Redwood Wealth Management Group, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1963839
Institutional-grade research for retail investors
Email me the moment this fund files its next 13FPro

13F Reported Value

ⓘ

$0

Holdings

1

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Redwood Wealth Management Group, LLC disclosed 1 positions worth $0 in its Form 13F-HR for Q2 2026, led by $NOV (NOV Inc.). During the quarter the fund opened 1 new position and exited 169 — including a new stake in $NOV. The portfolio is most concentrated in Energy (0.0% 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.

AUM History

13fpro.ai/research/fund/redwood-wealth-management-group-llc-1963839

Quarterly Activity — Q2 2026

Click any card to unlock

Top Holdings

AI Quality Scored

Unlock AI quality scores for every holding

32-signal composite ranking on each of Redwood Wealth Management Group, LLC's 1 positions.

Showing top 1 of 1 holdings.

Sector Allocation

Energy

—

Full Holdings — Redwood Wealth Management Group, LLC (Q2 2026)

All 1 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
NOV$NOVNOV Inc.$0

New Positions (1)

NOV$NOV NOV Inc.$0

Exited Positions (169)

SCHWAB PRIME ADVANTAGE MONEY INVESTOR
SCHWAB GOVERNMENT MONEY INV
BARON PARTNERS RETAIL
NVDA$NVDA NVIDIA CORP
GOOG$GOOG Alphabet Inc.
AVGO$AVGO Broadcom Inc.
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
IBM$IBM INTERNATIONAL BUSINESS MACHINES CORP
MSFT$MSFT MICROSOFT CORP
HOLX$HOLX HOLOGIC INC
GOOG$GOOG Alphabet Inc.
AAPL$AAPL Apple Inc.
AMZN$AMZN AMAZON COM INC
ISHARES S&P 500 GROWTH ETF
FEDERATED HERMES MDT MID CAP GROWTH IS

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

to search all 8,700+ institutional filers.

Available Analysis

13F Pro tracks comprehensive institutional data for Redwood Wealth Management Group, LLC including:

Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights

Track Redwood Wealth Management Group, LLC's Full Portfolio

See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Redwood Wealth Management Group, LLC and 8,700+ other institutional investors.

View Pricing

Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

AI-Powered Hedge Fund Analysis: Redwood Wealth Management Group, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Redwood Wealth Management Group, LLC (SEC CIK: 1963839), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Redwood Wealth Management Group, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.