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Samuel Bridgers

Redwood Wealth Management Group, Llc

Assets Managed
$231.532M
Holdings
169
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
-3.14%(2Q avg: -0.87%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Redwood Wealth Management Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 169 positions.

Assets under management

The assets under management (AUM) of Redwood Wealth Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 231.532M in assets, with a quarterly growth rate of -3.14% and a 2-quarter average growth rate of -0.87%. The portfolio is managed by Samuel Bridgers, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SWVXX
Schwab Value Adv Money-inv
Recent Activity
Increased 9.17%
9.63%
$22.286M
22.286M shares@ $1.0 avg price
SNVXX
Schwab Govt Mny Fnd-inv
Recent Activity
Increased 9.47%
6.76%
$15.632M
15.632M shares@ $1.0 avg price
BPTRX
Baron Partners Fund-rtl
Recent Activity
Increased 27.78%
6.01%
$13.91M
58,165 shares@ $239.16 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.45%
2.34%
$5.402M
30,972 shares@ $174.41 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.31%
2.13%
$4.924M
17,166 shares@ $286.87 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 0.1%
2.11%
$4.867M
15,725 shares@ $309.51 avg price
GRNY
Fndstrt Grnny Shots Us Lrg
Recent Activity
Decreased -3.91%
2.05%
$4.723M
197,883 shares@ $23.87 avg price
IBM
Intl Business Machines Corp
Recent Activity
Decreased -0.43%
2%
$4.618M
19,052 shares@ $242.39 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.26%
1.98%
$4.577M
12,366 shares@ $370.16 avg price
HNHAF
Hon Hai Precision Industry
Recent Activity
Decreased -2.47%
1.92%
$4.439M
756,115 shares@ $5.88 avg price

1-10 of 169