Redwood Wealth Management Group, LLC

CIK

1963839

Location

MEDFORD, NJ

Portfolio Value

Small $137,923,733

Diversification

Diversified

Filing Date

Global Rank

#7,135 / 8,794 ▼ 42 · as of Mar 2026

Top Industry

Semiconductors 17.7%

Period ended 6 months ago

Filed Apr 24, 2026 · 5mo

14 quarters · since Dec 2022

Portfolio Concentration

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

Top Position

12.2%

−0.0 pts

Top 5

29.6%

−1.4 pts

Top 10

44.6%

−2.0 pts

HHI

325

Diversified−7

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.6%	$43,552,241	33
Unclassified	22.7%	$31,273,493	17
Energy	11.0%	$15,176,133	16
Communication Services	9.6%	$13,208,565	8
Healthcare	6.8%	$9,414,535	11
Consumer Cyclical	6.0%	$8,275,317	7
Industrials	4.0%	$5,475,724	7
Financial Services	2.7%	$3,753,294	10
Basic Materials	2.5%	$3,451,249	6
Consumer Defensive	2.3%	$3,217,415	6
Utilities	0.8%	$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
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+3,332	12,321	$754,783
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
BDBT	Bluemonte Core Bond ETF	+130	9,414	$594,494
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
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
—		−8,068	197,883	$4,723,467
NIO	NIO Inc.	−6,283	55,062	$332,023
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−6,248	120,255	$16,761,242
FSSL	FS Specialty Lending Fund	−5,929	26,531	$331,902
AFK	VanEck Africa Index ETF	−4,470	2,830	$259,709
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
JA	Janus Henderson AA-A CLO ETF	−753	37,930	$1,713,677
—		−742	10,855	$0
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
SM	SM Energy Co	20,609	$642,588
NG	Novagold Resources Inc	44,950	$403,651
—		7,693	$313,105
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

24 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
VB	Vanguard Morningstar Small-Cap ETF	340	$213,224
FSK	FS KKR Capital Corp	13,527	$200,334
NRG	Nrg Energy, Inc.	1,258	$200,323
EDV	Vanguard World Funds Extended Duration ETF	519	$42,845
BTF	CoinShares ETF Trust CoinShares Bitcoin and Ether ETF	20,513	$0
—		13,686	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

125 tracked positions · $137,923,733 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 125 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	120,255	-6,248	$16,761,242	−5.8%	12.15%
GOOGL	Alphabet Inc. Communication Services	Added	31,510	+32	$9,048,998	−8.3%	6.56%
NVDA	Nvidia Corp Technology	Reduced	30,972	-1,110	$5,401,516	−9.7%	3.92%
AVGO	Broadcom Inc. Technology	Added	15,725	+15	$4,867,044	−10.5%	3.53%
		Reduced	197,883	-8,068	$4,723,467	−7.4%	3.42%
IBM	International Business Machines Corp Technology	Reduced	19,052	-84	$4,618,014	−18.5%	3.35%
MSFT	Microsoft Corp Technology	Added	12,366	+273	$4,577,522	−21.7%	3.32%
AAPL	Apple Inc. Technology	Added	15,732	+263	$3,992,624	−5.1%	2.89%
AMZN	Amazon Com Inc Consumer Cyclical	Added	19,150	+983	$3,988,370	−4.9%	2.89%
XOM	ExxonMobil Holdings Corp Energy	Reduced	20,717	-246	$3,514,846	+39.3%	2.55%
PLTR	Palantir Technologies Inc. Technology	Added	22,445	+959	$3,283,254	−14.0%	2.38%
ET	Energy Transfer LP Energy	Reduced	161,782	-3,678	$3,122,392	+14.4%	2.26%
KMI	Kinder Morgan, Inc. Energy	Reduced	89,181	-772	$2,990,238	+20.9%	2.17%
MU	Micron Technology Inc Technology	Added	7,473	+300	$2,524,678	+23.3%	1.83%
LLY	ELI LILLY & Co Healthcare	Reduced	2,350	-69	$2,161,459	−16.9%	1.57%
MRVL	Marvell Technology, Inc. Technology	Added	20,570	+1,120	$2,037,458	+23.3%	1.48%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,140	+83	$1,910,795	−16.0%	1.39%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	28,896	-318	$1,851,655	+1.5%	1.34%
JA	Janus Henderson AA-A CLO ETF	Reduced	37,930	-753	$1,713,677	−3.0%	1.24%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	11,465	-546	$1,673,202	+0.1%	1.21%
MRK	Merck & Co., Inc. Healthcare	Reduced	12,872	-29	$1,548,372	+14.0%	1.12%
CAT	Caterpillar Inc Industrials	Held	1,950	0	$1,381,497	+23.7%	1.00%
META	Meta Platforms, Inc. Communication Services	Reduced	2,362	-265	$1,351,371	−22.1%	0.98%
RTX	RTX Corp Industrials	Reduced	5,905	-77	$1,139,074	+3.8%	0.83%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,349	+1	$1,061,489	+0.8%	0.77%
AMD	Advanced Micro Devices Inc Technology	Reduced	5,045	-66	$1,026,304	−6.2%	0.74%
SCCO	Southern Copper Corp/ Basic Materials	Reduced	5,946	-104	$1,023,068	+17.9%	0.74%
ZETA	Zeta Global Holdings Corp. Technology	Added	63,950	+2,440	$1,018,084	−18.7%	0.74%
S	SentinelOne, Inc. Technology	Reduced	76,278	-1,838	$982,460	−16.2%	0.71%
ABBV	AbbVie Inc. Healthcare	Reduced	4,427	-66	$962,828	−6.2%	0.70%
ASML	Asml Holding NV Technology	Held	703	0	$928,543	+23.5%	0.67%
IOT	Samsara Inc. Technology	Added	29,300	+2,025	$928,517	−4.0%	0.67%
ENB	Enbridge Inc Energy	Added	16,538	+70	$895,367	+13.7%	0.65%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	14,456	-214	$876,756	+10.8%	0.64%
RIO	Rio Tinto PLC Basic Materials	Reduced	9,326	-647	$870,022	+9.0%	0.63%
CSX	Csx Corp Industrials	Held	21,113	0	$866,688	+13.2%	0.63%
JNJ	Johnson & Johnson Healthcare	Added	3,467	+1	$847,473	+18.1%	0.61%
VZ	Verizon Communications Inc Communication Services	Reduced	16,451	-453	$825,840	+19.9%	0.60%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	6,190	+414	$776,597	−8.3%	0.56%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	12,321	+3,332	$754,783	+87.8%	0.55%
AMGN	Amgen Inc Healthcare	Reduced	2,140	-7	$752,959	+7.1%	0.55%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,285	-10	$710,155	+1.2%	0.51%
CSCO	Cisco Systems, Inc. Technology	Reduced	8,931	-133	$692,956	−0.8%	0.50%
ETN	Eaton Corp plc Industrials	Reduced	1,936	-10	$692,449	+11.7%	0.50%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,325	-195	$661,791	+7.6%	0.48%
EPD	Enterprise Products Partners L.P. Energy	Reduced	17,130	-341	$648,199	+15.7%	0.47%
SM	SM Energy Co Energy	NEW	20,609	NEW	$642,588	NEW	0.47%
T	At&T Inc. Communication Services	Reduced	22,064	-805	$639,635	+12.6%	0.46%
TRP	Tc Energy Corp Energy	Reduced	10,138	-300	$634,638	+10.5%	0.46%
HYPD	Hyperion Defi, Inc. Healthcare	Added	183,273	+3,690	$632,291	−1.1%	0.46%

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.