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Redwood Wealth Management Group, LLC — 13F Holdings & Portfolio

CIK 1963839 · latest 13F-HR filed 2026-04-24

Backtest portfolio

Redwood Wealth Management Group, LLC manages $231.5M in 13F-reported U.S. long-equity assets across 179 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SGVT (9.63%), BARON PARTNERS RETAIL (6.01%), SGVT (4.70%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 10 new positions, exited 28, added to 54, and trimmed 63.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$231.5M

Long-equity book

Holdings

179

Distinct positions

Period

2026-03-31

Filed 2026-04-24

Q/Q Activity

+10 / −28 / ↑54 / ↓63

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BARON PARTNERS RETAIL$2.4M +20.9%
  • SCHWAB PRIME ADVANTAGE MONEY INVESTOR$1.9M +9.2%
  • SCHWAB GOVERNMENT MONEY INV$1.4M +9.5%
  • EXXON MOBIL CORP$992.1K +39.3%
  • KINDER MORGAN INC DEL$517.4K +20.9%
Show all 54 →

Top Trims

  • MICROSOFT CORP-$1.3M -21.7%
  • HON HAI PRECISION ORDF-$1.3M -22.2%
  • IBM CORP-$1.1M -18.5%
  • NVIDIA CORP-$581.8K -9.7%
  • BROADCOM INC-$570.1K -10.5%
Show all 63 →

New Positions

  • SM ENERGY CO$642.6K
  • NOVAGOLD RES INC F$403.7K
  • GADSDEN DYNAMIC MULTI-ASSET ETF$313.1K
  • US TREASU NT 1.375 11/31UST NOTE DUE 11/15/31$303.5K
  • INFLEQTION INC CLASS A$272.7K
Show all 10 →

