Redwood Investment Management, LLC

CIK 0001717479 • 12 13F filings • May 14, 2025 – Aug 27, 2026

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Filer information

Filed by: Redwood Investment Management, LLC, Chief Compliance Officer
Address: 4110 N. SCOTTSDALE RD., STE 125, SCOTTSDALE, AZ, 85251
Phone: 3102728188
AUM: $890K

AUM over time

$1.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $922K1 positionsView on SEC.gov

			% of Portfolio
3M Co	COM	$213	0.0%	1,448 SH
ABBOTT LABORATORIES	COM	$394	0.0%	2,972 SH
ABBVIE INC	COM	$1K	0.1%	5,722 SH
Adobe Inc	COM	$203	0.0%	529 SH
ADT INC	COM	$1K	0.1%	161,198 SH
Advanced Micro Devices Inc	COM	$295	0.0%	2,869 SH
AES CORP	COM	$2K	0.2%	142,095 SH
AFFILIATED MANAGERS GROUP	COM	$1K	0.1%	7,775 SH
AFLAC INC	COM	$1K	0.1%	12,436 SH
AGNC INVESTMENT CORP	COM	$318	0.0%	33,184 SH
Alaska Air Group Inc	COM	$1K	0.1%	26,722 SH
ALLISON TRANSMISSION HOLDING	COM	$1K	0.1%	13,742 SH
ALPHABET INC	CAP STK CL A	$3K	0.4%	21,711 SH
ALTRIA GROUP INC	COM	$2K	0.2%	36,167 SH
AMAZON COM INC	COM	$5K	0.5%	24,469 SH
AMERICAN EXPRESS CO	COM	$408	0.0%	1,517 SH
AMERICAN INTERNATIONAL GROUP	COM NEW	$5K	0.6%	58,650 SH
Ameriprise Financial Inc	COM	$1K	0.1%	2,731 SH
APA CORP	COM	$2K	0.2%	80,692 SH
APPLE INC	COM	$13K	1.5%	60,302 SH
APPLIED MATERIALS INC	COM	$2K	0.2%	12,924 SH
Archer Daniels Midland Co	COM	$2K	0.2%	35,065 SH
Assurant Inc	COM	$1K	0.1%	6,228 SH
ASTRAZENECA PLC	SPONSORED ADR	$347	0.0%	4,718 SH
AT&T INC	COM	$2K	0.2%	74,418 SH
AUTONATION INC	COM	$1K	0.1%	8,111 SH
AVNET INC	COM	$5K	0.5%	103,976 SH
BANK OF AMERICA CORP	COM	$459	0.0%	10,991 SH
BELLRING BRANDS INC	COM	$1K	0.1%	17,541 SH
BERKSHIRE HATHAWAY INC	CL B NEW	$3K	0.3%	5,837 SH
BEST BUY CO INC	COM	$3K	0.3%	36,958 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$3K	0.3%	61,463 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1K	0.1%	21,682 SH
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$203	0.0%	8,941 SH
BLUE OWL CAPITAL INC	COM CL A	$4K	0.4%	185,161 SH
Boeing Co	COM	$223	0.0%	1,308 SH
Booking Holdings Inc	COM	$1K	0.1%	288 SH
BOSTON BEER COMPANY INC	CL A	$4K	0.4%	15,372 SH
BOYD GAMING CORP	COM	$5K	0.5%	75,792 SH
BRIGHTHOUSE FINANCIAL INC	COM	$1K	0.1%	22,514 SH
BRISTOL MYERS SQUIBB CO	COM	$2K	0.2%	33,292 SH
BROADCOM INC	COM	$1K	0.1%	7,748 SH
