Redwood Wealth Management Group, LLC

Q1 2026 13F-HR Holdings

Location
Medford, NJ
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
169
Total value ($000)
$231,532
Net value change ($000)
-7,521 (-3.1%)
New positions
10
Sold out positions
28
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SNVXX 12,041 335.3%
IBM 4,044 704.5%
BPTRX 2,403 20.9%
IWM 2,392 260.9%
SWVXX 1,870 9.2%
VEA 1,606 652.8%
XOM 992 39.3%
LBNYX 760 44.1%
FGSIX 698 24.2%
GIBLX 685 62.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,271 -21.7%
THE TORONTO-DOM3.25 -1,264 -22.2%
WGMI -785 -100.0%
APLD -584 -100.0%
NVDA -581 -9.7%
AVGO -570 -10.5%
PLTR -536 -14.0%
TLT -518 -18.9%
SLV -501 -46.7%
GOOGL -480 -8.9%
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