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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
GLXY
76
Galaxy Digital Inc
GLXY
$3.93B
$448K 0.19%
+20,025
New +$620K
HIMX
77
Himax Technologies
HIMX
$2.55B
$433K 0.18%
52,910
-12,800
-19% -$108K
NEM icon
78
Newmont
NEM
$119B
$431K 0.18%
4,319
-205
-5% -$18.5K
AMAT icon
79
Applied Materials
AMAT
$428B
$424K 0.18%
1,649
-11
-0.7% -$2.64K
PANW icon
80
Palo Alto Networks
PANW
$297B
$423K 0.18%
2,297
-256
-10% -$51.6K
BNR
81
Burning Rock Biotech
BNR
$92.9M
$403K 0.17%
+20,023
New +$292K
XLE icon
82
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$402K 0.17%
8,989
-2,927
-25% -$130K
OPRA
83
Opera Ltd
OPRA
$1.79B
$394K 0.16%
27,835
+1,070
+4% +$15.8K
TSM icon
84
TSMC
TSM
$2.18T
$392K 0.16%
1,290
+24
+2% +$7.04K
HSAI
85
Hesai Group
HSAI
$3.02B
$378K 0.16%
16,890
+8,940
+112% +$196K
CRWD icon
86
CrowdStrike
CRWD
$218B
$375K 0.16%
3,200
-108
-3% -$13.7K
ALAB icon
87
Astera Labs
ALAB
$58B
$371K 0.16%
+2,230
New +$373K
CIVI
88
DELISTED
Civitas Resources
CIVI
$371K 0.16%
13,686
+1,069
+8% +$30.9K
BX icon
89
Blackstone
BX
$110B
$368K 0.15%
2,385
-60
-2% -$9.12K
IWB icon
90
iShares Russell 1000 ETF
IWB
$50.1B
$361K 0.15%
966
-197
-17% -$73K
PEG icon
91
Public Service Enterprise Group
PEG
$37.7B
$359K 0.15%
4,465
-29
-0.6% -$2.37K
BRK.B icon
92
Berkshire Hathaway Class B
BRK.B
$1.13T
$352K 0.15%
701
-318
-31% -$158K
BHP icon
93
BHP
BHP
$230B
$352K 0.15%
5,829
+400
+7% +$22.7K
BA icon
94
Boeing
BA
$185B
$351K 0.15%
1,618
+297
+22% +$61.1K
NIO icon
95
NIO
NIO
$11.9B
$313K 0.13%
61,345
-4,439
-7% -$27.4K
CRNC icon
96
Cerence
CRNC
$413M
$312K 0.13%
29,165
+885
+3% +$9.72K
BTO
97
John Hancock Financial Opportunities Fund
BTO
$803M
$310K 0.13%
8,829
– –
PYPL icon
98
PayPal
PYPL
$50.5B
$309K 0.13%
5,301
+1,322
+33% +$85.8K
CTRA
99
DELISTED
Coterra Energy
CTRA
$305K 0.13%
11,597
-2,625
-18% -$66.1K
SQM icon
100
Sociedad Química y Minera de Chile
SQM
$20.6B
$299K 0.12%
+4,339
New +$239K
2 3
4
5 6

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.