Redwood Wealth Management Group, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1963839
Institutional-grade research for retail investors
13F Reported Value
ⓘ$231.5M
Holdings
169
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Redwood Wealth Management Group, LLC disclosed 169 positions worth $231.5M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 10 new positions and exited 27 — including a new stake in $SM and a full exit from $VTRS. The portfolio is most concentrated in Other (51.4% of disclosed assets). All figures are sourced directly from Redwood Wealth Management Group, LLC’s Form 13F-HR filing with the SEC under CIK 1963839.
AI Fund Analysis
ConcentratingSCHWAB PRIME ADVANTAGE MON
9.6% weight
Held 7 quarters
SCHWAB GOVERNMENT MONEY IN
6.8% weight
Held 7 quarters
BARON PARTNERS RETAIL
6.0% weight
Held 7 quarters
$NVDA2.3% weight
Held 9 quarters
$GOOG2.1% weight
Held 9 quarters
$MU8 quarters accumulating
$TSLA8 quarters accumulating
BARON PARTNERS RETAIL
6 quarters accumulating
$MRVL6 quarters accumulating
$ZETA6 quarters accumulating
Sector Allocation
OtherTechnologyEnergyIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
—Quality
$22.3M22,286,214 shSCHWAB GOVERNMENT MONEY INV
—Quality
$15.6M15,631,635 shBARON PARTNERS RETAIL
—Quality
$13.9M58,165 sh- 90.2
Quality
$5.4M30,972 sh - 80.2
Quality
$4.9M17,166 sh - 86.4
Quality
$4.9M15,725 sh FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
—Quality
$4.7M197,883 sh- 66.7
Quality
$4.6M19,052 sh - 83.7
Quality
$4.6M12,366 sh - 62.3
Quality
$4.4M756,115 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB PRIME ADVANTAGE MONEY INVESTOR | — | $22.3M | 22,286,214 |
| SCHWAB GOVERNMENT MONEY INV | — | $15.6M | 15,631,635 |
| BARON PARTNERS RETAIL | — | $13.9M | 58,165 |
| NVIDIA CORP$NVDA | 90.2 | $5.4M | 30,972 |
 Alphabet Inc.$GOOGL | 80.2 | $4.9M | 17,166 |
 Broadcom Inc.$AVGO | 86.4 | $4.9M | 15,725 |
| FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | — | $4.7M | 197,883 |
 INTERNATIONAL BUSINESS MACHINES CORP$IBM | 66.7 | $4.6M | 19,052 |
 MICROSOFT CORP$MSFT | 83.7 | $4.6M | 12,366 |
 HOLOGIC INC$HOLX | 62.3 | $4.4M | 756,115 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Redwood Wealth Management Group, LLC's 169 positions.
Showing top 10 of 169 holdings.
