Skip to content

Redwood Wealth Management Group reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 3 August 2026, signed by Lydia Moore, Compliance Consultant. Retrieved 14 October 2026. Page updated 21 October 2026.

Redwood Wealth Management Group’s reported 13F holdings total $0 across 1 positions as of 30 June 2026. The ten largest make up NaN% of it, and its value fell 100.0% from the prior quarter.

$0
Reported 13F value
1
Positions
NaN%
In the 10 largest
−100.0%
Value vs. prior quarter

Largest positions

NoneNone$0
Class
None
Share
0%

The share class is shown on a wider screen.

The 1 largest of 1 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1963839
File number
028-22784
Options
0 call, 0 put
In the 25 largest
NaN%
Prior quarter
$232M at 31 March 2026
Positions opened
1
Positions closed
169

Common questions

What are Redwood Wealth Management Group’s 13F holdings worth?

$0 across 1 positions for the quarter ended 30 June 2026.

What is Redwood Wealth Management Group’s largest 13F holding?

None (None) was the largest position at $0, or NaN% of reported 13F value, as of 30 June 2026.

How concentrated is Redwood Wealth Management Group’s 13F portfolio?

The ten largest positions accounted for NaN% of reported value and the twenty-five largest for NaN%, across 1 positions as of 30 June 2026.

Does Form 13F show everything Redwood Wealth Management Group manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Redwood Wealth Management Group file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Redwood Wealth Management Group profile

Sources

  1. Form 13F-HR, accession 0001963839-26-000005, filed 3 August 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001963839-26-000004, filed 24 April 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

Report a correction

This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Redwood Wealth Management Group, LLC, and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.