Redwood Wealth Management Group, LLC

CIK 0001963839 • 6 13F filings • Apr 21, 2025 – Aug 3, 2026

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Filer information

Filed by: Redwood Wealth Management Group, LLC, Managing Partner
Address: 400 STOKES RD, PO BOX 1057, MEDFORD, NJ, 08055
Phone: (856) 500-2900
AUM: $239.1M

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2025

Q1 2026

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $239.1M196 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$309K	0.1%	5,301 SH	New
ADTRAN HLDGS INC	COM	$431K	0.2%	4,319 SH	New
ADVANCED MICRO DEVIC	FGC	$6.0M	2.5%	32,082 SH	New
AFFIRM HLDGS INC CLASS A	COM	$2.5M	1.0%	89,953 SH	New
AFLAC INC	COM	$3.8M	1.6%	21,486 SH	New
AGILENT TECHNOLOGIES INC	BMU	$1.1M	0.5%	24,326 SH	New
ALPHABET INC CLASS CLASS A	ADR	$489K	0.2%	3,051 SH	New
AMCOR PLC F	MFC	$2.5M	1.1%	20,963 SH	New
AMERICAN EXPRESS CO	COM	$1.9M	0.8%	56,885 SH	New
AMERICAN FUNDS WASHINGTON MUTUAL F2	MPL	$788K	0.3%	16,468 SH	New
ARBOR RLTY TR INC REIT	COM	$403K	0.2%	20,023 SH	New
ARISTA NETWORKS INC	OEQ	$736K	0.3%	9,010 SH	New
ARTISAN INTERNATIONAL INSTITUTIONAL	UIE	$285K	0.1%	3,251 SH	New
AUTOMATIC DATA PROCESSIN	COM	$551K	0.2%	5,000 SH	New
AVIAT NETWORKS INC	COM	$239K	0.1%	1,471 SH	New
BARON FOCUSED GROWTH INSTITUTIONAL	COM	$292K	0.1%	7,975 SH	New
BAXTER INTL INC	UIE	$264K	0.1%	3,522 SH	New
BIO-TECHNE CORP	COM	$10.7M	4.5%	10,689,439 SH	New
BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS	COM	$670K	0.3%	1,900 SH	New
BIT DIGITAL INC. F	ADR	$1.1M	0.5%	17,002 SH	New
BITFARMS LTD F	COM	$219K	0.1%	3,650 SH	New
BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS	FNM	$620K	0.3%	1,946 SH	New
BRISTOL MYERS SQUIBB CO	COM	$265K	0.1%Prev: 0.3%	1,204 SH	Decreased-12,316 SH
BROWN & BROWN INC	MFB	$650K	0.3%	2,017 SH	New
CADENCE DESIGN SYS INC	COM	$423K	0.2%	2,297 SH	New
CARNIVAL CORP F	NOT	$639K	0.3%	179,583 SH	New
CENOVUS ENERGY INC F	MFA	$250K	0.1%	383 SH	New
CENTERPOINT ENERGY INC	MFC	$5.8M	2.4%	12,093 SH	New
CHEVRON CORP NEW	COM	$501K	0.2%Prev: 0.1%	1,036 SH	Increased-629 SH
CLEARBRIDGE DIVIDEND STRATEGY I	COM	$209K	0.1%	1,783 SH	New
COUSINS PPTYS INC	COM	$459K	0.2%	18,436 SH	New
DARDEN RESTAURANTS INC	COM	$656K	0.3%	14,357 SH	New
DELTA AIR LINES INC DEL	COM	$652K	0.3%	7,541 SH	New
DFA US LARGE CAP EQUITY INSTITUTIONAL	CEM	$375K	0.2%	800 SH	New
DIAMONDBACK ENERGY INC	COM	$701K	0.3%	2,295 SH	New
