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Redwood Wealth Management Group

Latest statistics and disclosures from Redwood Wealth Management Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SWVXX, SNVXX, BPTRX, MSFT, NVDA, and represent 24.58% of Redwood Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: S, HYPD, SNVXX, ETH, TLT, ETHE, GLW, BPTRX, HSAI, SOFI.
Started 14 new stock positions in MO, VWAHX, GLW, GCT, MS, ANET, ETH, SOFI, HYPD, RBLX. HSAI, ETHE, S, MGK.
Reduced shares in these 10 stocks: SWVXX, WGMI, VWENX, Fs Specialty Lending, VWUAX, PXSGX, Us Treasu Nt 3.875 01/26ust Note Due 01/15/26, VMGRX, VFIAX, CAT.
Sold out of its positions in Bank of America Corp, Fs Specialty Lending, Fannie Mae, DRS, Morgan Stanley, Us Treasu Nt 0.3751125ust Note Due 113025, Us Treasu Nt 3.875 01/26ust Note Due 01/15/26, Us Treasu Nt 4.125 06/26ust Note Due 06/15/26, Us Treasur Nt 4.50726ust Note Due 071526, United States Treasury Notes. VWUAX, VWENX, VMGRX, PXSGX.
Redwood Wealth Management Group was a net seller of stock by $-4.2M.
Redwood Wealth Management Group has $236M in assets under management (AUM), dropping by 5.92%.
Central Index Key (CIK): 0001963839

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Portfolio Holdings for Redwood Wealth Management Group

Redwood Wealth Management Group holds 179 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Prime Advantage Money Investor MMN (SWVXX)	9.3	$22M	-4%	22M	1.00	View chart
Schwab Government Money Inv MMN (SNVXX)	6.2	$15M	+5%	15M	1.00	View chart
Baron Partners Retail Mfa (BPTRX)	3.9	$9.2M	+2%	43k	215.84	View chart
Microsoft Corporation (MSFT)	2.7	$6.3M		12k	517.94	View chart
NVIDIA Corporation (NVDA)	2.5	$6.0M		32k	186.58	View chart
Hon Hai Precision Ordf Ufo (HNHAF)	2.3	$5.5M	-2%	779k	7.09	View chart
International Business Machines (IBM)	2.3	$5.5M	+2%	19k	282.16	View chart
Fundstrat Granny Sht Us Lg Cp Etf Uie (GRNY)	2.3	$5.4M		217k	24.99	View chart
Broadcom (AVGO)	2.2	$5.3M		16k	329.92	View chart
Alphabet Inc Class C cs (GOOG)	1.8	$4.2M		17k	243.56	View chart
Federated Hermes Mdt Mid Cap Growth Is Mfa (FGSIX)	1.8	$4.2M		60k	70.10	View chart
Ishares S&p 500 Growth Etf Uie (IVW)	1.7	$4.1M		34k	120.72	View chart
Apple (AAPL)	1.7	$4.0M	-3%	16k	254.63	View chart
Palantir Technologies (PLTR)	1.7	$3.9M		22k	182.42	View chart
Amazon (AMZN)	1.6	$3.8M		17k	219.57	View chart
Ishares Core S&p 500 Etf Uie (IVV)	1.6	$3.7M		5.6k	669.30	View chart
Alphabet Inc Class A cs (GOOGL)	1.5	$3.6M	-2%	15k	243.09	View chart
Fidelity Advisor Growth Opps I MFC (FAGCX)	1.5	$3.5M	-3%	15k	238.62	View chart
Ishares Russell 2000 Etf Uie (IWM)	1.5	$3.4M		14k	241.97	View chart
Mfs Intl Diversification I Mfa (MDIJX)	1.3	$3.0M	-3%	107k	28.16	View chart
Energy Transfer MLP (ET)	1.3	$3.0M	-2%	174k	17.16	View chart
Kinder Morgan (KMI)	1.1	$2.6M	-2%	91k	28.31	View chart
Schwab Prime Advantage Money Ultra MMN (SNAXX)	1.1	$2.6M		2.6M	1.00	View chart
