Redwood Family Wealth LLC has filed a Form 13F-HR report disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists a total of 105 holdings, managed by Chief Compliance Officer and Managing Partner Eric Eisenhard.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). The top individual stock holding is Microsoft Corporation, with 6,339 shares. Other significant equity positions include NVIDIA Corporation (13,571 shares), Apple Inc. (28,552 shares), and Amazon.com Inc. (4,551 shares). The firm also holds substantial positions in Visa Inc. Class A (662 shares) and Mastercard Incorporated Class A (419 shares).
A significant portion of the portfolio is allocated to ETFs, including the Invesco QQQ Trust (5,796 shares), the Vanguard S&P 500 ETF (5,168 shares), and the Vanguard Total Stock Market ETF (1,517 shares). The firm also holds various sector-specific ETFs, such as the Invesco NASDAQ 100 ETF (8,943 shares) and the Invesco S&P 500 GARP ETF (3,472 shares).
Other notable individual stock positions include Procter & Gamble Co. (2,938 shares), Eli Lilly & Co. (1,069 shares), and UnitedHealth Group Inc. (3,189 shares). The filing also lists smaller positions in companies such as Tesla Inc. (692 shares), Landbridge Company LLC Class A (2,857 shares), and QXO Inc. (15,000 shares).
