Redwood Investment Management, LLC

Holdings as of 2025-09-30, filed 2026-08-26

This is history, not a current position. These holdings describe 2025-09-30, and the report became public 330 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
281
Value reported by manager
$923.4K
Sum of our stored positions
$923.4K
should match the line above
Disclosure lag
330 d
quarter end to filing
Top 5 concentration
36.9%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
VANGUARD S&P 500 ETFS&P 500 ETF SHS$106.5K173,915922908363
Invesco S&P 500 Momentum ETFS&P 500 MOMNTM$75.4K622,52946138E339
LeaderShares AlphaFactor US CoLDRSHS ALPFACT$55.8K1,246,84090214Q774
ISHARES MSCI EAFE ETFMSCI EAFE ETF$48.6K520,917464287465
SPDR PORTFOLIO S&P 500 GROWTPRTFLO S&P500 GW$34.9K333,87478464A409
LeaderShares AlphaFactor TactiLEADERSHS ALPHAF$34.6K835,14790214Q691
Invesco QQQ Trust Series 1UNIT SER 1$30.4K50,70046090E103
SCHWAB INTERNATIONAL SMALL CAP ETFINTL SCEQT ETF$18.4K403,635808524888
VANGUARD FTSE ALL WORLD EX US ETFFTSE SMCAP ETF$18.2K127,388922042718
LeaderShares Dynamic Yield ETFLEADERSHARES DY$11.5K507,71990214Q675
APPLE INCCOM$10.7K42,032037833100
MICROSOFT CORPCOM$10.3K19,978594918104
Vanguard FTSE Developed MarketVAN FTSE DEV MKT$10K166,935921943858
NVIDIA CorpCOM$8.8K47,24467066G104
State Street SPDR Portfolio LoPORTFOLIO LN TSR$8K297,08578464A664
Vanguard Mid-Cap Growth ETFMCAP GR IDXVIP$6.8K22,987922908538
iShares Russell 2000 ETFRUSSELL 2000 ETF$6.3K26,146464287655
Vanguard Small-Cap Value ETFSM CP VAL ETF$6K28,673922908611
SPDR S&P 500 ETF TRUSTTR UNIT$6K9,12078462F103
Alphabet IncCAP STK CL A$5.7K23,25202079K305
State Street SPDR S&P 400 MidS&P 400 MDCP VAL$5K60,48478464A839
AMAZONCOM INCCOM$4.9K22,488023135106
VANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF$4.7K87,178922042858
iShares MSCI USA Quality FactoMSCI USA QLT FCT$4.7K24,25146432F339
iShares Core Universal USD BonCORE TOTAL USD$4.7K100,37246434V613
State Street SPDR Portfolio S&PORTFOLIO S&P500$4.6K58,53678464A854
iShares MSCI EAFE Value ETFEAFE VALUE ETF$4.5K66,535464288877
iShares US Equity Factor RotISHARES US EQUIT$4.5K75,22909290C103
HP INCCOM$4.4K163,25240434L105
TRAVEL & LEISURE COCOM$4.4K74,361894164102
EURONET WORLDWIDE INCCOM$4.4K50,166298736109
AMERICAN INTERNATIONAL GROUPCOM NEW$4.4K56,073026874784
AVNET INCCOM$4.4K84,114053807103
GLOBE LIFE INCCOM$4.4K30,74937959E102
MGIC INVESTMENT CORPCOM$4.4K154,887552848103
