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Redwood Wealth Management Group, LLC

Q1 2026 13F Holdings

  • Location
    medford, NJ
  • Num holdings

    169

  • Value ($000)

    $231,532

  • Date Filed
    04/24/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

SCHWAB PRIME ADVANTAGE MONEY INVESTOR

MMN
808515605
$22.29M
10 %

22,286,214

S
SNVXX

SCHWAB GOVERNMENT MONEY INV

MMN
808515613
$15.63M
7 %

15,631,635

B
BPTRX

BARON PARTNERS RETAIL

MFA
06828M108
$13.91M
6 %

58,165

N
NVDA

NVIDIA CORP

COM
67066G104
$5.4M
2 %

30,972

G
GOOG

ALPHABET INC CLASS CLASS C

COM
02079K107
$4.92M
2 %

17,166

A
AVGO

BROADCOM INC

COM
11135F101
$4.87M
2 %

15,725

---

FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

UIE
886364231
$4.72M
2 %

197,883

I
IBM

IBM CORP

COM
459200101
$4.62M
2 %

19,052

M
MSFT

MICROSOFT CORP

COM
594918104
$4.58M
2 %

12,366

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HON HAI PRECISION ORDF

UFO
Y36861105
$4.44M
2 %

756,115

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