Brookfield Renewable Corp	COM	$1K	0.1%	46,655 SH
Builders FirstSource Inc	COM	$1K	0.1%	10,524 SH
BXP INC	COM	$2K	0.2%	23,342 SH
CARLISLE COS INC	COM	$1K	0.1%	3,844 SH
Carrier Global Corp	COM	$1K	0.1%	20,754 SH
CATERPILLAR INC	COM	$1K	0.2%	4,198 SH
CF INDUSTRIES HOLDINGS INC	COM	$4K	0.4%	47,040 SH
CHEVRON CORP	COM	$2K	0.3%	13,898 SH
CHOICE HOTELS INTL INC	COM	$4K	0.4%	27,649 SH
CISCO SYSTEMS INC	COM	$2K	0.2%	33,397 SH
COCA COLA CO	COM	$516	0.1%	7,200 SH
COLUMBIA ETF TR I	MULTI SEC MUNI	$303	0.0%	15,059 SH
Columbia Sportswear Co	COM	$1K	0.1%	17,255 SH
COMCAST CORP	CL A	$2K	0.2%	52,762 SH
CONAGRA BRANDS INC	COM	$2K	0.2%	64,778 SH
Core & Main Inc	COM	$1K	0.1%	27,409 SH
COREBRIDGE FINANCIAL INC	COM	$4K	0.4%	117,510 SH
COSTCO WHOLESALE CORP	COM	$2K	0.2%	2,228 SH
Crown Castle Inc	COM	$2K	0.2%	18,252 SH
CROWN HOLDINGS INC	COM	$1K	0.1%	14,694 SH
Curtiss Wright Corp	COM	$1K	0.1%	4,153 SH
CVS HEALTH CORP	COM	$2K	0.2%	28,731 SH
Danaher Corp	COM	$211	0.0%	1,028 SH
DAVITA INC	COM	$1K	0.1%	8,609 SH
DOMINION ENERGY INC	COM	$2K	0.2%	31,595 SH
Dominos Pizza Inc	COM	$1K	0.1%	2,911 SH
DOW INC	COM	$2K	0.2%	43,762 SH
DR Horton Inc	COM	$1K	0.1%	10,711 SH
DROPBOX INC	CL A	$1K	0.1%	49,191 SH
DUTCH BROS INC	CL A	$1K	0.1%	21,174 SH
EASTMAN CHEMICAL CO	COM	$1K	0.2%	16,873 SH
EBAY INC	COM	$1K	0.1%	19,750 SH
EDISON INTERNATIONAL	COM	$2K	0.2%	31,082 SH
ELI LILLY & CO	COM	$1K	0.2%	1,779 SH
EMCOR GROUP INC	COM	$1K	0.1%	3,564 SH
EOG RESOURCES INC	COM	$5K	0.5%	39,385 SH
EQUITABLE HOLDINGS INC	COM	$1K	0.1%	25,239 SH
EURONET WORLDWIDE INC	COM	$4K	0.4%	34,515 SH
EVERSOURCE ENERGY	COM	$2K	0.2%	27,316 SH
EXELIXIS INC	COM	$1K	0.1%	35,876 SH
Expeditors International of Wa	COM	$1K	0.1%	10,849 SH
EXXON MOBIL CORP	COM	$6K	0.6%	46,624 SH
FIDELITY NATIONAL INFO SERV	COM	$1K	0.1%	18,345 SH
FIRSTENERGY CORP	COM	$2K	0.2%	43,535 SH
FISERV INC	COM	$1K	0.1%	5,978 SH
FMC Corp	COM	$2K	0.2%	44,355 SH
FORD MOTOR CO	COM	$2K	0.2%	178,295 SH
Fortive Corp	COM	$1K	0.1%	18,040 SH
Fortrea Holdings Inc	COM	$396	0.0%	52,407 SH
FRANKLIN RESOURCES INC	COM	$2K	0.2%	82,169 SH
GENERAL ELECTRIC	COM New	$297	0.0%	1,483 SH
General Mills Inc	COM	$2K	0.2%	28,386 SH
GENERAL MOTORS CO	COM	$1K	0.1%	29,118 SH
GENUINE PARTS CO	COM	$2K	0.2%	13,326 SH
Gilead Sciences Inc	COM	$208	0.0%	1,858 SH
GLOBE LIFE INC	COM	$4K	0.4%	28,255 SH
