Arkolith/Funds/Redwood Park Advisors LLC

Redwood Park Advisors LLC

CIK 2056274
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Redwood Park Advisors LLC holds a concentrated book of 350 stocks worth $138.5M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Direx Dai Semi Be 3X ETF-Usd and trimmed Meta Platforms Inc-Class A. Their largest long position is Goldman Sachs Access Treasur at 35% of the equity book. They also disclosed $13.7M in put options (a bearish bet), shown separately below and excluded from the equity book.

Opened
136
bought for the first time
Added to
105
already held, bought more
Trimmed
24
sold some, still holds it
Sold out
10
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
61%
Top 10 holdings
78%
Top 20 holdings
88%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

24% mapped to company sectors

ETF / fund or unclassified
76%
Information Technology
13%
Financials
7%
Health Care
1%
Consumer Discretionary
1%
Industrials
1%
Energy
0%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Redwood Park Advisors LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$523.3B
JPMORGAN CHASE & CO79 / 80$504.5B
WELLS FARGO & COMPANY/MN79 / 80$164.1B
ROYAL BANK OF CANADA79 / 80$152.5B
RAYMOND JAMES FINANCIAL INC79 / 80$99.2B
ENVESTNET ASSET MANAGEMENT INC79 / 80$91.3B
LPL Financial LLC79 / 80$77.3B
HighTower Advisors, LLC79 / 80$30.6B

Ranked by how many of Redwood Park Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

350 positions
#SecurityValueShares% PortLast moveHistory
1Goldman Sachs ETF TR
ACCES TREASURY
$48.4M482.8K
34.9%
+0.3%
Added · +1K sh
2Meta Platforms Inc
CL A
$9.9M17.5K
7.1%
−5.0%
Reduced · −934 sh
3SPDR Gold TR
GOLD SHS
$9.5M25.7K
6.8%
+2.2%
Added · +549 sh
4State STR SPDR S&P 500 ETF T
TR UNIT
$9.3M12.5K
6.7%
+0.6%
Added · +80 sh
5Ishares TR
CORE US AGGBD ET
$6.8M68.6K
4.9%
+0.2%
Added · +120 sh
6Dimensional ETF Trust
US LARG VALU ETF
$6.7M170.1K
4.9%
+9.9%
Added · +15K sh
7Ishares TR
MSCI USA MIN ETF
$6.4M66.4K
4.6%
−1.4%
Reduced · −974 sh
8Dimensional ETF Trust
INTL CORE EQT MK
$4.9M118.5K
3.5%
+1.6%
Added · +2K sh
9Ssga Active ETF TR
ST STR TOTAL ETF
$3.4M87.0K
2.5%
+2.3%
Added · +2K sh
10Apple Inc
COM
$3.4M11.7K
2.5%
+0.1%
Added · +18 sh
11Dimensional ETF Trust
US TARGETED VLU
$3.2M46.2K
2.3%
−2.0%
Reduced · −966 sh
12Flexshares TR
MORNSTAR UPSTR
$2.7M54.6K
1.9%
+8.9%
Added · +4K sh
13Dimensional ETF Trust
US REAL ESTA ETF
$1.9M71.0K
1.3%
−0.6%
Reduced · −441 sh
14Ishares TR
MSCI EAFE ETF
$1.1M10.9K
0.8%
+1.6%
Added · +170 sh
15Ishares TR
MSCI EMG MKT ETF
$1.0M14.9K
0.7%
−19%
Reduced · −3K sh
16SPDR Index SHS FDS
ST STR NAT ETF
$756K11.2K
0.5%
+1.0%
Added · +115 sh
17Amazon Com Inc
COM
$753K3.2K
0.5%
+2.6%
Added · +80 sh
18American Centy ETF TR
US SML CP VALU
$631K5.1K
0.5%
+0.3%
Added · +18 sh
19Cadence Design System Inc
COM
$567K1.5K
0.4%
Held
20Cisco Sys Inc
COM
$558K4.8K
0.4%
−5.2%
Reduced · −259 sh
21Adobe Inc
COM
$556K2.7K
0.4%
+1.5%
Added · +40 sh
22Texas Instrs Inc
COM
$500K1.7K
0.4%
Held
23SPDR Series Trust
ST STR SP600SM C
$493K4.5K
0.4%
−4.2%
Reduced · −196 sh
24American Centy ETF TR
US LARGE CAP VLU
$489K5.4K
0.4%
+0.3%
Added · +17 sh
25Ishares TR
CORE 60 BALA ETF
$478K6.9K
0.3%
−0.2%
Reduced · −14 sh
26Vanguard BD Index FDS
TOTAL BND MRKT
$440K6.0K
0.3%
+0.7%
Added · +40 sh
27Taiwan Semiconductor Manufac
SPONSORED ADS
$434K908
0.3%
Held
28Union Pac Corp
COM
$375K1.4K
0.3%
+0.1%
Added · +2 sh
29State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$363K516
0.3%
+0.2%
Added · +1 sh
30SPDR Series Trust
ST STR SP DIV
$362K2.4K
0.3%
+0.1%
Added · +2 sh
31SPDR Series Trust
ST STR BLO 1 ETF
$360K3.9K
0.3%
−20%
Reduced · −990 sh
32Dimensional ETF Trust
US EQUI MARK ETF
$346K4.2K
0.3%
+0.2%
Added · +10 sh
33Ishares TR
CORE S&P500 ETF
$346K462
0.2%
+0.4%
Added · +2 sh
34Alphabet Inc
CAP STK CL A
$315K881
0.2%
Held
35Autodesk Inc
COM
$278K1.4K
0.2%
Held
36Merck & Co Inc
COM
$271K2.1K
0.2%
+0.6%
Added · +13 sh
37Exxon Mobil Corp
COM
$270K2.0K
0.2%
+0.7%
Added · +13 sh
38Microsoft Corp
COM
$265K710
0.2%
−28%
Reduced · −274 sh
39Palo Alto Networks Inc
COM
$260K763
0.2%
Held
40Amgen Inc
COM
$254K702
0.2%
+0.3%
Added · +2 sh
41Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$241K3.4K
0.2%
Held
42Nvidia Corporation
PUT
$238K1.2K
0.2%
+0.1%
Added · +1 sh
43Johnson & Johnson
COM
$232K915
0.2%
+0.3%
Added · +3 sh
44Alphabet Inc
CAP STK CL C
$229K649
0.2%
+86%
Added · +300 sh
45World Gold TR
SPDR GLD MINIS
$206K2.6K
0.1%
+0.2%
Added · +6 sh
46Roblox Corp
CL A
$206K3.8K
0.1%
Held
47Vanguard BD Index FDS
INTERMED TERM
$201K2.6K
0.1%
−16%
Reduced · −490 sh
48Bank Of Amer Corp
COM
$188K3.3K
0.1%
+0.4%
Added · +13 sh
49Schwab Strategic TR
INTERNL DIVID
$183K5.8K
0.1%
Held
50Netflix Inc.
COM
$150K2.1K
0.1%
+5.0%
Added · +100 sh
Showing 50 of 350 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$13.7M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishTESLA INCTSLA$12.7M30K
PUT · bearishNVIDIA CORPNVDA$1.0M5K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 2026353$152.2M13F-HR
Q1 2026Mar 31, 2026May 4, 2026327$150.1M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026322$147.0M13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025321$151.4M13F-HR
Q2 2025Jun 30, 2025Aug 1, 2025324$147.4M13F-HR
Q1 2025Mar 31, 2025May 6, 2025340$124.5M13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025348$146.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.