13F filer

Redwood Investment Management

As of Jun 30, 2026 Filed Aug 17, 2026 CIK 1717479 SEC filings ↗

13F Value

$1.01B

Positions

306

Top Position

VOO12.9%

Top 5

38.3%

Latest filing changes

vs Mar 31, 2026

1 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +62.1%+$5.0M

2 IUSB iShares Core Universal USD Bond ETF +63.0%+$2.8M

3 VOO Vanguard 500 Index Fund — ETF Shares +1.9%+$2.4M

4 SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF +4.2%+$1.9M

5 SPTL State Street(R) SPDR(R) Portfolio Long Term Treasury ETF +15.2%+$1.5M

Holdings306

#
1	VOO Vanguard 500 Index Fund — ETF Shares	12.9%	$129.7M	+1.9%	188.8K	13.8%	ETF
2	SPMO Invesco S&P 500 Momentum ETF	10.2%	$103.1M	-2.8%	638.0K	9.1%	ETF
3	LSAF Two Rds Shared Tr — Ldrshs Alpfact	6.1%	$61.3M	-0.1%	1.18M	6.8%	Equity
4	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	4.8%	$48.8M	+4.2%	410.1K	4.8%	ETF
5	QQQ Invesco QQQ Trust, Series 1	4.3%	$43.9M	+0.7%	59.6K	4.2%	ETF
6	EFA iShares MSCI EAFE ETF	4.3%	$43.5M	-0.8%	419.1K	5.1%	ETF
7	LSAT Two Rds Shared Tr — Leasershs Alphaf	2.7%	$27.2M	-2.5%	609.6K	3.1%	Equity
8	AAPL Apple	1.6%	$16.0M	+2.2%	55.2K	1.7%	Common Stock
9	VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund — ETF Shares	1.5%	$15.5M	-1.1%	100.2K	1.8%	ETF
10	SCHC Schwab International Small-Cap Equity ETF	1.5%	$15.3M	-1.1%	317.4K	1.9%	ETF
11	VEA Vanguard Developed Markets Index Fund — ETF Shares	1.5%	$14.7M	+5.0%	206.4K	1.6%	ETF
12	DYLD Two Rds Shared Tr — Lead Dy Yiel ETF	1.4%	$14.5M	+10.5%	647.8K	1.6%	ETF
13	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 39,337 reported quantity $14,058,000 reported value	1.4%	$14.1M	+2.4%	39.3K	1.4%	Common Stock
14	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	1.3%	$13.1M	+62.1%	148.8K	0.9%	ETF
15	SPTL State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	1.1%	$11.2M	+15.2%	427.7K	1.2%	ETF
16	IWM iShares Russell 2000 ETF	1.1%	$10.9M	+6.5%	36.2K	1.0%	ETF
17	NVDA NVIDIA	1.1%	$10.7M	+3.8%	53.7K	1.1%	Common Stock
18	VOT Vanguard Morningstar Mid-Cap Growth Index Fund — ETF Shares	1.0%	$10.5M	+8.6%	34.2K	1.0%	ETF
19	MSFT Microsoft	1.0%	$10.4M	+3.7%	27.8K	1.2%	Common Stock
20	VBR Vanguard Morningstar Small-Cap Value Index Fund — ETF Shares	1.0%	$10.2M	+8.3%	42.1K	1.0%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing55

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.