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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
MO icon
151
Altria Group
MO
$114B
– –
-3,216
Closed -$212K
RBLX icon
152
Roblox
RBLX
$27B
– –
-1,540
Closed -$213K
RIOT icon
153
Riot Platforms
RIOT
$7.76B
– –
-31,085
Closed -$592K
SCHD icon
154
Schwab US Dividend Equity ETF
SCHD
$105B
– –
-7,400
Closed -$202K
TTD icon
155
Trade Desk
TTD
$6.49B
– –
-4,600
Closed -$225K
UMC icon
156
United Microelectronic
UMC
$46.9B
– –
-32,200
Closed -$244K
ETHE
157
Grayscale Ethereum Staking ETF Shares
ETHE
$1.55B
– –
-7,575
Closed -$260K
3 4 5 6
7

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.