DNOW INC	COM	$807K	0.3%	33,526 SH	New
DOMINION ENERGY INC	FGC	$891K	0.4%	11,832 SH	New
DOORDASH INC CLASS A	MLP	$222K	0.1%	1,140 SH	New
DOXIMITY INC CLASS A	COM	$917K	0.4%	3,724 SH	New
DT MIDSTREAM INC	COM	$1.8M	0.8%Prev: 0.1%	27,199 SH	Increased+25,259 SH
EDGEWOOD GROWTH INSTL	MFC	$2.2M	0.9%	60,084 SH	New
ELEVANCE HEALTH INC	COM	$488K	0.2%	17,398 SH	New
ESSENTIAL UTILS INC	COM	$359K	0.1%	4,465 SH	New
FATE THERAPEUTICS INC	FGC	$262K	0.1%	8,940 SH	New
FEDERATED HERMES MDT MID CAP GROWTH IS	FGC	$460K	0.2%	8,583 SH	New
FIDELITY ADVISOR FOCUSED EMERGING MARKETS Z	MFF	$221K	0.1%	1,850 SH	New
FIDELITY REAL ESTATE INCOME	COM	$239K	0.1%	2,302 SH	New
FLEX LTD F	UIE	$200K	0.1%	13,527 SH	New
FNMA PL 889572 5.5	COM	$560K	0.2%	17,471 SH	New
FORMFACTOR INC	COM	$1.2M	0.5%	78,116 SH	New
FRANKLIN CONVERTIBLE SECURITIES ADV	UIE	$371K	0.2%	13,686 SH	New
FREEPORT-MCMORAN INC	COM	$3.7M	1.5%	5,376 SH	New
FUNDSTRAT GRANNY SHT US LG CP ETF	UIE	$1.1M	0.5%Prev: 2.3%	5,111 SH	Decreased-211,524 SH
GARMIN LTD F	MFC	$2.9M	1.2%	44,314 SH	New
GE AEROSPACE	CEM	$3.6M	1.5%	3,590,653 SH	New
GE VERNOVA INC	COM	$216K	0.1%	215,000 SH	New
GEN DIGITAL INC	COM	$1.1M	0.4%	7,348 SH	New
GENERAL DYNAMICS CORP	ADR	$868K	0.4%	6,050 SH	New
GENERAL MILLS INC	UIE	$394K	0.2%	27,835 SH	New
GOLDMAN SACHS BAN 3.9	COM	$213K	0.1%	340 SH	New
GOLDMAN SACHS NASDAQ 100PRM ETF	COM	$4.2M	1.8%	15,469 SH	New
GRAYSCALE ETHEREUM MINI	COM	$246K	0.1%	3,941 SH	New
GUARDANT HEALTH INC	COM	$290K	0.1%	1,910 SH	New
GUGGENHEIM LIMITED DURATION P	COM	$219K	0.1%	21,670 SH	New
GUGGENHEIM TOTAL RETURN BOND INSTL	UIE	$271K	0.1%	1,775 SH	New
GUGGENHEIM TOTAL RETURN BOND P	UIE	$698K	0.3%	9,064 SH	New
HELMERICH & PAYNE INC	UIE	$314K	0.1%	52,559 SH	New
HEMPAMERICANA INC	COM	$313K	0.1%	61,345 SH	New
ILLUMINA INC	COM	$392K	0.2%	1,290 SH	New
IMMUNIC INC	UIE	$2.7M	1.1%	31,463 SH	New
INSTALLED BLDG PRODS INC	COM	$2.6M	1.1%	2,419 SH	New
INSULET CORP	COM	$1.4M	0.6%	12,901 SH	New
INVSC S P 500 TOP 50 ETF	UIE	$584K	0.2%	23,823 SH	New
INVSC SP 500 EQUAL WEIGHT UTILTS ETF	UIE	$422K	0.2%	20,731 SH	New
IONQ INC	COM	$1.7M	0.7%Prev: 0.1%	238,216 SH	Increased+232,628 SH
IRON MTN INC NEW REIT	FGC	$5.4M	2.3%	15,710 SH	New
ISHARES 20 PLS YEAR TREASURY BND ETF	COM	$4.5M	1.9%	14,257 SH	New
ISHARES BITCOIN ETF	MFB	$703K	0.3%	2,147 SH	New
ISHARES CORE MSCI EAFE ETF	COM	$568K	0.2%	22,869 SH	New
