Q1 2026 13F · SEC CIK 1963839

Redwood Wealth Management Group, LLC

Wealth managerFiled 2026-04-24 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $231.5M
Reported positions: 169
Holdings vs S&P 500, 3 yrs: —
Assets under management: $837.0M

Redwood Wealth Management Group, LLC is a wealth manager that reported 169 positions worth $231.5M in its Q1 2026 13F, filed 2026-04-24. Its largest holdings were Schwab Prime Advantage Money Investor (SWVXX, 9.6%), Schwab US Treasury Money Investor (SNVXX, 6.8%), Baron Partners Retail (BPTRX, 6.0%).

Redwood Wealth Management Group, LLC holdings largest 50 of 169 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Redwood Wealth Management Group, LLC 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
SWVXXSchwab Prime Advantage Money Investor	9.6%	8.5%	22,286,214	+9.2%	$22.3M
SNVXXSchwab US Treasury Money Investor	6.8%	6.0%	15,631,635	+9.5%	$15.6M
BPTRXBaron Partners Retail	6.0%	4.8%	58,165	+27.8%	$13.9M
NVDANvidia Corporation	2.3%	2.5%	30,972	-3.5%	$5.4M
GOOGAlphabet Inc	2.1%	2.3%	17,166	-0.3%	$4.9M
AVGOBroadcom Inc	2.1%	2.3%	15,725	+0.1%	$4.9M
GRNYTidal Trust I	2.0%	2.1%	197,883	-3.9%	$4.7M
IBMInternational Business Machs	2.0%	2.4%	19,052	-0.4%	$4.6M
MSFTMicrosoft Corp	2.0%	2.4%	12,366	+2.3%	$4.6M
Y36861105Hon Hai Precision Ordf	1.9%	2.4%	756,115	-2.5%	$4.4M
GOOGLAlphabet Inc	1.8%	1.9%	14,344	+0.6%	$4.1M
AAPLApple Inc	1.7%	1.8%	15,732	+1.7%	$4.0M
AMZNAmazon Com Inc	1.7%	1.8%	19,150	+5.4%	$4.0M
IVWIshares Tr	1.6%	1.7%	33,607	-0.2%	$3.8M
FGSIXFederated Hermes Mdt Mid Cap Growth Is	1.5%	1.7%	58,320	-4.9%	$3.6M
XOMExxon Mobil Corp	1.5%	1.1%	20,717	-1.2%	$3.5M
IVVIshares Tr	1.5%	1.5%	5,350	-0.5%	$3.5M
IWMIshares Tr	1.4%	1.4%	13,344	-1.7%	$3.3M
PLTRPalantir Technologies Inc	1.4%	1.6%	22,445	+4.5%	$3.3M
ETPCEnergy Transfer L P	1.3%	1.1%	161,782	-2.2%	$3.1M
KMIKinder Morgan Inc Del	1.3%	1.0%	89,181	-0.9%	$3.0M
MDIJXMfs Intl Diversification I	1.3%	1.3%	107,847	-0.3%	$3.0M
FAGCXFidelity Advisor Growth Opps I	1.3%	1.4%	13,943	-3.7%	$3.0M
MUMicron Technology Inc	1.1%	0.9%	7,473	+4.2%	$2.5M
LBNYXLord Abbett Bond-Debenture I	1.1%	1.1%	351,531	+0.2%	$2.5M
SNAXXSchwab Prime Advantage Money Ultra	1.0%	1.2%	2,335,834	-15.5%	$2.3M
CDDRXColumbia Dividend Income Inst2	1.0%	0.9%	60,044	-0.1%	$2.3M
TLTIshares Tr	1.0%	1.1%	25,650	-18.5%	$2.2M
LLYEli Lilly & Co	0.9%	1.1%	2,350	-2.9%	$2.2M
MRVLMarvell Technology Inc	0.9%	0.7%	20,570	+5.8%	$2.0M
TSLATesla Inc	0.8%	1.0%	5,140	+1.6%	$1.9M
VEAVanguard Ftse Developed Markets Index Fu	0.8%	0.8%	28,896	-1.1%	$1.9M
IJHIshares Tr	0.8%	0.8%	27,165	-0.1%	$1.8M
GIBLXGuggenheim Total Return Bond P	0.8%	0.8%	74,992	-5.2%	$1.8M
IJRIshares Tr	0.8%	0.7%	14,209	-0.3%	$1.8M
JMBSJanus Detroit Str Tr	0.7%	0.7%	37,930	-1.9%	$1.7M
VSIAXVanguard Small Cap Value Index Admiral	0.7%	0.7%	18,288	-0.8%	$1.7M
LCRDXLord Abbett Cr Opportunities Inst	0.7%	0.7%	202,550	+0.6%	$1.7M
VWILXVanguard Intl Gr Adm	0.7%	0.7%	15,492	-1.2%	$1.7M
SDYSpdr Ser Tr	0.7%	0.7%	11,465	-4.5%	$1.7M
FIXIXFidelity Advisor Intl Small Cap I	0.7%	0.7%	44,727	-3.5%	$1.7M
VDIGXVanguard Dividend Growth Fund Investor S	0.7%	0.8%	56,239	-1.1%	$1.6M
MRKMerck & Co Inc	0.7%	0.6%	12,872	-0.2%	$1.5M
CATCaterpillar Inc	0.6%	0.5%	1,950	+0.0%	$1.4M
METAMeta Platforms Inc	0.6%	0.7%	2,362	-10.1%	$1.4M
HYMIXLord Abbett High Income Muni Bond I	0.5%	0.5%	120,668	+7.1%	$1.3M
RTXRtx Corporation	0.5%	0.5%	5,905	-1.3%	$1.1M
RSIGXVictory Rs International Y	0.5%	0.5%	58,827	-3.9%	$1.1M
PGProcter & Gamble Co	0.5%	—	7,349	—	$1.1M
AMDAdvanced Micro Devices Inc	0.4%	—	5,045	—	$1.0M

