REDWOOD WEALTH MANAGEMENT GROUP LLC
Q2 2026 Form 13-F
MOORESTOWN, NEW JERSEY
CIK 0001963839
· CRD 281741
· SEC-registered investment adviser
$0 Reported Value Total
REDWOOD WEALTH MANAGEMENT GROUP, LLC reports 1,158 total accounts under management (AUM). There are 926 discretionary accounts valued at $278,747,521, and 232 non-discretionary accounts valued at $38,453,230.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-24
Reported value
$0
Quarter over quarter
0.0%
Holdings
0
Top-10 concentration
0.0%
Key People
Form ADV owners & control persons
Samuel Clay Bridgers
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 03, 2026 |
| Form | 13F-HR |
| Reported value | $0 |
| Positions | 0 |
| Change in reported value | -100.0% |
| New positions | 0 |
| Exited positions | 169 |
| Position turnover | 100.0% |
| Top-10 concentration | 0.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 3, 2026
|
0 | $0 |
|
Q1 2026 13F
Filed Apr 24, 2026
|
169 | $231.5M |
|
Q4 2025 13F
Filed Feb 3, 2026
|
187 | $239.1M |
|
Q3 2025 13F
Filed Oct 24, 2025
|
179 | $235.8M |
|
Q2 2025 13F
Filed Aug 5, 2025
|
179 | $222.6M |
|
Q1 2025 13F
Filed Apr 21, 2025
|
157 | $196.6M |
|
Q4 2024 13F
Filed Jan 27, 2025
|
159 | $205.1M |
|
Q3 2024 13F
Filed Nov 13, 2024
|
156 | $201.7M |
|
Q2 2024 13F
Filed Aug 9, 2024
|
1,194 | $132.8M |
|
Q1 2024 13F
Filed May 7, 2024
|
111 | $94.4M |
|
Q4 2023 13F
Filed Jan 25, 2024
|
143 | $90.2M |
|
Q3 2023 13F
Filed Oct 18, 2023
|
144 | $85.5M |
|
Q2 2023 13F
Filed Jul 20, 2023
|
150 | $90.2M |
|
Q1 2023 13F
Filed Apr 19, 2023
|
158 | $88.2M |
|
Q4 2022 13F
Filed Feb 1, 2023
|
146 | $80.1M |