ISHARES CORE S&P SMALL CAP ETF	COM	$5.4M	2.3%	17,221 SH	New
ISHARES GLOBAL INFRASTRUCTURE ETF	UIE	$230K	0.1%	847 SH	New
ISHARES RUSSELL 1000 ETF	MFA	$352K	0.1%	5,829 SH	New
ISHARES RUSSELL 1000 GROWTH ETF	ADR	$847K	0.4%	5,776 SH	New
ISHARES S&P MID CAP 400 GRWTH ETF	UIE	$4.2M	1.8%	18,167 SH	New
ISHARES S&P SMLL CAP 600GRTH ETF	COM	$251K	0.1%	9,400 SH	New
ISHARES TOTAL US STOCK MARKET ETF	UIE	$794K	0.3%	15,672 SH	New
ISHARES US TECHNOLOGY ETF	COM	$11.5M	4.8%	45,522 SH	New
J P MORGAN NASDAQ EQT PRM INC ETF	UIE	$253K	0.1%Prev: 0.1%	723 SH	Decreased-3,877 SH
JANUS HENDERSON CONTRARIAN I	UIE	$2.7M	1.1%	165,460 SH	New
JENISON MICH PUB SC 5	COM	$1.1M	0.5%	61,212 SH	New
JHANCOCK DISCIPLINED VALUE MID CAP I	UIE	$293K	0.1%	2,275 SH	New
JPMORGAN LARGE CAP GROWTH I	UIE	$254K	0.1%	720 SH	New
KE HLDGS INC SPONSORED FSPONSORED ADR 1 ADR REPS 3 ORD SHS	COM	$220K	0.1%	18,037 SH	New
KEARNY FINL CORP MD	COM	$276K	0.1%	25,358 SH	New
KEURIG DR PEPPER INC	COM	$216K	0.1%	8,250 SH	New
KEWAUNEE SCIENTIFIC CORP	UIE	$526K	0.2%	82,102 SH	New
KIMBERLY CLARK CORP	COM	$251K	0.1%	250,000 SH	New
KINDER MORGAN INC DEL	COM	$771K	0.3%Prev: 1.1%	4,505 SH	Decreased-86,105 SH
KING & PIERCE CNTY 3	COM	$689K	0.3%	16,904 SH	New
KLA CORP	COM	$1.7M	0.7%	12,011 SH	New
KRAFT HEINZ CO	UIE	$361K	0.2%	966 SH	New
KRONOS WORLDWIDE INC	COM	$1.2M	0.5%	112,718 SH	New
KULICKE & SOFFA INDS INC	COM	$240K	0.1%	13,428 SH	New
LEONARDO DRS INC	COM	$574K	0.2%	10,438 SH	New
LORD ABBETT BOND-DEBENTURE I	CDS	$230K	0.1%	1,944 SH	New
LUCID GROUP INC	COM	$2.0M	0.9%	7,173 SH	New
LYONDELLBASELL INDUSTR FCLASS A	UIE	$3.4M	1.4%	14,486 SH	New
MARATHON PETE CORP	COM	$5.1M	2.1%	205,951 SH	New
MARKEL GROUP INC	COM	$229K	0.1%	69,930 SH	New
MASTERCARD INC CLASS CLASS A	COM	$301K	0.1%	10,677 SH	New
MCCORMICK & CO INC CLASS CLASS N	COM	$2.3M	1.0%	5,057 SH	New
MCDONALDS CORP	MLP	$583K	0.2%	755 SH	New
MERCADOLIBRE INC	UIE	$717K	0.3%	3,466 SH	New
MERCK & CO. INC.	UIE	$289K	0.1%	10,084 SH	New
MICHIGAN ST TRUNK L 4	COM	$242K	0.1%	2,205 SH	New
MORGAN STANLEY BA 4.8	COM	$210K	0.1%	19,784 SH	New
MORGAN STANLEY PR 4.5	FNM	$498K	0.2%	788 SH	New
NATERA INC	COM	$246K	0.1%	44,700 SH	New
NATERA INC	UIE	$2.8M	1.2%	2,763,380 SH	New
NET SVGS LINK INC	UIE	$310K	0.1%	8,829 SH	New
Net Worth	FNM	$279K	0.1%	14,076 SH	New
NEWLAKE CAP PARTNERS INC	MFA	$967K	0.4%	27,275 SH	New
NORTEL NETWORKS CO XXXREGISTRATION REVOKED BY THE SEC EFF: 10/14/15	UIE	$448K	0.2%	20,025 SH	New