Sector Allocation
Other
$119.0M
Technology
$48.9M
Energy
$15.6M
Industrials
$14.0M
Healthcare
$13.9M
Consumer Discretionary
$5.6M
Financials
$5.1M
Materials
$3.9M
Full Holdings — Redwood Wealth Management Group, LLC (Q1 2026)
All 169 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $22.3M | 9.6% | +9% | — |
| 2 | — | SCHWAB GOVERNMENT MONEY INV | $15.6M | 6.8% | +9% | — |
| 3 | — | BARON PARTNERS RETAIL | $13.9M | 6.0% | +28% | — |
| 4 | $NVDA | NVIDIA CORP | $5.4M | 2.3% | -3% | 90.2 |
| 5 | $GOOGL | Alphabet Inc. | $4.9M | 2.1% | -0% | 80.2 |
| 6 | $AVGO | Broadcom Inc. | $4.9M | 2.1% | +0% | 86.4 |
| 7 | — | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $4.7M | 2.0% | -4% | — |
| 8 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $4.6M | 2.0% | -0% | 66.7 |
| 9 | $MSFT | MICROSOFT CORP | $4.6M | 2.0% | +2% | 83.7 |
| 10 | $HOLX | HOLOGIC INC | $4.4M | 1.9% | -2% | 62.3 |
| 11 | $GOOG | Alphabet Inc. | $4.1M | 1.8% | +1% | 80.2 |
| 12 |  $AAPL | Apple Inc. | $4.0M | 1.7% | +2% | 76.1 |
| 13 |  $AMZN | AMAZON COM INC | $4.0M | 1.7% | +5% | 74.6 |
| 14 | — | ISHARES S&P 500 GROWTH ETF | $3.8M | 1.6% | -0% | — |
| 15 | — | FEDERATED HERMES MDT MID CAP GROWTH IS | $3.6M | 1.6% | -5% | — |
| 16 |  $XOM | EXXON MOBIL CORP | $3.5M | 1.5% | -1% | 61.8 |
| 17 | — | ISHARES CORE S&P 500 ETF | $3.5M | 1.5% | -0% | — |
| 18 | — | ISHARES RUSSELL 2000 ETF | $3.3M | 1.4% | -2% | — |
| 19 |  $PLTR | Palantir Technologies Inc. | $3.3M | 1.4% | +4% | 85.8 |
| 20 |  $ET | Energy Transfer LP | $3.1M | 1.4% | -2% | 64.5 |
| 21 |  $KMI | KINDER MORGAN, INC. | $3.0M | 1.3% | -1% | 74.6 |
| 22 | — | MFS INTL DIVERSIFICATION I | $3.0M | 1.3% | -0% | — |
| 23 | — | FIDELITY ADVISOR GROWTH OPPS I | $3.0M | 1.3% | -4% | — |
| 24 | $MU | MICRON TECHNOLOGY INC | $2.5M | 1.1% | +4% | 88.4 |
| 25 | — | LORD ABBETT BOND-DEBENTURE I | $2.5M | 1.1% | +0% | — |
| 26 | — | SCHWAB PRIME ADVANTAGE MONEY ULTRA | $2.3M | 1.0% | -15% | — |
| 27 | — | COLUMBIA DIVIDEND INCOME INST2 | $2.3M | 1.0% | -0% | — |
| 28 | — | ISHARES 20 YEAR TREASURY BOND ETF | $2.2M | 1.0% | -18% | — |
| 29 |  $LLY | ELI LILLY & Co | $2.2M | 0.9% | -3% | 89.3 |
| 30 | $MRVL | Marvell Technology, Inc. | $2.0M | 0.9% | +6% | 77.3 |
| 31 | $TSLA | Tesla, Inc. | $1.9M | 0.8% | +2% | 50.1 |
| 32 | — | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $1.9M | 0.8% | -1% | — |
| 33 | — | ISHARES CORE S&P MID-CAPETF | $1.8M | 0.8% | -0% | — |
| 34 | — | GUGGENHEIM TOTAL RETURN BOND P | $1.8M | 0.8% | -5% | — |
| 35 | — | ISHARES CORE S&P SMALL-CAP ETF | $1.8M | 0.8% | -0% | — |