Lord Abbett Bond-debenture I MFF (LBNYX)	1.1	$2.6M		354k	7.24	View chart
Exxon Mobil Corporation (XOM)	1.0	$2.4M	-7%	21k	112.75	View chart
Coinshares Bitcoin Mining Etf Uie (WGMI)	1.0	$2.3M	-27%	52k	44.24	View chart
Ishares 20 Pls Year Treasury Bnd Etf Uie (TLT)	1.0	$2.3M	+35%	26k	89.37	View chart
Tesla Motors (TSLA)	0.9	$2.2M		5.0k	444.72	View chart
Columbia Dividend Income Inst2 Mfa (CDDRX)	0.9	$2.2M		59k	37.57	View chart
Vanguard Dividend Growth Fund Inv MFC (VDIGX)	0.9	$2.1M	-2%	57k	36.84	View chart
Lord Abbett Cr Opportunities Inst MFF (LCRDX)	0.8	$2.0M		223k	8.92	View chart
Vanguard International Growth Adm MFC (VWILX)	0.8	$1.9M	-4%	15k	123.20	View chart
Eli Lilly & Co. (LLY)	0.8	$1.9M		2.4k	763.08	View chart
Guggenheim Total Return Bond P MFF (GIBLX)	0.8	$1.8M	+4%	76k	24.14	View chart
Facebook Inc cl a (META)	0.8	$1.8M		2.5k	734.38	View chart
Ishares Core S&p Mid Capetf Uie (IJH)	0.8	$1.8M		28k	65.26	View chart
Janus Hendrson Mortg Bckd Securt Etf Uie (JMBS)	0.8	$1.8M	-5%	39k	45.67	View chart
Spdr S&p Dividend Etf Uie (SDY)	0.8	$1.8M	-5%	13k	140.05	View chart
Fidelity Advisor Intl Small Cap I MFC (FIXIX)	0.7	$1.8M	-4%	47k	37.75	View chart
Vanguard Ftse Developed Markets Etf Uie (VEA)	0.7	$1.8M		29k	59.92	View chart
Ishares Core S&p Small Cap Etf Uie (IJR)	0.7	$1.8M		15k	118.83	View chart
Vanguard Small Cap Value Index Admiral MFC (VSIAX)	0.7	$1.7M	-2%	19k	89.65	View chart
Sentinelone (S)	0.7	$1.6M	NEW	93k	17.61	View chart
Marvell Technology (MRVL)	0.6	$1.4M	+2%	17k	84.07	View chart
Lord Abbett High Income Muni Bond I MFF (HYMIX)	0.6	$1.3M	-2%	125k	10.62	View chart
Micron Technology (MU)	0.5	$1.2M	+4%	7.0k	167.32	View chart
Procter & Gamble Company (PG)	0.5	$1.1M		7.4k	153.64	View chart
Zeta Global Holdings Corp (ZETA)	0.5	$1.1M	+8%	56k	19.87	View chart
Victory Rs International Y MFC (RSIGX)	0.5	$1.1M	-2%	62k	17.88	View chart
Merck & Co (MRK)	0.5	$1.1M	-9%	13k	83.93	View chart
Verizon Communications (VZ)	0.5	$1.1M	-14%	25k	43.95	View chart
Vanguard Us Growth Investor MFC (VWUSX)	0.5	$1.1M	-7%	13k	82.84	View chart
Alibaba Group Hldg Ltd Fsponsored Adr 1 Adr Reps 8 Ord Adr (BABA)	0.4	$1.1M	+6%	5.9k	178.73	View chart
Abbvie (ABBV)	0.4	$1.0M	-2%	4.5k	231.55	View chart
Raytheon Technologies Corp (RTX)	0.4	$999k	-11%	6.0k	167.34	View chart
Caterpillar (CAT)	0.4	$919k	-27%	1.9k	477.15	View chart
Uber Technologies (UBER)	0.4	$887k		9.1k	97.97	View chart
Eyenovia (HYPD)	0.4	$851k	NEW	89k	9.58	View chart
Baron Global Advantage Institutional MFC (BGAIX)	0.3	$821k	-6%	17k	47.66	View chart
Enbridge Inc F FGC (ENB)	0.3	$820k	-2%	16k	50.46	View chart
Advanced Micro Devices (AMD)	0.3	$816k		5.0k	161.79	View chart
Aon Plc Fclass A Fgo (AON)	0.3	$814k		2.3k	356.58	View chart
Lord Abbett Income I MFF (LAUYX)	0.3	$761k	+25%	307k	2.48	View chart
Eaton Corp Plc F Fgo (ETN)	0.3	$755k	+14%	2.0k	374.25	View chart
CSX Corporation (CSX)	0.3	$751k	-2%	21k	35.51	View chart
