Redwood Wealth Management Group, LLC
•CIK: 1963839•Filing: Q4 2025
**Redwood Wealth Management Group, LLC** manages $239M across a diversified portfolio of 187 holdings. The fund maintains significant exposure to cash equivalents, evidenced by top positions in SWVXX ($20.4M) and SNVXX ($14.3M). Core technology and industrial names anchor the remaining allocation, with notable concentrations in NVDA ($6.0M), MSFT ($5.8M), and GOOG ($5.4M). This structure suggests a tactical approach balancing liquidity with targeted growth plays.
Total AUM
$239.1M
QoQ Performance
+1.4%
Positions
186
Top 10 Concentration
35.7%
Latest Filing
Q4 2025
Top Holdings Allocation
SWVXX
SNVXX
SWVXX8.5%
SNVXX6.0%
BPTRX4.8%
NVDA2.5%
MSFT2.4%
THE2.4%
IBM2.4%
AVGO2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.9%
Technology17.5%
Consumer3.6%
Healthcare3.2%
ETF1.6%
Industrial1.3%
Energy1.2%
Financial1.1%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW18 new positions
↑59 increased
↓101 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023