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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, NVDA, GOOG, and represent 26.84% of Redwood Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: BPTRX, SWVXX, SNVXX, SM, NG, GDMA, United States Treas Nts, INFQ, PAA, PSX.
Started 10 new stock positions in GDMA, INFQ, NG, STM, MO, PSX, PAA, United States Treas Nts, VWIUX, SM.
Reduced shares in these 10 stocks: WGMI, APLD, SLV, TLT, SNAXX, GDX, Us Treasu Nt 3.875 01/26ust Note Due 01/15/26, Civitas Resources, CRNC, PYPL.
Sold out of its positions in ADBE, APLD, BRBR, CRNC, Civitas Resources, CLSK, DECK, FSK, Fannie Mae, F.
Redwood Wealth Management Group was a net seller of stock by $-1.8M.
Redwood Wealth Management Group has $232M in assets under management (AUM), dropping by -3.15%.
Central Index Key (CIK): 0001963839

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Portfolio Holdings for Redwood Wealth Management Group

Redwood Wealth Management Group holds 169 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Prime Advantage Money Investor MMN (SWVXX)	9.6	$22M	+9%	22M	1.00	View chart
Schwab Government Money Inv MMN (SNVXX)	6.8	$16M	+9%	16M	1.00	View chart
Baron Partners Retail Mfa (BPTRX)	6.0	$14M	+27%	58k	239.15	View chart
NVIDIA Corporation (NVDA)	2.3	$5.4M	-3%	31k	174.40	View chart
Alphabet Inc Class C cs (GOOG)	2.1	$4.9M		17k	286.87	View chart
Broadcom (AVGO)	2.1	$4.9M		16k	309.50	View chart
Fundstrat Granny Shots Us Large Cap Etf Uie (GRNY)	2.0	$4.7M	-3%	198k	23.87	View chart
International Business Machines (IBM)	2.0	$4.6M		19k	242.39	View chart
Microsoft Corporation (MSFT)	2.0	$4.6M	+2%	12k	370.16	View chart
Hon Hai Precision Ordf Ufo (HNHAF)	1.9	$4.4M	-2%	756k	5.87	View chart
Alphabet Inc Class A cs (GOOGL)	1.8	$4.1M		14k	287.56	View chart
Apple (AAPL)	1.7	$4.0M		16k	253.78	View chart
Amazon (AMZN)	1.7	$4.0M	+5%	19k	208.27	View chart
Ishares S&p 500 Growth Etf Uie (IVW)	1.6	$3.8M		34k	113.11	View chart
Federated Hermes Mdt Mid Cap Growth Is Mfa (FGSIX)	1.5	$3.6M	-4%	58k	61.44	View chart
Exxon Mobil Corporation (XOM)	1.5	$3.5M		21k	169.66	View chart
Ishares Core S&p 500 Etf Uie (IVV)	1.5	$3.5M		5.4k	653.21	View chart
Ishares Russell 2000 Etf Uie (IWM)	1.4	$3.3M		13k	248.00	View chart
Palantir Technologies (PLTR)	1.4	$3.3M	+4%	22k	146.28	View chart
Energy Transfer MLP (ET)	1.3	$3.1M	-2%	162k	19.30	View chart
Kinder Morgan (KMI)	1.3	$3.0M		89k	33.53	View chart
Mfs Intl Diversification I Mfa (MDIJX)	1.3	$3.0M		108k	27.70	View chart
Fidelity Advisor Growth Opps I MFC (FAGCX)	1.3	$3.0M	-3%	14k	211.75	View chart
Micron Technology (MU)	1.1	$2.5M	+4%	7.5k	337.84	View chart
Lord Abbett Bond-debenture I MFF (LBNYX)	1.1	$2.5M		352k	7.07	View chart
Schwab Prime Advantage Money Ultra MMN (SNAXX)	1.0	$2.3M	-15%	2.3M	1.00	View chart
Columbia Dividend Income Inst2 Mfa (CDDRX)	1.0	$2.3M		60k	38.07	View chart
Ishares 20 Year Treasury Bond Etf Uie (TLT)	1.0	$2.2M	-18%	26k	86.69	View chart
Eli Lilly & Co. (LLY)	0.9	$2.2M	-2%	2.4k	919.64	View chart
Marvell Technology (MRVL)	0.9	$2.0M	+5%	21k	99.05	View chart
Tesla Motors (TSLA)	0.8	$1.9M		5.1k	371.75	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Uie (VEA)	0.8	$1.9M		29k	64.08	View chart
Ishares Core S&p Mid-capetf Uie (IJH)	0.8	$1.8M		27k	67.53	View chart
