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
$5M198K2.0%
08
IBM
IBM CORP
$5M19K2.0%
09
MSFT
MICROSOFT CORP
$5M12K2.0%
10
Y36861105
HON HAI PRECISION ORDF
$4M756K1.9%

Filing history

2026Q1Mar 31
$232M 3.1%
179 positionsView →
2025Q4Dec 31
$239M 1.4%
196 positionsView →
2025Q3Sep 30
$236M 5.9%
179 positionsView →
2025Q2Jun 30
$223M 13.2%
179 positionsLocked
2025Q1Mar 31
$197M 4.1%
157 positionsLocked
2024Q4Dec 31
$205M 1.7%
159 positionsLocked
2024Q3Sep 30
$202M 51.9%
156 positionsLocked
2024Q2Jun 30
$133M 40.7%
1,199 positionsLocked
2024Q1Mar 31
$94M 4.6%
111 positionsLocked
2023Q4Dec 31
$90M 5.5%
143 positionsLocked
2023Q3Sep 30
$86M 5.2%
144 positionsLocked
2023Q2Jun 30
$90M 2.2%
150 positionsLocked
Showing 12 of 14