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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 9 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VLO AVIAT NETWORKS INC Energy 1,471.0 $239K 0.10% NEW $162.77 +49.2%
162 DECK FIDELITY REAL ESTATE INCOME Consumer Cyclical 2,302.0 $239K 0.10% NEW $103.67 +9.2%
163 PNC VISA INC CLASS CLASS A Financial Services 1,135.0 $237K 0.10% NEW $208.81 +5.6%
164 CRDO SIBANYE STILLWATER LTD FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS Technology 1,630.0 $235K 0.10% NEW $143.89 +56.7%
165 CRUS LORD ABBETT BOND-DEBENTURE I Technology 1,944.0 $230K 0.10% NEW $118.50 +46.9%
166 ADI ISHARES GLOBAL INFRASTRUCTURE ETF Technology 847.0 $230K 0.10% NEW $271.11 +54.5%
167 LX MARKEL GROUP INC Financial Services 69,930.0 $229K 0.10% NEW $3.27 -32.1%
168 VIRTUS INFRCP US PRERD STCK ETF 225,000.0 $226K 0.09% NEW $1.00
169 UBER TECHNOLOGIES INC 1,612.0 $226K 0.09% NEW $139.95
170 ORCL DOORDASH INC CLASS A Technology 1,140.0 $222K 0.09% NEW $194.91 +4.3%
171 DTM FIDELITY ADVISOR FOCUSED EMERGING MARKETS Z Energy 1,850.0 $221K 0.09% NEW $119.68 +19.8%
172 KE HLDGS INC SPONSORED FSPONSORED ADR 1 ADR REPS 3 ORD SHS 18,037.0 $220K 0.09% NEW $12.19
173 CLSK GUGGENHEIM LIMITED DURATION P Technology 21,670.0 $219K 0.09% NEW $10.12 +80.7%
174 FTSM BITFARMS LTD F 3,650.0 $219K 0.09% NEW $59.93 +0.0%
175 SOFI KEURIG DR PEPPER INC Financial Services 8,250.0 $216K 0.09% NEW $26.18 -35.4%
176 GE VERNOVA INC 215,000.0 $216K 0.09% NEW $1.00
177 F SEARS CDA INC F Consumer Cyclical 16,374.0 $215K 0.09% NEW $13.12 +25.7%
178 MGK NUTRIBAND INC 519.0 $214K 0.09% NEW $412.77 -78.0%
179 VOO GOLDMAN SACHS BAN 3.9 340.0 $213K 0.09% NEW $627.13 +10.7%
180 NVTS THERMO FISHER SCIENTIFIC Technology 29,834.0 $213K 0.09% NEW $7.14 +299.6%
Page 9 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%