Redwood Wealth Management Group, LLC
Filing Date
Global Rank
#5,639
/ 8,605
▲ 52
· as of Mar 2026
Top Industry
Semiconductors
18.5%
3Y Alpha vs SPY
-0.1%
Period ended 3 months ago
Filed Apr 24, 2026 · 3mo
14 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+76.9%
SPY
+76.5%
Annualised alpha
+0.1%
Max drawdown
−20.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
112 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.2%
−0.2 pts
Top 5
22.8%
−2.2 pts
Top 10
40.1%
−0.9 pts
HHI
223
Diversified−7
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 41.8% | $43,317,116 |
| Energy | 15.0% | $15,557,577 |
| Healthcare | 9.1% | $9,414,535 |
| Communication Services | 8.0% | $8,284,327 |
| Consumer Cyclical | 8.0% | $8,275,317 |
| Industrials | 5.3% | $5,475,724 |
| Financial Services | 3.6% | $3,753,294 |
| Basic Materials | 3.3% | $3,451,249 |
| Consumer Defensive | 3.1% | $3,217,415 |
| Unclassified | 1.6% | $1,643,854 |
| Utilities | 1.1% | $1,125,767 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
112 positions ·
$103,516,175 total
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 30,972 | $5,401,516 | 5.22% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 15,725 | $4,867,044 | 4.70% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 19,052 | $4,618,014 | 4.46% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 12,366 | $4,577,522 | 4.42% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 14,344 | $4,124,760 | 3.98% | |
| AAPL |
Apple Inc.
Technology
|
Added | 15,732 | $3,992,624 | 3.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 19,150 | $3,988,370 | 3.85% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 20,717 | $3,514,846 | 3.40% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 22,445 | $3,283,254 | 3.17% | |
| ET |
Energy Transfer LP
Energy
|
Reduced | 161,782 | $3,122,392 | 3.02% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Reduced | 89,181 | $2,990,238 | 2.89% | |
| MU |
Micron Technology Inc
Technology
|
Added | 7,473 | $2,524,678 | 2.44% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 2,350 | $2,161,459 | 2.09% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 20,570 | $2,037,458 | 1.97% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 5,140 | $1,910,795 | 1.85% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 12,872 | $1,548,372 | 1.50% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 1,950 | $1,381,497 | 1.33% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 2,362 | $1,351,371 | 1.31% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 5,905 | $1,139,074 | 1.10% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 7,349 | $1,061,489 | 1.03% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 5,045 | $1,026,304 | 0.99% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
Reduced | 5,946 | $1,023,068 | 0.99% | |
| ZETA |
Zeta Global Holdings Corp.
Technology
|
Added | 63,950 | $1,018,084 | 0.98% | |
| S |
SentinelOne, Inc.
Technology
|
Reduced | 76,278 | $982,460 | 0.95% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 4,427 | $962,828 | 0.93% | |
| ASML |
Asml Holding NV
Technology
|
Held | 703 | $928,543 | 0.90% | |
| IOT |
Samsara Inc.
Technology
|
Added | 29,300 | $928,517 | 0.90% | |
| ENB |
Enbridge Inc
Energy
|
Added | 16,538 | $895,367 | 0.86% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 14,456 | $876,756 | 0.85% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
Reduced | 9,326 | $870,022 | 0.84% | |
| CSX |
Csx Corp
Industrials
|
Held | 21,113 | $866,688 | 0.84% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 3,467 | $847,473 | 0.82% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 16,451 | $825,840 | 0.80% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Added | 6,190 | $776,597 | 0.75% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 2,140 | $752,959 | 0.73% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 2,285 | $710,155 | 0.69% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 8,931 | $692,956 | 0.67% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 1,936 | $692,449 | 0.67% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 5,325 | $661,791 | 0.64% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Reduced | 17,130 | $648,199 | 0.63% | |
| SM |
SM Energy Co
Energy
|
NEW | 20,609 | $642,588 | 0.62% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 22,064 | $639,635 | 0.62% | |
| TRP |
Tc Energy Corp
Energy
|
Reduced | 10,138 | $634,638 | 0.61% | |
| HYPD |
Hyperion Defi, Inc.
Healthcare
|
Added | 183,273 | $632,291 | 0.61% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 1,038 | $627,356 | 0.61% | |
| AON |
Aon plc
Financial Services
|
Held | 1,900 | $613,282 | 0.59% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,018 | $593,614 | 0.57% | |
| OKTA |
Okta, Inc.
Technology
|
Reduced | 7,341 | $577,810 | 0.56% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 8,010 | $576,159 | 0.56% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Reduced | 745 | $575,616 | 0.56% |