Position in S
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$982,460
-$189,280 QoQ
Shares Held
76,278
-2.4% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in S Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Redwood Wealth Management Group, LLC holds $12,320,260 across 10 Software - Infrastructure names. S ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,366 | $4,577,522 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
22,445 | $3,283,254 | |
| 3 | ZETA |
Zeta Global Holdings Corp.
|
63,950 | $1,018,084 | |
| 4 | S |
SentinelOne, Inc.
This page
|
76,278 | $982,460 | |
| 5 | IOT |
Samsara Inc.
|
29,300 | $928,517 | |
| 6 | OKTA |
Okta, Inc.
|
7,341 | $577,810 | |
| 7 | PANW |
Palo Alto Networks Inc
|
2,367 | $379,477 | |
| 8 | INFQ |
Infleqtion, Inc.
|
27,800 | $272,718 |
All Filings in S
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $982,460 | 76,278 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,171,740 | 78,116 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,641,480 | 93,213 | Shares | Sole | 2025-10-24 | |
| 2024-06-30 | $32,522 | 1,545 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||