Portfolio (Quarterly) Guide ↗

Redwood Wealth Management Group, LLC

· CIK 0001963839

13F Portfolio $232M AUM 179 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 10 New 34 Added 77 Reduced 28 Exited

Page 1 of 2 · 28 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	WGMI	VIATRIS INC	—	20,513	$785K	0.33%	SOLD
2	APLD	INVSC S P 500 TOP 50 ETF	Technology	23,823	$584K	0.24%	SOLD
3	—	NORTHERN OIL & GAS INC	—	400,000	$400K	0.17%	SOLD
4	—	FRANKLIN CONVERTIBLE SECURITIES ADV	—	13,686	$371K	0.15%	SOLD
5	CRNC	WESTLAKE CHEM PARTNER LP	Technology	29,165	$312K	0.13%	SOLD
6	PYPL	ABBOTT LABS	Financial Services	5,301	$309K	0.13%	SOLD
7	GCT	ZURICH INS GROUP LTD FSPONSORED ADR 1 ADR REP 0.05 ORD SHS	Technology	7,380	$290K	0.12%	SOLD
8	ADBE	J P MORGAN NASDAQ EQT PRM INC ETF	Technology	723	$253K	0.11%	SOLD
9	BRBR	ISHARES S&P SMLL CAP 600GRTH ETF	Consumer Defensive	9,400	$251K	0.10%	SOLD
10	RGNX	TERADYNE INC	Healthcare	17,385	$250K	0.10%	SOLD
11	IONQ	S&P GLOBAL INC	Technology	5,518	$248K	0.10%	SOLD
12	TSHA	NATERA INC	Healthcare	44,700	$246K	0.10%	SOLD
13	VICR	MICHIGAN ST TRUNK L 4	Technology	2,205	$242K	0.10%	SOLD
14	SDGR	KULICKE & SOFFA INDS INC	Healthcare	13,428	$240K	0.10%	SOLD
15	DECK	FIDELITY REAL ESTATE INCOME	Consumer Cyclical	2,302	$239K	0.10%	SOLD
16	CRDO	SIBANYE STILLWATER LTD FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS	Technology	1,630	$235K	0.10%	SOLD
17	LX	MARKEL GROUP INC	Financial Services	69,930	$229K	0.10%	SOLD
18	—	UBER TECHNOLOGIES INC	—	1,612	$226K	0.09%	SOLD
19	ORCL	DOORDASH INC CLASS A	Technology	1,140	$222K	0.09%	SOLD
20	—	KE HLDGS INC SPONSORED FSPONSORED ADR 1 ADR REPS 3 ORD SHS	—	18,037	$220K	0.09%	SOLD

Page 1 of 2 · 28 positions

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Sector Allocation

Technology 40.8%

Energy 14.6%

Communication Services 12.4%

Healthcare 8.0%

Consumer Cyclical 7.8%

Industrials 4.8%

Financial Services 4.1%

Basic Materials 3.2%

Consumer Defensive 3.0%

Utilities 1.4%