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.

Portfolio value $236 Billion
Technology: $48.4 Billion
ETFs: $27.2 Billion
Communication Services: $13.3 Billion
Energy: $12.5 Billion
Consumer Cyclical: $9.54 Billion
Healthcare: $7.21 Billion
Financial Services: $4.55 Billion
Industrials: $4.44 Billion
Other: $7.17 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$172B
$1.1 Billion 0.46% of portfolio
24,936
Q3 2025 Reduced 14.11%
Vanguard Us Growth Investor
-
$1.06 Billion 0.45% of portfolio
-
Q3 2025 Reduced 7.85%
$418B
$1.05 Billion 0.45% of portfolio
5,900
Q3 2025 Added 6.9%
$414B
$1.04 Billion 0.44% of portfolio
4,509
Q3 2025 Reduced 2.8%
$258B
$999 Million 0.42% of portfolio
5,971
Q3 2025 Reduced 11.97%
$291B
$919 Million 0.39% of portfolio
1,926
Q3 2025 Reduced 27.84%
$181B
$887 Million 0.38% of portfolio
9,056
Q3 2025 Reduced 1.73%
Hyperion Defi Inc
-
$851 Million 0.36% of portfolio
-
Q3 2025 New
Baron Global Advantage Institutional
-
$821 Million 0.35% of portfolio
-
Q3 2025 Reduced 6.34%
$96.7B
$820 Million 0.35% of portfolio
16,257
Q3 2025 Reduced 2.48%
$388B
$816 Million 0.35% of portfolio
5,045
Q3 2025 Reduced 1.27%
$72.4B
$814 Million 0.35% of portfolio
2,284
Q3 2025 Reduced 0.09%
$187B
$748 Million 0.32% of portfolio
4,496
Q3 2025 Reduced 6.82%
$73.4B
$751 Million 0.32% of portfolio
21,143
Q3 2025 Reduced 2.76%
$140B
$754 Million 0.32% of portfolio
2,016
Q3 2025 Added 14.48%
Lord Abbett Income I
-
$760 Million 0.32% of portfolio
-
Q3 2025 Added 25.2%
Lord Abbett Growth Leaders I
-
$701 Million 0.3% of portfolio
-
Q3 2025 Reduced 3.79%
$24.1B
$705 Million 0.3% of portfolio
16,650
Q3 2025 Added 3.1%
$224B
$710 Million 0.3% of portfolio
2,338
Q3 2025 Reduced 17.73%
$181B
$693 Million 0.29% of portfolio
24,556
Q3 2025 Reduced 0.68%
$405B
$671 Million 0.28% of portfolio
693
Q3 2025 Added 15.12%
Grayscale Ethereum Mini
-
$631 Million 0.27% of portfolio
-
Q3 2025 New
$114B
$639 Million 0.27% of portfolio
9,673
Q3 2025 Added 4.67%
$522B
$641 Million 0.27% of portfolio
3,457
Q3 2025 Reduced 12.86%
$881B
$644 Million 0.27% of portfolio
2,043
Q3 2025 Added 0.05%
$319B
$620 Million 0.26% of portfolio
9,056
Q3 2025 Reduced 8.35%
$183B
$611 Million 0.26% of portfolio
2,165
Q3 2025 Reduced 1.77%
$7.05B
$611 Million 0.26% of portfolio
5,000
Q4 2023 Reduced 1.96%
$99.5B
$610 Million 0.26% of portfolio
13,520
Q3 2025 Reduced 3.79%
$1.29B
$580 Million 0.25% of portfolio
65,710
Q3 2025 Reduced 9.94%
$279B
$585 Million 0.25% of portfolio
5,677
Q3 2025 Reduced 6.12%
Pimco Income Instl
-
$586 Million 0.25% of portfolio
-
Q3 2025 Reduced 3.49%
$2.33B
$592 Million 0.25% of portfolio
31,085
Q3 2025 Reduced 17.29%
$40.1B
$558 Million 0.24% of portfolio
4,232
Q3 2025 Added 2.79%
$0
$558 Million 0.24% of portfolio
7,300
Q3 2025 Added 7.35%
$141B
$559 Million 0.24% of portfolio
21,932
Q3 2025 Reduced 6.31%
$0
$559 Million 0.24% of portfolio
9,253
Q3 2025 Added 4.52%
$55.9B
$575 Million 0.24% of portfolio
10,563
Q3 2025 Reduced 5.8%
$70.2B
$575 Million 0.24% of portfolio
18,397
Q3 2025 Reduced 0.72%
$1.54B
$552 Million 0.23% of portfolio
26,765
Q3 2025 Reduced 3.43%
$506M
$552 Million 0.23% of portfolio
19,741
Q3 2025 Added 13.77%
Super Micro Computer Inc
-
$541 Million 0.23% of portfolio
-
Q3 2025 Reduced 0.88%
$0
$532 Million 0.23% of portfolio
5,958
Q3 2025 Reduced 1.81%
$237B
$507 Million 0.22% of portfolio
3,126
Q3 2025 Reduced 3.13%
$123B
$511 Million 0.22% of portfolio
1,023
Q3 2025 Added 3.75%
$662B
$512 Million 0.22% of portfolio
1,019
Q3 2025 Reduced 3.6%
$61.4B
$520 Million 0.22% of portfolio
2,553
Q3 2025 Added 0.47%
Lord Abbett High Yield I
-
$529 Million 0.22% of portfolio
-
Q3 2025 Reduced 1.46%
$12.7B
$490 Million 0.21% of portfolio
5,346
Q3 2025 Added 0.21%

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
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