Redwood Family Wealth LLC historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Redwood Family Wealth LLC opened 13 positions, added to 45, reduced 32 and sold out of 13.
- Q2 2026: Stock AMD; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock NFLX; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 0.
- Q2 2026: Stock MELI; Country of operation —; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2116118), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| HighRoad Wealth Advisors, LLC | United States | $0.102B | 37 |
| FIGURE 8 INVESTMENT STRATEGIES LLC | United States | $0.102B | 56 |
| Courant Investment Management LLC | United States | $0.102B | 7 |
| MILFAM LLC | United States | $0.102B | 8 |
| Valued Retirements, Inc. | United States | $0.102B | 90 |
| VISION FINANCIAL MARKETS LLC | United States | $0.102B | 425 |
| Parsonex Advisory Services, Inc. | United States | $0.102B | 56 |
| Rosenthal | Henry Capital Advisors, Inc. | United States | $0.102B | 42 |
| Investment Management Trust, LLC | United States | $0.103B | 82 |
| Framtiden Holdings Management Co LLC | United States | $0.102B | 6 |