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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
MCD icon
51
McDonald's
MCD
$195B
$701K 0.29%
2,295
-43
-2% -$13.2K
CSCO icon
52
Cisco
CSCO
$479B
$698K 0.29%
9,064
+8
+0.1% +$594
VZ icon
53
Verizon
VZ
$196B
$689K 0.29%
16,904
-8,032
-32% -$326K
AON icon
54
Aon
AON
$76B
$670K 0.28%
1,900
-384
-17% -$134K
OKTA icon
55
Okta
OKTA
$25.8B
$652K 0.27%
7,541
+2,195
+41% +$192K
JPM icon
56
JPMorgan Chase
JPM
$950B
$650K 0.27%
2,017
-26
-1% -$8.05K
HYPD
57
Hyperion DeFi Inc
HYPD
$40.9M
$639K 0.27%
179,583
+90,803
+102% +$519K
GDX icon
58
VanEck Gold Miners ETF
GDX
$27.4B
$626K 0.26%
7,300
– –
ETN icon
59
Eaton
ETN
$174B
$620K 0.26%
1,946
-70
-3% -$24.8K
WMT icon
60
Walmart Inc
WMT
$890B
$615K 0.26%
5,520
-157
-3% -$16.9K
APLD icon
61
Applied Digital
APLD
$8.41B
$584K 0.24%
+23,823
New +$686K
REGN icon
62
Regeneron Pharmaceuticals
REGN
$80.8B
$583K 0.24%
755
+249
+49% +$169K
TRP icon
63
TC Energy
TRP
$65.9B
$574K 0.24%
10,438
-125
-1% -$6.67K
T icon
64
AT&T
T
$163B
$568K 0.24%
22,869
-1,687
-7% -$42.7K
EPD icon
65
Enterprise Products Partners
EPD
$81.7B
$560K 0.23%
17,471
-926
-5% -$29.3K
INGR icon
66
Ingredion
INGR
$6.58B
$551K 0.23%
5,000
– –
BIDU icon
67
Baidu
BIDU
$37.2B
$533K 0.22%
4,082
-150
-4% -$18.6K
URNM icon
68
Sprott Uranium Miners ETF
URNM
$1.98B
$510K 0.21%
9,284
+31
+0.3% +$1.79K
LMT icon
69
Lockheed Martin
LMT
$136B
$501K 0.21%
1,036
+13
+1% +$6.22K
PM icon
70
Philip Morris
PM
$295B
$489K 0.2%
3,051
-75
-2% -$11.6K
ETH
71
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.75B
$488K 0.2%
17,398
+1,295
+8% +$42.2K
QQQ icon
72
Invesco QQQ Trust
QQQ
$484B
$468K 0.2%
761
-18
-2% -$11K
EQT icon
73
EQT Corp
EQT
$32.3B
$460K 0.19%
8,583
-3
-0% -$169
PFE icon
74
Pfizer
PFE
$153B
$459K 0.19%
18,436
-3,496
-16% -$88.2K
FSSL
75
FS Specialty Lending Fund
FSSL
$864M
$459K 0.19%
+32,460
New +$444K
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.