StockDriftsStockDriftsTop 50 Redwood Wealth Management Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 2.33% | 31.0K | $5.4M | -3.46%(-1.11K) | $37.10(+508.63%) | 2026-03-31 | |
| GOOG | ALPHABET INC CLASS CLASS C | 2.13% | 17.2K | $4.9M | -0.32%(-55) | $101.16(+294.47%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.1% | 15.7K | $4.9M | +0.10%(+15) | $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) | $19.28(+39.88%) | 2026-03-31 | |
| IBM | IBM CORP | 1.99% | 19.1K | $4.6M | -0.44%(-84) | $133.17(+61.18%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.98% | 12.4K | $4.6M | +2.26%(+273) | $265.26(+52.76%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CLASS CLASS A | 1.78% | 14.3K | $4.1M | +0.61%(+87) | $93.22(+331.90%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.72% | 15.7K | $4.0M | +1.70%(+263) | $136.52(+118.91%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 1.72% | 19.1K | $4.0M | +5.41%(+983) | $177.54(+52.15%) | 2026-03-31 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 1.64% | 33.6K | $3.8M | -0.20%(-68) | $58.73(+133.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.65% | +71.30% | — | — | +79.01% |
| Top 20 Holdings Unweighted | +21.40% | +78.90% | — | — | +85.45% |
Redwood Wealth Management Group, LLC reports $231.53M in US-listed equity holdings across 169 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (2.3%), GOOG (2.1%) and AVGO (2.1%). The top 20 holdings account for 31.81% of reported assets. Its disclosed equity book has returned +71.30% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Redwood Wealth Management Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1963839). View Redwood Wealth Management Group, LLC’s 13F filings on SEC