Redwood Wealth Management Group Q4 2023 Form 13F Filing Analysis

Based on my comprehensive research into Redwood Wealth Management Group’s Q4 2023 Form 13F filing, I can provide you with a detailed analysis of their portfolio adjustments and what these changes reveal about their investment outlook.

Redwood Wealth Management Group disclosed a

in their Q4 2023 Form 13F filing, covering the period ending December 31, 2023 [1][2]. The filing was submitted by the specified deadline in early February 2024, as Form 13F filings are required to be submitted within 45 days of each quarter-end [1].

Metric	Value
Total AUM (Stock Portfolio)	$90.2 million
Total Holdings	152 stock positions
New Positions Added	8
Positions Increased	35
Positions Reduced	90
Positions Closed	9

The firm established several new positions during Q4 2023, providing insight into emerging investment themes [1][2]:

1. Eyenovia, Inc. (EYEN)
   – A clinical-stage pharmaceutical company focused on ophthalmic therapies, indicating interest in the healthcare/biotechnology sector
2. Grayscale Ethereum Staking Mini ETF (ETH)
   – Represents the firm’s first direct exposure to cryptocurrency-related investment vehicles, signaling growing acceptance of digital assets in traditional portfolios
3. Hesai Group
   – A Chinese-based technology company specializing in LiDAR sensors for autonomous vehicles and advanced driver assistance systems

With

, Redwood Wealth Management Group demonstrated a notably defensive posture during Q4 2023. This 2.6:1 ratio of reductions to increases suggests:

• Profit-taking behavior
  : Following market gains earlier in 2023, the firm appears to have harvested gains from appreciated positions
• Risk management
  : Reducing exposure to potentially overvalued segments ahead of increased market uncertainty
• Portfolio rebalancing
  : Maintaining discipline in position sizing after a year of market volatility

The combination of new positions in

, , and reveals several strategic themes:

• Emerging Technologies
  : Willingness to invest in innovative sectors with long-term growth potential, particularly autonomous driving technology
• Digital Assets Integration
  : The addition of a cryptocurrency-related ETF represents a notable shift toward digital asset exposure within a traditional equity framework
• Healthcare Diversification
  : Continued interest in specialized pharmaceutical and biotechnology opportunities

The

suggest complete exit from certain sector or thematic exposures. While specific names aren’t disclosed in available data, this level of position elimination typically indicates:

• Strategic pivot away from underperforming sectors
• Reallocation of capital toward higher-conviction opportunities
• Risk management through complete position exits

Based on the portfolio adjustment patterns, Redwood Wealth Management Group’s Q4 2023 activity reveals the following outlook:

Market Segment	Apparent Outlook	Supporting Evidence
Technology (Growth)	Cautious/Neutral	Heavy reduction activity suggests profit-taking; selective new positions in emerging tech only
Healthcare	Positive	New position in specialized ophthalmic therapeutics company
Digital Assets/Crypto	Emerging Opportunity	First-mover position in crypto-related ETF suggests institutional acceptance
Autonomous Vehicles/AI	Positive	Investment in Hesai Group’s LiDAR technology
Broad Market	Defensive	90 reductions vs. 35 increases indicates overall risk-off positioning

The Q4 2023 portfolio adjustments suggest Redwood Wealth Management Group adopted a

:

1. Overall Defensive Posture
   : The preponderance of position reductions indicates the firm was managing downside risk while selectively adding exposure to high-conviction opportunities

2. Emerging Technology Focus
   : New positions concentrated in autonomous vehicles, digital assets, and specialized healthcare suggest a forward-looking approach to emerging technological trends

3. Active Rebalancing
   : The high number of position changes (152 holdings with significant turnover) indicates an actively managed portfolio rather than a passive buy-and-hold strategy

4. International Diversification
   : The addition of Hesai Group (China-based) demonstrates willingness to access international growth opportunities

Redwood Wealth Management Group’s Q4 2023 Form 13F filing reveals a sophisticated investment approach that balances defensive risk management with selective exposure to emerging growth themes. The firm’s heavy position reduction activity, balanced against strategic new investments in cryptocurrency-related vehicles, autonomous driving technology, and specialized healthcare, suggests a

focused on while maintaining .

The significant activity level—particularly the addition of cryptocurrency-related investments—also indicates the firm’s responsiveness to evolving market structures and willingness to incorporate new asset classes into traditional equity portfolios.

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[1] Wallstrank - Redwood Wealth Management Group Portfolio Holdings Q4 2023 (https://www.wallstrank.com/portfolios/redwood-wealth-management-group?quarter=2023-Q4)

[2] Fintel - Redwood Wealth Management Group Portfolio Holdings (https://fintel.io/i/redwood-wealth-management-group-llc)

[3] SEC EDGAR - Redwood Wealth Management Group Form 13F Filings (https://www.sec.gov/Archives/edgar/data/1963839/0001963839-23-000004-index.htm)