Redwood Wealth Management Group, LLC

Q4 2025 13F-HR Holdings

Location
Medford, NJ
Holdings as of
12/31/2025
Date filed
2/3/2026
Form type
13F-HR
Num holdings
196
Total value ($000)
$239,053
Net value change ($000)
+3,293 (1.4%)
New positions
18
Sold out positions
10
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/24/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BPTRX 2,320 25.3%
GOOGL 1,196 28.4%
MU 868 73.6%
GOOGL 845 23.4%
BMNR 790 NEW
LLY 750 40.5%
APLD 584 NEW
IOT 498 106.2%
FSSL 459 NEW
GLXY 448 NEW
Top Reduces (Value $000, Stocks/ETFs)
SNVXX -11,047 -75.5%
IBM -4,895 -89.5%
IWM -2,506 -73.2%
WGMI -1,528 -66.1%
VEA -1,517 -86.0%
SWVXX -1,406 -6.4%
FGSIX -1,303 -31.1%
LBNYX -839 -32.7%
GIBLX -743 -40.4%
LGLIX -701 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type