| 36 | — | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | $1.7M | 0.7% | -2% | — |
| 37 | — | VANGUARD SMALL CAP VALUE INDEX ADMIRAL | $1.7M | 0.7% | -1% | — |
| 38 | — | LORD ABBETT CR OPPORTUNITIES INST | $1.7M | 0.7% | +1% | — |
| 39 | — | VANGUARD INTERNATIONAL GROWTH ADM | $1.7M | 0.7% | -1% | — |
| 40 | — | STATE STREET SPDR S&P DIVIDEND ETF | $1.7M | 0.7% | -5% | — |
| 41 | — | FIDELITY ADVISOR INTL SMALL CAP I | $1.7M | 0.7% | -4% | — |
| 42 | — | VANGUARD DIVIDEND GROWTH FUND INV | $1.6M | 0.7% | -1% | — |
| 43 |  $MRK | Merck & Co., Inc. | $1.5M | 0.7% | -0% | 70.9 |
| 44 |  $CAT | CATERPILLAR INC | $1.4M | 0.6% | +0% | 67.8 |
| 45 |  $META | Meta Platforms, Inc. | $1.4M | 0.6% | -10% | 80.9 |
| 46 | — | LORD ABBETT HIGH INCOME MUNI BOND I | $1.3M | 0.6% | +7% | — |
| 47 |  $RTX | RTX Corp | $1.1M | 0.5% | -1% | 70 |
| 48 | — | VICTORY RS INTERNATIONAL Y | $1.1M | 0.5% | -4% | — |
| 49 |  $PG | PROCTER & GAMBLE Co | $1.1M | 0.5% | +0% | 72.9 |
| 50 |  $AMD | ADVANCED MICRO DEVICES INC | $1.0M | 0.4% | -1% | 78.8 |
| 51 |  $SCCO | SOUTHERN COPPER CORP/ | $1.0M | 0.4% | -2% | 86.6 |
| 52 | $ZETA | Zeta Global Holdings Corp. | $1.0M | 0.4% | +4% | 53.6 |
| 53 |  $S | SentinelOne, Inc. | $982,461 | 0.4% | -2% | 41.4 |
| 54 |  $ABBV | AbbVie Inc. | $962,823 | 0.4% | -1% | 59.3 |
| 55 |  $ASML | ASML HOLDING NV | $928,543 | 0.4% | +0% | — |
| 56 |  $IOT | Samsara Inc. | $928,517 | 0.4% | +7% | 61.3 |
| 57 |  $ENB | ENBRIDGE INC | $895,367 | 0.4% | +0% | — |
| 58 |  $BMY | BRISTOL MYERS SQUIBB CO | $876,735 | 0.4% | -1% | 70.1 |
| 59 |  $RIO | RIO TINTO PLC | $870,017 | 0.4% | -6% | — |
| 60 |  $CSX | CSX CORP | $866,689 | 0.4% | +0% | 66.4 |
| 61 |  $JNJ | JOHNSON & JOHNSON | $847,474 | 0.4% | +0% | 72.8 |
| 62 |  $VZ | VERIZON COMMUNICATIONS INC | $825,854 | 0.4% | -3% | 71.6 |
| 63 | — | LORD ABBETT INCOME I | $801,558 | 0.3% | -10% | — |
| 64 |  $BABA | Alibaba Group Holding Ltd | $776,597 | 0.3% | +7% | — |
| 65 | — | VANGUARD US GROWTH INVESTOR | $759,224 | 0.3% | -3% | — |
| 66 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $754,785 | 0.3% | +37% | — |
| 67 |  $AMGN | AMGEN INC | $753,035 | 0.3% | -0% | 79.5 |
| 68 |  $MCD | MCDONALDS CORP | $710,155 | 0.3% | -0% | 73.9 |
| 69 | — | BARON GLOBAL OPPORTUNITY INSTITUTIONAL | $701,392 | 0.3% | -7% | — |
| 70 |  $CSCO | CISCO SYSTEMS, INC. | $692,942 | 0.3% | -1% | 72.3 |
| 71 |  $ETN | Eaton Corp plc | $692,449 | 0.3% | -1% | — |
| 72 |  $WMT | Walmart Inc. | $661,799 | 0.3% | -4% | 63.2 |