Qualcomm (QCOM)	0.3	$748k	-6%	4.5k	166.37	View chart
Southern Copper Corporation (SCCO)	0.3	$728k		6.0k	121.35	View chart
McDonald's Corporation (MCD)	0.3	$711k	-17%	2.3k	303.89	View chart
Ishares Silver Trust Etf Uie (SLV)	0.3	$706k	+3%	17k	42.37	View chart
Lord Abbett Growth Leaders I Mfa (LGLIX)	0.3	$701k	-3%	12k	59.88	View chart
At&t (T)	0.3	$693k		25k	28.24	View chart
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord Adr (ASML)	0.3	$671k	+15%	693.00	968.09	View chart
JPMorgan Chase & Co. (JPM)	0.3	$645k		2.0k	315.45	View chart
Johnson & Johnson (JNJ)	0.3	$641k	-12%	3.5k	185.40	View chart
Rio Tinto Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (RIO)	0.3	$639k	+4%	9.7k	66.01	View chart
Grayscale Ethereum Mini Cem (ETH)	0.3	$631k	NEW	16k	39.18	View chart
Cisco Systems (CSCO)	0.3	$620k	-8%	9.1k	68.42	View chart
Amgen (AMGN)	0.3	$611k		2.2k	282.21	View chart
Ingredion Incorporated (INGR)	0.3	$611k		5.0k	122.11	View chart
Bristol Myers Squibb (BMY)	0.3	$610k	-3%	14k	45.10	View chart
Riot Blockchain (RIOT)	0.3	$592k	-17%	31k	19.03	View chart
Pimco Income Instl MFB (PIMIX)	0.2	$586k	-3%	54k	10.88	View chart
Wal-Mart Stores (WMT)	0.2	$585k	-6%	5.7k	103.06	View chart
Himax Technologies Inc Fsponsored Adr 1 Adr Reps 2 Ord Adr (HIMX)	0.2	$580k	-9%	66k	8.83	View chart
Enterprise Prods Part MLP (EPD)	0.2	$575k		18k	31.27	View chart
Tc Energy Corp F FGC (TRP)	0.2	$575k	-5%	11k	54.41	View chart
Sprott Uranium Miners Etf Uie (URNM)	0.2	$559k	+4%	9.3k	60.43	View chart
Pfizer (PFE)	0.2	$559k	-6%	22k	25.48	View chart
Vaneck Gold Miners Etf Uie (GDX)	0.2	$558k	+7%	7.3k	76.40	View chart
Baidu Inc Fsponsored Adr 1 Adr Reps 8 Ord Adr (BIDU)	0.2	$558k	+2%	4.2k	131.77	View chart
Opera Ltd Funsponsored Adr 1 Adr Reps 1 Ord Adr (OPRA)	0.2	$552k	-3%	27k	20.64	View chart
Alpha & Omega Semicond F Fgo (AOSL)	0.2	$552k	+13%	20k	27.96	View chart
Super Micro Computer Inc Com Usd0.001 (SMCI)	0.2	$542k		11k	47.94	View chart
Energy Select Sector Spdr Etf Uie (XLE)	0.2	$532k		6.0k	89.34	View chart
Lord Abbett High Yield I MFF (LAHYX)	0.2	$530k		82k	6.44	View chart
Palo Alto Networks (PANW)	0.2	$520k		2.6k	203.62	View chart
Berkshire Hathaway (BRK.B)	0.2	$512k	-3%	1.0k	502.74	View chart
Lockheed Martin Corporation (LMT)	0.2	$511k	+3%	1.0k	499.04	View chart
Philip Morris International (PM)	0.2	$507k	-3%	3.1k	162.19	View chart
Pgim Short-term Corporate Bond Z MFF (PIFZX)	0.2	$506k	-2%	47k	10.85	View chart
Vanguard 500 Index Admiral MFC (VFIAX)	0.2	$501k	-43%	812.00	617.54	View chart
Nio Inc F Adr (NIO)	0.2	$501k	-4%	66k	7.62	View chart
Bellring Brands (BRBR)	0.2	$494k	-7%	14k	36.35	View chart
Okta Inc cl a (OKTA)	0.2	$490k		5.3k	91.70	View chart
Bny Mellon Global Fixed Income - Y MFB (DSDYX)	0.2	$481k	-11%	23k	20.67	View chart
Pimco Mortgage Opportunities And Bdinstl MFB (PMZIX)	0.2	$477k	-3%	51k	9.39	View chart
Samsara (IOT)	0.2	$469k	+9%	13k	37.25	View chart
Invsc Qqq Trust Srs 1 Etf Uie (QQQ)	0.2	$468k	-18%	779.00	600.55	View chart
