13F Filings History of Redwood Wealth Management Group, LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$239,053,137
Signature - Title
Samuel Bridgers - Managing Partner
Location
Medford, NJ
Summary
This page shows a list of all the recent 13F filings made by Redwood Wealth Management Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Redwood Wealth Management Group, LLC reported 187 stock holdings with total value $239,053,137 as of Q4 2025. Top holdings included PG&E CORP, GE AEROSPACE, ISHARES US TECHNOLOGY ETF, NVDA, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 187 $239,053,137 +$11,203,526 -$11,102,304 +$101,222 PG&E CORP, GE AEROSPACE, ISHARES US TECHNOLOGY ETF, NVDA, MSFT 13F-HR 03 Feb 2026, 12:35
Q3 2025 179 $235,759,585 +$8,573,414 -$12,822,780 -$4,249,366 SCHWAB PRIME ADVANTAGE MONEY INVESTOR, SCHWAB GOVERNMENT MONEY INV, BARON PARTNERS RETAIL, MSFT, NVDA 13F-HR 24 Oct 2025, 10:01
Q2 2025 179 $222,583,942 +$17,002,763 -$9,034,602 +$7,968,161 Schwab, Schwab, BlackRock, MSFT, IBM 13F-HR 05 Aug 2025, 10:07
Q1 2025 157 $196,598,647 +$15,800,393 -$17,697,755 -$1,897,362 SO-YOUNG INTL INC FUNSPONSORED ADR 0.769230769231 ORD SHS, SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS, IBM, MSFT, GRNY 13F-HR 21 Apr 2025, 12:37
Q4 2024 159 $205,094,194 +$11,157,631 -$9,179,446 +$1,978,185 SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES, SCHWAB GOVERNMENT MONEY INV, MSFT, HON HAI PRECISION ORDF, AAPL 13F-HR 27 Jan 2025, 08:59
Q3 2024 156 $201,658,403 +$97,540,561 -$30,717,636 +$66,822,925 SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES, SCHWAB GOVERNMENT MONEY INV, HON HAI PRECISION ORDF, MSFT, IBM 13F-HR 13 Nov 2024, 14:25
Q2 2024 1,195 $132,774,717 +$40,405,925 -$2,005,866 +$38,400,059 HNHAF, MSFT, AAPL, IBM, IVW 13F-HR 09 Aug 2024, 10:58
Q1 2024 111 $94,357,200 +$6,472,918 -$8,910,314 -$2,437,396 MSFT, IBM, AAPL, SDY, IVV 13F-HR 07 May 2024, 15:31
Q4 2023 143 $90,185,406 +$2,654,921 -$5,217,018 -$2,562,097 MSFT, AAPL, IBM, SDY, IVV 13F-HR 25 Jan 2024, 14:01
Q3 2023 144 $85,516,159 +$1,440,210 -$2,893,420 -$1,453,210 MSFT, AAPL, SDY, IBM, XOM 13F-HR 18 Oct 2023, 13:35
Q2 2023 150 $90,182,753 +$3,460,572 -$5,573,111 -$2,112,539 AAPL, MSFT, SDY, IBM, IVV 13F-HR 20 Jul 2023, 12:25
Q1 2023 158 $88,209,843 +$5,357,863 -$2,346,253 +$3,011,610 AAPL, SDY, MSFT, IBM, IVW 13F-HR 19 Apr 2023, 13:08
Q4 2022 146 $80,126,869 $0 $0 $0 SDY, IBM, AAPL, MSFT, XOM 13F-HR 01 Feb 2023, 13:47