BOYD GAMING CORPCOM$4.4K50,616103304101
CF INDUSTRIES HOLDINGS INCCOM$4.4K48,633125269100
HCA HEALTHCARE INCCOM$4.3K10,19740412C101
COREBRIDGE FINANCIAL INCCOM$4.3K135,34021871X109
iShares S&P 500 Growth ETFS&P 500 GRWT ETF$4.3K35,323464287309
BLUE OWL CAPITAL INCCOM CL A$4K263,84509581B103
Schwab US Aggregate Bond ETFUS AGGREGATE B$3.6K152,213808524839
HEALTHCARE REALTY TRUST INCCL A COM$3.5K193,63942226K105
Meta Platforms IncCL A$3.5K4,71930303M102
MATCH GROUP INCCOM$3.3K93,73157667L107
MARATHON PETROLEUM CORPCOM$3.2K16,77356585A102
HF SINCLAIR CORPCOM$3.2K61,465403949100
SIRIUS XM HOLDINGS INCCOMMON STOCK$3.2K137,519829933100
MONSTER BEVERAGE CORPCOM$3.2K47,51861174X109
EOG RESOURCES INCCOM$3.2K28,42326875P101
OLD REPUBLIC INTL CORPCOM$3.2K74,945680223104
US FOODS HOLDING CORPCOM$3.2K41,516912008109
SPECTRUM BRANDS HOLDINGS INCCOM$3.2K60,47484790A105
PREMIER INC-CLASS ACL A$3.2K114,18874051N102
VERISIGN INCCOM$3.2K11,34992343E102
HOLOGIC INCCOM$3.2K46,919436440101
HARLEY-DAVIDSON INCCOM$3.2K113,162412822108
CHOICE HOTELS INTL INCCOM$3.1K29,384169905106
BOSTON BEER COMPANY INC-ACL A$3.1K14,662100557107
NEXSTAR MEDIA GROUP INCCOM$3.1K15,66765336K103
iShares S&P 500 Value ETFS&P 500 VAL ETF$3K14,554464287408
H&R BLOCK INCCOM$2.9K63,181093671105
Tesla IncCOM$2.9K6,59188160R101
BondBloxx Bloomberg Ten Year TBLOOMBERG TEN YR$2.8K60,49309789C812
BERKSHIRE HATHAWAY INC-CL BCL B NEW$2.8K5,592084670702
iShares Core MSCI Emerging MarCORE MSCI EMKT$2.7K41,55346434G103
HONEYWELL INTERNATIONAL INCCOM$2.7K12,942438516106
Broadcom IncCOM$2.7K8,25511135F101
CHEVRON CORPCOM$2.7K17,324166764100
VANGUARD GROWTH ETFGROWTH ETF$2.6K5,471922908736
iShares National Muni Bond ETFNATIONAL MUN ETF$2.5K23,316464288414
JPMORGAN CHASE & COCOM$2.2K6,95346625H100
INTL BUSINESS MACHINES CORPCOM$2.2K7,742459200101
LEIDOS HOLDINGS INCCOM$2.2K11,548525327102
WALMART INCCOM$2.1K20,135931142103
iShares MSCI EAFE Growth ETFEAFE GRWTH ETF$2.1K18,077464288885
iShares Core S&P 500 ETFCORE S&P500 ETF$1.8K2,717464287200
iShares MBS ETFMBS ETF$1.8K18,937464288588
Costco Wholesale CorpCOM$1.8K1,90822160K105
EXXON MOBIL CORPCOM$1.7K15,45530231G102
Invesco Exchange-Traded Fund TS&P 500 TOP 50$1.7K29,65046137V233
Eli Lilly & CoCOM$1.7K2,226532457108
MERCK & CO INCCOM$1.7K20,22558933Y105
iShares US Thematic RotationISHARES US THEMA$1.7K44,60409290C806
iShares US Technology ETFUS TECH ETF$1.6K8,420464287721
ALTRIA GROUP INCCOM$1.6K24,46502209S103
