Redwood Family Wealth LLC
All 13F Filings
- Location
- Addison, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 113,974
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 110 | 113,974 | 13F-HR | Redwood Family Wealth LLC |
| Q1 2026 | 5/13/2026 | 102 | 102,385 | 13F-HR | Redwood Family Wealth LLC |
| Q4 2025 | 3/6/2026 | 107 | 101,752 | 13F-HR | Redwood Family Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.06 K
(0.9% of total reported value)
· QoQ Δ:
+606
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 62.6 K | 55.4% | 2.658 K | 0 | 2.658 K |
| ETFs | 50.31 K | 44.6% | 8.844 K | 0 | 8.844 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
113,974
Holdings
110
QoQ value change ($000)
11,589
(11.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.