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
$3.65B
$494 Million 0.21% of portfolio
13,600
Q3 2025 Reduced 7.48%
$10.3B
$501 Million 0.21% of portfolio
65,784
Q3 2025 Reduced 4.94%
Vanguard 500 Index Admiral
-
$501 Million 0.21% of portfolio
-
Q3 2025 Reduced 43.22%
Pgim Short Term Corporate Bond Z
-
$506 Million 0.21% of portfolio
-
Q3 2025 Reduced 2.04%
Bny Mellon Global Fixed Income Y
-
$481 Million 0.2% of portfolio
-
Q3 2025 Reduced 11.63%
Pimco Mortgage Opportunities And Bdinstl
-
$477 Million 0.2% of portfolio
-
Q3 2025 Reduced 3.47%
$4.19B
$469 Million 0.2% of portfolio
12,600
Q3 2025 Added 9.57%
$0
$468 Million 0.2% of portfolio
779
Q3 2025 Reduced 18.26%
$22B
$467 Million 0.2% of portfolio
8,586
Q3 2025 Reduced 23.16%
$98.1B
$418 Million 0.18% of portfolio
2,445
Q2 2025 Reduced 0.41%
$0
$425 Million 0.18% of portfolio
1,163
Q3 2025 Reduced 1.69%
$2.42B
$410 Million 0.17% of portfolio
12,617
Q3 2025 Added 24.5%
$1.87B
$406 Million 0.17% of portfolio
1,260
Q3 2025 Reduced 18.97%
$115B
$406 Million 0.17% of portfolio
827
Q3 2025 Reduced 1.08%
$69.1B
$381 Million 0.16% of portfolio
4,524
Q3 2025 Added 0.13%
$41.3B
$375 Million 0.16% of portfolio
4,494
Q3 2025 Reduced 15.75%
$329M
$352 Million 0.15% of portfolio
28,280
Q3 2025 Added 0.71%
$11.8B
$353 Million 0.15% of portfolio
6,742
Q3 2025 Reduced 10.52%
$1.46T
$354 Million 0.15% of portfolio
1,266
Q3 2025 Reduced 0.16%
Lord Abbett Corporate Opportunities I
-
$362 Million 0.15% of portfolio
-
Q3 2025 Added 1.09%
$46.1B
$365 Million 0.15% of portfolio
10,441
Q3 2025 Added 1.95%
$1.23B
$322 Million 0.14% of portfolio
44,539
Q3 2025 Reduced 1.11%
$0
$322 Million 0.14% of portfolio
4,397
Q3 2025 Reduced 1.37%
$2.2B
$325 Million 0.14% of portfolio
3,207
Q3 2025 Added 5.42%
$750M
$325 Million 0.14% of portfolio
61,030
Q3 2025 Reduced 0.53%
$593B
$332 Million 0.14% of portfolio
1,182
Q3 2025 Added 27.78%
$26.6B
$333 Million 0.14% of portfolio
2,352
Q2 2025 Reduced 0.63%
$21B
$336 Million 0.14% of portfolio
14,222
Q3 2025 Reduced 8.85%
$539M
$339 Million 0.14% of portfolio
23,370
Q3 2025 Reduced 4.98%
$197B
$340 Million 0.14% of portfolio
1,660
Q2 2025 Reduced 9.19%
$151B
$297 Million 0.13% of portfolio
841
Q3 2025 Reduced 17.79%
$193B
$301 Million 0.13% of portfolio
2,633
Q3 2025 Reduced 13.93%
$0
$303 Million 0.13% of portfolio
20,267
Q3 2025 Reduced 7.56%
$138B
$303 Million 0.13% of portfolio
5,429
Q3 2025 Added 0.04%
Mfs Income I
-
$311 Million 0.13% of portfolio
-
Q3 2025 Added 1.22%
$52.1B
$314 Million 0.13% of portfolio
26,265
Q3 2025 Reduced 28.26%
$0
$318 Million 0.13% of portfolio
8,829
Q2 2024 Added 20.47%
$23.5B
$275 Million 0.12% of portfolio
7,842
Q3 2025 Reduced 5.16%
$57.7B
$284 Million 0.12% of portfolio
25,862
Q3 2025 Reduced 4.26%
$74.3B
$285 Million 0.12% of portfolio
506
Q2 2025 Added 4.76%
$114B
$285 Million 0.12% of portfolio
1,321
Q3 2025 Added 16.29%
Tweedy, Browne International Value Fund
-
$289 Million 0.12% of portfolio
-
Q4 2024 Added 9.77%
$533B
$292 Million 0.12% of portfolio
856
Q3 2025 Reduced 0.23%
$6.67B
$249 Million 0.11% of portfolio
1,989
Q3 2025 Reduced 1.24%
$70.1B
$254 Million 0.11% of portfolio
1,494
Q3 2025 Reduced 5.26%
$49.1B
$255 Million 0.11% of portfolio
213
Q3 2025 Reduced 5.75%
$303B
$259 Million 0.11% of portfolio
1,665
Q3 2025 Reduced 2.46%
Grayscale Ethereum Tr Et
-
$260 Million 0.11% of portfolio
-
Q3 2025 New
$0
$260 Million 0.11% of portfolio
1,204
Q2 2024 New

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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