Redwood Wealth Management Group, LLC

Registered adviser

CIK

1963839

Location

MEDFORD, NJ

Portfolio Value

Small $138,305,175

Diversification

Diversified

Filing Date

Global Rank

#7,266 / 8,827 ▼ 108 · as of Mar 2026

Top Industry

Semiconductors 17.6%

Period ended 7 months ago

Filed Apr 24, 2026 · 7mo

14 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 281741

Roster of Nov 1, 2026

Regulatory AUM

$317,200,751

Main clients

Individuals and high net worth (79% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$317,200,751	Individuals and high net worth (79%)
Apr 2025 to Mar 2026	$282,524,408	Individuals and high net worth (79%)
Apr 2024 to Mar 2025	$262,100,813	Individuals and high net worth (78%)
May 2023 to Mar 2024	$225,816,521	Individuals and high net worth (77%)
Apr 2023	$225,816,521	Individuals and high net worth (77%)
Apr 2022 to Mar 2023	$272,465,412	Individuals and high net worth (73%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Mar 31, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 44.5%, 30.9 effective positions, active share 58.5% against the S&P 500 as of 2026-03-31; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

15.6% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 12.0 quarters (4 to under 12)

Closest benchmark: the S&P 500 as of 2026-03-31, active share 58.5%; sector active share 24.7% against the combined 13F book's sector weights.

Over time 14 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

12.1%

+0.1 pts

Top 5

29.5%

−1.1 pts

Top 10

44.5%

−1.6 pts

HHI

323

Diversified−2

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.5%	$43,552,241	33
Unclassified	22.4%	$30,941,591	22
Energy	11.2%	$15,557,575	16
Communication Services	9.6%	$13,208,565	9
Healthcare	6.8%	$9,414,535	11
Consumer Cyclical	6.0%	$8,275,317	7
Industrials	4.0%	$5,475,724	7
Financial Services	3.0%	$4,085,196	11
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
XLE	State Street(R) Energy Select Sector SPDR(R) 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	+228	3,479	$473,039
URNM		+130	9,414	$594,494
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
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
FSSL	FS Specialty Lending Fund	−5,929	26,531	$331,902
TLT	iShares 20+ Year Treasury Bond ETF	−5,813	25,650	$2,223,598
GDX	VanEck Gold Miners ETF	−4,470	2,830	$259,709
ET	Energy Transfer LP	−3,678	161,782	$3,122,400
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
JMBS	Janus Henderson Mortgage-Backed Securities ETF	−753	37,930	$1,713,677
—		−742	10,855	$381,434
NEM	NEWMONT Corp	−700	3,619	$391,756
RIO	Rio Tinto PLC	−647	9,326	$870,022
HSAI	Hesai Group	−550	16,340	$312,420
GLXY	Galaxy Digital Inc.	−550	19,475	$359,313
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
WGMI	Valkyrie Bitcoin Miners ETF	20,513	$785,032
APLD	Applied Digital Corp.	23,823	$584,139
—		13,686	$370,750
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
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	519	$214,227
VOO	VANGUARD 500 INDEX FUND	340	$213,224
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

