Redwood Investment Management, LLC
CIK 1717479 · Holdings on Jun 30, 2026 · First reported Aug 17, 2026
Top ten holdings
Q2 2026- VOO12.85%
- SPMO10.22%
- LSAF6.08%
- SPYG4.84%
- QQQ4.35%
- EFA4.32%
- LSAT2.70%
- AAPL1.58%
- VSS1.53%
- SCHC1.51%
Share classes counted separately49.98%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPMOWeight increased · +1.08 pp9.14% → 10.22%Shares -18.22K (-2.78%)
- VOOWeight decreased · -0.90 pp13.75% → 12.85%Shares +3.53K (+1.91%)
- EFAWeight decreased · -0.78 pp5.10% → 4.32%Shares -3.40K (-0.80%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $129.69M | 12.85% | 188.83K shares | 13.75% → 12.85%-0.90 pp +3.53K (+1.91%) | Added | ▾ |
| 02 | SPMOINVESCO S&P 500 MOMENTUM ETFS&P 500 MOMNTM View history and evidence | $103.07M | 10.22% | 638.05K shares | 9.14% → 10.22%+1.08 pp -18.22K (-2.78%) | Reduced | ▾ |
| 03 | LSAFLEADERSHARES ALPHAFACTOR USLDRSHS ALPFACT View history and evidence | $61.30M | 6.08% | 1.18M shares | 6.75% → 6.08%-0.67 pp -752 (-0.06%) | Reduced | ▾ |
| 04 | SPYGSS SPDR P S&P 500 GROWTH ETFPRTFLO S&P500 GW View history and evidence | $48.80M | 4.84% | 410.14K shares | 4.79% → 4.84%+0.05 pp +16.38K (+4.16%) | Added | ▾ |
| 05 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $43.88M | 4.35% | 59.59K shares | 4.24% → 4.35%+0.11 pp +413 (+0.70%) | Added | ▾ |
| 06 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $43.54M | 4.32% | 419.15K shares | 5.10% → 4.32%-0.78 pp -3.40K (-0.80%) | Reduced | ▾ |
| 07 | LSATLEADERSHARES ALPHAFACT TACTLEADERSHS ALPHAF View history and evidence | $27.25M | 2.70% | 609.59K shares | 3.06% → 2.70%-0.36 pp -15.51K (-2.48%) | Reduced | ▾ |
| 08 | AAPLAPPLE INC View history and evidence | $15.96M | 1.58% | 55.17K shares | 1.70% → 1.58%-0.12 pp +1.18K (+2.19%) | Added | ▾ |
| 09 | VSSVANGUARD FTSE ALL WO X-US SCFTSE SMCAP ETF View history and evidence | $15.46M | 1.53% | 100.17K shares | 1.83% → 1.53%-0.30 pp -1.15K (-1.13%) | Reduced | ▾ |
| 10 | SCHCSCHWAB INTL SMALL-CAP EQUITYINTL SCEQT ETF View history and evidence | $15.27M | 1.51% | 317.38K shares | 1.86% → 1.51%-0.35 pp -3.64K (-1.13%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 56
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EXMOC EXXON MOBIL CORP | Non-derivative | -13,938 | -$2.37M | SEC filing ↗ | SEC filing ↗ |
| IAGG ISHARES INTL AGGREGATE BOND | Non-derivative | -31,920 | -$1.60M | SEC filing ↗ | SEC filing ↗ |
| APA APA CORP | Non-derivative | -26,416 | -$1.12M | SEC filing ↗ | SEC filing ↗ |
3 / 56 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1717479 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1008897
}Research all 306 reported holdings.
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