SEC 13F Intelligence

Redwood Wealth Management Group, LLC / AAPL

Redwood Wealth Management Group, LLC’s Apple Inc Position

Does Redwood Wealth Management Group, LLC own Apple Inc (AAPL)? Yes — 15.7K shares worth $4M (+1.72% of its 13F portfolio) as of Q1 2026, up from 15.5K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
15.7K
% of Portfolio
+1.72%
Quarters Held
14
currently held

Position History AAPL

Reported value by quarter
Q4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $4MQ2 ’23Q3 ’23: $3MQ4 ’23: $4MQ4 ’23Q1 ’24: $3MQ2 ’24: $4MQ2 ’24Q3 ’24: $4MQ4 ’24: $5MQ4 ’24Q1 ’25: $4MQ2 ’25: $3MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.7K$4M+1.72%
Q4 202515.5K$4M+1.76%
Q3 202515.9K$4M+1.71%
Q2 202516.4K$3M+1.51%
Q1 202517.3K$4M+1.96%
Q4 202418.0K$5M+2.20%
Q3 202418.2K$4M+2.10%
Q2 202418.8K$4M+2.97%
Q1 202418.9K$3M+3.44%
Q4 202320.5K$4M+4.38%
Q3 202320.4K$3M+4.08%
Q2 202320.5K$4M+4.41%
Q1 202320.6K$3M+3.84%
Q4 202221.0K$3M+3.41%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Redwood Wealth Management Group, LLC’s full portfolio or all institutional holders of AAPL.