§ 13F · FUND PROFILE
Redwood Wealth Management Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $222.6T (13F)Positions · 179Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SWVXX | PG&E CORP | 20.42M | $20.4T | 8.5% | −6% |
| 2 | BPTRX | ISHARES US TECHNOLOGY ETF | 46K | $11.5T | 4.8% | +7% |
| 3 | SNVXX | BIO-TECHNE CORP | 10.69M | $10.7T | 4.5% | −27% |
| 4 | NVDA | ADVANCED MICRO DEVIC | 32K | $6.0T | 2.5% | ±0% |
| 5 | MSFT | CENTERPOINT ENERGY INC | 12K | $5.8T | 2.4% | −1% |
| 6 | HNHAF | THE TORONTO-DOM3.25 | 775K | $5.7T | 2.4% | ±0% |
| 7 | AVGO | IRON MTN INC NEW REIT | 16K | $5.4T | 2.3% | −2% |
| 8 | GOOG | ISHARES CORE S&P SMALL CAP ETF | 17K | $5.4T | 2.3% | ±0% |
| 9 | GRNY | MARATHON PETE CORP | 206K | $5.1T | 2.1% | −5% |
| 10 | IBM | SANGAMO THERAPEUTICS INC | 17K | $5.1T | 2.1% | −11% |
§ 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 $222583.9 trillion in assets. The fund runs a portfolio of 179 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed