Redwood Wealth Management Group, LLC

DOSSIER · 13F-HR · Q1 2026

Redwood Wealth Management Group, LLC

$232M in tracked AUM across 179 positions as of Q1 2026.

RW

CIK 0001963839 · last filed Mar 31, 2026

Total AUM

$232M

as of Q1 2026

Holdings

179

—

positions

Whale Score

44

44

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Redwood Wealth Management Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

SWVXX

SCHWAB PRIME ADVANTAGE MONEY INVESTOR

$22M22.3M9.6%02

SNVXX

SCHWAB GOVERNMENT MONEY INV

$16M15.6M6.8%03

06828M108

BARON PARTNERS RETAIL

$14M58K6.0%04

NVDA

NVIDIA CORP

$5M31K2.3%05

GOOG

ALPHABET INC CLASS CLASS C

$5M17K2.1%06

AVGO

BROADCOM INC

$5M16K2.1%07

GRNY

FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF