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Eric Eisenhard

Redwood Family Wealth Llc

Assets Managed
$102.385M
Holdings
100
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
0.63%(2Q avg: 0.32%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Redwood Family Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 100 positions.

Assets under management

The assets under management (AUM) of Redwood Family Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 102.385M in assets, with a quarterly growth rate of 0.63% and a 2-quarter average growth rate of 0.32%. The portfolio is managed by Eric Eisenhard, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -2.28%
7.85%
$8.034M
26,882 shares@ $298.86 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -0.35%
7.17%
$7.341M
43,267 shares@ $169.67 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.28%
7.05%
$7.211M
28,411 shares@ $253.8 avg price
TPL
Texas Pacific Land Corp
Recent Activity
Decreased -11.33%
6.55%
$6.698M↑ Call
14,115 shares@ $474.56 avg price
ASTS
Ast Spacemobile Inc
Recent Activity
Increased 5.69%
6.35%
$6.501M
78,449 shares@ $82.88 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 1.84%
4.28%
$4.381M
22,330 shares@ $196.21 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -3.82%
3.5%
$3.582M
6,206 shares@ $577.21 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.08%
3.1%
$3.173M
5,310 shares@ $597.56 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -2.3%
2.43%
$2.482M
3,816 shares@ $650.48 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -17.81%
2.29%
$2.335M
6,308 shares@ $370.2 avg price

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