Latest Redwood Wealth Management Group, LLC Stock Portfolio

Redwood Wealth Management Group, LLC Performance:

2026 Q1: -2.42%YTD: -2.42%2025: 14.31%

Performance for 2026 Q1 is -2.42%, and YTD is -2.42%, and 2025 is 14.31%.

About Redwood Wealth Management Group, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Redwood Wealth Management Group, LLC reported an equity portfolio of $231.5 Millions as of 31 Mar, 2026.

The top stock holdings of Redwood Wealth Management Group, LLC are , , . The fund has invested 9.6% of it's portfolio in SCHWAB PRIME ADVANTAGE MONEY INVESTOR and 6.8% of portfolio in SCHWAB GOVERNMENT MONEY INV.

The fund managers got completely rid off VIATRIS INC (BTF), INVSC S P 500 TOP 50 ETF (APLD) and FRANKLIN CONVERTIBLE SECURITIES ADV (CIVI) stocks. They significantly reduced their stock positions in VANECK GOLD MINERS ETF (AFK), ISHARES SILVER TRUST (SLV) and APPLIED MATLS INC (AMAT). Redwood Wealth Management Group, LLC opened new stock positions in SM ENERGY CO (SM), NOVAGOLD RES INC F (NG) and GADSDEN DYNAMIC MULTI-ASSET ETF (BOB). The fund showed a lot of confidence in some stocks as they added substantially to UIPATH INC CLASS CLASS A (PATH), NAVITAS SEMICONDUCTOR CO (NVTS) and VANGUARD HIGH-YIELD TAX-EXEMPT (VTEB).

Redwood Wealth Management Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Redwood Wealth Management Group, LLC made a return of -2.42% in the last quarter. In trailing 12 months, it's portfolio return was 15.81%.

Performance
S&P 500

New Buys

Ticker	$ Bought
sm energy co	642,595
novagold res inc f	403,651
gadsden dynamic multi-asset etf	313,067
us treasu nt 1.375 11/31ust note due 11/15/31	303,529
infleqtion inc class a	272,718
plains all american p lp	229,999
phillips 66	215,615
altria group inc	212,683

New stocks bought by Redwood Wealth Management Group, LLC

Additions

Ticker	% Inc.
uipath inc class class a	62.91
navitas semiconductor co	49.71
vanguard high-yield tax-exempt	39.2
state street energy select sector spdr etf	37.07
baron partners retail	27.77
boeing co	21.32
astera labs inc	17.04
netflix inc	13.5

Additions to existing portfolio by Redwood Wealth Management Group, LLC

Reductions

Ticker	% Reduced
vaneck gold miners etf	-61.23
ishares silver trust	-49.55
applied matls inc	-32.26
himax technologies inc fsponsored adr 1 adr reps 2 ord shs	-21.38
alpha & omega semicond f	-19.46
ishares 20 year treasury bond etf	-18.48
fs specialty lending fun	-18.27
jd com inc fsponsored adr 1 adr reps 2 ord shs	-17.85

Redwood Wealth Management Group, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
northern oil & gas inc	-399,953
south bow corp f	-200,055
markel group inc	-228,671
natera inc	-245,850
westlake chem partner lp	-311,774
invsc s p 500 top 50 etf	-584,140
guggenheim limited duration p	-219,300
viatris inc	-785,033

Redwood Wealth Management Group, LLC got rid off the above stocks

Sector Distribution

Redwood Wealth Management Group, LLC has about 57.8% of it's holdings in Others sector.

Sector	%
Others	57.8
Technology	17.8
Energy	6.5
Communication Services	5.4
Healthcare	3.8
Consumer Cyclical	2.9
Industrials	2.2
Consumer Defensive	1.4

Market Cap. Distribution

Redwood Wealth Management Group, LLC has about 39.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	57.8
MEGA-CAP	28.4
LARGE-CAP	11.4
MID-CAP	1.9

Stocks belong to which Index?

About 34.9% of the stocks held by Redwood Wealth Management Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	65
S&P 500	33.3
RUSSELL 2000	1.6

Top 5 Winners (%)		%
GLW	corning inc	52.5 %
VLO	valero energy corp new	51.8 %
XOM	exxon mobil corp	40.7 %
DVN	devon energy corp new	37.4 %
CVX	chevron corp new	35.7 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	1.0 M
KMI	kinder morgan inc del	0.5 M
ET	energy transfer l p lp	0.5 M
MU	micron technology inc	0.4 M
MRVL	marvell technology inc	0.3 M

Top 5 Losers (%)		%
	astera labs inc	-32.4 %
	grayscale ethereum mini staking etf	-28.5 %
PATH	uipath inc class class a	-27.8 %
BMNR	bitmine immersion tecnol	-27.0 %
BX	blackstone inc	-25.4 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-1.4 M
	hon hai precision ordf	-1.1 M
IBM	ibm corp	-1.0 M
	baron partners retail	-0.7 M
PLTR	palantir technologies inclass class a	-0.7 M

Redwood Wealth Management Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Redwood Wealth Management Group, LLC

Redwood Wealth Management Group, LLC has 165 stocks in it's portfolio. About 36.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Redwood Wealth Management Group, LLC last quarter.

Last Reported on: 24 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.72	15,732	3,992,520	added	1.7

ABBV	abbvie inc	0.42	4,427	962,823	reduced	-1.47

ACSI	fundstrat granny shots us large cap etf	2.04	197,883	4,723,470	reduced	-3.92

ADBE	j p morgan nasdaq eqt prm inc etf	0.00	0.00	0.00	sold off	-100

ADI	analog devices inc	0.11	805	256,150	reduced	-4.96

AFK	vaneck gold miners etf	0.11	2,830	259,709	reduced	-61.23

AMAT	applied matls inc	0.16	1,117	381,903	reduced	-32.26

AMD	advanced micro devic	0.44	5,045	1,026,300	reduced	-1.29

AMGN	amgen inc	0.32	2,140	753,035	reduced	-0.33

AMZN	amazon.com inc	1.72	19,150	3,988,370	added	5.41

AON	aon plc fclass class a	0.26	1,900	613,282	unchanged	0.00

AOSL	alpha & omega semicond f	0.11	11,337	251,228	reduced	-19.46

APLD	invsc s p 500 top 50 etf	0.00	0.00	0.00	sold off	-100

ASML	asml hldg n v fsponsored adr 1 adr reps 1 ord shs	0.40	703	928,543	unchanged	0.00

AVGO	broadcom inc	2.10	15,725	4,866,930	added	0.1

BA	boeing co	0.17	1,963	390,696	added	21.32

BABA	alibaba group hldg ltd fsponsored adr 1 adr reps 8 ord shs	0.34	6,190	776,597	added	7.17

BHP	bhp group ltd fsponsored adr 1 adr reps 2 ord shs	0.18	5,886	428,123	added	0.98

BIDU	baidu inc f	0.20	4,082	454,816	unchanged	0.00

BIL	state street spdr s&p dividend etf	0.72	11,465	1,673,260	reduced	-4.55