Redwood Park Advisors LLC

Wealth advisor Mechanical CIK 2056274
League rank
#3204
in Wealth advisor · #7183 overall
Long book
$135.2M
Q1 2026
Positions
326
Top-10 weight
79%
concentration
Last quarter
+3.4%
SPY +14.8%
Turnover
11%
of book per quarter

Strategy in plain words

auto-generated from filings

Redwood Park Advisors LLC is a wealth-management firm allocating client money, running a $135.2M US long book across 326 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: GOLDMAN SACHS ACCESS TREASUR, SPDR GOLD SHARES, META PLATFORMS INC-CLASS A, SS SPDR S&P 500 ETF TRUST-US, ISHARES CORE U.S. AGGREGATE.

Over the last 6 quarters its long book ran on average 2.2pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2024
+1.3%
Q1 2025
+5.9%
Q2 2025
+4.0%
Q3 2025
+1.2%
Q4 2025
-1.5%
Q1 2026
+3.4%

Sector allocation

Technology
77%
Healthcare
4%
Consumer discretionary
4%
Industrials
3%
Services media
2%
Financials
2%
Energy
2%
Utilities
2%

Long book by quarter

$117.2M
Q4 2024
$119.2M
Q1 2025
$130.4M
Q2 2025
$134.3M
Q3 2025
$147.0M
Q4 2025
$135.2M
Q1 2026

What does Redwood Park own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
META META PLATFORMS INC-CLASS ATechnology18.5K$10.6M7.8%-2.8%
AAPL APPLE INCTechnology11.7K$3.0M2.2%-3.5%
ADBE ADOBE INCTechnology2.7K$649K0.5%-0.1%
AMZN AMAZON.COM INCConsumer discretionary3.1K$641K0.5%-2.4%
CDNS CADENCE DESIGN SYS INCTechnology1.5K$420K0.3%Held
CSCO CISCO SYSTEMS INCTechnology5.0K$389K0.3%+0.3%
MSFT MICROSOFT CORPTechnology984$364K0.3%+2.6%
ADSK AUTODESK INCTechnology1.4K$342K0.3%-0.1%
UNP UNION PACIFIC CORPIndustrials1.4K$334K0.2%+0.1%
XOM EXXON MOBIL CORPEnergy2.0K$333K0.2%+0.6%
TXN TEXAS INSTRUMENTS INCTechnology1.7K$326K0.2%-0.1%
GOOGL ALPHABET INC-CL ATechnology881$253K0.2%-2.3%
MRK MERCK & CO. INC.Healthcare2.1K$252K0.2%+0.6%
AMGN AMGEN INCHealthcare700$246K0.2%-0.1%
JNJ JOHNSON & JOHNSONHealthcare912$223K0.2%+5.1%
RBLX ROBLOX CORP -CLASS ATechnology3.8K$214K0.2%Held
NVDA NVIDIA CORPTechnology1.2K$207K0.2%-5.7%
NFLX NETFLIX INCServices media2.0K$192K0.1%+14.7%
BAC BANK OF AMERICA CORPFinancials3.3K$160K0.1%Held
EXPO EXPONENT INCServices media2.3K$148K0.1%+0.1%
VZ VERIZON COMMUNICATIONS INCCommunications2.8K$140K0.1%+0.3%
DE DEERE & COIndustrials222$125K0.1%+0.5%
PANW PALO ALTO NETWORKS INCTechnology763$122K0.1%Held
MDLZ MONDELEZ INTERNATIONAL INC-AConsumer staples2.0K$116K0.1%+0.9%
CEG CONSTELLATION ENERGYUtilities399$111K0.1%Held
NEM NEWMONT CORPMaterials1.0K$109K0.1%-0.4%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials219$105K0.1%Held
SO SOUTHERN CO/THEUtilities1.0K$100K0.1%-0.5%
GOOG ALPHABET INC-CL CTechnology349$100K0.1%+4.2%
MCD MCDONALD'S CORPConsumer discretionary309$96K0.1%Held
KO COCA-COLA CO/THEConsumer staples1.2K$93K0.1%-0.8%
LGND LIGAND PHARMACEUTICALSHealthcare415$83K0.1%Held
CRM SALESFORCE INCTechnology408$76K0.1%Held
ORCL ORACLE CORPTechnology498$73K0.1%-17.1%
PEP PEPSICO INCConsumer staples468$73K0.1%+0.9%
CVX CHEVRON CORPEnergy341$71K0.1%+0.9%
V VISA INC-CLASS A SHARESServices media232$70K0.1%-1.3%
HD HOME DEPOT INCConsumer discretionary203$67K0.0%-0.5%
UPS UNITED PARCEL SERVICE-CL BIndustrials661$65K0.0%+0.5%
COST COSTCO WHOLESALE CORPConsumer discretionary62$62K0.0%Held
EXC EXELON CORPUtilities1.2K$59K0.0%+0.8%
LIN LINDE PLCMaterials118$58K0.0%-1.7%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 4, 2026327$150.1M canonicalSEC ↗
Q4 202513F-HRFeb 17, 2026322$147.0M canonicalSEC ↗
Q3 202513F-HRNov 14, 2025321$151.4M canonicalSEC ↗
Q2 202513F-HRAug 1, 2025324$147.4M canonicalSEC ↗
Q1 202513F-HRMay 6, 2025340$124.5M canonicalSEC ↗
Q4 202413F-HRFeb 13, 2025348$146.0M canonicalSEC ↗