Redwood Family Wealth LLC - Portfolio overview

Redwood Family Wealth LLC has 100 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. VV - VANGUARD INDEX FDS, 7.88%
2. XOM - EXXON MOBIL CORP, 7.20%
3. AAPL - APPLE INC, 7.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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