Redwood Financial Network Corp

CIK: 0001927724SEC EDGAR →

Portfolio Value

$156.9M

Holdings

177

As of

Q4 2025

New Positions

11

Closed Positions

6

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SPDR SERIES TRUST

127,525$10.5M
6.71%
2

INVESCO EXCH TRADED FD TR II

26,229$6.6M
4.23%
3

NVIDIA CORPORATION

23,421$4.4M
2.78%
4

RBB FD INC

59,463$4.3M
2.72%
5

SELECT SECTOR SPDR TR

28,073$4.0M
2.58%
6

VANECK ETF TRUST

147,635$3.8M
2.40%
7

JANUS DETROIT STR TR

66,097$3.2M
2.07%
8

GLOBAL X FDS

158,326$2.8M
1.78%
9

AMAZON COM INC

10,949$2.5M
1.61%
10

SELECT SECTOR SPDR TR

42,410$2.3M
1.48%

Quarterly Changes

Top Buys

KLMNNEW
$764K
QQQM↑ Increased
$411K
GOOG↑ Increased
$402K
GSY↑ Increased
$374K
FDVVNEW
$338K

Top Sells

BSCPCLOSED
$2.3M
IBDQCLOSED
$1.5M
PFXFCLOSED
$520K
EQIN↓ Decreased
$431K
DGRW↓ Decreased
$403K

New Positions (11)

$764K · 6K shares
$338K · 6K shares
$278K · 11K shares
$227K · 694 shares
$224K · 925 shares
$220K · 824 shares
$219K · 205 shares
$217K · 4K shares
$213K · 14K shares
$213K · 3K shares
$207K · 366 shares

Closed Positions (11)

$2.3M · 109K shares
$1.5M · 61K shares
$520K · 29K shares
$268K · 893 shares
$248K · 8K shares
$206K · 5K shares
$202K · 991 shares
$201K · 8K shares
$201K · 5K shares
$165K · 10K shares
$4K · 10K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services123$119.5M76.2%
Technology21$17.2M10.9%
Communication Services8$5.8M3.7%
Unknown6$4.7M3.0%
Consumer Cyclical3$3.4M2.1%
Industrials5$2.5M1.6%
Healthcare6$1.7M1.1%
Energy2$1.2M0.7%
Consumer Defensive3$972K0.6%