Redwood Wealth Management Group, LLC Portfolio Holdings

Redwood Wealth Management Group, LLC

  • $223 Billion
  • Q2 2025

Redwood Wealth Management Group, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $223 Billion distributed in 179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab with a value of $22.9B, Schwab with a value of $13.9B, Black Rock with a value of $8.09B, Microsoft Corp with a value of $6.08B, and International Business Machines Corp with a value of $5.6B.

Examining the 13F form we can see an increase of $26B in the current position value, from $197B to 223B.

Redwood Wealth Management Group, LLC is based out at Moorestown, NJ

Below you can find more details about Redwood Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $223 Billion
Technology: $41.8 Billion
ETFs: $24.7 Billion
Energy: $12.9 Billion
Communication Services: $11.1 Billion
Consumer Cyclical: $8.38 Billion
Healthcare: $7.12 Billion
Financial Services: $4.32 Billion
Industrials: $4.27 Billion
Other: $7.22 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Schwab
-
$22.9 Billion 10.29% of portfolio
-
Q2 2025 Reduced 12.38%
Schwab
-
$13.9 Billion 6.25% of portfolio
-
Q2 2025 Reduced 0.33%
Black Rock
-
$8.09 Billion 3.63% of portfolio
-
Q2 2025 Added 99.96%
$3.95T
$6.08 Billion 2.73% of portfolio
12,217
Q2 2025 Added 1.03%
$210B
$5.6 Billion 2.52% of portfolio
19,002
Q2 2025 Reduced 0.18%
$456B
$5.04 Billion 2.26% of portfolio
31,878
Q2 2025 Added 2.77%
Next Era Energy Partners, LP
-
$4.98 Billion 2.24% of portfolio
-
Q2 2025 Added 1.63%
$127B
$4.48 Billion 2.01% of portfolio
16,240
Q2 2025 Added 1.01%
Hannover Rueck
-
$4.39 Billion 1.97% of portfolio
-
Q2 2025 Reduced 1.24%
Fidelity Growth Strategies Fund
-
$4.04 Billion 1.82% of portfolio
-
Q2 2025 Added 6.09%
$2.26T
$3.79 Billion 1.7% of portfolio
17,263
Q2 2025 Added 2.41%
$0
$3.75 Billion 1.68% of portfolio
34,026
Q2 2025 Added 0.64%
$0
$3.47 Billion 1.56% of portfolio
5,593
Q2 2025 Added 1.18%
$3.69T
$3.36 Billion 1.51% of portfolio
16,356
Q2 2025 Reduced 5.71%
Fidelity Advisor Growth Opportunities Fund
-
$3.28 Billion 1.48% of portfolio
-
Q2 2025 Reduced 1.18%
$53.7B
$3.24 Billion 1.45% of portfolio
178,480
Q2 2025 Reduced 0.8%
$0
$3.05 Billion 1.37% of portfolio
14,139
Q2 2025 Added 2.86%
$367B
$3 Billion 1.35% of portfolio
21,971
Q2 2025 Added 0.06%
Mfs Institutional International Equity Fund
-
$2.96 Billion 1.33% of portfolio
-
Q2 2025 Reduced 1.18%
$59.7B
$2.73 Billion 1.23% of portfolio
93,019
Q2 2025 Reduced 2.14%
$1.21T
$2.68 Billion 1.21% of portfolio
15,226
Q2 2025 Reduced 5.07%
Federated Hermes Treasury Obligations Fund
-
$2.54 Billion 1.14% of portfolio
-
Q2 2025 Reduced 22.51%
Legg Mason Bw Global Opportunities Bond Fund
-
$2.52 Billion 1.13% of portfolio
-
Q2 2025 Added 9.48%
$442B
$2.47 Billion 1.11% of portfolio
22,886
Q2 2025 Reduced 1.89%
Vanguard Dividend Growth Fund
-
$2.12 Billion 0.95% of portfolio
-
Q2 2025 Reduced 0.89%
Columbia Diversified Equity Income Fund (Class R)
-
$2.09 Billion 0.94% of portfolio
-
Q2 2025 Reduced 1.45%
Columbia Large Cap Growth Fund (Class R)
-
$1.92 Billion 0.86% of portfolio
-
Q2 2025 Reduced 0.38%
$608B
$1.88 Billion 0.85% of portfolio
2,415
Q2 2025 Reduced 3.52%
$0
$1.86 Billion 0.84% of portfolio
41,374
Q2 2025 Reduced 1.34%
Vanguard Wellesley Income Fund
-
$1.86 Billion 0.84% of portfolio
-
Q2 2025 Reduced 0.96%
$0
$1.82 Billion 0.82% of portfolio
13,385
Q2 2025 Reduced 3.4%
$1.78T
$1.8 Billion 0.81% of portfolio
2,434
Q2 2025 Added 0.79%
Fidelity Diversified International Fund
-
$1.81 Billion 0.81% of portfolio
-
Q2 2025 Reduced 1.6%
Goldman Sachs Large Cap Growth Fund
-
$1.75 Billion 0.79% of portfolio
-
Q2 2025 Added 28.19%
$0
$1.72 Billion 0.77% of portfolio
27,733
Q2 2025 Reduced 0.12%
$0
$1.68 Billion 0.76% of portfolio
29,504
Q2 2025 Reduced 0.46%
$0
$1.68 Billion 0.75% of portfolio
19,042
Q2 2025 New
$0
$1.64 Billion 0.74% of portfolio
72,040
Q2 2025 Reduced 0.07%
Vanguard Small Cap Value Index Fund Admiral Shares
-
$1.61 Billion 0.72% of portfolio
-
Q2 2025 Reduced 0.45%
$0
$1.61 Billion 0.72% of portfolio
14,735
Q2 2025 Reduced 0.1%
$1.08T
$1.57 Billion 0.7% of portfolio
4,936
Q2 2025 Added 4.55%
Delaware High Yield Opportunities Fund
-
$1.35 Billion 0.61% of portfolio
-
Q2 2025 Added 23.82%
$66.3B
$1.29 Billion 0.58% of portfolio
16,669
Q2 2025 Added 0.73%
$182B
$1.26 Billion 0.56% of portfolio
29,034
Q2 2025 Reduced 6.51%
$368B
$1.18 Billion 0.53% of portfolio
7,432
Q2 2025 Reduced 1.97%
$203B
$1.15 Billion 0.51% of portfolio
14,477
Q2 2025 Reduced 2.33%
River Source Strategic Income Fund
-
$1.11 Billion 0.5% of portfolio
-
Q2 2025 Reduced 3.37%
Vanguard U.S. Growth Fund
-
$1.08 Billion 0.48% of portfolio
-
Q2 2025 Reduced 0.03%
$218B
$1.04 Billion 0.47% of portfolio
2,669
Q2 2025 Added 0.95%

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $223 Billion
  • Prior Value $197 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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