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
$229B
$990 Million 0.44% of portfolio
6,783
Q2 2025 Added 0.1%
$190B
$860 Million 0.39% of portfolio
9,215
Q2 2025 Reduced 0.97%
$386B
$861 Million 0.39% of portfolio
4,639
Q2 2025 Reduced 0.73%
$5.16B
$852 Million 0.38% of portfolio
14,700
Q2 2025 New
$171B
$835 Million 0.38% of portfolio
6,774
Q2 2025 Added 5.28%
Black Rock Global Allocation Fund
-
$814 Million 0.37% of portfolio
-
Q2 2025 Reduced 3.88%
$76.9B
$816 Million 0.37% of portfolio
2,286
Q2 2025 Reduced 1.34%
Vanguard 500 Index Fund Admiral Shares
-
$819 Million 0.37% of portfolio
-
Q2 2025 Added 0.28%
$225B
$830 Million 0.37% of portfolio
2,842
Q2 2025 Reduced 2.2%
Vanguard Wellington Fund
-
$806 Million 0.36% of portfolio
-
Q2 2025 Added 0.18%
$3.49B
$806 Million 0.36% of portfolio
52,013
Q2 2025 Added 11.47%
$182B
$768 Million 0.35% of portfolio
4,825
Q2 2025 Reduced 0.68%
$99.4B
$755 Million 0.34% of portfolio
16,670
Q2 2025 Reduced 0.24%
$256B
$725 Million 0.33% of portfolio
5,110
Q2 2025 Added 3.23%
$211B
$716 Million 0.32% of portfolio
24,725
Q2 2025 Added 2.79%
$68.3B
$709 Million 0.32% of portfolio
21,743
Q2 2025 Added 0.14%
$8.26B
$678 Million 0.3% of portfolio
5,000
Q4 2023 Reduced 1.96%
Lord Abbett Global Absolute Return Fund
-
$657 Million 0.3% of portfolio
-
Q2 2025 Reduced 0.22%
$18.7B
$652 Million 0.29% of portfolio
11,174
Q2 2025 Reduced 1.73%
$1.44B
$652 Million 0.29% of portfolio
72,960
Q2 2025 Reduced 8.41%
$98.2B
$650 Million 0.29% of portfolio
14,052
Q2 2025 Added 0.72%
Equity Residential
-
$643 Million 0.29% of portfolio
-
Q2 2025 New
$148B
$615 Million 0.28% of portfolio
2,204
Q2 2025 Reduced 0.63%
Vanguard Us Growth Fund Admiral Shares
-
$617 Million 0.28% of portfolio
-
Q4 2024 Added 4.7%
$411B
$626 Million 0.28% of portfolio
5,519
Q2 2025 Added 10.93%
$3.1B
$629 Million 0.28% of portfolio
1,555
Q2 2025 Added 31.22%
$146B
$629 Million 0.28% of portfolio
1,761
Q1 2025 Added 9.45%
$281B
$591 Million 0.27% of portfolio
6,047
Q2 2025 Added 0.58%
$900B
$592 Million 0.27% of portfolio
2,042
Q2 2025 Added 0.15%
Laureate Education, Inc. (Ad Rs)
-
$598 Million 0.27% of portfolio
-
Q2 2025 New
$82.1B
$598 Million 0.27% of portfolio
5,910
Q2 2025 Added 1.51%
Pimco Income Fund
-
$601 Million 0.27% of portfolio
-
Q2 2025 Added 0.04%
$466B
$606 Million 0.27% of portfolio
3,967
Q2 2025 Reduced 2.86%
$257B
$588 Million 0.26% of portfolio
3,227
Q2 2025 Added 0.16%
T. Rowe Price Spectrum Growth Fund
-
$586 Million 0.26% of portfolio
-
Q2 2025 Reduced 6.56%
$69.1B
$575 Million 0.26% of portfolio
18,531
Q2 2025 Added 3.79%
$52.9B
$547 Million 0.25% of portfolio
11,213
Q2 2025 Reduced 1.69%
Super Micro Computer, Inc.
-
$558 Million 0.25% of portfolio
-
Q2 2025 Reduced 46.24%
$134B
$567 Million 0.25% of portfolio
23,408
Q2 2025 Reduced 5.89%
$2.24B
$524 Million 0.24% of portfolio
27,715
Q2 2025 Reduced 0.72%
$0
$526 Million 0.24% of portfolio
953
Q2 2025 Added 13.05%
$20.1B
$530 Million 0.24% of portfolio
16,150
Q2 2025 Reduced 3.0%
Lord Abbett High Yield Fund
-
$532 Million 0.24% of portfolio
-
Q1 2025 Reduced 1.19%
$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%
Delaware Smid Cap Growth Fund
-
$540 Million 0.24% of portfolio
-
Q1 2025 Reduced 4.25%
$644B
$513 Million 0.23% of portfolio
1,057
Q2 2025 Added 9.53%
Pimco Income Fund Instl
-
$514 Million 0.23% of portfolio
-
Q2 2025 Added 0.39%
$0
$515 Million 0.23% of portfolio
6,068
Q2 2025 Reduced 2.41%

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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