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
$58.7B
$520 Million 0.23% of portfolio
2,541
Q2 2025 Reduced 1.63%
Pimco Stocks Plus Fund
-
$492 Million 0.22% of portfolio
-
Q2 2025 Reduced 0.44%
$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
United States Treasury Bonds
-
$464 Million 0.21% of portfolio
-
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%
$0
$424 Million 0.19% of portfolio
8,853
Q2 2025 Added 5.99%
$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%
Vanguard Morgan Growth Fund Investor Shares
-
$393 Million 0.18% of portfolio
-
Q4 2024 Added 1.79%
$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%
$0
$402 Million 0.18% of portfolio
1,183
Q1 2025 Reduced 4.83%
$211B
$379 Million 0.17% of portfolio
3,059
Q2 2025 Added 3.38%
Lord Abbett Short Duration Income Fund Class I
-
$351 Million 0.16% of portfolio
-
Q2 2025 Added 1.2%
$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%
$0
$354 Million 0.16% of portfolio
6,800
Q2 2025 Reduced 4.23%
$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%
Main Stay Floating Rate Fund Class I2
-
$304 Million 0.14% of portfolio
-
Q2 2025 Added 1.27%
$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%
$0
$310 Million 0.14% of portfolio
5,172
Q2 2025 Reduced 3.54%
$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%
$0
$318 Million 0.14% of portfolio
4,458
Q2 2025 Reduced 3.78%
$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%
T. Rowe Price Blue Chip Growth Fund
-
$283 Million 0.13% of portfolio
-
Q4 2024 Added 9.77%
$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%

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
Track This Portfolio

Track Redwood Wealth Management Group, LLC Portfolio

Follow Redwood Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Redwood Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Redwood Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email