Visa IncCOM$1.5K4,50192826C839
Vanguard Information TechnologINF TECH ETF$1.5K2,01592204A702
PFIZER INCCOM$1.5K58,668717081103
State Street SPDR Portfolio S&PRTFLO S&P500 VL$1.5K26,96278464A508
Oracle CorpCOM$1.5K5,21368389X105
REALTY INCOME CORPCOM$1.5K24,109756109104
iShares Flexible Income ActiveISHARES FLEXIBLE$1.5K27,355092528603
EVERSOURCE ENERGYCOM$1.4K20,37330040W108
CVS HEALTH CORPCOM$1.4K18,891126650100
VERIZON COMMUNICATIONS INCCOM$1.4K32,20392343V104
HEALTHPEAK PROPERTIES INCCOM$1.4K73,23242250P103
AT&T INCCOM$1.4K49,57600206R102
APA CORPORATION COMCOM$1.4K56,86003743Q108
SNAP ON INCCOM$1.4K3,968833034101
FIRST ENERGY CORPCOM$1.4K29,990337932107
INTERPUBLIC GROUP COS INC COMCOM$1.4K49,098460690100
PHILLIPS 66COM$1.4K10,062718546104
OMNICOM GROUP INCCOM$1.4K16,760681919106
DOMINION ENERGY INCCOM$1.4K22,23025746U109
FORD MOTOR COCOM$1.4K113,649345370860
SKYWORKS SOLUTIONS INC COMCOM$1.4K17,54283088M102
BXP INCCOM$1.3K18,120101121101
BEST BUY CO INCCOM$1.3K17,703086516101
FAIR ISAAC CORPCOM$1.3K886303250104
GENERAL MLS INC COMCOM$1.3K26,213370334104
ALEXANDRIA REAL ESTATE EQUITIES INCCOM$1.3K15,817015271109
STANLEY BLACK DECKER INCCOM$1.3K17,619854502101
GENUINE PARTS COMPANYCOM$1.3K9,451372460105
QUALCOMM INCCOM$1.3K7,868747525103
MICROCHIP TECHNOLOGY INCCOM$1.3K20,340595017104
KINDER MORGAN INCCOM$1.3K46,06749456B101
GOLDMAN SACHS GROUP INCCOM$1.3K1,63038141G104
AES CORPCOM$1.3K97,66000130H105
LOCKHEED MARTIN CORPCOM$1.3K2,546539830109
LAM RESEARCH CORPCOM NEW$1.3K9,459512807306
SCHWAB (CHARLES) CORPCOM$1.3K13,219808513105
TEXAS INSTRUMENTS INCCOM$1.3K6,865882508104
SALESFORCE INCCOM$1.3K5,31979466L302
UNITED PARCEL SERVICE-CL BCL B$1.3K15,069911312106
TOLL BROTHERS INCCOM$1.2K9,023889478103
VIATRIS INC COMCOM$1.2K125,64392556V106
MOSAIC CO NEW COMCOM$1.2K35,85661945C103
HASBRO INCCOM$1.2K16,292418056107
NEWMONT CORPCOM$1.2K14,656651639106
SOUTHWEST AIRLINES COCOM$1.2K38,622844741108
GRAND CANYON EDUCATION INCCOM$1.2K5,59938526M106
SHIFT4 PAYMENTS INC-CLASS ACL A$1.2K15,85782452J109
IDEXX LABORATORIES INCCOM$1.2K1,91945168D104
METLIFE INCCOM$1.2K14,86659156R108
AFLAC INCCOM$1.2K10,959001055102
DELL TECHNOLOGIES -CCL C$1.2K8,63724703L202
EAGLE MATERIALS INCCOM$1.2K5,24726969P108
CREDIT ACCEPTANCE CORPCOM$1.2K2,602225310101
GENERAL MOTORS COCOM$1.2K19,91737045V100
EBAY INCCOM$1.2K13,353278642103
SYNCHRONY FINANCIALCOM$1.2K17,07687165B103
THE CAMPBELLS COMPANY COMCOM$1.2K38,301134429109