| 73 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $648,197 | 0.3% | -2% | 66.4 |
| 74 |  $SM | SM Energy Co | $642,595 | 0.3% | NEW | 66.6 |
| 75 |  $T | AT&T INC. | $639,621 | 0.3% | -4% | 71.9 |
| 76 |  $TRP | TC ENERGY CORP | $634,639 | 0.3% | -3% | — |
| 77 |  $HYPD | HYPERION DEFI, INC. | $632,292 | 0.3% | +2% | — |
| 78 |  $LMT | LOCKHEED MARTIN CORP | $627,086 | 0.3% | +0% | 65 |
| 79 |  $AON | Aon plc | $613,282 | 0.3% | +0% | — |
| 80 |  $SII | SPROTT INC. | $594,481 | 0.3% | +1% | — |
| 81 |  $JPM | JPMORGAN CHASE & CO | $593,758 | 0.3% | +0% | 35.6 |
| 82 |  $OKTA | Okta, Inc. | $577,810 | 0.3% | -3% | 67.3 |
| 83 |  $UBER | Uber Technologies, Inc | $576,159 | 0.3% | -11% | 79.3 |
| 84 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $575,617 | 0.3% | -1% | 75.1 |
| 85 |  $SLV | iShares Silver Trust | $572,376 | 0.3% | -50% | — |
| 86 | — | BITMINE IMMERSION TECNOL | $570,653 | 0.3% | -1% | — |
| 87 |  $QCOM | QUALCOMM INC/DE | $569,672 | 0.3% | -2% | 81.9 |
| 88 |  $INGR | Ingredion Inc | $563,300 | 0.2% | +0% | 58.3 |
| 89 |  $EQT | EQT Corp | $538,424 | 0.2% | -1% | 83.3 |
| 90 | — | PIMCO INCOME INSTL | $532,966 | 0.2% | +0% | — |
| 91 | — | LORD ABBETT HIGH YIELD I | $513,135 | 0.2% | +0% | — |
| 92 |  $PM | Philip Morris International Inc. | $500,857 | 0.2% | -1% | 80.5 |
| 93 |  $PFE | PFIZER INC | $484,717 | 0.2% | -6% | 69 |
| 94 | — | VANGUARD 500 INDEX ADMIRAL | $476,508 | 0.2% | +0% | — |
| 95 |  $GLW | CORNING INC /NY | $473,002 | 0.2% | +7% | 72.7 |
| 96 | — | PGIM SHORT-TERM CORPORATE BOND Z | $470,363 | 0.2% | -2% | — |
| 97 |  $BIDU | Baidu, Inc. | $454,816 | 0.2% | +0% | — |
| 98 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $454,543 | 0.2% | +4% | — |
| 99 | — | PIMCO MORTGAGE OPPORTUNITIES AND BDINSTL | $433,581 | 0.2% | -1% | — |
| 100 |  $BHP | BHP Group Ltd | $428,123 | 0.2% | +1% | — |
| 101 | — | BNY MELLON GLOBAL FIXED INCOME - Y | $418,358 | 0.2% | +0% | — |
| 102 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $411,703 | 0.2% | -6% | — |
| 103 |  $NG | NOVAGOLD RESOURCES INC | $403,651 | 0.2% | NEW | — |
| 104 |  $DVN | DEVON ENERGY CORP/DE | $401,557 | 0.2% | +0% | 70.2 |
| 105 |  $NEM | NEWMONT Corp /DE/ | $391,782 | 0.2% | -16% | 88.3 |
| 106 |  $NVTS | Navitas Semiconductor Corp | $391,703 | 0.2% | +50% | 10.5 |
| 107 |  $BA | BOEING CO | $390,696 | 0.2% | +21% | 51.8 |
| 108 |  $AMAT | APPLIED MATERIALS INC /DE | $381,903 | 0.2% | -32% | 74.8 |
| 109 |  $CTRA | Coterra Energy Inc. | $381,434 | 0.2% | -6% | 80.6 |
| 110 |  $PANW | Palo Alto Networks Inc | $379,477 | 0.2% | +3% | 66.5 |
