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Home > Institutional Investor > Redwood Family Wealth Llc > Profile

Instuitional Investor - Redwood Family Wealth Llc

Fund Profile
Filing Period:
Fund Name: Redwood Family Wealth Llc
Portfolio Value $113,974,192
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - LARGE CAP ETF
 26,786 $9,212,254 8.08%
2.
Apple Inc.
 AAPL 28,415 $8,222,401 7.21%
3.
Ast Spacemobile Inc.
 ASTS 78,866 $7,008,033 6.15%
4.
Exxon Mobil Corp
 XOM 44,061 $6,024,037 5.29%
5.
Texas Pacific Land Corp
 TPL 13,655 $5,975,974 5.24%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.