EQT Corporation (EQT)	0.2	$467k	-23%	8.6k	54.43	View chart
Ishares Russell 1000 Etf Uie (IWB)	0.2	$425k		1.2k	365.48	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$418k		2.4k	170.85	View chart
Civitas Resources (CIVI)	0.2	$410k	+24%	13k	32.50	View chart
MicroStrategy Incorporated (MSTR)	0.2	$406k	-18%	1.3k	322.21	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	0.2	$406k		827.00	490.38	View chart
Newmont Mining Corporation (NEM)	0.2	$381k		4.5k	84.30	View chart
Public Service Enterprise (PEG)	0.2	$375k	-15%	4.5k	83.45	View chart
Jd Com Inc Fsponsored Adr 1 Adr Reps 2 Ord Adr (JD)	0.2	$365k		10k	34.98	View chart
Lord Abbett Corporate Opportunities I MFF (LISSX)	0.2	$362k		39k	9.35	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Adr (TSM)	0.1	$354k		1.3k	279.29	View chart
Hf Sinclair Corp (DINO)	0.1	$353k	-10%	6.7k	52.34	View chart
Cerence (CRNC)	0.1	$352k		28k	12.46	View chart
Ionq Inc Pipe (IONQ)	0.1	$344k	+11%	5.6k	61.50	View chart
Applied Materials (AMAT)	0.1	$340k		1.7k	204.74	View chart
Cleanspark (CLSK)	0.1	$339k	-4%	23k	14.50	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$336k	-8%	14k	23.65	View chart
DTE Energy Company (DTE)	0.1	$333k		2.4k	141.43	View chart
Oracle Corporation (ORCL)	0.1	$332k	+27%	1.2k	281.24	View chart
Lexinfintech Hldgs Ltd Funsponsored Adr 1 Adr Reps 2 Ord Adr (LX)	0.1	$325k		61k	5.33	View chart
Deckers Outdoor Corporation (DECK)	0.1	$325k	+5%	3.2k	101.37	View chart
Invesco S&p 500 Quality Etf Uie (SPHQ)	0.1	$322k		4.4k	73.29	View chart
Navitas Semiconductor Corp-a (NVTS)	0.1	$322k		45k	7.22	View chart
Hancock John Financial Opportunities Fund Cem (BTO)	0.1	$318k		8.8k	35.98	View chart
Ford Motor Company (F)	0.1	$314k	-28%	26k	11.96	View chart
Mfs Income I MFF (MFIIX)	0.1	$311k		52k	5.99	View chart
Bhp Group Ltd Fsponsored Adr 1 Adr Reps 2 Ord Adr (BHP)	0.1	$303k		5.4k	55.75	View chart
Fs Kkr Capital Corp (FSK)	0.1	$303k	-7%	20k	14.93	View chart
Walt Disney Company (DIS)	0.1	$302k	-13%	2.6k	114.49	View chart
Adobe Systems Incorporated (ADBE)	0.1	$297k	-17%	841.00	352.75	View chart
Visa (V)	0.1	$292k		856.00	341.19	View chart
Tweedy, Browne International Value Fund MFC (TBGVX)	0.1	$289k		9.5k	30.35	View chart
Boeing Company (BA)	0.1	$285k	+16%	1.3k	215.83	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$285k		506.00	562.27	View chart
Volkswagen A G Funsponsored Adr 1 Adr Reps 0.1 Ord Adr (VWAGY)	0.1	$285k	-4%	26k	11.00	View chart
Devon Energy Corporation (DVN)	0.1	$275k	-5%	7.8k	35.06	View chart
Paypal Holdings (PYPL)	0.1	$267k	-2%	4.0k	67.06	View chart
Tweedy, Browne Value MFC (TWEBX)	0.1	$265k		14k	19.52	View chart
J P Morgan Nasdaq Eqt Prm Inc Etf Uie (JEPQ)	0.1	$265k		4.6k	57.52	View chart
Schrodinger (SDGR)	0.1	$262k	-3%	13k	20.06	View chart
Vanguard Dividend Appreciation Etf Uie (VIG)	0.1	$260k		1.2k	215.80	View chart
Grayscale Ethereum Tr Et Cem (ETHE)	0.1	$260k	NEW	7.6k	34.27	View chart
