Redwood Family Wealth LLC
All 13F Filings
- Location
- Addison, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 102,385
- Description
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- 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 |
|---|---|---|---|---|---|
| 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):
454
(0.4% of total reported value)
· QoQ Δ:
-66
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 59.94 K | 59.1% | 0 | 14.14 K | -14.14 K |
| ETFs | 41.47 K | 40.9% | 14.86 K | 0 | 14.86 K |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
102,385
Holdings
102
QoQ value change ($000)
633
(0.6%)
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.