Redwood Wealth Management Group, LLC Portfolio Holdings
Redwood Wealth Management Group, LLC
- $236 Billion
- Q3 2025
Redwood Wealth Management Group, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $236 Billion distributed in 179 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Prime Advantage Money Investor with a value of $21.8B, Schwab Government Money Inv with a value of $14.6B, Baron Partners Retail with a value of $9.19B, Microsoft Corp with a value of $6.32B, and Nvidia Corp with a value of $5.98B.
Examining the 13F form we can see an increase of $13.2B in the current position value, from $223B to 236B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 179
- Current Value $236 Billion
- Prior Value $223 Billion
- Filing
- Period Q3 2025
- Filing Date October 24, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 14 stocks
- Additional Purchases 47 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks