Redwood Family Wealth LLC
Top Portfolio Positions
53 positions ·
$57,920,255 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
43,267 | $7,340,679 | 12.67% | |
| AAPL |
Apple Inc.
Technology
|
28,411 | $7,210,427 | 12.45% | |
| TPL |
Texas Pacific Land Corp
Energy
|
14,115 | $6,698,414 | 11.56% | |
| ASTS |
AST SpaceMobile, Inc.
Technology
|
78,449 | $6,501,068 | 11.22% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
6,206 | $3,581,979 | 6.18% | |
| SPY |
Spdr S&P 500 ETF Trust
|
3,816 | $2,481,697 | 4.28% | |
| MSFT |
Microsoft Corp
Technology
|
6,308 | $2,335,032 | 4.03% | |
| NVDA |
Nvidia Corp
Technology
|
11,485 | $2,002,984 | 3.46% | |
| DIS |
Walt Disney Co
Communication Services
|
18,394 | $1,772,813 | 3.06% | |
| NUV |
Nuveen Municipal Value Fund Inc
Financial Services
|
163,433 | $1,469,262 | 2.54% |
Portfolio Trend
2 quarters · across all stocks
Holdings in NUV
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,469,262 | 163,433 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,513,998 | 167,108 | Shares | Sole | 2026-03-06 | |
| No 13F history on record for this holder in this stock. | ||||||