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Redwood Wealth Management Group, LLC

Portfolio Manager
Redwood Wealth Management Group, LLC
Performance
-5.84% (2026 Q1)
AUM (13F)
$231.53M
# of Holdings
169
Performance Rank
Allocation (Top 20)
31.81%

Redwood Wealth Management Group, LLC Holdings Map

Top 50 Redwood Wealth Management Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORP
2.33%31.0K$5.4M
-3.46%(-1.11K)
2025-Q1: 31.0K shares2025-Q2: 31.9K shares2025-Q3: 32.0K shares2025-Q4: 32.1K shares2026-Q1: 31.0K shares
$37.10(+508.63%)
2026-03-31
GOOG
ALPHABET INC CLASS CLASS C
2.13%17.2K$4.9M
-0.32%(-55)
2025-Q1: 17.4K shares2025-Q2: 17.6K shares2025-Q3: 17.3K shares2025-Q4: 17.2K shares2026-Q1: 17.2K shares
$101.16(+294.47%)
2026-03-31
AVGO
BROADCOM INC
2.1%15.7K$4.9M
+0.10%(+15)
2025-Q1: 16.1K shares2025-Q2: 16.2K shares2025-Q3: 16.0K shares2025-Q4: 15.7K shares2026-Q1: 15.7K shares
$91.61(+354.97%)
2026-03-31
GRNY
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
2.04%197.9K$4.7M
-3.92%(-8.07K)
2025-Q1: 216.0K shares2025-Q2: 219.5K shares2025-Q3: 216.6K shares2025-Q4: 206.0K shares2026-Q1: 197.9K shares
$19.28(+39.88%)
2026-03-31
IBM
IBM CORP
1.99%19.1K$4.6M
-0.44%(-84)
2025-Q1: 19.0K shares2025-Q2: 19.0K shares2025-Q3: 19.4K shares2025-Q4: 19.1K shares2026-Q1: 19.1K shares
$133.17(+61.18%)
2026-03-31
MSFT
MICROSOFT CORP
1.98%12.4K$4.6M
+2.26%(+273)
2025-Q1: 12.1K shares2025-Q2: 12.2K shares2025-Q3: 12.2K shares2025-Q4: 12.1K shares2026-Q1: 12.4K shares
$265.26(+52.76%)
2026-03-31
GOOGL
ALPHABET INC CLASS CLASS A
1.78%14.3K$4.1M
+0.61%(+87)
2025-Q1: 16.0K shares2025-Q2: 15.2K shares2025-Q3: 14.9K shares2025-Q4: 14.3K shares2026-Q1: 14.3K shares
$93.22(+331.90%)
2026-03-31
AAPL
APPLE INC
1.72%15.7K$4.0M
+1.70%(+263)
2025-Q1: 17.3K shares2025-Q2: 16.4K shares2025-Q3: 15.9K shares2025-Q4: 15.5K shares2026-Q1: 15.7K shares
$136.52(+118.91%)
2026-03-31
AMZN
AMAZON.COM INC
1.72%19.1K$4.0M
+5.41%(+983)
2025-Q1: 16.9K shares2025-Q2: 17.3K shares2025-Q3: 17.2K shares2025-Q4: 18.2K shares2026-Q1: 19.1K shares
$177.54(+52.15%)
2026-03-31
IVW
ISHARES S&P 500 GROWTH ETF
1.64%33.6K$3.8M
-0.20%(-68)
2025-Q1: 33.8K shares2025-Q2: 34.0K shares2025-Q3: 34.0K shares2025-Q4: 33.7K shares2026-Q1: 33.6K shares
$58.73(+133.70%)
2026-03-31

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