Institutional Fund
Redwood Wealth Management Group, LLC
Medford, NJCIK 19638395 filings on record
Portfolio Value
$231.53M
Q1 2026
Holdings
169
Reported positions
New Buys
10
Opened this quarter
QoQ Change
-3.1%
from $239.05M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Prime Advantage M9.6%
- Schwab Government Money Inv6.8%
- Baron Partners Retail6.0%
- Nvidia Corporation2.3%
- Alphabet Inc2.1%
- Broadcom Inc2.1%
- Other71.1%
Portfolio Holdings
169 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Prime Advantage M | 22.29M | $22.29M | 9.6% | +1.87M | Added |
| 2 | Schwab Government Money Inv | 15.63M | $15.63M | 6.8% | +1.35M | Added |
| 3 | Baron Partners Retail | 58.2K | $13.91M | 6.0% | +12.6K | Added |
| 4 | Nvidia Corporation | 31.0K | $5.40M | 2.3% | −1.1K | Reduced |
| 5 | Alphabet Inc | 17.2K | $4.92M | 2.1% | −55 | Reduced |
| 6 | Broadcom Inc | 15.7K | $4.87M | 2.1% | +15 | Added |
| 7 | Tidal Trust I | 197.9K | $4.72M | 2.0% | −8.1K | Reduced |
| 8 | International Business Machs | 19.1K | $4.62M | 2.0% | −84 | Reduced |
| 9 | Microsoft Corp | 12.4K | $4.58M | 2.0% | +273 | Added |
| 10 | Hon Hai Precision Ordf | 756.1K | $4.44M | 1.9% | −19.2K | Reduced |
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