Redwood Wealth Management Group, LLC

CIK

1963839

Location

MEDFORD, NJ

Portfolio Value

Small $103,751,300

Diversification

Diversified

Filing Date

Global Rank

#5,640 / 8,622 ▲ 45 · as of Mar 2026

Top Industry

Semiconductors 18.5%

3Y Alpha vs SPY

-0.3%

Period ended 4 months ago

Filed Apr 24, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+70.5%

SPY

+67.9%

Annualised alpha

+0.6%

Max drawdown

−20.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

112 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.2%

−0.2 pts

Top 5

22.7%

−2.2 pts

Top 10

40.0%

−0.9 pts

HHI

222

Diversified−7

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	42.0%	$43,552,241	33
Energy	15.0%	$15,557,577	16
Healthcare	9.1%	$9,414,535	11
Communication Services	8.0%	$8,284,327	8
Consumer Cyclical	8.0%	$8,275,317	7
Industrials	5.3%	$5,475,724	7
Financial Services	3.6%	$3,753,294	10
Basic Materials	3.3%	$3,451,249	6
Consumer Defensive	3.1%	$3,217,415	6
Unclassified	1.6%	$1,643,854	4
Utilities	1.1%	$1,125,767	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVTS	Navitas Semiconductor Corp	+14,830	44,664	$391,703
PATH	UiPath, Inc.	+7,725	20,004	$222,044
HYPD	Hyperion Defi, Inc.	+3,690	183,273	$632,291
ZETA	Zeta Global Holdings Corp.	+2,440	63,950	$1,018,084
IOT	Samsara Inc.	+2,025	29,300	$928,517
MRVL	Marvell Technology, Inc.	+1,120	20,570	$2,037,458
AMZN	Amazon Com Inc	+983	19,150	$3,988,370
PLTR	Palantir Technologies Inc.	+959	22,445	$3,283,254
SMCI	Super Micro Computer, Inc.	+785	9,725	$221,438
BABA	Alibaba Group Holding Ltd	+414	6,190	$776,597
BTO	John Hancock Financial Opportunities Fund	+400	9,229	$331,044
ALAB	Astera Labs, Inc.	+380	2,610	$286,056
NFLX	Netflix Inc	+380	3,195	$307,199
BA	Boeing Co	+345	1,963	$390,695
MU	Micron Technology Inc	+300	7,473	$2,524,678
MSFT	Microsoft Corp	+273	12,366	$4,577,522
AAPL	Apple Inc.	+263	15,732	$3,992,624
GLW	Corning Inc /Ny	+228	3,479	$473,039
GOOGL	Alphabet Inc.	+87	14,344	$4,124,760
TSLA	Tesla, Inc.	+83	5,140	$1,910,795
PANW	Palo Alto Networks Inc	+70	2,367	$379,477
ENB	Enbridge Inc	+70	16,538	$895,367
BHP	BHP Group Ltd	+57	5,886	$428,147
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+55	1,345	$454,542
GEV	GE Vernova Inc.	+50	433	$377,965
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HIMX	Himax Technologies, Inc.	−11,310	41,600	$327,392
