Redwood Financial Network Corp.
Redwood Financial Network Corp is an Ohio-based investment adviser and asset manager headquartered in Solon, OH. The firm was incorporated in Ohio and primarily serves as an institutional investment manager, disclosing its equity holdings via SEC 13F filings. As of mid-2025, it manages approximately $226 million in assets for its clients. The firm employs around 11 people, focusing primarily on registered investment advisory services for institutional and high-net-worth clients.
Investment Strategy
Redwood Financial Network Corp employs a multi-asset investment strategy primarily focused on publicly traded equities and exchange-traded funds (ETFs), as evidenced by its broad holdings across technology, financial, and sector ETFs as well as individual large-cap equities. The firm’s portfolio management centers on diversification, risk-adjusted returns, and strategic allocations to both sector and index-based ETF products, implementing both passive and active management approaches for clients.
Top Holdings
Equity Positions (172)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPTM | SPDR SERIES TRUST | 6.33% | $9.4M | 125,108 | $57.31 | $74.89 | +$1.0M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 3.80% | $5.6M | 24,734 | $187.08 | $227.10 | +$936.8K |
N NVDA | NVIDIA CORPORATION | 2.75% | $4.1M | 25,739 | $28.07 | $157.99 | +$1.4M |
T TMFC | RBB FD INC | 2.62% | $3.9M | 60,220 | $41.19 | $64.51 | +$552.3K |
X XLK | SELECT SECTOR SPDR TR | 2.61% | $3.9M | 15,278 | $161.15 | $253.23 | +$718.9K |