Guggenheim Total Return Bond P MFF (GIBLX)	0.8	$1.8M	-5%	75k	23.78	View chart
Ishares Core S&p Small-cap Etf Uie (IJR)	0.8	$1.8M		14k	124.31	View chart
Janus Henderson Mortgage-backed Securities Etf Uie (JMBS)	0.7	$1.7M		38k	45.18	View chart
Vanguard Small Cap Value Index Admiral MFC (VSIAX)	0.7	$1.7M		18k	93.31	View chart
Lord Abbett Cr Opportunities Inst MFF (LCRDX)	0.7	$1.7M		203k	8.29	View chart
Vanguard International Growth Adm MFC (VWILX)	0.7	$1.7M		16k	108.14	View chart
State Street Spdr S&p Dividend Etf Uie (SDY)	0.7	$1.7M	-4%	12k	145.95	View chart
Fidelity Advisor Intl Small Cap I MFC (FIXIX)	0.7	$1.7M	-3%	45k	37.00	View chart
Vanguard Dividend Growth Fund Inv MFC (VDIGX)	0.7	$1.6M		56k	29.01	View chart
Merck & Co (MRK)	0.7	$1.5M		13k	120.29	View chart
Caterpillar (CAT)	0.6	$1.4M		2.0k	708.56	View chart
Facebook Inc cl a (META)	0.6	$1.4M	-10%	2.4k	572.13	View chart
Lord Abbett High Income Muni Bond I MFF (HYMIX)	0.5	$1.3M	+7%	121k	10.53	View chart
Raytheon Technologies Corp (RTX)	0.5	$1.1M		5.9k	192.91	View chart
Victory Rs International Y MFC (RSIGX)	0.5	$1.1M	-3%	59k	18.06	View chart
Procter & Gamble Company (PG)	0.5	$1.1M		7.3k	144.43	View chart
Advanced Micro Devices (AMD)	0.4	$1.0M		5.0k	203.43	View chart
Southern Copper Corporation (SCCO)	0.4	$1.0M		5.9k	172.05	View chart
Zeta Global Holdings Corp (ZETA)	0.4	$1.0M	+3%	64k	15.92	View chart
Sentinelone (S)	0.4	$983k	-2%	76k	12.88	View chart
Abbvie (ABBV)	0.4	$963k		4.4k	217.49	View chart
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord Adr (ASML)	0.4	$929k		703.00	1320.83	View chart
Samsara (IOT)	0.4	$929k	+7%	29k	31.69	View chart
Enbridge Inc F FGC (ENB)	0.4	$895k		17k	54.14	View chart
Bristol Myers Squibb (BMY)	0.4	$877k		15k	60.65	View chart
Rio Tinto Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (RIO)	0.4	$870k	-6%	9.3k	93.29	View chart
CSX Corporation (CSX)	0.4	$867k		21k	41.05	View chart
Johnson & Johnson (JNJ)	0.4	$848k		3.5k	244.44	View chart
Verizon Communications (VZ)	0.4	$826k	-2%	17k	50.20	View chart
Lord Abbett Income I MFF (LAUYX)	0.3	$802k	-10%	331k	2.42	View chart
Alibaba Group Hldg Ltd Fsponsored Adr 1 Adr Reps 8 Ord Adr (BABA)	0.3	$777k	+7%	6.2k	125.46	View chart
Vanguard Us Growth Investor MFC (VWUSX)	0.3	$759k	-3%	11k	66.42	View chart
State Street Energy Select Sector Spdr Etf Uie (XLE)	0.3	$755k	+37%	12k	61.26	View chart
Amgen (AMGN)	0.3	$753k		2.1k	351.89	View chart
McDonald's Corporation (MCD)	0.3	$710k		2.3k	310.79	View chart
Baron Global Opportunity Institutional MFC (BGAIX)	0.3	$701k	-7%	15k	48.24	View chart
Cisco Systems (CSCO)	0.3	$693k		8.9k	77.59	View chart
Eaton Corp Plc F Fgo (ETN)	0.3	$692k		1.9k	357.67	View chart
Wal-Mart Stores (WMT)	0.3	$662k	-3%	5.3k	124.28	View chart
Enterprise Prods Part MLP (EPD)	0.3	$648k		17k	37.84	View chart
SM Energy (SM)	0.3	$643k	NEW	21k	31.18	View chart
At&t (T)	0.3	$640k	-3%	22k	28.99	View chart
Tc Energy Corp F FGC (TRP)	0.3	$635k	-2%	10k	62.60	View chart
Eyenovia (HYPD)	0.3	$632k	+2%	183k	3.45	View chart
Lockheed Martin Corporation (LMT)	0.3	$627k		1.0k	604.13	View chart
Aon Plc Fclass Class A Fgo (AON)	0.3	$613k		1.9k	322.78	View chart
Sprott Uranium Miners Etf Uie (URNM)	0.3	$595k		9.4k	63.15	View chart
