Redwood Wealth Management Group, LLC - Portfolio Stock Holdings

Redwood Wealth Management Group, LLC disclosed 2 stock positions in a recent SEC 13F filing. $0 of stock holdings were filed, with the largest holdings including SCCO, CRWD. This filing represented positions held on June 30, 2026, and was filed on Aug. 3, 2026.

We estimate the fund has a total AUM of $317,200,751 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.