Redwood Wealth Management Group, LLC Q4 2025 Filing

Filed February 3, 2026

Portfolio Value

$239.1B

Holdings

187

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (187 positions)

#StockSharesValue% PortfolioType
101
4I1ALPHABET INC CLASS CLASS A
3,051$489.0M0.20%
102
ETHELEVANCE HEALTH INC
17,398$488.0M0.20%
103
NDQQUANTA SVCS INC
761$467.0M0.20%
104
EQTFEDERATED HERMES MDT MID CAP GROWTH IS
8,583$460.0M0.19%
105
PFECOUSINS PPTYS INC
18,436$459.0M0.19%
106
FSSLTRANSDIGM GROUP INC
32,460$458.0M0.19%
107
GLXYNORTEL NETWORKS CO XXXREGISTRATION REVOKED BY THE SEC EFF: 10/14/15
20,025$447.0M0.19%
108
PMZIXOUTSET MED INC
46,838$441.0M0.18%
109
HIMXTYLER TECHNOLOGIES INC
52,910$433.0M0.18%
110
NEMADTRAN HLDGS INC
4,319$431.0M0.18%
111
PANWCADENCE DESIGN SYS INC
2,297$423.0M0.18%
112
AMATSPDR S&P MIDCAP 400 ETF
1,649$423.0M0.18%
113
DSDYXINVSC SP 500 EQUAL WEIGHT UTILTS ETF
20,731$422.0M0.18%
114
BNRARBOR RLTY TR INC REIT
20,023$403.0M0.17%
115
XLEPNC FINL SERVICES
8,989$401.0M0.17%
116
T 3.875 01/15/26NORTHERN OIL & GAS INC
400,000$399.0M0.17%
117
OPRAGENERAL MILLS INC
27,835$394.0M0.16%
118
TSMILLUMINA INC
1,290$392.0M0.16%
119
HSAIORACLE CORP
16,890$378.0M0.16%
120
CRWDDFA US LARGE CAP EQUITY INSTITUTIONAL
800$375.0M0.16%
121
ALABVANGUARD S&P 500 ETF
2,230$370.0M0.15%
122
CIVIFRANKLIN CONVERTIBLE SECURITIES ADV
13,686$370.0M0.15%
123
BXSTATE STREET SPDR S&P DIV ETF
2,385$367.0M0.15%
124
LISSXZEDGE INC CLASS B
39,126$361.0M0.15%
125
IWBKRAFT HEINZ CO
966$360.0M0.15%
126
PEGESSENTIAL UTILS INC
4,465$358.0M0.15%
127
BRK/BVANGUARD REAL ESTATE ETF
701$352.0M0.15%
128
BAVANECK SOCIAL SENTIMENT ETF
1,618$351.0M0.15%
129
BHPISHARES RUSSELL 1000 ETF
5,829$351.0M0.15%
130
MFIIXHELMERICH & PAYNE INC
52,559$313.0M0.13%
131
NIOHEMPAMERICANA INC
61,345$312.0M0.13%
132
CRNCWESTLAKE CHEM PARTNER LP
29,165$311.0M0.13%
133
PYPLABBOTT LABS
5,301$309.0M0.13%
134
BTONET SVGS LINK INC
8,829$309.0M0.13%
135
CTRAPROLOGIS INC REIT
11,597$305.0M0.13%
136
TBGVXMASTERCARD INC CLASS CLASS A
10,677$300.0M0.13%
137
SQMPRAXIS PRECISION MEDICIN
4,339$298.0M0.12%
138
VSONY GROUP CORP FTRADES WITH DUE BILLS
844$295.0M0.12%
139
DTEJHANCOCK DISCIPLINED VALUE MID CAP I
2,275$293.0M0.12%
140
DVNBARON FOCUSED GROWTH INSTITUTIONAL
7,975$292.0M0.12%
141
MIGAGUARDANT HEALTH INC
1,910$290.0M0.12%
142
JDMERCK & CO. INC.
10,084$289.0M0.12%
143
GCTZURICH INS GROUP LTD FSPONSORED ADR 1 ADR REP 0.05 ORD SHS
7,380$289.0M0.12%
144
GLWARTISAN INTERNATIONAL INSTITUTIONAL
3,251$284.0M0.12%
145
AOSLNet Worth
14,076$278.0M0.12%
146
TWEBXURANIUM ENERGY CORP
14,117$278.0M0.12%
147
