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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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