Redstone Wealth Management

Latest statistics and disclosures from Redstone Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VGT, SOXX, KBWP, XLY, FCOM, and represent 55.75% of Redstone Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: IBB (+$12M), PLTR (+$6.0M), PAAA, SOXX, VGT, AIRR, FCOM, XLY, VDC, KBWP.
  • Started 4 new stock positions in PLTR, IBB, META, AMZN.
  • Reduced shares in these 7 stocks: IHI (-$12M), RSPS, IBIT, IYW, FDN, FTCS, IWY.
  • Sold out of its positions in RSPS, IHI.
  • Redstone Wealth Management was a net buyer of stock by $12M.
  • Redstone Wealth Management has $159M in assets under management (AUM), dropping by 4.06%.
  • Central Index Key (CIK): 0002049950

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Portfolio Holdings for Redstone Wealth Management

Redstone Wealth Management holds 33 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Inf Tech Etf (VGT) 15.6 $25M +2% 198k 125.67
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Ishares Tr Ishares Semicdtr (SOXX) 15.1 $24M +2% 42k 568.65
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Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) 9.0 $14M 117k 122.68
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Select Sector Spdr Tr St Str Discr Etf (XLY) 8.2 $13M +3% 120k 108.84
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Fidelity Covington Trust Msci Commntn Svc (FCOM) 7.8 $13M +3% 173k 72.01
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Ishares Tr Ishares Biotech (IBB) 7.8 $12M NEW 59k 210.53
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First Tr Exchange Traded Rba Indl Etf (AIRR) 6.1 $9.8M +5% 95k 103.24
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Vanguard World Consum Stp Etf (VDC) 4.3 $6.9M +4% 32k 218.22
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Palantir Technologies Cl A (PLTR) 3.8 $6.0M NEW 32k 187.05
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NVIDIA Corporation (NVDA) 3.4 $5.4M 24k 228.39
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Dimensional Etf Trust Internatnal Val (DFIV) 3.2 $5.1M +4% 91k 55.86
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Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) 3.0 $4.7M +4% 89k 53.04
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.8 $4.4M +3% 6.3k 700.89
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Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 2.5 $4.1M +5% 58k 70.10
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Advanced Micro Devices (AMD) 1.7 $2.8M 4.5k 611.76
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Pgim Etf Tr Aaa Clo Etf (PAAA) 1.3 $2.1M +52% 42k 51.29
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Broadcom (AVGO) 0.5 $753k 2.1k 351.20
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Apple (AAPL) 0.5 $733k +3% 2.2k 333.10
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $695k 7.4k 93.85
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $593k -8% 13k 47.34
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $549k 1.9k 294.91
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.3 $439k -2% 1.5k 288.45
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $423k 554.00 762.63
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $316k -7% 1.2k 264.90
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Visa Com Cl A (V) 0.2 $309k +6% 861.00 359.33
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Dick's Sporting Goods (DKS) 0.2 $309k 2.3k 134.29
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First Tr Exchange-traded A Com Shs (FTC) 0.2 $291k 1.6k 177.40
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Ishares Tr Rus Top 200 Etf (IWL) 0.2 $288k 1.5k 190.16
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Spdr Gold Tr Gold Shs (GLD) 0.2 $251k +9% 660.00 380.84
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Ishares Tr Morningstar Grwt (ILCG) 0.2 $245k 2.1k 116.97
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Amazon (AMZN) 0.2 $242k NEW 970.00 249.15
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Roku Com Cl A (ROKU) 0.1 $228k 1.5k 152.28
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Meta Platforms Cl A (META) 0.1 $225k NEW 310.00 725.74
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Past Filings by Redstone Wealth Management

SEC 13F filings are viewable for Redstone Wealth Management going back to 2026