SEC Form 13F

Redwood Family Wealth LLC 13F Holdings

Inspect Redwood Family Wealth LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-05T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-05
Reported value
$113,974,192
Positions
110

Read this manager's filing book

Step 1 of 3

Disclosed positions

Redwood Family Wealth LLC: source evidence dated 2026-08-05T03:59:59.999Z.

Issuer
VANGUARD INDEX FDS
Ticker
VV
Class
LARGE CAP ETF
Reported value
$9,212,254
Reported amount
26,786
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001172661-26-003037
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

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What you should see

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Disclosed positions

See the complete disclosed positions

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VANGUARD INDEX FDSVVLARGE CAP ETF$9,212,25426,786SHNone
APPLE INCAAPLCOM$8,222,40128,415SHNone
AST SPACEMOBILE INCASTSCOM CL A$7,008,03378,866SHNone
EXXON MOBIL CORPXOMCOM$6,024,03744,061SHNone
TEXAS PACIFIC LAND CORPORATITPLCOM$5,975,97413,655SHNone
VANGUARD INDEX FDSVTVVALUE ETF$4,998,48422,936SHNone
INVESCO QQQ TRQQQUNIT SER 1$4,363,3715,925SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$3,644,0425,305SHNone
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$3,434,72341,011SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$2,796,9923,745SHNone
INVESCO EXCH TRADED FD TR IIQQQMNASDAQ 100 ETF$2,629,3508,678SHNone
NVIDIA CORPORATIONNVDACOM$2,618,91613,088SHNone
MICROSOFT CORPMSFTCOM$2,330,4926,247SHNone
AMPLIFY ETF TRDIVOCWP ENHANCED DIV$1,971,95543,149SHNone
DISNEY WALT CODISCOM$1,771,34118,403SHNone
RBB FD INCTBILF/M US TREASURY$1,698,73434,070SHNone
NUVEEN MUN VALUE FD INCNUVCOM$1,573,228170,632SHNone
VANGUARD INDEX FDSVOMID CAP ETF$1,534,54719,046SHNone
EA SERIES TRUSTBOXXALPHA ARCH 1-3$1,458,70712,458SHNone
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$1,301,6915,501SHNone
STATE STR SPDR DOW JONES INDDIAUT SER 1$1,277,2442,445SHNone
ELI LILLY & COLLYCOM$1,255,4021,046SHNone
UNIFIED SER TRABEQABSLUTE SELCT VL$1,148,14130,864SHNone
LISTED FDS TRTUGNSTF TAC GW & INC$1,137,06640,058SHNone
AMAZON COM INCAMZNCOM$1,043,6914,379SHNone
ISHARES TRIJRCORE S&P SCP ETF$1,027,3946,927SHNone
EA SERIES TRUSTQVALUS QUAN VALUE$927,93316,734SHNone
VANGUARD WELLINGTON FDVFMOUS MOMENTUM$922,9373,699SHNone
TEXAS INSTRS INCTXNCOM$914,4523,067SHNone
UNITEDHEALTH GROUP INCUNHCOM$906,9052,182SHNone
VANGUARD INDEX FDSVBSMALL CP ETF$716,5992,364SHNone
VERTIV HOLDINGS COVRTCOM CL A$706,8052,111SHNone
FIRST TR EXCHANGE TRADED FDFVDORSEY WRT 5 ETF$705,3059,295SHNone
WISDOMTREE TRDGRWUS QTLY DIV GRT$690,8397,224SHNone
WALMART INCWMTCOM$683,9196,038SHNone
INVESCO EXCHANGE TRADED FD TSPHQS&P500 QUALITY$651,7817,233SHNone
SPDR GOLD TRGLDGOLD SHS$642,4551,744SHNone
INVESCO EXCHANGE TRADED FD TPDPDORS WRI MOM ETF$620,2724,088SHNone
JOHNSON & JOHNSONJNJCOM$601,6632,369SHNone
ISHARES TRIWMRUSSELL 2000 ETF$600,9002,000SHPut
JANUS DETROIT STR TRJAAAHENDRSON AAA CL$590,81011,701SHNone
ALPHABET INCGOOGCAP STK CL C$559,4791,583SHNone
TIDAL TRUST IISPYTDEF 500 INC ETF$552,40431,476SHNone
BROADCOM INCAVGOCOM$542,8371,437SHNone
NEXTERA ENERGY INCNEECOM$531,0966,051SHNone
NEOS ETF TRUSTSPYINEOS S&P 500 HI$526,1719,910SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$523,9951,416SHNone
VICTORY PORTFOLIOS IIVFLOSHS FR CA FL ETF$511,54911,181SHNone
ADVANCED MICRO DEVICES INCAMDCOM$487,964840SHNone
HOME DEPOT INCHDCOM$482,1401,367SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 4 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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