Redwood Family Wealth LLC ETF holdings
Addison, TX
Reported $60.0M in 51 ETFs in its Form 13F for June 30, 2026.
ETF value
$60.0M
ETFs held
51
Change from prior quarter
+15.7%
With price moves
ETFs as a share of its 13F
53.1%
of $112.9M
Top 10 of 51 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VV | Vanguard Morningstar Large-Cap ETF | $9.2M | 26,786 | −96 shares |
| VTV | Vanguard Morningstar Value ETF | $5.0M | 22,936 | +606 shares |
| QQQ | Invesco QQQ Trust | $4.4M | 5,925 | −281 shares |
| VOO | Vanguard S&P 500 ETF | $3.6M | 5,305 | −5 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $3.4M | 41,011 | +17,094 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $2.8M | 3,745 | −71 shares |
| QQQM | Invesco NASDAQ 100 ETF | $2.6M | 8,678 | −339 shares |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | $2.0M | 43,149 | +2,733 shares |
| TBIL | F/m US Treasury 3 Month Bill Fund - ETF Class Shares | $1.7M | 34,070 | −2,778 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $1.5M | 19,046 | +14,128 shares |
41 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002116118. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Redwood Family Wealth LLC own?
Redwood Family Wealth LLC reported 51 ETF positions worth $60.0M in its Form 13F for June 30, 2026. The largest was VV, at $9.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.