GOLDMAN SACHS ETF TR	ACCESS INVT GR	$315	0.0%	6,887 SH
GOLDMAN SACHS ETF TR	ACCESS US AGRAT	$238	0.0%	5,765 SH
Goldman Sachs Group Inc	COM	$2K	0.2%	2,846 SH
GRAND CANYON EDUCATION INC	COM	$1K	0.1%	7,726 SH
H&R BLOCK INC	COM	$5K	0.6%	92,654 SH
HARLEY DAVIDSON INC	COM	$4K	0.4%	146,132 SH
HARTFORD INSURANCE GROUP INC	COM	$1K	0.1%	10,546 SH
HASBRO INC	COM	$2K	0.2%	26,272 SH
HCA HEALTHCARE INC	COM	$4K	0.4%	10,693 SH
HEALTHCARE REALTY TRUST INC	CL A COM	$6K	0.7%	355,862 SH
HEALTHPEAK PROPERTIES INC	COM	$2K	0.2%	83,536 SH
HF SINCLAIR CORP	COM	$4K	0.4%	112,202 SH
HILTON WORLDWIDE HOLDINGS IN	COM	$1K	0.1%	5,949 SH
HOLOGIC INC	COM	$4K	0.4%	59,589 SH
HOME DEPOT INC	COM	$1K	0.2%	3,857 SH
HONEYWELL INTERNATIONAL INC	COM	$2K	0.3%	11,741 SH
HOWARD HUGHES HOLDINGS INC	COM	$988	0.1%	13,331 SH
HP INC	COM	$5K	0.6%	188,298 SH
Huntington Ingalls Industries	COM	$2K	0.2%	9,748 SH
Hyatt Hotels Corp	COM	$1K	0.1%	10,758 SH
Intel Corp	COM	$239	0.0%	10,510 SH
INTERNATIONAL PAPER CO	COM	$2K	0.2%	30,590 SH
INTERPUBLIC GROUP OF COS INC	COM	$2K	0.2%	60,910 SH
INTL BUSINESS MACHINES CORP	COM	$568	0.1%	2,283 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$22K	2.4%	235,246 SH
INVESCO QQQ TRUST SERIES 1	UNIT SER 1	$22K	2.4%	47,458 SH
ISHARES CORE MSCI EMERGING	CORE MSCI EMKT	$570	0.1%	10,565 SH
ISHARES ESG AWARE MSCI USA	ESG AWR MSCI USA	$211	0.0%	1,728 SH
ISHARES IBOXX INVESTMENT GRA	IBOXX INV CP ETF	$333	0.0%	3,063 SH
ISHARES JP MORGAN USD EMERGI	JPMORGAN USD EMG	$242	0.0%	2,669 SH
ISHARES MSCI EMR MRK EX CHNA	MSCI EMRG CHN	$1K	0.2%	25,323 SH
ISHARES MSCI USA QUALITY FAC	MSCI USA QLT FCT	$3K	0.3%	16,519 SH
ISHARES NATIONAL MUNI BOND E	NATIONAL MUN ETF	$2K	0.2%	18,344 SH
ISHARES TR	10-20 YR TRS ETF	$288	0.0%	2,780 SH
ISHARES TR	20 YR TR BD ETF	$821	0.1%	9,019 SH
ISHARES TR	CORE S&P500 ETF	$1K	0.1%	2,005 SH
ISHARES TR	CORE TOTAL USD	$6K	0.7%	133,871 SH
ISHARES TR	CORE US AGGBD ET	$598	0.1%	6,049 SH
ISHARES TR	EAFE GRWTH ETF	$2K	0.3%	23,105 SH
ISHARES TR	EAFE VALUE ETF	$3K	0.3%	47,744 SH
ISHARES TR	MBS ETF	$2K	0.2%	20,885 SH
ISHARES TR	MSCI ACWI ETF	$480	0.1%	4,127 SH
ISHARES TR	RUSSELL 2000 ETF	$93K	10.1%	468,171 SH
ISHARES TR	S&P 100 ETF	$11K	1.2%	40,993 SH
ISHARES TR	S&P 500 GRWT ETF	$3K	0.3%	33,647 SH
ISHARES TR	S&P 500 VAL ETF	$2K	0.2%	8,072 SH
