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CIK: 0001717479
Total reported value
$1.0M
$1.0M
264 檔
31545.8%
The Q1 2026 SEC filing reveals that Redwood Investment Management, LLC held a total portfolio value of $1.0M, covering 264 public equity positions.
Redwood Investment Management, LLC executed strategic sector rebalancing during Q1 2026, establishing 62 new positions while fully exiting 89 holdings and trimming 19 positions.
Showing top 200 holdings (of 264 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.75% | -0.90% | +7.77% | |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 9.14% | +1.08% | +5.32% | |
| 3 | LSAF | Leadershares Alphafactor US | ETF-Other | 6.75% | -0.67% | -1.37% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 5.10% | -0.78% | -10.17% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.79% | +0.05% | +17.33% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.24% | +0.11% | +10.92% | |
| 7 | LSAT | Leadershares Alphafact Tact | ETF-Other | 3.06% | -0.36% | -24.85% | |
| 8 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.86% | -0.35% | -10.89% | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.83% | -0.30% | -10.88% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.70% | -0.12% | +1.23% | |
| 11 | DYLD | Leadershares Dynamic Yield E | ETF-Other | 1.63% | -0.19% | +8.22% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.56% | -0.10% | +8.19% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | +0.02% | +0.09% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | -0.20% | -0.51% | |
| 15 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.21% | -0.10% | +11.55% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | -0.06% | +3.67% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.05% | -0.03% | +18.96% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.05% | +0.03% | +12.60% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.01% | +0.03% | +22.18% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.43% | +35.51% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | -0.05% | +2.28% | |
| 22 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.75% | -0.02% | +6.00% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.65% | -0.17% | +40.17% | |
| 24 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.64% | -0.03% | -10.16% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.59% | — | +13.06% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.54% | +0.17% | +9.50% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.51% | -0.06% | +1.58% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.09% | -2.23% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | — | +1.14% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | -0.02% | +0.92% | |
| 31 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.42% | -0.21% | +5.92% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.06% | -0.99% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 0.41% | -0.04% | +25.64% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | -0.05% | -2.23% | |
| 35 | MBB | Ishares Mbs ETF | ETF-Other | 0.37% | -0.06% | +11.94% | |
| 36 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 0.36% | -0.02% | — | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.11% | +5.94% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | -0.02% | +32.73% | |
| 39 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.32% | +0.05% | — | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.31% | -0.24% | -41.63% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.31% | -0.27% | -41.87% | |
| 42 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.30% | +0.02% | +18.95% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.29% | EXIT | |
| 44 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.28% | -0.10% | +13.02% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | +0.02% | +1.13% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | +0.02% | +23.44% | |
| 47 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.25% | -0.02% | +655.84% | |
| 48 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.25% | -0.09% | +120.13% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.24% | -0.05% | -1.86% | |
| 50 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.24% | -0.04% | +20.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.6% | +7.77% | Add |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | +0.8% | +5.32% | Add |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.8% | +17.33% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +10.92% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.3% | +8.19% | Add |
| 6 | VBR | Vanguard Small-cap Value ETF | +0.3% | +18.96% | Add |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +35.51% | Add |
| 8 | DYLD | Leadershares Dynamic Yield E | +0.3% | +8.22% | Add |
| 9 | IVE | Ishares S&p 500 Value ETF | +0.2% | +40.17% | Add |
| 10 | GOVT | Ishares US Treasury Bond ETF | +0.2% | +655.84% | Add |
| 11 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.2% | +11.55% | Add |
| 12 | IWM | Ishares Russell 2000 ETF | +0.2% | +12.60% | Add |
| 13 | VOT | Vanguard Mid-cap Growth ETF | +0.2% | +22.18% | Add |
| 14 | AVEM | Avantis Emerging Markets Eq | +0.2% | +120.13% | Add |
| 15 | MUB | Ishares National Muni Bond E | +0.1% | +25.64% | Add |
| 16 | LDOS | Leidos Holdings Inc | +0.1% | +115.97% | Add |
| 17 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.1% | +6.00% | Add |
| 18 | SHLD | Global X Defense Tech ETF | +0.1% | +66.45% | Add |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +9.50% | Add |
| 20 | IBM | Intl Business Machines CORP | +0.1% | +112.93% | Add |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +32.73% | Add |
| 22 | WMT | Walmart Inc | +0.1% | +5.94% | Add |
| 23 | AAPL | Apple Inc | +0.1% | +1.23% | Add |
| 24 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | +0.1% | +27.54% | Add |
| 25 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +18.95% | Add |
| 26 | DOW | Dow Inc | +0.1% | -16.83% | Trim |
| 27 | EFA | Ishares Msci Eafe ETF | 0% | -10.17% | Trim |
| 28 | SCHC | Schwab Intl Small-cap Equity | 0% | -10.89% | Trim |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | +0.09% | Add |
| 30 | AMZN | Amazon.com Inc | 0% | +2.28% | Add |
| 31 | VSS | Vanguard Ftse All Wo X-us Sc | — | -10.88% | Trim |
| 32 | AVGO | Broadcom Inc | — | +1.14% | Add |
| 33 | LLY | Eli Lilly & Co | 0% | +1.13% | Add |
| 34 | META | Meta Platforms Inc-class A | 0% | -2.23% | Trim |
| 35 | XOM | Exxon Mobil CORP | 0% | -40.67% | Trim |
| 36 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | -10.16% | Trim |
| 37 | TSLA | Tesla Inc | 0% | +0.92% | Add |
| 38 | NEM | Newmont CORP | 0% | -44.27% | Trim |
| 39 | APA | Apa CORP | -0.1% | -64.47% | Trim |
| 40 | MRK | Merck & Co. Inc. | -0.1% | -54.93% | Trim |
| 41 | PG | Procter & Gamble Co/the | -0.1% | -75.82% | Trim |
| 42 | GLDM | Spdr Gold Minishares Trust | -0.1% | -60.63% | Trim |
| 43 | AXP | American Express Co | -0.1% | -68.20% | Trim |
| 44 | EFV | Ishares Msci Eafe Value ETF | -0.2% | -41.63% | Trim |
| 45 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -41.87% | Trim |
| 46 | MSFT | Microsoft CORP | -0.2% | -0.51% | Trim |
| 47 | MTCH | Match Group Inc | -0.3% | -71.62% | Trim |
| 48 | IEMG | Ishares Core Msci Emerging | -0.3% | -80.64% | Trim |
| 49 | LSAT | Leadershares Alphafact Tact | -0.6% | -24.85% | Trim |
| 50 | XLG | Invesco S&p 500 Top 50 ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Redwood Investment Management, LLC reported a total U.S. public equity portfolio value of $1.0M across 264 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SPMO, LSAF) accounted for 31545.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
CORO
市值: $2.9M
Top Position Liquidated / Trimmed
XLG
前期市值: $3.9M
During Q1 2026, Redwood Investment Management, LLC's top holdings by market value included VOO (13.8%)、SPMO (9.1%)、LSAF (6.8%). The largest single position, VOO, represented 13.8% of total portfolio value.
In Q1 2026, Redwood Investment Management, LLC made 200 total portfolio adjustments, initiating 62 new buys, adding to 30 positions, trimming 19 holdings, and fully liquidating 89 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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