DINONORTHWESTERN ENERGY
5,976$275.0M0.12%
148
PIFZXKEARNY FINL CORP MD
25,358$275.0M0.12%
149
CVXGUGGENHEIM TOTAL RETURN BOND INSTL
1,775$270.0M0.11%
150
DISVANGUARD LTD-TERM TX-EX ADM
2,356$268.0M0.11%
151
JEPQVERTEX PHARMACEUTICALS I
4,600$267.0M0.11%
152
DWDWASTE MGMT INC DEL
1,498$265.0M0.11%
153
SPHQBAXTER INTL INC
3,522$264.0M0.11%
154
VIGBRISTOL MYERS SQUIBB CO
1,204$264.0M0.11%
155
NFLXUGI CORP NEW
2,815$263.0M0.11%
156
SMCIFATE THERAPEUTICS INC
8,940$261.0M0.11%
157
CEGJPMORGAN LARGE CAP GROWTH I
720$254.0M0.11%
158
ADBEJ P MORGAN NASDAQ EQT PRM INC ETF
723$253.0M0.11%
159
BRBRISHARES S&P SMLL CAP 600GRTH ETF
9,400$251.0M0.10%
160
NVSNQ32 BIO INC
1,815$250.0M0.10%
161
T 4.125 06/15/26KIMBERLY CLARK CORP
250,000$250.0M0.10%
162
RGNXTERADYNE INC
17,385$250.0M0.10%
163
GEVCENOVUS ENERGY INC F
383$250.0M0.10%
164
IONQS&P GLOBAL INC
5,518$247.0M0.10%
165
VEAGRAYSCALE ETHEREUM MINI
3,941$246.0M0.10%
166
TSHANATERA INC
44,700$245.0M0.10%
167
VICRMICHIGAN ST TRUNK L 4
2,205$241.0M0.10%
168
SDGRKULICKE & SOFFA INDS INC
13,428$240.0M0.10%
169
VLOAVIAT NETWORKS INC
1,471$239.0M0.10%
170
DECKFIDELITY REAL ESTATE INCOME
2,302$238.0M0.10%
171
PNCVISA INC CLASS CLASS A
1,135$237.0M0.10%
172
CRDOSIBANYE STILLWATER LTD FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS
1,630$234.0M0.10%
173
CRUSLORD ABBETT BOND-DEBENTURE I
1,944$230.0M0.10%
174
ADIISHARES GLOBAL INFRASTRUCTURE ETF
847$229.0M0.10%
175
LXMARKEL GROUP INC
69,930$228.0M0.10%
176
BAC 4.8 04/20/26VIRTUS INFRCP US PRERD STCK ETF
225,000$225.0M0.09%
177
SIEBUBER TECHNOLOGIES INC
1,612$225.0M0.09%
178
ORCLDOORDASH INC CLASS A
1,140$222.0M0.09%
179
DTMFIDELITY ADVISOR FOCUSED EMERGING MARKETS Z
1,850$221.0M0.09%
180
VWAGYKE HLDGS INC SPONSORED FSPONSORED ADR 1 ADR REPS 3 ORD SHS
18,037$219.0M0.09%
181
CLSKGUGGENHEIM LIMITED DURATION P
21,670$219.0M0.09%
182
FTSMBITFARMS LTD F
3,650$218.0M0.09%
183
MS 4.5 08/07/26 0002GE VERNOVA INC
215,000$215.0M0.09%
184
SOFIKEURIG DR PEPPER INC
8,250$215.0M0.09%
185
FSEARS CDA INC F
16,374$214.0M0.09%
186
MGKNUTRIBAND INC
519$214.0M0.09%
187
VOOGOLDMAN SACHS BAN 3.9
340$213.0M0.09%
188
NVTSTHERMO FISHER SCIENTIFIC
29,834$213.0M0.09%
189
VWAHXMORGAN STANLEY BA 4.8
19,784$210.0M0.09%
190
DUKCLEARBRIDGE DIVIDEND STRATEGY I
1,783$208.0M0.09%
191
PIFZXTESLA INC
19,022$206.0M0.09%
192
CLTWEEDY, BROWNE VALUE
2,550$201.0M0.08%
193
PATHREGENXBIO INC
12,279$201.0M0.08%
194
FBFCEN 4.35 01/20/26SOUTH BOW CORP F
200,000$200.0M0.08%
195
NRAWEC ENERGY GROUP INC
1,258$200.0M0.08%
196
FSKFLEX LTD F
13,527$200.0M0.08%
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