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
$21.82M
9 %

21,822,404

SNVXX

SCHWAB GOVERNMENT MONEY INV

MMN
$14.64M
6 %

14,637,875

BPTRX

BARON PARTNERS RETAIL

MFA
$9.19M
4 %

42,564

MSFT

MICROSOFT CORP

COM
$6.32M
3 %

12,207

NVDA

NVIDIA CORP

COM
$5.98M
3 %

32,047

---

HON HAI PRECISION ORDF

UFO
$5.52M
2 %

778,807

IBM

IBM CORP

COM
$5.47M
2 %

19,383

---

FUNDSTRAT GRANNY SHT US LG CP ETF

UIE
$5.41M
2 %

216,635

AVGO

BROADCOM INC

COM
$5.27M
2 %

15,974

GOOG

ALPHABET INC CLASS C

COM
$4.21M
2 %

17,276

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