW
VBR 1,526 22.0%
Top Reduces (Value $000, Stocks/ETFs)
LSAT -7,690 -23.8%
EFA -4,128 -9.1%
XLG -3,941 -100.0%
MSFT -3,104 -23.9%
MTG -2,597 -100.0%
HRB -2,585 -100.0%
AIG -2,574 -100.0%
BYD -2,570 -100.0%
CF -2,566 -100.0%
HOG -2,519 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type