Exited Positions

  • VIATRIS INC$785.0K
  • INVSC S P 500 TOP 50 ETF$584.1K
  • NORTHERN OIL & GAS INC$400.0K
  • FRANKLIN CONVERTIBLE SECURITIES ADV$370.8K
  • WESTLAKE CHEM PARTNER LP$311.8K
Show all 28 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB PRIME ADVANTAGE MONEY INVESTOR SGVT 808515605 $22.3M 9.63% 22,286,214 SH
2 BARON PARTNERS RETAIL — 06828M108 $13.9M 6.01% 58,165 SH
3 SCHWAB GOVERNMENT MONEY INV SGVT 808515613 $10.9M 4.70% 10,893,111 SH
4 NVIDIA CORP NVDA 67066G104 $5.4M 2.33% 30,972 SH
5 ALPHABET INC CLASS CLASS C GOOG 02079K107 $4.9M 2.13% 17,166 SH
6 BROADCOM INC AVGO 11135F101 $4.9M 2.10% 15,725 SH
7 SCHWAB GOVERNMENT MONEY INV SGVT 808515613 $4.7M 2.05% 4,738,524 SH
8 FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF GRNY 886364231 $4.7M 2.04% 197,883 SH
9 MICROSOFT CORP MSFT 594918104 $4.6M 1.98% 12,366 SH
10 HON HAI PRECISION ORDF HNHAF Y36861105 $4.4M 1.92% 756,115 SH
11 IBM CORP IBM 459200101 $4.1M 1.79% 17,121 SH
12 ALPHABET INC CLASS CLASS A GOOGL 02079K305 $4.1M 1.78% 14,344 SH
13 APPLE INC AAPL 037833100 $4.0M 1.72% 15,732 SH
14 AMAZON.COM INC AMZN 023135106 $4.0M 1.72% 19,150 SH
15 ISHARES S&P 500 GROWTH ETF IVW 464287309 $3.8M 1.64% 33,607 SH
16 EXXON MOBIL CORP XOM 30231G102 $3.5M 1.52% 20,717 SH
17 ISHARES CORE S&P 500 ETF IVV 464287200 $3.5M 1.51% 5,350 SH
18 PALANTIR TECHNOLOGIES INCLASS CLASS A PLTR 69608A108 $3.3M 1.42% 22,445 SH
19 ENERGY TRANSFER L P LP ET 29273V100 $3.1M 1.35% 161,782 SH
20 KINDER MORGAN INC DEL KMI 49456B101 $3.0M 1.29% 89,181 SH
21 MFS INTL DIVERSIFICATION I INTL 55273G298 $3.0M 1.29% 107,847 SH
22 FIDELITY ADVISOR GROWTH OPPS I FBCG 315807883 $3.0M 1.28% 13,943 SH
23 FEDERATED HERMES MDT MID CAP GROWTH IS FLCG 314172198 $2.5M 1.10% 41,453 SH
24 MICRON TECHNOLOGY INC MU 595112103 $2.5M 1.09% 7,473 SH
25 ISHARES RUSSELL 2000 ETF IWM 464287655 $2.4M 1.04% 9,719 SH
26 SCHWAB PRIME ADVANTAGE MONEY ULTRA SGVT 808515696 $2.3M 1.01% 2,335,834 SH
27 COLUMBIA DIVIDEND INCOME INST2 — 19766M857 $2.3M 0.99% 60,044 SH
28 ISHARES 20 YEAR TREASURY BOND ETF TLT 464287432 $2.2M 0.96% 25,650 SH
29 ELI LILLY AND CO LLY 532457108 $2.2M 0.93% 2,350 SH
30 MARVELL TECHNOLOGY INC MRVL 573874104 $2.0M 0.88% 20,570 SH
31 TESLA INC TSLA 88160R101 $1.9M 0.83% 5,140 SH
32 ISHARES CORE S&P MID-CAPETF IJH 464287507 $1.8M 0.79% 27,165 SH
33 ISHARES CORE S&P SMALL-CAP ETF IJR 464287804 $1.8M 0.76% 14,209 SH
34 VANGUARD SMALL CAP VALUE INDEX ADMIRAL VBR 921937686 $1.7M 0.74% 18,288 SH
35 LORD ABBETT BOND-DEBENTURE I BOND 544004401 $1.7M 0.73% 238,775 SH
36 LORD ABBETT CR OPPORTUNITIES INST CR 54400C106 $1.7M 0.73% 202,550 SH
37 VANGUARD INTERNATIONAL GROWTH ADM EDV 921910501 $1.7M 0.72% 15,492 SH
38 STATE STREET SPDR S&P DIVIDEND ETF SDY 78464A763 $1.7M 0.72% 11,465 SH
39 FIDELITY ADVISOR INTL SMALL CAP I FESM 315910679 $1.7M 0.71% 44,727 SH
40 VANGUARD DIVIDEND GROWTH FUND INV VDIG 921908604 $1.6M 0.70% 56,239 SH
41 VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES VEA 921943858 $1.6M 0.70% 25,207 SH
42 MERCK & CO. INC. MRK 58933Y105 $1.5M 0.67% 12,872 SH
43 CATERPILLAR INC CAT 149123101 $1.4M 0.60% 1,950 SH
44 META PLATFORMS INC CLASS CLASS A META 30303M102 $1.4M 0.58% 2,362 SH
45 LORD ABBETT HIGH INCOME MUNI BOND I — 543912836 $1.3M 0.55% 120,668 SH
46 RTX CORP RTX 75513E101 $1.1M 0.49% 5,905 SH
47 JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF JMBS 47103U852 $1.1M 0.47% 23,868 SH
48 VICTORY RS INTERNATIONAL Y — 92647Q686 $1.1M 0.46% 58,827 SH
49 PROCTER & GAMBLE CO PG 742718109 $1.1M 0.46% 7,349 SH
50 FEDERATED HERMES MDT MID CAP GROWTH IS FLCG 314172198 $1.0M 0.45% 16,867 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-24 $231.5M 179 0001963839-26-000004
2025-12-31 2026-02-03 $239.1M 196 0001963839-26-000002