JPMorgan Chase & Co. (JPM)	0.3	$594k		2.0k	294.23	View chart
Okta Inc cl a (OKTA)	0.2	$578k	-2%	7.3k	78.71	View chart
Uber Technologies (UBER)	0.2	$576k	-11%	8.0k	71.93	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$576k		745.00	772.64	View chart
Ishares Silver Trust Uie (SLV)	0.2	$572k	-49%	8.4k	68.14	View chart
Bitmine Immersion Technologies Ord (BMNR)	0.2	$571k		29k	19.78	View chart
Qualcomm (QCOM)	0.2	$570k		4.4k	128.77	View chart
Ingredion Incorporated (INGR)	0.2	$563k		5.0k	112.66	View chart
EQT Corporation (EQT)	0.2	$538k		8.5k	63.64	View chart
Pimco Income Instl MFB (PIMIX)	0.2	$533k		49k	10.78	View chart
Lord Abbett High Yield I MFF (LAHYX)	0.2	$513k		82k	6.25	View chart
Philip Morris International (PM)	0.2	$501k		3.0k	165.35	View chart
Pfizer (PFE)	0.2	$485k	-6%	17k	28.08	View chart
Vanguard 500 Index Admiral MFC (VFIAX)	0.2	$477k		791.00	602.41	View chart
Corning Incorporated (GLW)	0.2	$473k	+7%	3.5k	135.96	View chart
Pgim Short-term Corporate Bond Z MFF (PIFZX)	0.2	$470k		44k	10.77	View chart
Baidu Inc F Adr (BIDU)	0.2	$455k		4.1k	111.42	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Adr (TSM)	0.2	$455k	+4%	1.3k	337.95	View chart
Pimco Mortgage Opportunities And Bdinstl MFB (PMZIX)	0.2	$434k		46k	9.34	View chart
Bhp Group Ltd Fsponsored Adr 1 Adr Reps 2 Ord Adr (BHP)	0.2	$428k		5.9k	72.74	View chart
Bny Mellon Global Fixed Income - Y MFB (DSDYX)	0.2	$418k		21k	20.18	View chart
Invesco Qqq Tr Uie (QQQ)	0.2	$412k	-6%	713.00	577.42	View chart
Novagold Res Inc F FGC (NG)	0.2	$404k	NEW	45k	8.98	View chart
Devon Energy Corporation (DVN)	0.2	$402k		8.0k	50.32	View chart
Newmont Mining Corporation (NEM)	0.2	$392k	-16%	3.6k	108.26	View chart
Navitas Semiconductor Corp-a (NVTS)	0.2	$392k	+49%	45k	8.77	View chart
Boeing Company (BA)	0.2	$391k	+21%	2.0k	199.03	View chart
Applied Materials (AMAT)	0.2	$382k	-32%	1.1k	341.90	View chart
Cabot Oil & Gas Corporation (CTRA)	0.2	$381k	-6%	11k	35.14	View chart
Palo Alto Networks (PANW)	0.2	$380k	+3%	2.4k	160.32	View chart
Ge Vernova (GEV)	0.2	$378k	+13%	433.00	873.15	View chart
Chevron Corporation (CVX)	0.2	$368k		1.8k	206.91	View chart
Valero Energy Corporation (VLO)	0.2	$364k		1.5k	247.06	View chart
Hf Sinclair Corp (DINO)	0.2	$362k	-2%	5.8k	62.39	View chart
Public Service Enterprise (PEG)	0.2	$362k		4.5k	80.96	View chart
Galaxy Digital (GLXY)	0.2	$359k	-2%	20k	18.45	View chart
Lord Abbett Corporate Opportunities I MFF (LISSX)	0.2	$357k		40k	9.03	View chart
Opera Ltd Funsponsored Adr 1 Adr Reps 1 Ord Adr (OPRA)	0.2	$355k	-10%	25k	14.26	View chart
Sociedad Quimica Y Min Fsponsored Adr 1 Adr Reps 1 Ord Adr (SQM)	0.1	$335k	-4%	4.1k	80.94	View chart
DTE Energy Company (DTE)	0.1	$333k		2.3k	146.22	View chart
Nio Inc F Adr (NIO)	0.1	$332k	-10%	55k	6.03	View chart
Fs Specialty Lending Fun Cem (FSSL)	0.1	$332k	-18%	27k	12.51	View chart
Ishares Russell 1000 Etf Uie (IWB)	0.1	$332k	-3%	930.00	356.56	View chart
Hancock John Financial Opportunities Fund Cem (BTO)	0.1	$331k	+4%	9.2k	35.87	View chart
Grayscale Ethereum Mini Staking Etf Uie (ETH)	0.1	$328k	-5%	17k	19.86	View chart
Himax Technologies Inc Fsponsored Adr 1 Adr Reps 2 Ord Adr (HIMX)	0.1	$327k	-21%	42k	7.87	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	0.1	$314k		803.00	390.41	View chart
