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RFW
Redwood Family Wealth Portfolio holdings
AUM
$114M
This Fund
S&P 500
This Quarter
Est. Return
+4.45%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
99.52%
Top 10 Holdings %
Top 10 Hldgs %
48.45%
Holding
107
New
107
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$8.59M |
| 2 |
Apple
AAPL
|
+$7.61M |
| 3 |
AST SpaceMobile
ASTS
|
+$5.15M |
| 4 |
ExxonMobil
XOM
|
+$5.04M |
| 5 |
Texas Pacific Land
TPL
|
+$4.86M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.82% |
| 2 | Energy | 11.74% |
| 3 | Healthcare | 2.85% |
| 4 | Communication Services | 2.59% |
| 5 | Consumer Discretionary | 1.92% |
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Redwood Family Wealth's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Redwood Family Wealth, which disclosed 107 positions worth $102M. Its ten largest holdings account for 48% of the portfolio.
Its largest position is Vanguard Morningstar Large-Cap ETF: 27,511 shares worth $8.66M.
By sector, the portfolio is most concentrated in Technology at 22% of assets, followed by Energy and Healthcare.
- Redwood Family Wealth's largest Q4 2025 buy was Vanguard Morningstar Large-Cap ETF: 27,511 shares worth $8.66M.
- Redwood Family Wealth's ten largest holdings make up 48% of its $102M portfolio in Q4 2025.
- Redwood Family Wealth disclosed 107 positions in Q4 2025, its first 13F filing on record.
Based on Redwood Family Wealth's 13F filing for Q4 2025, filed 6 Mar 2026.