| 111 |  $GEV | GE Vernova Inc. | $378,076 | 0.2% | +13% | 70.1 |
| 112 |  $CVX | CHEVRON CORP | $367,476 | 0.2% | +0% | 54.7 |
| 113 |  $VLO | VALERO ENERGY CORP/TX | $363,675 | 0.2% | +0% | 51.4 |
| 114 |  $DINO | HF Sinclair Corp | $361,929 | 0.2% | -3% | 54 |
| 115 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $361,631 | 0.2% | +0% | 74.6 |
| 116 |  $GLXY | Galaxy Digital Inc. | $359,314 | 0.2% | -3% | 40.8 |
| 117 | — | LORD ABBETT CORPORATE OPPORTUNITIES I | $357,030 | 0.1% | +1% | — |
| 118 |  $OPRA | Opera Ltd | $354,504 | 0.1% | -11% | — |
| 119 |  $SQM | CHEMICAL & MINING CO OF CHILE INC | $334,606 | 0.1% | -5% | — |
| 120 |  $DTB | DTE ENERGY CO | $332,651 | 0.1% | +0% | — |
| 121 |  $NIO | NIO Inc. | $332,024 | 0.1% | -10% | — |
| 122 |  $FSSL | FS Specialty Lending Fund | $331,903 | 0.1% | -18% | — |
| 123 | — | ISHARES RUSSELL 1000 ETF | $331,601 | 0.1% | -4% | — |
| 124 |  $BTO | JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | $331,044 | 0.1% | +5% | — |
| 125 |  $ETH | Grayscale Ethereum Staking Mini ETF | $328,047 | 0.1% | -5% | — |
| 126 |  $HIMX | Himax Technologies, Inc. | $327,392 | 0.1% | -21% | — |
| 127 |  $CRWD | CrowdStrike Holdings, Inc. | $313,499 | 0.1% | +0% | 55 |
| 128 | — | MFS INCOME I | $313,347 | 0.1% | +1% | — |
| 129 | — | GADSDEN DYNAMIC MULTI-ASSET ETF | $313,067 | 0.1% | NEW | — |
| 130 |  $HSAI | Hesai Group | $312,421 | 0.1% | -3% | — |
| 131 |  $BRK.B | BERKSHIRE HATHAWAY INC | $311,959 | 0.1% | -7% | 64.5 |
| 132 | — | TWEEDY, BROWNE INTERNATIONAL VALUE FUND | $311,246 | 0.1% | +0% | — |
| 133 |  $NFLX | NETFLIX INC | $307,199 | 0.1% | +13% | 86.7 |
| 134 | — | US TREASU NT 1.375 11/31UST NOTE DUE 11/15/31 | $303,529 | 0.1% | NEW | — |
| 135 |  $BNR | Burning Rock Biotech Ltd | $294,824 | 0.1% | -9% | — |
| 136 | — | VANGUARD HIGH-YIELD TAX-EXEMPT | $290,266 | 0.1% | +39% | — |
| 137 | — | TWEEDY, BROWNE VALUE | $288,130 | 0.1% | +0% | — |
| 138 |  $ALAB | Astera Labs, Inc. | $286,056 | 0.1% | +17% | 77.7 |
| 139 |  $NVS | NOVARTIS AG | $277,241 | 0.1% | +0% | — |
| 140 |  $CRUS | CIRRUS LOGIC, INC. | $276,080 | 0.1% | -2% | 75.3 |
| 141 |  $BX | Blackstone Inc. | $274,251 | 0.1% | +0% | 68 |
| 142 |  $INFQ | Infleqtion, Inc. | $272,718 | 0.1% | NEW | — |
| 143 | — | VANECK GOLD MINERS ETF | $259,709 | 0.1% | -61% | — |
| 144 | — | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $258,945 | 0.1% | +0% | — |
| 145 |  $IVZ | Invesco Ltd. | $257,225 | 0.1% | -3% | — |
| 146 |  $ADI | ANALOG DEVICES INC | $256,150 | 0.1% | -5% | 76.2 |
