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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
VICR icon
126
Vicor
VICR
$10.2B
$242K 0.1%
+2,205
New +$187K
SDGR icon
127
Schrodinger
SDGR
$1.36B
$240K 0.1%
13,428
+361
+3% +$6.84K
VLO icon
128
Valero Energy
VLO
$85.9B
$239K 0.1%
1,471
-23
-2% -$3.9K
DECK icon
129
Deckers Outdoor
DECK
$13.3B
$239K 0.1%
2,302
-905
-28% -$84.8K
PNC icon
130
PNC Financial Services
PNC
$101B
$237K 0.1%
1,135
-1
-0.1% -$193
CRDO icon
131
Credo Technology Group
CRDO
$46.6B
$235K 0.1%
1,630
+80
+5% +$12.3K
CRUS icon
132
Cirrus Logic
CRUS
$6.26B
$230K 0.1%
1,944
-45
-2% -$5.54K
ADI icon
133
Analog Devices
ADI
$190B
$230K 0.1%
847
-20
-2% -$5.03K
LX
134
LexinFintech Holdings
LX
$241M
$229K 0.1%
69,930
+8,900
+15% +$36.5K
SI
135
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$226K 0.09%
1,612
– –
ORCL icon
136
Oracle
ORCL
$423B
$222K 0.09%
1,140
-42
-4% -$10K
DTM icon
137
DT Midstream
DTM
$13.4B
$221K 0.09%
1,850
-90
-5% -$10.3K
CLSK icon
138
CleanSpark
CLSK
$3.16B
$219K 0.09%
21,670
-1,700
-7% -$25.5K
FTSM icon
139
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$219K 0.09%
3,650
-176
-5% -$10.6K
SOFI icon
140
SoFi Technologies
SOFI
$23.7B
$216K 0.09%
8,250
-200
-2% -$5.57K
F icon
141
Ford
F
$55.7B
$215K 0.09%
16,374
-9,891
-38% -$128K
MGK icon
142
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34.2B
$214K 0.09%
2,595
– –
VOO icon
143
Vanguard S&P 500 ETF
VOO
$1.01T
$213K 0.09%
+340
New +$211K
NVTS icon
144
Navitas Semiconductor
NVTS
$3.63B
$213K 0.09%
29,834
-14,705
-33% -$141K
DUK icon
145
Duke Energy
DUK
$97.3B
$209K 0.09%
1,783
-32
-2% -$3.91K
CL icon
146
Colgate-Palmolive
CL
$74.4B
$202K 0.08%
2,550
-10
-0.4% -$784
PATH icon
147
UiPath
PATH
$7.8B
$201K 0.08%
+12,279
New +$191K
NRG icon
148
NRG Energy
NRG
$24.8B
$200K 0.08%
1,258
– –
FSK icon
149
FS KKR Capital
FSK
$3.44B
$200K 0.08%
13,527
-6,740
-33% -$102K
ANET icon
150
Arista Networks
ANET
$238B
– –
-1,426
Closed -$208K
3 4 5
6
7

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Titan Wealth St Peter Port $232M AUM
SC
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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.