NORTHERN OIL & GAS INC	COM	$400K	0.2%	400,000 SH	New
NORTHWESTERN ENERGY	MFC	$275K	0.1%	5,976 SH	New
NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS	COM	$1.3M	0.5%	61,510 SH	New
NUGENEREX IMMUNO-ONCOLOGRESTRICTED SHARES	ADR	$816K	0.3%	112,775 SH	New
NUTRIBAND INC	COM	$214K	0.1%	519 SH	New
ONEOK INC NEW	COM	$798K	0.3%	9,973 SH	New
ORACLE CORP	UIE	$378K	0.2%	16,890 SH	New
OUTSET MED INC	COM	$442K	0.2%	46,838 SH	New
PACKAGING CORP AMER	RET	$914K	0.4%	370,069 SH	New
PEPSICO INC	COM	$1.7M	0.7%	14,253 SH	New
PG&E CORP	COM	$20.4M	8.5%	20,416,094 SH	New
PNC FINL SERVICES	ADR	$402K	0.2%	8,989 SH	New
PRAXIS PRECISION MEDICIN	COM	$299K	0.1%	4,339 SH	New
PRECISION BIOSCIENCES IN	FNM	$626K	0.3%	7,300 SH	New
PROLOGIS INC REIT	STR	$305K	0.1%	11,597 SH	New
PUBLIC SVC ENTERPRISE GR	COM	$1.7M	0.7%Prev: 0.2%	19,450 SH	Increased+14,956 SH
PUBMATIC INC CLASS A	COM	$1.1M	0.5%	45,596 SH	New
Q32 BIO INC	UIE	$250K	0.1%	1,815 SH	New
QIAGEN NV F	MFB	$1.7M	0.7%	46,358 SH	New
QUANTA SVCS INC	COM	$468K	0.2%	761 SH	New
RAPID7 INC	UIE	$4.2M	1.7%	33,675 SH	New
REGENXBIO INC	COM	$201K	0.1%	12,279 SH	New
ROBINHOOD MKTS INC CLASS A	COM	$1.1M	0.4%	16,650 SH	New
S&P GLOBAL INC	COM	$248K	0.1%	5,518 SH	New
SANGAMO THERAPEUTICS INC	COM	$5.1M	2.1%	17,199 SH	New
SCHWAB PRIME ADVANTAGE MONEY INVESTOR	COM	$752K	0.3%	703 SH	New
SCHWAB SHORT TERM US TREASURY ETF	COM	$1.0M	0.4%	4,493 SH	New
SEARS CDA INC F	COM	$215K	0.1%	16,374 SH	New
SEMPRA	COM	$2.4M	1.0%	9,847 SH	New
SIBANYE STILLWATER LTD FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS	WAR	$235K	0.1%	1,630 SH	New
SIMON PPTY GROUP INC NEWREIT	COM	$765K	0.3%	21,113 SH	New
SOLAREDGE TECHNOLOGIES I	COM	$1.7M	0.7%	18,434 SH	New
SONY GROUP CORP FTRADES WITH DUE BILLS	COM	$296K	0.1%	844 SH	New
SOUTH BOW CORP F	COM	$200K	0.1%	200,000 SH	New
SPDR S&P MIDCAP 400 ETF	COM	$424K	0.2%	1,649 SH	New
STARBUCKS CORP	ADR	$1.8M	0.7%	15,673 SH	New
STATE STREET SPDR S&P DIV ETF	UIE	$368K	0.2%	2,385 SH	New
STATE STRET TEC SELECT SEC SPDR ETF	COM	$790K	0.3%	29,100 SH	New
SUBURBAN PROPANE PART LP	COM	$1.1M	0.5%	1,950 SH	New
TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS	COM	$615K	0.3%	5,520 SH	New
TERADYNE INC	UIE	$250K	0.1%	17,385 SH	New
TERAWULF INC	COM	$543K	0.2%	49,420 SH	New
TESLA INC	FGO	$207K	0.1%	19,022 SH	New
THE TORONTO-DOM3.25	CMP	$5.7M	2.4%	775,327 SH	New
THE TRADE DESK INC CLASS CLASS A	ADR	$1.1M	0.5%	5,982 SH	New
