Redwood Wealth Management Group, LLC

RIA/Wealth

Redwood Wealth Management Group, LLC is a RIA/Wealth based in Rochester, NY led by Samuel Clay Bridgers, reporting $282.5M in AUM as of Q3 2025 with 34% Technology concentration.

Managing PartnerSamuel Clay Bridgers

Portfolio Value: $139.1M
Positions: 143
Top Holding: MSFT at 4.55%
Last Reported: Q3 2025

Address2000 Winton Rd. So., Building 4a Suite 206, Rochester, NY, 14618-3970, United States

Top Holdings

Largest long holdings in Redwood Wealth Management Group, LLC's portfolio (33.7% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$6.3M	4.55%	-$5.2K Sold	0.00% 12.2K shares	Q4 2022 Held for 2y 11m
2 Nvidia NVDA	Semiconductors Technology	$6.0M	4.30%	+$31.5K Bought	0.00% 32.0K shares	Q4 2022 Held for 2y 11m
3 International Business Machines IBM	Information Technology Services Technology	$5.5M	3.93%	+$107.5K Bought	0.00% 19.4K shares	Q4 2022 Held for 2y 11m
4 Broadcom Inc. AVGO	Semiconductors Technology	$5.3M	3.79%	-$87.8K Sold	0.00% 16.0K shares	Q4 2022 Held for 2y 11m
5 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$4.2M	3.03%	-$75.3K Sold	0.00% 17.3K shares	Q4 2022 Held for 2y 11m
6 iShares S&P 500 Growth ETF IVW	ETF ETF	$4.1M	2.95%	-$1.1K Sold	— 34.0K shares	Q4 2022 Held for 2y 11m
7 Apple AAPL	Consumer Electronics Technology	$4.0M	2.90%	-$127.8K Sold	0.00% 15.9K shares	Q4 2022 Held for 2y 11m
8 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$3.9M	2.84%	-$61.7K Sold	0.00% 21.6K shares	Q4 2022 Held for 2y 11m
9 Amazon AMZN	Specialty Retail Consumer Cyclical	$3.8M	2.71%	-$20.6K Sold	0.00% 17.2K shares	Q4 2022 Held for 2y 11m
10 iShares Core S&P 500 ETF IVV	ETF ETF	$3.7M	2.69%	-$669.3 Sold	— 5.6K shares	Q4 2022 Held for 2y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Redwood Wealth Management Group, LLC's latest filing

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GthenC

Market Value

$139.1M

Prior: $123.9M

Q/Q Change

+12.22%

+$15.1M

Net Flows % of MV

-1.28%

Turnover Ratio

4.42%

New Purchases

3 stocks

$1.7M

Added To

37 stocks

+$1.8M

Sold Out Of

1 stocks

$221.9K

Reduced Holdings

80 stocks

-$5.0M

Increased Positions

Position	Shares Δ	Change
1 Hyperion DeFi, Inc. Common Stock HYPD	New	0 → 88.8K +$850.5K
2 ETH Grayscale Ethereum Mini Trust ETH	New	0 → 16.1K +$630.9K
3 Hesai Group HSAI	New	0 → 8.0K +$223.4K
4 iShares 20+ Year Treasury Bond TLT	+35.82%	19.0K → 25.9K +$609.6K
5 Oracle ORCL	+27.78%	925.0 → 1.2K +$72.3K

Decreased Positions

Position	Shares Δ	Change
1 Leonardo DRS, Inc. DRS	Sold	4.8K → 0 −$221.9K
2 Credo Technology Group Holding Ltd CRDO	-60.76%	4.0K → 1.6K −$349.5K
3 Ford Motor Company F	-28.26%	36.6K → 26.3K −$123.8K
4 Caterpillar CAT	-27.84%	2.7K → 1.9K −$354.5K
5 Valkyrie Bitcoin Miners WGMI	-27.43%	72.0K → 52.3K −$874.0K