§ 13F · FUND PROFILE
Redwood Wealth Management Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $236M (13F)Positions · 179Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SWVXX | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | 22.29M | $22M | 9.6% | +9% |
| 2 | BPTRX | BARON PARTNERS RETAIL | 58K | $14M | 6.0% | +28% |
| 3 | SNVXX | SCHWAB GOVERNMENT MONEY INV | 10.89M | $11M | 4.7% | +9% |
| 4 | NVDA | NVIDIA CORP | 31K | $5M | 2.3% | −3% |
| 5 | GOOG | ALPHABET INC CLASS CLASS C | 17K | $5M | 2.1% | ±0% |
| 6 | AVGO | BROADCOM INC | 16K | $5M | 2.1% | ±0% |
| 7 | SNVXX | SCHWAB GOVERNMENT MONEY INV | 4.74M | $5M | 2.0% | — |
| 8 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 198K | $5M | 2.0% | −4% |
| 9 | MSFT | MICROSOFT CORP | 12K | $5M | 2.0% | +2% |
| 10 | HNHAF | HON HAI PRECISION ORDF | 756K | $4M | 1.9% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REDWOOD SIGNAL
AC read
Redwood Wealth Management Group, LLC is a Other fund managing $236 million in assets. The fund runs a portfolio of 179 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed