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Redwood Wealth Management Group, LLC

Q4 2025 13F Holdings

  • Location
    medford, NJ
  • Num holdings

    196

  • Value ($000)

    $239,053

  • Date Filed
    02/03/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

PG&E CORP

COM
808515605
$20.42M
9 %

20,416,094

B
BPTRX

ISHARES US TECHNOLOGY ETF

COM
06828M108
$11.51M
5 %

45,522

S
SNVXX

BIO-TECHNE CORP

COM
808515613
$10.69M
5 %

10,689,439

N
NVDA

ADVANCED MICRO DEVIC

FGC
67066G104
$5.98M
3 %

32,082

M
MSFT

CENTERPOINT ENERGY INC

MFC
594918104
$5.85M
2 %

12,093

---

THE TORONTO-DOM3.25

CMP
Y36861105
$5.7M
2 %

775,327

A
AVGO

IRON MTN INC NEW REIT

FGC
11135F101
$5.44M
2 %

15,710

G
GOOG

ISHARES CORE S&P SMALL CAP ETF

COM
02079K107
$5.4M
2 %

17,221

---

MARATHON PETE CORP

COM
886364231
$5.1M
2 %

205,951

I
IBM

SANGAMO THERAPEUTICS INC

COM
459200101
$5.09M
2 %

17,199

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