CIK 1963839
Redwood Wealth Management Group, LLC
Institutional 13F holdings & portfolio
Holdings
187
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 187
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | OUTSET MED INC | 47K | $100K–$500K | SH |
| HIMX | TYLER TECHNOLOGIES INC | 53K | $100K–$500K | SH |
| NEM | ADTRAN HLDGS INC | 4K | $100K–$500K | SH |
| AMAT | SPDR S&P MIDCAP 400 ETF | 2K | $100K–$500K | SH |
| PANW | CADENCE DESIGN SYS INC | 2K | $100K–$500K | SH |
| — | INVSC SP 500 EQUAL WEIGHT UTILTS ETF | 21K | $100K–$500K | SH |
| BNR | ARBOR RLTY TR INC REIT | 20K | $100K–$500K | SH |
| XLE | PNC FINL SERVICES | 9K | $100K–$500K | SH |
| — | NORTHERN OIL & GAS INC | 400K | $100K–$500K | SH |
| OPRA | GENERAL MILLS INC | 28K | $100K–$500K | SH |
| TSM | ILLUMINA INC | 1K | $100K–$500K | SH |
| HSAI | ORACLE CORP | 17K | $100K–$500K | SH |
| CRWD | DFA US LARGE CAP EQUITY INSTITUTIONAL | 800 | $100K–$500K | SH |
| ALAB | VANGUARD S&P 500 ETF | 2K | $100K–$500K | SH |
| CIVI | FRANKLIN CONVERTIBLE SECURITIES ADV | 14K | $100K–$500K | SH |
| BX | STATE STREET SPDR S&P DIV ETF | 2K | $100K–$500K | SH |
| — | ZEDGE INC CLASS B | 39K | $100K–$500K | SH |
| IWB | KRAFT HEINZ CO | 966 | $100K–$500K | SH |
| PEG | ESSENTIAL UTILS INC | 4K | $100K–$500K | SH |
| BRK.B | VANGUARD REAL ESTATE ETF | 701 | $100K–$500K | SH |
| BHP | ISHARES RUSSELL 1000 ETF | 6K | $100K–$500K | SH |
| BA | VANECK SOCIAL SENTIMENT ETF | 2K | $100K–$500K | SH |
| — | HELMERICH & PAYNE INC | 53K | $100K–$500K | SH |
| NIO | HEMPAMERICANA INC | 61K | $100K–$500K | SH |
| CRNC | WESTLAKE CHEM PARTNER LP | 29K | $100K–$500K | SH |
| BTO | NET SVGS LINK INC | 9K | $100K–$500K | SH |
| PYPL | ABBOTT LABS | 5K | $100K–$500K | SH |
| CTRA | PROLOGIS INC REIT | 12K | $100K–$500K | SH |
| — | MASTERCARD INC CLASS CLASS A | 11K | $100K–$500K | SH |
| SQM | PRAXIS PRECISION MEDICIN | 4K | $100K–$500K | SH |
| V | SONY GROUP CORP FTRADES WITH DUE BILLS | 844 | $100K–$500K | SH |
| DTE | JHANCOCK DISCIPLINED VALUE MID CAP I | 2K | $100K–$500K | SH |
| DVN | BARON FOCUSED GROWTH INSTITUTIONAL | 8K | $100K–$500K | SH |
| MSTR | GUARDANT HEALTH INC | 2K | $100K–$500K | SH |
| GCT | ZURICH INS GROUP LTD FSPONSORED ADR 1 ADR REP 0.05 ORD SHS | 7K | $100K–$500K | SH |
| JD | MERCK & CO. INC. | 10K | $100K–$500K | SH |
| GLW | ARTISAN INTERNATIONAL INSTITUTIONAL | 3K | $100K–$500K | SH |
| AOSL | Net Worth | 14K | $100K–$500K | SH |
| — | URANIUM ENERGY CORP | 14K | $100K–$500K | SH |
| — | KEARNY FINL CORP MD | 25K | $100K–$500K | SH |
| DINO | NORTHWESTERN ENERGY | 6K | $100K–$500K | SH |
| CVX | GUGGENHEIM TOTAL RETURN BOND INSTL | 2K | $100K–$500K | SH |
| DIS | VANGUARD LTD-TERM TX-EX ADM | 2K | $100K–$500K | SH |
| JEPQ | VERTEX PHARMACEUTICALS I | 5K | $100K–$500K | SH |
| MS | WASTE MGMT INC DEL | 1K | $100K–$500K | SH |
| VIG | BRISTOL MYERS SQUIBB CO | 1K | $100K–$500K | SH |
| SPHQ | BAXTER INTL INC | 4K | $100K–$500K | SH |
| NFLX | UGI CORP NEW | 3K | $100K–$500K | SH |
| SMCI | FATE THERAPEUTICS INC | 9K | $100K–$500K | SH |
| CEG | JPMORGAN LARGE CAP GROWTH I | 720 | $100K–$500K | SH |