THERMO FISHER SCIENTIFIC	CEM	$213K	0.1%	29,834 SH	New
TOTALENERGIES F	UIE	$1.7M	0.7%	2,627 SH	New
TRANSDIGM GROUP INC	ADR	$459K	0.2%	32,460 SH	New
TWEEDY, BROWNE VALUE	UIE	$202K	0.1%	2,550 SH	New
TYLER TECHNOLOGIES INC	COM	$433K	0.2%	52,910 SH	New
UBER TECHNOLOGIES INC	COM	$226K	0.1%Prev: 0.4%	1,612 SH	Decreased-7,444 SH
UGI CORP NEW	MFF	$264K	0.1%	2,815 SH	New
UNITED PARCEL SVC INC CLASS CLASS B	BMU	$574K	0.2%	1,937 SH	New
UNUM GROUP	COM	$3.0M	1.3%	108,164 SH	New
URANIUM ENERGY CORP	FGO	$278K	0.1%	14,117 SH	New
VALMONT INDS INC	COM	$1.7M	0.7%	201,430 SH	New
VANECK SOCIAL SENTIMENT ETF	COM	$351K	0.1%	1,618 SH	New
VANGUARD FTSE DEVELOPED MARKETS ETF	COM	$533K	0.2%	4,082 SH	New
VANGUARD LTD-TERM TX-EX ADM	COM	$268K	0.1%	2,356 SH	New
VANGUARD REAL ESTATE ETF	COM	$352K	0.1%	701 SH	New
VANGUARD S&P 500 ETF	MFC	$371K	0.2%	2,230 SH	New
VERTEX PHARMACEUTICALS I	UIE	$267K	0.1%	4,600 SH	New
VIATRIS INC	COM	$785K	0.3%	20,513 SH	New
VIRTUS INFRCP US PRERD STCK ETF	COM	$226K	0.1%	225,000 SH	New
VISA INC CLASS CLASS A	COM	$237K	0.1%	1,135 SH	New
VIVA BIOTECH HLDGS ORDF	COM	$791K	0.3%	14,670 SH	New
WASTE MGMT INC DEL	ADR	$266K	0.1%	1,498 SH	New
WEC ENERGY GROUP INC	BMU	$200K	0.1%	1,258 SH	New
WESTLAKE CHEM PARTNER LP	COM	$312K	0.1%	29,165 SH	New
XCEL ENERGY INC	COM	$510K	0.2%	9,284 SH	New
YUM CHINA HLDGS INC	COM	$1.6M	0.7%	25,273 SH	New
ZEDGE INC CLASS B	UIE	$362K	0.2%	39,126 SH	New
ZURICH INS GROUP LTD FSPONSORED ADR 1 ADR REP 0.05 ORD SHS	COM	$290K	0.1%	7,380 SH	New

Sold (vs prior filing)

ABBVIE INC — $1.0M
ADOBE INC — $297K
ADVANCED MICRO DEVIC — $816K
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS — $1.1M
ALPHA & OMEGA SEMICOND F — $552K
ALPHABET INC CLASS C — $4.2M
ALPHABET INC CLASS CLASS A — $3.6M
ALTRIA GROUP INC — $212K
AMAZON.COM INC — $3.8M
AMGEN INC — $611K
ANALOG DEVICES INC — $213K
AON PLC FCLASS A — $814K
APPLE INC — $4.0M
APPLIED MATLS INC — $340K
ARISTA NETWORKS INC — $208K
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS — $671K
AT&T INC — $693K
BAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHS — $558K
BARON GLOBAL ADVANTAGE INSTITUTIONAL — $821K
BARON PARTNERS RETAIL — $9.2M
… and 150 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 3, 2026	Q4 2025	13F-HR	0001963839-26-000002	$239.1M	View
Oct 24, 2025	Q3 2025	13F-HR	0001963839-25-000012	$235.8M	View
Aug 3, 2026	Q2 2026