What Redwood Wealth Management Group, LLC bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$231.5M	169
Q4 2025	$239.1M	187
Q3 2025	$235.8M	179
Q2 2025	$222.6M	179
Q1 2025	$196.6M	157
Q4 2024	$205.1M	159
Q3 2024	$201.7M	156
Q2 2024	$132.8M	1,195
Q1 2024	$94.4M	111
Q4 2023	$90.2M	143
Q3 2023	$85.5M	144
Q2 2023	$90.2M	150

Questions about Redwood Wealth Management Group, LLC's portfolio

What stocks does Redwood Wealth Management Group, LLC own?

Redwood Wealth Management Group, LLC's latest 13F, for Q1 2026 and filed Apr 24, 2026, lists 169 positions worth $231.5M. The largest are Schwab Prime Advantage Money Investor (SWVXX) at 9.6%, Schwab US Treasury Money Investor (SNVXX) at 6.8%, Baron Partners Retail (BPTRX) at 6.0%, Nvidia Corporation (NVDA) at 2.3% and Alphabet Inc (GOOG) at 2.1%.

What did Redwood Wealth Management Group, LLC buy last quarter?

In Q1 2026, Redwood Wealth Management Group, LLC added Baron Partners Retail (BPTRX) (+27.8% shares), Schwab US Treasury Money Investor (SNVXX) (+9.5% shares) and Schwab Prime Advantage Money Investor (SWVXX) (+9.2% shares), compared with its Q4 2025 filing.

What did Redwood Wealth Management Group, LLC sell last quarter?

In Q1 2026, Redwood Wealth Management Group, LLC cut from its top 50 Zeta Global Holdings Corp (ZETA), cut from its top 50 Sentinelone Inc (S), Ishares Tr (TLT) (-18.5% shares), Schwab Prime Advantage Money Ultra (SNAXX) (-15.5% shares) and Meta Platforms Inc (META) (-10.1% shares), compared with its Q4 2025 filing.

When is Redwood Wealth Management Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Redwood Wealth Management Group, LLC's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.

How much money does Redwood Wealth Management Group, LLC manage?

Redwood Wealth Management Group, LLC reported $837.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $231.5M.