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13F holdings · Q2 2026

Redwood Wealth Management Group

Medford, NJ · files as Redwood Wealth Management Group, LLC
Holdings as of Jun 30, 2026Filed Aug 3, 2026Next filing due Nov 16, 2026CIK 1963839

Redwood Wealth Management Group reported 0 stocks worth $0 in its 13F filing for Q2 2026, filed Aug 3, 2026. Compared with Q1 2026, the fund sold out of SWVXX, SNVXX and BPTRX.

Reported value$0−100.0% vs last quarter
Stocks held00 new · 169 sold out
Top 5 weight–
Turnover–of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
No stock holdings in this filing.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
SWVXX
Schwab Prime Advantage Money Investor
$22.3M22.3M
SNVXX
Schwab Government Money Inv
$15.6M15.6M
BPTRX
Baron Partners Fund
$13.9M58K
NVDA
Nvidia Corporation
$5.4M31K
GOOG
Alphabet Inc
$4.9M17K

🔒 Free account: see all 30.

Reported value

last 8 quarters
$202MQ3 '24
$205MQ4 '24
$197MQ1 '25
$223MQ2 '25
$236MQ3 '25
$239MQ4 '25
$232MQ1 '26
$0Q2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 3, 202613F-HRQ2 2026SEC filing ↗

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Redwood Wealth Management Group 13F FAQ

What does Redwood Wealth Management Group own?

Redwood Wealth Management Group reported 0 stocks worth $0 in its 13F filing for Q2 2026, filed Aug 3, 2026. Compared with Q1 2026, the fund sold out of SWVXX, SNVXX and BPTRX. The table above lists every position in the filing (the top 10 without an account).

What did Redwood Wealth Management Group buy and sell in Q2 2026?

Compared with Q1 2026: 0 new positions, 0 added to, 0 trimmed and 169 sold out. It sold all of SWVXX, SNVXX and BPTRX.

When will Redwood Wealth Management Group file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Redwood Wealth Management Group's portfolio worth?

The Q2 2026 filing reports $0 in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.