Redwood Wealth Management Group, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001963839 · MEDFORD, NJ

As of Sep 30, 2025, Redwood Wealth Management Group, LLC reported 179 positions worth $235.8M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
US TREASURY MONEY INVESTOR	—	—	21,822,404	$21.8M	9.26%
SCHWAB GOVERNMENT MONEY INV	—	—	14,637,875	4.6M	6.21%
BlackRock	—	—	42,564	$9.2M	3.90%
MICROSOFT CORP	MSFT	Technology	12,207	$6.3M	2.68%
NVIDIA CORP	NVDA	Technology	32,047	$6.0M	2.54%
Hannover Rueck	—	—	778,807	$5.5M	2.34%
INTERNATIONAL BUSINESS MACHINES CORP	IBM	Technology	19,383	$5.5M	2.32%
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF	GRNY	—	216,635	$5.4M	2.30%
BROADCOM INC	AVGO	Technology	15,974	$5.3M	2.24%
ALPHABET INC	GOOG	Equity	17,276	$4.2M	1.78%
Fidelity Growth Strategies Fund	—	—	59,740	$4.2M	1.78%
ISHARES S&P 500 GROWTH ETF	IVW	—	34,017	$4.1M	1.74%
APPLE INC	AAPL	Technology	15,854	$4.0M	1.71%
PALANTIR TECHNOLOGIES INC	PLTR	Technology	21,633	$3.9M	1.67%
AMAZON.COM INC	AMZN	Equity	17,169	$3.8M	1.60%
ISHARES CORE S&P 500 ETF	IVV	—	5,592	$3.7M	1.59%
ALPHABET INC	GOOGL	Equity	14,878	$3.6M	1.53%
FIDELITY ADVISOR GROWTH OPPS I	FAGCX	—	14,809	$3.5M	1.50%
ISHARES RUSSELL 2000 ETF	IWM	—	14,148	$3.4M	1.45%
MFS SER TR X INTL DIV	MDIJX	—	106,751	$3.0M	1.28%
ENERGY TRANSFER LP	ET	Energy	174,039	$3.0M	1.27%
KINDER MORGAN INC	KMI	Energy	90,610	$2.6M	1.09%
SCHWAB PRIME ADVANTAGE MONEY ULTRA	SNAXX	—	2,564,130	$2.6M	1.09%
LORD ABBETT BOND DEBENTURE FUND CLASS I	LBNYX	—	354,126	$2.6M	1.09%
EXXON MOBIL CORP	XOM	Energy	21,219	$2.4M	1.01%