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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 9 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 CL COLGATE PALMOLIVE CO Consumer Defensive 2,550 $217K 0.09% SOLD
162 PSX PHILLIPS 66 Energy 1,184 $216K 0.09% SOLD
163 MORGAN STANLEY PR 4.5 26CD FDIC INS DUE 08/07/26US 215,000 $216K 0.09% SOLD
164 MS MORGAN STANLEY Financial Services 1,300 $214K 0.09% SOLD
165 FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 3,559 $213K 0.09% SOLD
166 MO ALTRIA GROUP INC Consumer Defensive 3,223 $213K 0.09% SOLD
167 STM STMICROELECTRONICS N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS Technology 5,980 $207K 0.09% SOLD
168 VANGUARD INTERM-TERM TX-EX ADM 14,978 $205K 0.09% SOLD
169 CEG CONSTELLATION ENERGY COR Utilities 720 $201K 0.09% SOLD
Page 9 of 9  ·  169 positions