Redwood Wealth Management Group, LLCStock Holdings
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13F Holdings
$165.76 million
$ Current Holdings
137
# Current Holdings
6
# Positions Opened
48
# Positions Increased
8
# Positions Closed
Holdings $ value (long only)
# of positions
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Holding by sector
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Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | Mar 2024 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IYW | iShares U.S. Technology ETF | $17,784,779 | 126,503 | 126,503 | 123,251 | 116,451 | 96,780 | 97,540 | 99,373 | 102,177 | 92,299 | |
| BPTRX | Baron Partners Fund | $12,301,246 | 61,194 | 61,194 | 59,794 | 59,923 | 39,906 | 40,044 | 32,750 | 0 | 0 | |
| GOOG | Alphabet Inc. | $9,866,447 | 31,478 | 31,478 | 32,154 | 32,811 | 33,394 | 33,089 | 32,509 | 32,734 | 32,612 | |