Redwood Wealth Management Group

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

  • Top 5 stock holdings are Amr, and represent % of Redwood Wealth Management Group's stock portfolio.
  • Added to shares of these 1 stock: Amr.
  • Started 1 new stock position in Amr.
  • Reduced shares in these 10 stocks: SWVXX (-$22M), SNVXX (-$16M), BPTRX (-$14M), NVDA (-$5.4M), GOOG, AVGO, GRNY, IBM, MSFT, HNHAF.
  • Sold out of its positions in T, ABBV, AMD, BABA, GDMA, GOOG, GOOGL, MO, AMZN, AMGN.
  • Redwood Wealth Management Group was a net seller of stock by $-232M.
  • Central Index Key (CIK): 0001963839

Tip: Access up to 7 years of quarterly data

Positions held by Redwood Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Redwood Wealth Management Group

Redwood Wealth Management Group holds 1 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
None None 0.0 $0 NEW 0 0.00
 View chart

Past Filings by Redwood Wealth Management Group

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