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Portfolio (Quarterly) Guide ↗

Redwood Wealth Management Group, LLC

· CIK 0001963839
13F Portfolio $1 AUM 2 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 169 Exited
Page 5 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 JPM JPMORGAN CHASE & CO Financial Services 2,018 $594K 0.26% SOLD
82 OKTA OKTA INC CLASS A Technology 7,341 $578K 0.25% SOLD
83 UBER UBER TECHNOLOGIES INC Technology 8,010 $576K 0.25% SOLD
84 REGN REGENERON PHARMACEUTICAL Healthcare 745 $576K 0.25% SOLD
85 SLV ISHARES SILVER TRUST Financial Services 8,400 $572K 0.25% SOLD
86 BMNR BITMINE IMMERSION TECNOL Financial Services 28,850 $571K 0.25% SOLD
87 QCOM QUALCOMM INC Technology 4,424 $570K 0.25% SOLD
88 INGR INGREDION INC Consumer Defensive 5,000 $563K 0.24% SOLD
89 EQT EQT CORP Energy 8,460 $538K 0.23% SOLD
90 PIMCO INCOME INSTL 49,440 $533K 0.23% SOLD
91 LORD ABBETT HIGH YIELD I 82,102 $513K 0.22% SOLD
92 PM PHILIP MORRIS INTL INC Consumer Defensive 3,029 $501K 0.22% SOLD
93 PFE PFIZER INC Healthcare 17,262 $485K 0.21% SOLD
94 VANGUARD 500 INDEX ADMIRAL 791 $477K 0.21% SOLD
95 GLW CORNING INC Technology 3,479 $473K 0.20% SOLD
96 PGIM SHORT-TERM CORPORATE BOND Z 43,674 $470K 0.20% SOLD
97 BIDU BAIDU INC F Communication Services 4,082 $455K 0.20% SOLD
98 TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS Technology 1,345 $455K 0.20% SOLD
99 PIMCO MORTGAGE OPPORTUNITIES AND BDINSTL 46,422 $434K 0.19% SOLD
100 BHP BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS Basic Materials 5,886 $428K 0.18% SOLD
Page 5 of 9  ·  169 positions