Redwood Wealth Management Group, LLC

Est. AUM

$221.5M

13F long equity, this entity only

Positions

169

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB PRIME ADVANTAGE MONEY INVESTOR	MMN	$22.3M	22286214	10.06%	SOLE
2	BARON PARTNERS RETAIL	MFA	$13.9M	58165	6.28%	SOLE
3	SCHWAB GOVERNMENT MONEY INV	MMN	$10.9M	10893111	4.92%	SOLE
4	NVIDIA CORP	COM	$5.4M	30972	2.44%	SOLE
5	ALPHABET INC CLASS CLASS C	COM	$4.9M	17166	2.22%	SOLE
6	BROADCOM INC	COM	$4.9M	15725	2.20%	SOLE
7	FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF	UIE	$4.7M	197883	2.13%	SOLE
8	MICROSOFT CORP	COM	$4.6M	12366	2.07%	SOLE
9	HON HAI PRECISION ORDF	UFO	$4.4M	756115	2.00%	SOLE
10	IBM CORP	COM	$4.2M	17121	1.87%	SOLE
11	ALPHABET INC CLASS CLASS A	COM	$4.1M	14344	1.86%	SOLE
12	APPLE INC	COM	$4.0M	15732	1.80%	SOLE
13	AMAZON.COM INC	COM	$4.0M	19150	1.80%	SOLE
14	ISHARES S&P 500 GROWTH ETF	UIE	$3.8M	33607	1.72%	SOLE
15	EXXON MOBIL CORP	COM	$3.5M	20717	1.59%	SOLE
16	ISHARES CORE S&P 500 ETF	UIE	$3.5M	5350	1.58%	SOLE
17	PALANTIR TECHNOLOGIES INCLASS CLASS A	COM	$3.3M	22445	1.48%	SOLE
18	ENERGY TRANSFER L P LP	MLP	$3.1M	161782	1.41%	SOLE
19	KINDER MORGAN INC DEL	COM	$3.0M	89181	1.35%	SOLE
20	MFS INTL DIVERSIFICATION I	MFA	$3.0M	107847	1.35%	SOLE
21	FIDELITY ADVISOR GROWTH OPPS I	MFC	$3.0M	13943	1.33%	SOLE
22	FEDERATED HERMES MDT MID CAP GROWTH IS	MFA	$2.5M	41453	1.15%	SOLE
23	MICRON TECHNOLOGY INC	COM	$2.5M	7473	1.14%	SOLE
24	ISHARES RUSSELL 2000 ETF	UIE	$2.4M	9719	1.09%	SOLE
25	SCHWAB PRIME ADVANTAGE MONEY ULTRA	MMN	$2.3M	2335834	1.05%	SOLE
26	COLUMBIA DIVIDEND INCOME INST2	MFA	$2.3M	60044	1.03%	SOLE
27	ISHARES 20 YEAR TREASURY BOND ETF	UIE	$2.2M	25650	1.00%	SOLE
28	ELI LILLY AND CO	COM	$2.2M	2350	0.98%	SOLE
29	MARVELL TECHNOLOGY INC	COM	$2.0M	20570	0.92%	SOLE
30	TESLA INC	COM	$1.9M	5140	0.86%	SOLE
31	ISHARES CORE S&P MID-CAPETF	UIE	$1.8M	27165	0.83%	SOLE
32	ISHARES CORE S&P SMALL-CAP ETF	UIE	$1.8M	14209	0.80%	SOLE
33	VANGUARD SMALL CAP VALUE INDEX ADMIRAL	MFC	$1.7M	18288	0.77%	SOLE
34	LORD ABBETT BOND-DEBENTURE I	MFF	$1.7M	238775	0.76%	SOLE
35	LORD ABBETT CR OPPORTUNITIES INST	MFF	$1.7M	202550	0.76%	SOLE
36	VANGUARD INTERNATIONAL GROWTH ADM	MFC	$1.7M	15492	0.76%	SOLE
37	STATE STREET SPDR S&P DIVIDEND ETF	UIE	$1.7M	11465	0.76%	SOLE
38	FIDELITY ADVISOR INTL SMALL CAP I	MFC	$1.7M	44727	0.75%	SOLE
39	VANGUARD DIVIDEND GROWTH FUND INV	MFC	$1.6M	56239	0.74%	SOLE
40	VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES	UIE	$1.6M	25207	0.73%	SOLE
41	MERCK & CO. INC.	COM	$1.5M	12872	0.70%	SOLE
42	CATERPILLAR INC	COM	$1.4M	1950	0.62%	SOLE
43	META PLATFORMS INC CLASS CLASS A	COM	$1.4M	2362	0.61%	SOLE
44	LORD ABBETT HIGH INCOME MUNI BOND I	MFF	$1.3M	120668	0.57%	SOLE
45	RTX CORP	COM	$1.1M	5905	0.51%	SOLE
46	JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF	UIE	$1.1M	23868	0.49%	SOLE
47	VICTORY RS INTERNATIONAL Y	MFC	$1.1M	58827	0.48%	SOLE
48	PROCTER & GAMBLE CO	COM	$1.1M	7349	0.48%	SOLE
49	ADVANCED MICRO DEVIC	COM	$1.0M	5045	0.46%	SOLE
50	SOUTHERN COPPER CORP	COM	$1.0M	5946	0.46%	SOLE

1–50 of 169

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.