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Portfolio (Quarterly) Guide ↗

Redwood Wealth Management Group, LLC

· CIK 0001963839
13F Portfolio $239M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 187 New
Page 8 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DINO NORTHWESTERN ENERGY Energy 5,976.0 $275K 0.12% NEW $46.08 +47.5%
142 CVX GUGGENHEIM TOTAL RETURN BOND INSTL Energy 1,775.0 $271K 0.11% NEW $152.44 +19.9%
143 DIS VANGUARD LTD-TERM TX-EX ADM Communication Services 2,356.0 $268K 0.11% NEW $113.76 -8.8%
144 JEPQ VERTEX PHARMACEUTICALS I 4,600.0 $267K 0.11% NEW $58.12 +4.9%
145 MS WASTE MGMT INC DEL Financial Services 1,498.0 $266K 0.11% NEW $177.52 +14.6%
146 VIG BRISTOL MYERS SQUIBB CO 1,204.0 $265K 0.11% NEW $219.79 +6.4%
147 SPHQ BAXTER INTL INC 3,522.0 $264K 0.11% NEW $75.05 +13.8%
148 NFLX UGI CORP NEW Communication Services 2,815.0 $264K 0.11% NEW $93.76 -8.1%
149 SMCI FATE THERAPEUTICS INC Technology 8,940.0 $262K 0.11% NEW $29.27 +42.2%
150 CEG JPMORGAN LARGE CAP GROWTH I Utilities 720.0 $254K 0.11% NEW $353.27 -18.9%
151 ADBE J P MORGAN NASDAQ EQT PRM INC ETF Technology 723.0 $253K 0.11% NEW $349.99 -30.7%
152 BRBR ISHARES S&P SMLL CAP 600GRTH ETF Consumer Defensive 9,400.0 $251K 0.10% NEW $26.73 -67.9%
153 KIMBERLY CLARK CORP 250,000.0 $251K 0.10% NEW $1.00
154 GEV CENOVUS ENERGY INC F Utilities 383.0 $250K 0.10% NEW $653.64 +53.5%
155 RGNX TERADYNE INC Healthcare 17,385.0 $250K 0.10% NEW $14.40 -52.4%
156 NVS Q32 BIO INC Healthcare 1,815.0 $250K 0.10% NEW $137.87 +9.5%
157 IONQ S&P GLOBAL INC Technology 5,518.0 $248K 0.10% NEW $44.87 +53.2%
158 TSHA NATERA INC Healthcare 44,700.0 $246K 0.10% NEW $5.50 +6.5%
159 VICR MICHIGAN ST TRUNK L 4 Technology 2,205.0 $242K 0.10% NEW $109.60 +217.3%
160 SDGR KULICKE & SOFFA INDS INC Healthcare 13,428.0 $240K 0.10% NEW $17.88 -22.5%
Page 8 of 10  ·  187 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.1%
Communication Services 12.7%
Energy 10.4%
Consumer Cyclical 8.4%
Healthcare 8.2%
Financial Services 5.8%
Industrials 3.9%
Consumer Defensive 2.8%
Basic Materials 2.4%
Utilities 1.4%