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
Schwab Prime Advantage Money Investor
-
$21.8 Billion 9.26% of portfolio
-
Q3 2025 Reduced 4.72%
Schwab Government Money Inv
-
$14.6 Billion 6.21% of portfolio
-
Q3 2025 Added 5.3%
Baron Partners Retail
-
$9.19 Billion 3.9% of portfolio
-
Q3 2025 Added 2.5%
$3.96T
$6.32 Billion 2.68% of portfolio
12,207
Q3 2025 Reduced 0.08%
$477B
$5.98 Billion 2.54% of portfolio
32,047
Q3 2025 Added 0.53%
Hon Hai Precision Ordf
-
$5.52 Billion 2.34% of portfolio
-
Q3 2025 Reduced 2.03%
$281B
$5.47 Billion 2.32% of portfolio
19,383
Q3 2025 Added 2.01%
Fundstrat Granny Sht Us Lg Cp ETF
-
$5.41 Billion 2.3% of portfolio
-
Q3 2025 Reduced 1.32%
$147B
$5.27 Billion 2.24% of portfolio
15,974
Q3 2025 Reduced 1.64%
$1.64T
$4.21 Billion 1.78% of portfolio
17,276
Q3 2025 Reduced 1.76%
Federated Hermes Mdt Mid Cap Growth Is
-
$4.19 Billion 1.78% of portfolio
-
Q3 2025 Added 1.42%
$0
$4.11 Billion 1.74% of portfolio
34,017
Q3 2025 Reduced 0.03%
$4.32T
$4.04 Billion 1.71% of portfolio
15,854
Q3 2025 Reduced 3.07%
$372B
$3.95 Billion 1.67% of portfolio
21,633
Q3 2025 Reduced 1.54%
$2.31T
$3.77 Billion 1.6% of portfolio
17,169
Q3 2025 Reduced 0.54%
$0
$3.74 Billion 1.59% of portfolio
5,592
Q3 2025 Reduced 0.02%
Fidelity Advisor Growth Opps I
-
$3.53 Billion 1.5% of portfolio
-
Q3 2025 Reduced 3.07%
$0
$3.42 Billion 1.45% of portfolio
14,148
Q3 2025 Added 0.06%
Mfs Intl Diversification I
-
$3.01 Billion 1.28% of portfolio
-
Q3 2025 Reduced 3.09%
$52.2B
$2.99 Billion 1.27% of portfolio
174,039
Q3 2025 Reduced 2.49%
Lord Abbett Bond Debenture I
-
$2.56 Billion 1.09% of portfolio
-
Q3 2025 Added 0.52%
Schwab Prime Advantage Money Ultra
-
$2.56 Billion 1.09% of portfolio
-
Q3 2025 Added 0.81%
$58.8B
$2.57 Billion 1.09% of portfolio
90,610
Q3 2025 Reduced 2.59%
$483B
$2.39 Billion 1.01% of portfolio
21,219
Q3 2025 Reduced 7.28%
$0
$2.31 Billion 0.98% of portfolio
52,283
Q3 2025 Reduced 27.43%
$0
$2.31 Billion 0.98% of portfolio
25,863
Q3 2025 Added 35.82%
$1.43T
$2.22 Billion 0.94% of portfolio
4,990
Q3 2025 Added 1.09%
Columbia Dividend Income Inst2
-
$2.2 Billion 0.93% of portfolio
-
Q3 2025 Reduced 0.52%
Vanguard Dividend Growth Fund Inv
-
$2.09 Billion 0.89% of portfolio
-
Q3 2025 Reduced 2.8%
Lord Abbett Cr Opportunities Inst
-
$1.99 Billion 0.84% of portfolio
-
Q3 2025 Added 0.45%
Vanguard International Growth Adm
-
$1.87 Billion 0.79% of portfolio
-
Q3 2025 Reduced 4.03%
Guggenheim Total Return Bond P
-
$1.84 Billion 0.78% of portfolio
-
Q3 2025 Added 4.07%
$785B
$1.85 Billion 0.78% of portfolio
2,425
Q3 2025 Added 0.41%
$1.65T
$1.81 Billion 0.77% of portfolio
2,471
Q3 2025 Added 1.52%
$0
$1.81 Billion 0.77% of portfolio
27,733
Q2 2025 Reduced 0.12%
$0
$1.78 Billion 0.76% of portfolio
39,009
Q3 2025 Reduced 5.72%
$0
$1.76 Billion 0.75% of portfolio
29,430
Q3 2025 Reduced 0.25%
Fidelity Advisor Intl Small Cap I
-
$1.77 Billion 0.75% of portfolio
-
Q3 2025 Reduced 4.77%
$0
$1.77 Billion 0.75% of portfolio
12,645
Q3 2025 Reduced 5.53%
$0
$1.75 Billion 0.74% of portfolio
14,735
Q2 2025 Reduced 0.1%
Vanguard Small Cap Value Index Admiral
-
$1.69 Billion 0.72% of portfolio
-
Q3 2025 Reduced 2.08%
$3.53B
$1.64 Billion 0.7% of portfolio
93,213
Q3 2025 New
$75.6B
$1.44 Billion 0.61% of portfolio
17,164
Q3 2025 Added 2.97%
Lord Abbett High Income Muni Bond I
-
$1.33 Billion 0.56% of portfolio
-
Q3 2025 Reduced 2.7%
$239B
$1.18 Billion 0.5% of portfolio
7,049
Q3 2025 Added 4.06%
$360B
$1.13 Billion 0.48% of portfolio
7,350
Q3 2025 Reduced 1.1%
$223B
$1.1 Billion 0.47% of portfolio
13,129
Q3 2025 Reduced 9.31%
Victory Rs International Y
-
$1.11 Billion 0.47% of portfolio
-
Q3 2025 Reduced 2.16%
$3.18B
$1.12 Billion 0.47% of portfolio
56,323
Q3 2025 Added 8.29%

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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