MARRIOTT INTERNATIONAL -CL ACL A$1.2K4,648571903202
SYSCO CORPCOM$1.2K14,675871829107
DILLARDS INC-CL ACL A$1.2K1,965254067101
MARTIN MARIETTA MATERIALSCOM$1.2K1,914573284106
PAYPAL HOLDINGS INCCOM$1.2K17,97470450Y103
LYFT INC-ACL A COM$1.2K54,73355087P104
UNUM GROUPCOM$1.2K15,47491529Y106
DR HORTON INCCOM$1.2K7,10623331A109
GXO LOGISTICS INCCOMMON STOCK$1.2K22,76036262G101
TRIMBLE INCCOM$1.2K14,743896239100
RYDER SYSTEM INCCOM$1.2K6,375783549108
HARTFORD INSURANCE GROUP INCCOM$1.2K9,017416515104
DOLLAR TREE INCCOM$1.2K12,743256746108
TOPBUILD CORPCOM$1.2K3,07889055F103
MASCO CORPCOM$1.2K17,086574599106
VONTIER CORPCOM$1.2K28,655928881101
PULTEGROUP INCCOM$1.2K9,099745867101
BORGWARNER INCCOM$1.2K27,344099724106
COMCAST CORP-CLASS ACL A$1.2K38,21620030N101
ULTA BEAUTY INCCOM$1.2K2,19790384S303
PARKER HANNIFIN CORPCOM$1.2K1,584701094104
AFFILIATED MANAGERS GROUPCOM$1.2K5,032008252108
PRIMERICA INCCOM$1.2K4,32274164M108
AMERIPRISE FINANCIAL INCCOM$1.2K2,44103076C106
JACOBS SOLUTIONS INCCOM$1.2K8,00346982L108
CARRIER GLOBAL CORPCOM$1.2K20,07814448C104
EXELIXIS INCCOM$1.2K29,02830161Q104
EXPEDITORS INTL WASH INCCOM$1.2K9,781302130109
JABIL INCCOM$1.2K5,517466313103
NRG ENERGY INCCOM NEW$1.2K7,396629377508
ITT INCCOM$1.2K6,70445073V108
MUELLER INDUSTRIES INCCOM$1.2K11,839624756102
EMCOR GROUP INCCOM$1.2K1,84329084Q100
GRACO INCCOM$1.2K14,084384109104
LINCOLN ELECTRIC HOLDINGSCOM$1.2K5,075533900106
ALASKA AIR GROUP INCCOM$1.2K24,030011659109
EXPEDIA GROUP INCCOM NEW$1.2K5,59730212P303
UNIVERSAL HEALTH SERVICES-BCL B$1.2K5,852913903100
DAVITA INCCOM$1.2K9,00023918K108
LAS VEGAS SANDS CORPCOM$1.2K22,225517834107
LOEWS CORPCOM$1.2K11,906540424108
ELECTRONIC ARTS INCCOM$1.2K5,924285512109
TD SYNNEX CORPCOM$1.2K7,28987162W100
iShares Core International AggCORE INTL AGGR$1.2K23,30146435G672
SEI INVESTMENTS COMPANYCOM$1.2K14,071784117103
RALPH LAUREN CORPCL A$1.2K3,806751212101
GODADDY INC - CLASS ACL A$1.2K8,721380237107
WYNDHAM HOTELS & RESORTS INCCOM$1.2K14,92798311A105
RAYMOND JAMES FINANCIAL INCCOM$1.2K6,905754730109
CARLISLE COS INCCOM$1.2K3,619142339100
TENET HEALTHCARE CORPCOM NEW$1.2K5,86788033G407
HALOZYME THERAPEUTICS INCCOM$1.2K16,24240637H109
LITHIA MOTORS INCCOM$1.2K3,766536797103
HOST HOTELS & RESORTS INCCOM$1.2K69,92944107P104
BRIGHTHOUSE FINANCIAL INCCOM$1.2K22,42710922N103
ATI INCCOM$1.2K14,63501741R102
SERVICE CORP INTERNATIONALCOM$1.2K14,293817565104
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-26