ISHARES TR	S&P SML 600 GWT	$3K	0.3%	23,956 SH
ISHARES TR	US INFRASTRUC	$273	0.0%	6,054 SH
ISHARES TR	US TECH ETF	$1K	0.1%	7,851 SH
ISHARES TR	US TREAS BD ETF	$481	0.1%	20,937 SH
JABIL INC	COM	$1K	0.1%	9,664 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$249	0.0%	4,911 SH
JEFFERIES FINANCIAL GROUP IN	COM	$1K	0.1%	24,792 SH
JOHNSON & JOHNSON	COM	$2K	0.2%	9,587 SH
JPMORGAN CHASE & CO	COM	$2K	0.2%	8,573 SH
KINDER MORGAN INC	COM	$2K	0.2%	66,245 SH
KLA Corp	COM	$1K	0.1%	2,007 SH
KRAFT HEINZ CO	COM	$2K	0.2%	53,955 SH
KROGER CO	COM	$1K	0.1%	20,109 SH
LAMB WESTON HOLDINGS INC	COM	$810	0.1%	15,194 SH
LEIDOS HOLDINGS INC	COM	$2K	0.2%	14,866 SH
Lennar Corp	COM	$1K	0.1%	11,435 SH
LIGHT & WONDER INC	COM	$1K	0.1%	15,055 SH
LKQ CORP	COM	$2K	0.2%	39,248 SH
LOCKHEED MARTIN CORP	COM	$2K	0.2%	3,987 SH
LOEWS CORP	COM	$1K	0.1%	14,239 SH
Lowes Cos Inc	COM	$2K	0.2%	6,451 SH
MARATHON PETROLEUM CORP	COM	$4K	0.4%	26,099 SH
Marriott International Inc	COM	$1K	0.1%	5,600 SH
MASCO CORP	COM	$1K	0.1%	18,949 SH
MASTERCARD INC	CL A	$934	0.1%	1,705 SH
MATCH GROUP INC	COM	$5K	0.5%	148,831 SH
MATTEL INC	COM	$1K	0.1%	67,753 SH
MCDONALDS CORP	COM	$472	0.1%	1,512 SH
MCKESSON CORP	COM	$2K	0.2%	2,439 SH
MEDPACE HOLDINGS INC	COM	$1K	0.1%	4,402 SH
MERCK & CO INC	COM	$2K	0.3%	25,779 SH
META PLATFORMS INC	CL A	$2K	0.3%	4,289 SH
MGIC INVESTMENT CORP	COM	$5K	0.6%	205,281 SH
MICROCHIP TECHNOLOGY INC	COM	$1K	0.1%	28,535 SH
MICROSOFT CORP	COM	$9K	1.0%	24,336 SH
Molson Coors Beverage Co	COM	$1K	0.1%	21,357 SH
MONOLITHIC POWER SYSTEMS INC	COM	$1K	0.1%	2,305 SH
MONSTER BEVERAGE CORP	COM	$4K	0.4%	63,204 SH
Mosaic Co	COM	$2K	0.2%	69,593 SH
MURPHY USA INC	COM	$1K	0.1%	2,784 SH
NEWMONT CORP	COM	$1K	0.1%	28,618 SH
NEXSTAR MEDIA GROUP INC	COM	$3K	0.4%	19,364 SH
NEXTRACKER INC	CLASS A COM	$210	0.0%	4,973 SH
NRG ENERGY INC	COM NEW	$1K	0.1%	13,681 SH
NVIDIA CORP	COM	$5K	0.5%	45,703 SH
NVR INC	COM	$1K	0.1%	180 SH
OLD REPUBLIC INTL CORP	COM	$5K	0.5%	127,572 SH
OMNICOM GROUP	COM	$2K	0.2%	20,630 SH
ONEOK INC	COM	$2K	0.2%	17,141 SH
PAYCHEX INC	COM	$2K	0.2%	11,315 SH
PAYPAL HOLDINGS INC	COM	$1K	0.1%	20,650 SH
PepsiCo Inc	COM	$390	0.0%	2,599 SH
PFIZER INC	COM	$2K	0.2%	75,149 SH
PG&E Corp	COM	$221	0.0%	12,849 SH
Pilgrims Pride Corp	COM	$1K	0.1%	23,665 SH
POST HOLDINGS INC	COM	$1K	0.1%	11,247 SH
PREMIER INC	CL A	$4K	0.4%	191,742 SH