Mfs Income I MFF (MFIIX)	0.1	$313k		53k	5.89	View chart
Gadsden Dynamic Multi-asset Etf Uie (GDMA)	0.1	$313k	NEW	7.7k	40.70	View chart
Hesai Group Funsponsored Adr 1 Adr Reps 1 Ord Adr (HSAI)	0.1	$312k	-3%	16k	19.12	View chart
Berkshire Hathaway (BRK.B)	0.1	$312k	-7%	651.00	479.20	View chart
Tweedy, Browne International Value Fund MFC (TBGVX)	0.1	$311k		11k	29.15	View chart
Netflix (NFLX)	0.1	$307k	+13%	3.2k	96.15	View chart
Us Treasu Nt 1.375 11/31ust Note Due 11/15/31 Not	0.1	$304k	NEW	350k	0.87	View chart
Burning Rock Biotech L Fsponsored Adr 1 Adr Reps 10 Ord Adr (BNR)	0.1	$295k	-8%	18k	16.13	View chart
Vanguard High-yield Tax-exempt MFB (VWAHX)	0.1	$290k	+39%	28k	10.54	View chart
Tweedy, Browne Value MFC (TWEBX)	0.1	$288k		14k	20.41	View chart
Astera Labs (ALAB)	0.1	$286k	+17%	2.6k	109.60	View chart
Novartis Ag Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVS)	0.1	$277k		1.8k	152.75	View chart
Cirrus Logic (CRUS)	0.1	$276k		1.9k	144.62	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$274k		2.4k	114.99	View chart
Infleqtion (INFQ)	0.1	$273k	NEW	28k	9.81	View chart
Vaneck Gold Miners Etf Uie (GDX)	0.1	$260k	-61%	2.8k	91.77	View chart
Vanguard Dividend Appreciation Index Fund Etf Shares Uie (VIG)	0.1	$259k		1.2k	215.07	View chart
Invesco S&p 500 Quality Etf Uie (SPHQ)	0.1	$257k	-2%	3.4k	75.19	View chart
Analog Devices (ADI)	0.1	$256k	-4%	805.00	318.20	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Uie (JEPQ)	0.1	$255k		4.6k	55.52	View chart
Visa (V)	0.1	$255k		844.00	302.07	View chart
Alpha & Omega Semicond F Fgo (AOSL)	0.1	$251k	-19%	11k	22.16	View chart
Us Treasu Nt 4.125 06/26ust Note Due 06/15/26 Not	0.1	$250k		250k	1.00	View chart
Dt Midstream (DTM)	0.1	$249k		1.9k	134.67	View chart
Jd Com Inc Fsponsored Adr 1 Adr Reps 2 Ord Adr (JD)	0.1	$245k	-17%	8.3k	29.57	View chart
MicroStrategy Incorporated (MSTR)	0.1	$236k		1.9k	124.80	View chart
Duke Energy (DUK)	0.1	$231k		1.8k	130.95	View chart
PNC Financial Services (PNC)	0.1	$230k	-2%	1.1k	208.13	View chart
Plains All American P MLP (PAA)	0.1	$230k	NEW	10k	22.33	View chart
Walt Disney Company (DIS)	0.1	$226k		2.3k	96.40	View chart
Bank Of America, 4.8 26cd Fdic Ins Due 04/20/26us CDS	0.1	$225k		225k	1.00	View chart
Uipath Inc Cl A (PATH)	0.1	$222k	+62%	20k	11.10	View chart
Super Micro Computer Inc Com Usd0.001 (SMCI)	0.1	$221k	+8%	9.7k	22.77	View chart
Colgate-Palmolive Company (CL)	0.1	$217k		2.6k	85.23	View chart
Phillips 66 (PSX)	0.1	$216k	NEW	1.2k	182.11	View chart
Morgan Stanley Pr 4.5 26cd Fdic Ins Due 08/07/26us CDS	0.1	$216k		215k	1.00	View chart
Morgan Stanley (MS)	0.1	$214k	-13%	1.3k	164.63	View chart
First Trust Enhanced Short Maturity Etf Uie (FTSM)	0.1	$213k	-2%	3.6k	59.78	View chart
Altria (MO)	0.1	$213k	NEW	3.2k	65.99	View chart
Stmicroelectronics N V Fsponsored Adr 1 Adr Reps 1 Ord Adr (STM)	0.1	$207k	NEW	6.0k	34.55	View chart
Vanguard Interm-term Tx-ex Adm MFB (VWIUX)	0.1	$205k	NEW	15k	13.66	View chart
Constellation Energy (CEG)	0.1	$201k		720.00	279.25	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 2026 Q1 filed April 24, 2026
Redwood Wealth Management Group 2025 Q4 filed Feb. 3, 2026
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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