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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.24B
$524 Million 0.24% of portfolio
27,715
Q2 2025 Reduced 0.72%
$13.7B
$533 Million 0.24% of portfolio
5,335
Q2 2025 New
$101B
$539 Million 0.24% of portfolio
9,241
Q2 2025 Added 5.87%
$644B
$513 Million 0.23% of portfolio
1,057
Q2 2025 Added 9.53%
$58.7B
$520 Million 0.23% of portfolio
2,541
Q2 2025 Reduced 1.63%
$323B
$482 Million 0.22% of portfolio
602
Q2 2025 Added 9.06%
$124B
$457 Million 0.21% of portfolio
986
Q2 2025 Added 7.88%
$4.24B
$457 Million 0.21% of portfolio
11,500
Q2 2025 New
$0
$455 Million 0.2% of portfolio
21,924
Q2 2025 Added 2.28%
$41.3B
$449 Million 0.2% of portfolio
5,334
Q2 2025 Reduced 1.79%
$779M
$445 Million 0.2% of portfolio
17,351
Q2 2025 Added 7.91%
$1.05B
$442 Million 0.2% of portfolio
61,355
Q1 2025 Reduced 0.81%
$2.66B
$425 Million 0.19% of portfolio
37,585
Q1 2025 New
$93.7B
$426 Million 0.19% of portfolio
836
Q1 2025 Added 18.75%
$162B
$396 Million 0.18% of portfolio
1,023
Q2 2025 Added 2.71%
$19.4B
$396 Million 0.18% of portfolio
15,602
Q2 2025 Reduced 2.57%
$211B
$379 Million 0.17% of portfolio
3,059
Q2 2025 Added 3.38%
$39.7B
$353 Million 0.16% of portfolio
4,117
Q2 2025 Added 3.78%
$20B
$353 Million 0.16% of portfolio
4,910
Q1 2025 Reduced 9.41%
$129B
$366 Million 0.16% of portfolio
2,445
Q2 2025 Reduced 0.41%
$23.2B
$366 Million 0.16% of portfolio
3,950
Q2 2025 New
$52.6B
$334 Million 0.15% of portfolio
10,241
Q2 2025 Reduced 1.4%
$77.4B
$303 Million 0.14% of portfolio
4,071
Q4 2024 Reduced 0.61%
$529B
$303 Million 0.14% of portfolio
226
Q2 2025 Added 5.12%
$144B
$304 Million 0.14% of portfolio
1,660
Q2 2025 Reduced 9.19%
$555B
$304 Million 0.14% of portfolio
858
Q2 2025 Reduced 0.46%
$10.7B
$310 Million 0.14% of portfolio
7,535
Q2 2025 Added 1.26%
$26.5B
$312 Million 0.14% of portfolio
2,352
Q2 2025 Reduced 0.63%
$0
$313 Million 0.14% of portfolio
8,829
Q2 2024 Added 20.47%
$3.14B
$314 Million 0.14% of portfolio
3,042
Q2 2025 Reduced 18.82%
$2.77B
$279 Million 0.13% of portfolio
10,134
Q2 2025 Added 8.7%
$16.9B
$281 Million 0.13% of portfolio
36,671
Q2 2025 Reduced 9.16%
$408M
$287 Million 0.13% of portfolio
28,080
Q2 2025 Added 1.79%
$1.34T
$287 Million 0.13% of portfolio
1,268
Q2 2025 Added 4.11%
$60.5B
$290 Million 0.13% of portfolio
27,012
Q2 2025 Reduced 0.18%
$938M
$295 Million 0.13% of portfolio
45,039
Q2 2025 New
$69.5B
$260 Million 0.12% of portfolio
2,855
Q2 2024 Added 0.18%
$137B
$261 Million 0.12% of portfolio
5,427
Q1 2025 Added 1.93%
$22.8B
$263 Million 0.12% of portfolio
8,269
Q1 2025 Added 1.57%
$62.9B
$263 Million 0.12% of portfolio
4,518
Q2 2025 Reduced 2.17%
$60B
$266 Million 0.12% of portfolio
506
Q2 2025 Added 4.76%
$1.15B
$271 Million 0.12% of portfolio
13,482
Q2 2025 Reduced 3.44%
$487M
$271 Million 0.12% of portfolio
24,595
Q2 2025 New
$10.4B
$237 Million 0.11% of portfolio
69,206
Q2 2025 Added 4.87%
$129B
$238 Million 0.11% of portfolio
1,136
Q2 2025 New
$308B
$244 Million 0.11% of portfolio
1,707
Q2 2025 New
$267B
$250 Million 0.11% of portfolio
2,063
Q2 2025 Reduced 3.73%
$10.4B
$213 Million 0.1% of portfolio
1,940
Q2 2025 New
$126B
$212 Million 0.1% of portfolio
891
Q2 2025 New

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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