| 147 | — | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $255,392 | 0.1% | +0% | — |
| 148 |  $V | VISA INC. | $254,947 | 0.1% | +0% | 83.5 |
| 149 |  $AOSL | ALPHA & OMEGA SEMICONDUCTOR Ltd | $251,228 | 0.1% | -19% | — |
| 150 | — | US TREASU NT 4.125 06/26UST NOTE DUE 06/15/26 | $250,205 | 0.1% | +0% | — |
| 151 |  $DTM | DT Midstream, Inc. | $249,140 | 0.1% | +0% | 74.5 |
| 152 |  $JD | JD.com, Inc. | $244,958 | 0.1% | -18% | — |
| 153 |  $MSTR | Strategy Inc | $235,872 | 0.1% | -1% | 25.4 |
| 154 |  $DUK | Duke Energy CORP | $230,477 | 0.1% | -1% | 64 |
| 155 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $230,189 | 0.1% | -3% | 70.9 |
| 156 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $229,999 | 0.1% | NEW | 57.4 |
| 157 |  $DIS | Walt Disney Co | $226,246 | 0.1% | -0% | 68.9 |
| 158 |  $BAC | BANK OF AMERICA CORP /DE/ | $225,120 | 0.1% | +0% | 68.4 |
| 159 |  $PATH | UiPath, Inc. | $222,044 | 0.1% | +63% | 67.7 |
| 160 |  $SMCI | Super Micro Computer, Inc. | $221,438 | 0.1% | +9% | 61.9 |
| 161 |  $CL | COLGATE PALMOLIVE CO | $217,337 | 0.1% | +0% | 72.4 |
| 162 |  $PSX | Phillips 66 | $215,615 | 0.1% | NEW | 47.6 |
| 163 | — | MORGAN STANLEY PR 4.5 26CD FDIC INS DUE 08/07/26US | $215,510 | 0.1% | +0% | — |
| 164 |  $MS | MORGAN STANLEY | $214,018 | 0.1% | -13% | — |
| 165 | — | FIRST TRUST ENHANCED SHORT MATURITY ETF | $212,757 | 0.1% | -2% | — |
| 166 |  $MO | ALTRIA GROUP, INC. | $212,683 | 0.1% | NEW | 72.1 |
| 167 |  $STM | STMicroelectronics N.V. | $206,609 | 0.1% | NEW | — |
| 168 | — | VANGUARD INTERM-TERM TX-EX ADM | $204,603 | 0.1% | NEW | — |
| 169 |  $CEG | Constellation Energy Corp | $201,060 | 0.1% | +0% | 62.5 |
New Positions (10)
$SM SM Energy Co$642,595$NG NOVAGOLD RESOURCES INC$403,651 GADSDEN DYNAMIC MULTI-ASSET ETF$313,067
US TREASU NT 1.375 11/31UST NOTE DUE 11/15/31$303,529
$INFQ Infleqtion, Inc.$272,718$PAA PLAINS ALL AMERICAN PIPELINE LP$229,999$PSX Phillips 66$215,615$MO ALTRIA GROUP, INC.$212,683$STM STMicroelectronics N.V.$206,609 VANGUARD INTERM-TERM TX-EX ADM$204,603
Exited Positions (27)
$VTRS Viatris Inc
$APLD Applied Digital Corp. NORTHERN OIL & GAS INC
FRANKLIN CONVERTIBLE SECURITIES ADV
$CRNC Cerence Inc.
$PYPL PayPal Holdings, Inc.
$GCT GigaCloud Technology Inc
$ADBE ADOBE INC.
$BRBR BELLRING BRANDS, INC.
$RGNX REGENXBIO Inc.
$IONQ IonQ, Inc.
$TSHA Taysha Gene Therapies, Inc.
$VICR VICOR CORP
$SDGR Schrodinger, Inc.
$DECK DECKERS OUTDOOR CORPBrowse Top Institutional Investors
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