132 tracked positions · $138,305,175 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 132 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	30,972	-1,110	$5,401,516	−9.7%	14	before history	3.91%
GOOG	Alphabet Inc. Communication Services	Reduced	17,166	-55	$4,924,238	−8.9%	14	before history	3.56%
AVGO	Broadcom Inc. Technology	Added	15,725	+15	$4,867,044	−10.5%	14	before history	3.52%
		Reduced	197,883	-8,068	$4,723,467	−7.4%	6	$19.99	3.42%
IBM	International Business Machines Corp Technology	Reduced	19,052	-84	$4,618,014	−18.5%	14	before history	3.34%
MSFT	Microsoft Corp Technology	Added	12,366	+273	$4,577,522	−21.7%	14	before history	3.31%
GOOGL	Alphabet Inc. Communication Services	Added	14,344	+87	$4,124,760	−7.6%	14	before history	2.98%
AAPL	Apple Inc. Technology	Added	15,732	+263	$3,992,624	−5.1%	14	before history	2.89%
AMZN	Amazon Com Inc Consumer Cyclical	Added	19,150	+983	$3,988,370	−4.9%	14	before history	2.88%
IVW	iShares S&P 500 Growth ETF	Reduced	33,607	-68	$3,801,287	−8.4%	14	before history	2.75%
XOM	ExxonMobil Holdings Corp Energy	Reduced	20,717	-246	$3,514,846	+39.3%	14	before history	2.54%
IVV	iShares Core S&P 500 ETF	Reduced	5,350	-26	$3,494,673	−5.1%	14	before history	2.53%
IWM	iShares Russell 2000 ETF	Reduced	13,344	-227	$3,309,312	−0.9%	14	before history	2.39%
PLTR	Palantir Technologies Inc. Technology	Added	22,445	+959	$3,283,254	−14.0%	14	before history	2.37%
ET	Energy Transfer LP Energy	Reduced	161,782	-3,678	$3,122,400	+14.4%	14	before history	2.26%
KMI	Kinder Morgan, Inc. Energy	Reduced	89,181	-772	$2,990,238	+20.9%	14	before history	2.16%
MU	Micron Technology Inc Technology	Added	7,473	+300	$2,524,678	+23.3%	14	before history	1.83%
TLT	iShares 20+ Year Treasury Bond ETF	Reduced	25,650	-5,813	$2,223,598	−18.9%	4	unpriced	1.61%
LLY	ELI LILLY & Co Healthcare	Reduced	2,350	-69	$2,161,459	−16.9%	14	before history	1.56%
MRVL	Marvell Technology, Inc. Technology	Added	20,570	+1,120	$2,037,458	+23.3%	12	$82.63	1.47%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,140	+83	$1,910,795	−16.0%	14	before history	1.38%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	28,896	-318	$1,851,655	+1.5%	14	before history	1.34%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	27,165	-34	$1,834,452	+2.2%	14	before history	1.33%
IJR	iShares Core S&P Small-Cap ETF	Reduced	14,209	-44	$1,766,320	+3.1%	14	before history	1.28%
JMBS	Janus Henderson Mortgage-Backed Securities ETF	Reduced	37,930	-753	$1,713,677	−3.0%	9	$44.99	1.24%
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	Reduced	11,465	-546	$1,673,202	+0.1%	14	before history	1.21%
MRK	Merck & Co., Inc. Healthcare	Reduced	12,872	-29	$1,548,372	+14.0%	14	before history	1.12%
CAT	Caterpillar Inc Industrials	Held	1,950	0	$1,381,497	+23.7%	14	before history	1.00%
META	Meta Platforms, Inc. Communication Services	Reduced	2,362	-265	$1,351,371	−22.1%	13	$404.79	0.98%
RTX	RTX Corp Industrials	Reduced	5,905	-77	$1,139,074	+3.8%	14	before history	0.82%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,349	+1	$1,061,489	+0.8%	14	before history	0.77%
AMD	Advanced Micro Devices Inc Technology	Reduced	5,045	-66	$1,026,304	−6.2%	14	before history	0.74%
SCCO	Southern Copper Corp Basic Materials	Reduced	5,946	-104	$1,023,068	+17.8%	14	before history	0.74%
ZETA	Zeta Global Holdings Corp. Technology	Added	63,950	+2,440	$1,018,084	−18.7%	6	$21.69	0.74%
S	SentinelOne, Inc. Technology	Reduced	76,278	-1,838	$982,460	−16.2%	3	$17.94	0.71%
ABBV	AbbVie Inc. Healthcare	Reduced	4,427	-66	$962,828	−6.2%	14	before history	0.70%
ASML	Asml Holding NV Technology	Held	703	0	$928,543	+23.5%	8	$836.74	0.67%
IOT	Samsara Inc. Technology	Added	29,300	+2,025	$928,517	−4.0%	4	$39.11	0.67%
ENB	Enbridge Inc Energy	Added	16,538	+70	$895,367	+13.7%	14	before history	0.65%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	14,456	-214	$876,756	+10.8%	14	before history	0.63%
RIO	Rio Tinto PLC Basic Materials	Reduced	9,326	-647	$870,022	+9.0%	14	before history	0.63%
CSX	Csx Corp Industrials	Held	21,113	0	$866,688	+13.2%	14	before history	0.63%
JNJ	Johnson & Johnson Healthcare	Added	3,467	+1	$847,473	+18.1%	14	before history	0.61%
VZ	Verizon Communications Inc Communication Services	Reduced	16,451	-453	$825,840	+19.9%	14	before history	0.60%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	6,190	+414	$776,597	−8.3%	14	before history	0.56%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	12,321	+3,332	$754,783	+87.8%	8	unpriced	0.55%
AMGN	Amgen Inc Healthcare	Reduced	2,140	-7	$752,959	+7.1%	14	before history	0.54%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,285	-10	$710,155	+1.2%	14	before history	0.51%
CSCO	Cisco Systems, Inc. Technology	Reduced	8,931	-133	$692,956	−0.8%	14	before history	0.50%
ETN	Eaton Corp plc Industrials	Reduced	1,936	-10	$692,449	+11.7%	14	before history	0.50%

Showing the top 50 of 132 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.