Redwood Wealth Management Group, LLC

Q3 2025 13F Holdings

  • Location
    medford, NJ
  • Num holdings

    179

  • Value ($000)

    $235,760

  • Date Filed
    10/24/2025
  • Form type
    13F-HR
  • CIK
    0001963839
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

SCHWAB PRIME ADVANTAGE MONEY INVESTOR

MMN
808515605
$21.82M
9 %

21,822,404

SNVXX
SNVXX

SCHWAB GOVERNMENT MONEY INV

MMN
808515613
$14.64M
6 %

14,637,875

BPTRX
BPTRX

BARON PARTNERS RETAIL

MFA
06828M108
$9.19M
4 %

42,564

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$6.32M
3 %

12,207

NVDA
NVDA

NVIDIA CORP

COM
67066G104
$5.98M
3 %

32,047

---

HON HAI PRECISION ORDF

UFO
Y36861105
$5.52M
2 %

778,807

IBM
IBM

IBM CORP

COM
459200101
$5.47M
2 %

19,383

---

FUNDSTRAT GRANNY SHT US LG CP ETF

UIE
886364231
$5.41M
2 %

216,635

AVGO
AVGO

BROADCOM INC

COM
11135F101
$5.27M
2 %

15,974

GOOG
GOOG

ALPHABET INC CLASS C

COM
02079K107
$4.21M
2 %

17,276

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 179