SLV	iShares Silver Trust	−8,250	8,400	$572,376
NIO	NIO Inc.	−6,283	55,062	$332,023
FSSL	FS Specialty Lending Fund	−5,929	26,531	$331,902
ET	Energy Transfer LP	−3,678	161,782	$3,122,392
OPRA	Opera Ltd	−2,975	24,860	$354,503
AOSL	ALPHA & OMEGA SEMICONDUCTOR Ltd	−2,739	11,337	$251,227
S	SentinelOne, Inc.	−1,838	76,278	$982,460
JD	JD.com, Inc.	−1,800	8,284	$244,957
BNR	Burning Rock Biotech Ltd	−1,745	18,278	$294,824
PFE	Pfizer Inc	−1,174	17,262	$484,716
NVDA	Nvidia Corp	−1,110	30,972	$5,401,516
UBER	Uber Technologies, Inc	−1,000	8,010	$576,159
ETH	Grayscale Ethereum Staking Mini ETF	−880	16,518	$328,047
T	At&T Inc.	−805	22,064	$639,635
KMI	Kinder Morgan, Inc.	−772	89,181	$2,990,238
CTRA	Coterra Energy Inc.	−742	10,855	$381,444
NEM	NEWMONT Corp /DE/	−700	3,619	$391,756
RIO	Rio Tinto PLC	−647	9,326	$870,022
GLXY	Galaxy Digital Inc.	−550	19,475	$359,313
HSAI	Hesai Group	−550	16,340	$312,420
AMAT	Applied Materials Inc /De	−532	1,117	$381,779
VZ	Verizon Communications Inc	−453	16,451	$825,840
EPD	Enterprise Products Partners L.P.	−341	17,130	$648,199
TRP	Tc Energy Corp	−300	10,138	$634,638
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
SM	SM Energy Co	20,609	$642,588
NG	Novagold Resources Inc	44,950	$403,651
INFQ	Infleqtion, Inc.	27,800	$272,718
PAA	Plains All American Pipeline LP	10,300	$229,999
PSX	Phillips 66	1,184	$215,701
MO	Altria Group, Inc.	3,223	$212,685
STM	STMicroelectronics N.V.	5,980	$206,609
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
APLD	Applied Digital Corp.	23,823	$584,139
CRNC	Cerence Inc.	29,165	$311,773
PYPL	PayPal Holdings, Inc.	5,301	$309,472
GCT	GigaCloud Technology Inc	7,380	$289,886
ADBE	Adobe Inc.	723	$253,042
BRBR	Bellring Brands, Inc.	9,400	$251,262
RGNX	REGENXBIO Inc.	17,385	$250,344
IONQ	IonQ, Inc.	5,518	$247,592
TSHA	Taysha Gene Therapies, Inc.	44,700	$245,850
VICR	Vicor Corp	2,205	$241,668
SDGR	Schrodinger, Inc.	13,428	$240,092
DECK	Deckers Outdoor Corp	2,302	$238,648
CRDO	Credo Technology Group Holding Ltd	1,630	$234,540
LX	LexinFintech Holdings Ltd.	69,930	$228,671
ORCL	Oracle Corp	1,140	$222,197
CLSK	Cleanspark, Inc.	21,670	$219,300
SOFI	SoFi Technologies, Inc.	8,250	$215,985
F	Ford Motor Co	16,374	$214,826
FSK	FS KKR Capital Corp	13,527	$200,334
NRG	Nrg Energy, Inc.	1,258	$200,323
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