PROCTER & GAMBLE CO	COM	$2K	0.2%	9,541 SH
PULTEGROUP INC	COM	$1K	0.1%	12,779 SH
QUALCOMM Inc	COM	$303	0.0%	1,973 SH
RAPID7 INC	COM	$634	0.1%	23,934 SH
REALTY INCOME CORP	COM	$2K	0.2%	33,859 SH
RELIANCE INC	COM	$1K	0.1%	4,592 SH
RESTAURANT BRANDS INTERN	COM	$1K	0.1%	15,794 SH
Revvity Inc	COM	$1K	0.1%	12,376 SH
RYDER SYSTEM INC	COM	$1K	0.1%	9,186 SH
S&P Global Inc	COM	$1K	0.2%	2,836 SH
Salesforce Inc	COM	$1K	0.2%	5,256 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$8K	0.9%	227,833 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$3K	0.4%	139,862 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$277	0.0%	12,843 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$203	0.0%	8,125 SH
SEI INVESTMENTS COMPANY	COM	$1K	0.1%	16,925 SH
SIRIUS XM HOLDINGS INC	COMMON STOCK	$4K	0.4%	164,179 SH
Skechers USA Inc	COM	$1K	0.1%	23,163 SH
SKYWORKS SOLUTIONS INC	COM	$2K	0.2%	25,029 SH
SLM Corp	COM	$1K	0.1%	44,857 SH
SPDR PORT LNG TRM TRSRY	PORTFOLIO LN TSR	$8K	0.9%	304,407 SH
SPDR PORT S&P 500 VALUE	PRTFLO S&P500 VL	$1K	0.1%	26,951 SH
SPDR PORTFOLIO DEVELOPED WOR	PORTFOLIO DEVLPD	$441	0.0%	12,116 SH
SPDR PORTFOLIO S&P 500 GROWT	PRTFLO S&P500 GW	$14K	1.6%	179,433 SH
SPDR S&P 500 ETF TR	TR UNIT	$9K	1.0%	16,500 SH
SPDR S&P 600 SMALL CAP GROWT	S&P 600 SMCP GRW	$3K	0.3%	37,151 SH
SPDR S&P 600 SMALL CAP VALUE	S&P 600 SMCP GRW	$15K	1.6%	186,676 SH
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$213	0.0%	2,320 SH
SPDR SERIES TRUST	PORTFOLIO INTRMD	$254	0.0%	7,651 SH
SPDR SERIES TRUST	PORTFOLIO S&P500	$7K	0.8%	107,438 SH
SPECTRUM BRANDS HOLDINGS INC	COM	$5K	0.5%	70,518 SH
STANLEY BLACK & DECKER INC	COM	$1K	0.2%	19,142 SH
Starbucks Corp	COM	$274	0.0%	2,798 SH
Steel Dynamics Inc	COM	$1K	0.1%	10,526 SH
T MOBILE US INC	COM	$1K	0.2%	5,216 SH
TAPESTRY INC	COM	$1K	0.1%	18,710 SH
TESLA INC	COM	$2K	0.2%	5,822 SH
TEXAS INSTRUMENTS INC	COM	$2K	0.2%	9,805 SH
Thermo Fisher Scientific Inc	COM	$333	0.0%	669 SH
TopBuild Corp	COM	$1K	0.1%	4,300 SH
TRAVEL LEISURE CO	COM	$5K	0.5%	109,562 SH
Twilio Inc	COM	$1K	0.1%	13,463 SH
TWO RDS SHARED TR	LDRSHS ALPFACT	$64K	7.0%	1,631,441 SH
TWO RDS SHARED TR	LEADERSHARES DY	$12K	1.4%	555,153 SH
TWO RDS SHARED TR	LEADERSHS ACTIVI	$8K	0.8%	247,047 SH
TWO RDS SHARED TR	LEADERSHS EQT	$29K	3.2%	936,481 SH
