Redwood Wealth Management Group, LLC - Portfolio overview

Redwood Wealth Management Group, LLC has 160 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORP, 3.80%
2. GOOG - ALPHABET INC CLASS CLASS C, 3.47%
3. AVGO - BROADCOM INC, 3.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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