112 tracked positions · $103,751,300 total · filing declares 179 positions · $231,531,919 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 112 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	30,972	-1,110	$5,401,516	−9.7%	5.21%
AVGO	Broadcom Inc. Technology	Added	15,725	+15	$4,867,044	−10.5%	4.69%
IBM	International Business Machines Corp Technology	Reduced	19,052	-84	$4,618,014	−18.5%	4.45%
MSFT	Microsoft Corp Technology	Added	12,366	+273	$4,577,522	−21.7%	4.41%
GOOGL	Alphabet Inc. Communication Services	Added	14,344	+87	$4,124,760	−7.6%	3.98%
AAPL	Apple Inc. Technology	Added	15,732	+263	$3,992,624	−5.1%	3.85%
AMZN	Amazon Com Inc Consumer Cyclical	Added	19,150	+983	$3,988,370	−4.9%	3.84%
XOM	ExxonMobil Holdings Corp Energy	Reduced	20,717	-246	$3,514,846	+39.3%	3.39%
PLTR	Palantir Technologies Inc. Technology	Added	22,445	+959	$3,283,254	−14.0%	3.16%
ET	Energy Transfer LP Energy	Reduced	161,782	-3,678	$3,122,392	+14.4%	3.01%
KMI	Kinder Morgan, Inc. Energy	Reduced	89,181	-772	$2,990,238	+20.9%	2.88%
MU	Micron Technology Inc Technology	Added	7,473	+300	$2,524,678	+23.3%	2.43%
LLY	ELI LILLY & Co Healthcare	Reduced	2,350	-69	$2,161,459	−16.9%	2.08%
MRVL	Marvell Technology, Inc. Technology	Added	20,570	+1,120	$2,037,458	+23.3%	1.96%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,140	+83	$1,910,795	−16.0%	1.84%
MRK	Merck & Co., Inc. Healthcare	Reduced	12,872	-29	$1,548,372	+14.0%	1.49%
CAT	Caterpillar Inc Industrials	Held	1,950	0	$1,381,497	+23.7%	1.33%
META	Meta Platforms, Inc. Communication Services	Reduced	2,362	-265	$1,351,371	−22.1%	1.30%
RTX	RTX Corp Industrials	Reduced	5,905	-77	$1,139,074	+3.8%	1.10%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,349	+1	$1,061,489	+0.8%	1.02%
AMD	Advanced Micro Devices Inc Technology	Reduced	5,045	-66	$1,026,304	−6.2%	0.99%
SCCO	Southern Copper Corp/ Basic Materials	Reduced	5,946	-104	$1,023,068	+17.9%	0.99%
ZETA	Zeta Global Holdings Corp. Technology	Added	63,950	+2,440	$1,018,084	−18.7%	0.98%
S	SentinelOne, Inc. Technology	Reduced	76,278	-1,838	$982,460	−16.2%	0.95%
ABBV	AbbVie Inc. Healthcare	Reduced	4,427	-66	$962,828	−6.2%	0.93%
ASML	Asml Holding NV Technology	Held	703	0	$928,543	+23.5%	0.89%
IOT	Samsara Inc. Technology	Added	29,300	+2,025	$928,517	−4.0%	0.89%
ENB	Enbridge Inc Energy	Added	16,538	+70	$895,367	+13.7%	0.86%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	14,456	-214	$876,756	+10.8%	0.85%
RIO	Rio Tinto PLC Basic Materials	Reduced	9,326	-647	$870,022	+9.0%	0.84%
CSX	Csx Corp Industrials	Held	21,113	0	$866,688	+13.2%	0.84%
JNJ	Johnson & Johnson Healthcare	Added	3,467	+1	$847,473	+18.1%	0.82%
VZ	Verizon Communications Inc Communication Services	Reduced	16,451	-453	$825,840	+19.9%	0.80%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	6,190	+414	$776,597	−8.3%	0.75%
AMGN	Amgen Inc Healthcare	Reduced	2,140	-7	$752,959	+7.1%	0.73%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,285	-10	$710,155	+1.2%	0.68%
CSCO	Cisco Systems, Inc. Technology	Reduced	8,931	-133	$692,956	−0.8%	0.67%
ETN	Eaton Corp plc Industrials	Reduced	1,936	-10	$692,449	+11.7%	0.67%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,325	-195	$661,791	+7.6%	0.64%
EPD	Enterprise Products Partners L.P. Energy	Reduced	17,130	-341	$648,199	+15.7%	0.62%
SM	SM Energy Co Energy	NEW	20,609	NEW	$642,588	NEW	0.62%
T	At&T Inc. Communication Services	Reduced	22,064	-805	$639,635	+12.6%	0.62%
TRP	Tc Energy Corp Energy	Reduced	10,138	-300	$634,638	+10.5%	0.61%
HYPD	Hyperion Defi, Inc. Healthcare	Added	183,273	+3,690	$632,291	−1.1%	0.61%
LMT	Lockheed Martin Corp Industrials	Added	1,038	+2	$627,356	+25.2%	0.60%
AON	Aon plc Financial Services	Held	1,900	0	$613,282	−8.5%	0.59%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,018	+1	$593,614	−8.7%	0.57%
OKTA	Okta, Inc. Technology	Reduced	7,341	-200	$577,810	−11.4%	0.56%
UBER	Uber Technologies, Inc Technology	Reduced	8,010	-1,000	$576,159	−21.7%	0.56%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	745	-10	$575,616	−1.2%	0.55%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.