TWO RDS SHARED TR	LEASERSHS ALPHAF	$41K	4.4%	1,022,039 SH
Tyson Foods Inc	COM	$1K	0.1%	20,478 SH
Uber Technologies Inc	COM	$1K	0.1%	18,374 SH
Union Pacific Corp	COM	$210	0.0%	889 SH
UNITED PARCEL SERVICE	CL B	$2K	0.2%	16,912 SH
UNITEDHEALTH GROUP INC	COM	$2K	0.2%	3,407 SH
UNIVERSAL HEALTH SERVICES	CL B	$1K	0.1%	6,949 SH
UNUM GROUP	COM	$1K	0.1%	16,060 SH
US FOODS HOLDING CORP	COM	$5K	0.5%	76,836 SH
VANGUARD	S&P 500 ETF SHS	$58K	6.3%	113,563 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$320	0.0%	4,179 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$312	0.0%	4,428 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$634	0.1%	8,104 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$785	0.1%	16,079 SH
VANGUARD FTSE EMERGING MARKE	FTSE EMR MKT ETF	$19K	2.1%	419,854 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$453	0.0%	2,629 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$2K	0.2%	6,894 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$4K	0.4%	34,739 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$370	0.0%	7,454 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$334	0.0%	7,206 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$707	0.1%	12,040 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$375	0.0%	1,932 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6K	0.7%	126,802 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$286	0.0%	2,222 SH
VANGUARD WORLD FD	INF TECH ETF	$1K	0.1%	2,204 SH
VERISIGN INC	COM	$5K	0.5%	19,846 SH
VERIZON COMMUNICATIONS INC	COM	$2K	0.2%	48,164 SH
VESTIS CORP	COM SHS	$654	0.1%	66,101 SH
VIATRIS INC	COM	$2K	0.2%	179,123 SH
Virtu Financial Inc	COM	$1K	0.1%	34,481 SH
VISA INC	COM	$1K	0.2%	3,995 SH
VONTIER CORP	COM	$1K	0.1%	39,721 SH
WALMART INC	COM	$877	0.1%	9,987 SH
WALT DISNEY CO	COM	$386	0.0%	3,913 SH
Waste Management Inc	COM	$218	0.0%	943 SH
WELLS FARGO & CO	COM	$459	0.0%	6,397 SH
Westinghouse Air Brake Technol	COM	$1K	0.1%	7,219 SH
Williams Sonoma Inc	COM	$1K	0.1%	8,287 SH
WISDOMTREE US QUALITY DIVI	US QTLY DIV GRT	$727	0.1%	9,104 SH

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Filing Date	Quarter	Form	Accession	Portfolio	Filing
Aug 26, 2026	Q4 2025	13F-HR/A	0001717479-26-000005	$890K	View
Aug 27, 2026	Q4 2024	13F-HR/A	0001717479-26-000009	$1.0M	View
Aug 26, 2026	Q3 2025