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RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $232M
1-Year Est. Return 22.66%
This Fund
S&P 500
This Quarter Est. Return
+2.98%
1 Year Est. Return
+22.66%
3 Year Est. Return
+74.13%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$239M
AUM Growth
+$3.29M
Cap. Flow
-$191K
Cap. Flow %
-0.08%
Top 10 Hldgs %
35.7%
Holding
197
New
18
Increased
57
Reduced
102
Closed
10

Top Buys

Rank Stock Value
1
BMNR
BitMine Immersion Technologies
BMNR
+$1.18M
2
APLD icon
Applied Digital
APLD
+$686K
3
GLXY
Galaxy Digital Inc
GLXY
+$620K
4
IOT icon
Samsara
IOT
+$568K
5
HYPD
Hyperion DeFi Inc
HYPD
+$519K

Top Sells

Rank Stock Value
1
WGMI icon
CoinShares ETF Trust CoinShares Bitcoin Mining ETF
WGMI
+$1.56M
2
RIOT icon
Riot Platforms
RIOT
+$592K
3
VZ icon
Verizon
VZ
+$326K
4
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$268K
5
ETHE
Grayscale Ethereum Staking ETF Shares
ETHE
+$260K

Sector Composition

Rank Sector Weight
1 Technology 20.73%
2 Communication Services 5.99%
3 Energy 5.05%
4 Healthcare 4.29%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SDY icon
26
State Street SPDR S&P Dividend ETF
SDY
$23.7B
$1.67M 0.7%
12,011
-634
-5% -$88.2K
MRVL icon
27
Marvell Technology
MRVL
$189B
$1.65M 0.69%
19,450
+2,286
+13% +$200K
MRK icon
28
Merck
MRK
$317B
$1.36M 0.57%
12,901
-228
-2% -$21.4K
ZETA icon
29
Zeta Global
ZETA
$6.42B
$1.25M 0.52%
61,510
+5,187
+9% +$96.9K
S icon
30
SentinelOne
S
$7.12B
$1.17M 0.49%
78,116
-15,097
-16% -$247K
CAT icon
31
Caterpillar
CAT
$394B
$1.12M 0.47%
1,950
+24
+1% +$13.3K
RTX icon
32
RTX Corp
RTX
$301B
$1.1M 0.46%
5,982
+11
+0.2% +$1.91K
AMD icon
33
Advanced Micro Devices
AMD
$799B
$1.09M 0.46%
5,111
+66
+1% +$14.8K
SLV icon
34
iShares Silver Trust
SLV
$29.8B
$1.07M 0.45%
16,650
– –
PG icon
35
Procter & Gamble
PG
$342B
$1.05M 0.44%
7,348
-2
-0% -$295
ABBV icon
36
AbbVie
ABBV
$431B
$1.03M 0.43%
4,493
-16
-0.4% -$3.65K
IOT icon
37
Samsara
IOT
$22.3B
$967K 0.4%
27,275
+14,675
+116% +$568K
SCCO icon
38
Southern Copper
SCCO
$161B
$868K 0.36%
6,162
– –
BABA icon
39
Alibaba
BABA
$304B
$847K 0.35%
5,776
-124
-2% -$20.2K
RIO icon
40
Rio Tinto
RIO
$162B
$798K 0.33%
9,973
+300
+3% +$21.6K
BMY icon
41
Bristol-Myers Squibb
BMY
$131B
$791K 0.33%
14,670
+1,150
+9% +$55.3K
BMNR
42
BitMine Immersion Technologies
BMNR
$11B
$790K 0.33%
+29,100
New +$1.18M
ENB icon
43
Enbridge
ENB
$113B
$788K 0.33%
16,468
+211
+1% +$10.1K
WGMI icon
44
CoinShares ETF Trust CoinShares Bitcoin Mining ETF
WGMI
$245M
$785K 0.33%
20,513
-31,770
-61% -$1.56M
QCOM icon
45
Qualcomm
QCOM
$168B
$771K 0.32%
4,505
+9
+0.2% +$1.54K
CSX icon
46
CSX Corp
CSX
$93.9B
$765K 0.32%
21,113
-30
-0.1% -$1.07K
ASML icon
47
ASML
ASML
$655B
$752K 0.31%
703
+10
+1% +$10.4K
UBER icon
48
Uber
UBER
$144B
$736K 0.31%
9,010
-46
-0.5% -$4.14K
JNJ icon
49
Johnson & Johnson
JNJ
$619B
$717K 0.3%
3,466
+9
+0.3% +$1.78K
AMGN icon
50
Amgen
AMGN
$219B
$703K 0.29%
2,147
-18
-0.8% -$5.71K
1
2
3 4 5

Similar funds

TW
Titan Wealth St Peter Port $232M AUM
SC
SMA Capital New York $232M AUM
RWS
Resolute Wealth Strategies Jackson, Mississippi $232M AUM 24.43% 1-Year Est. Return
SM
Samjo Management New York $231M AUM 13.04% 1-Year Est. Return
VOMP
Vision One Management Partners Miami, Florida $232M AUM 49.23% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
KG
Kilter Group Rhinebeck, New York $232M AUM 19.26% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return

Redwood Wealth Management Group's Q4 2025 Portfolio in Review

As of Q4 2025, Redwood Wealth Management Group held 197 positions worth $239M, up 1.4% from $236M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Redwood Wealth Management Group's Q4 2025 filing shows 18 new, 57 increased, 102 reduced and 10 closed positions. Its largest new stake was BitMine Immersion Technologies: 29,100 shares worth $790K. The largest sale was CoinShares ETF Trust CoinShares Bitcoin Mining ETF, an estimated $1.56M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 20% a quarter earlier, followed by Communication Services and Energy.

  • Redwood Wealth Management Group's largest Q4 2025 buy was BitMine Immersion Technologies: 29,100 shares worth $790K.
  • Redwood Wealth Management Group added most to Samsara in Q4 2025, an estimated $568K increase.
  • Redwood Wealth Management Group's biggest Q4 2025 reduction was CoinShares ETF Trust CoinShares Bitcoin Mining ETF, cutting an estimated $1.56M.
  • Redwood Wealth Management Group fully exited Riot Platforms in Q4 2025, selling an estimated $592K.
  • Redwood Wealth Management Group's ten largest holdings make up 36% of its $239M portfolio in Q4 2025.
  • Redwood Wealth Management Group opened 18 new positions and closed 10 in Q4 2025.
  • Redwood Wealth Management Group's portfolio value rose 1.4% quarter-over-quarter to $239M.

Based on Redwood Wealth Management Group's 13F filing for Q4 2025, filed 3 Feb 2026.