Chevron Corporation (CVX)	0.1	$259k	-2%	1.7k	155.26	View chart
Netflix (NFLX)	0.1	$255k	-5%	213.00	1198.92	View chart
Valero Energy Corporation (VLO)	0.1	$254k	-5%	1.5k	170.31	View chart
Cirrus Logic (CRUS)	0.1	$249k		2.0k	125.29	View chart
Novartis Ag Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVS)	0.1	$245k	-7%	1.9k	128.24	View chart
United Microelectronic Fsponsored Adr 1 Adr Reps 5 Ord Adr (UMC)	0.1	$244k	-12%	32k	7.58	View chart
Constellation Energy (CEG)	0.1	$238k		722.00	329.07	View chart
Corning Incorporated (GLW)	0.1	$234k	NEW	2.8k	82.02	View chart
First Trst Enhncd Shrt Mrty Etf Iv Uie (FTSM)	0.1	$229k	-26%	3.8k	59.91	View chart
PNC Financial Services (PNC)	0.1	$228k		1.1k	200.98	View chart
Credo Technology Group F Fgo (CRDO)	0.1	$226k	-60%	1.6k	145.61	View chart
Trade Desk (TTD)	0.1	$225k	-6%	4.6k	49.01	View chart
Duke Energy (DUK)	0.1	$225k		1.8k	123.72	View chart
Hesai Group Funsponsored Adr 1 Adr Reps 1 Ord Adr (HSAI)	0.1	$223k	NEW	8.0k	28.10	View chart
Sofi Technologies (SOFI)	0.1	$223k	NEW	8.5k	26.42	View chart
Dt Midstream (DTM)	0.1	$219k		1.9k	113.06	View chart
Siemens A G Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (SIEGY)	0.1	$218k		1.6k	135.01	View chart
Eaton Vance Emerging Markets Local Inc I MFB (EEIIX)	0.1	$216k	-15%	62k	3.46	View chart
Roblox Corp (RBLX)	0.1	$213k	NEW	1.5k	138.52	View chart
Analog Devices (ADI)	0.1	$213k	-2%	867.00	245.82	View chart
Altria (MO)	0.1	$212k	NEW	3.2k	66.06	View chart
Vanguard Mega Cap Growthetf Uie (MGK)	0.1	$209k	NEW	519.00	402.42	View chart
Arista Networks (ANET)	0.1	$208k	NEW	1.4k	145.71	View chart
Gigacloud Technology I Fclass A Fgo (GCT)	0.1	$208k	NEW	7.3k	28.40	View chart
Vanguard High-yield Tax-exempt MFB (VWAHX)	0.1	$207k	NEW	20k	10.57	View chart
Colgate-Palmolive Company (CL)	0.1	$205k	-10%	2.6k	79.94	View chart
NRG Energy (NRG)	0.1	$204k		1.3k	161.90	View chart
Schwab Us Dividend Equity Etf Uie (SCHD)	0.1	$202k	-3%	7.4k	27.30	View chart
Morgan Stanley (MS)	0.1	$201k	NEW	1.3k	159.00	View chart

Past Filings by Redwood Wealth Management Group

SEC 13F filings are viewable for Redwood Wealth Management Group going back to 2022

Redwood Wealth Management Group 2025 Q3 filed Oct. 24, 2025
Redwood Wealth Management Group 2025 Q2 filed Aug. 5, 2025
Redwood Wealth Management Group 2025 Q1 filed April 21, 2025
Redwood Wealth Management Group 2024 Q4 filed Jan. 27, 2025
Redwood Wealth Management Group 2024 Q3 filed Nov. 13, 2024
Redwood Wealth Management Group 2024 Q2 filed Aug. 9, 2024
Redwood Wealth Management Group 2024 Q1 filed May 7, 2024
Redwood Wealth Management Group 2023 Q4 filed Jan. 25, 2024
Redwood Wealth Management Group 2023 Q3 filed Oct. 18, 2023
Redwood Wealth Management Group 2023 Q2 filed July 20, 2023
Redwood Wealth Management Group 2023 Q1 filed April 19, 2023
Redwood Wealth Management Group 2022 Q4 filed Feb. 1, 2023

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