Redstone Wealth Management

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

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Positions held by Redstone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Redstone Wealth Management

Redstone Wealth Management holds 43 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Inf Tech Etf (VGT) 15.5 $19M 28k 697.73
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Ishares Tr Ishares Semicdtr (SOXX) 14.2 $18M 54k 328.66
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Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) 8.6 $11M 91k 118.98
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Select Sector Spdr Tr State Street Con (XLY) 7.9 $9.9M 91k 108.98
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First Tr Exchange Traded Rba Indl Etf (AIRR) 7.7 $9.6M 87k 110.78
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Fidelity Covington Trust Msci Commntn Svc (FCOM) 6.8 $8.6M 126k 68.12
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Ishares Tr U.s. Med Dvc Etf (IHI) 6.0 $7.5M 141k 53.35
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Vanguard World Consum Stp Etf (VDC) 4.0 $5.0M 22k 224.59
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NVIDIA Corporation (NVDA) 3.3 $4.1M 24k 174.41
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.9 $3.6M 6.1k 597.55
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Dimensional Etf Trust Internatnal Val (DFIV) 2.7 $3.4M 64k 52.78
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Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) 2.5 $3.2M 65k 49.52
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Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 2.4 $3.0M 37k 81.11
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Ishares Tr Rus Top 200 Etf (IWL) 1.6 $2.1M 13k 160.48
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Ishares Tr Rus Tp200 Gr Etf (IWY) 1.2 $1.5M 6.1k 248.84
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Pgim Etf Tr Aaa Clo Etf (PAAA) 1.2 $1.5M 29k 51.18
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Ishares Tr U.s. Tech Etf (IYW) 0.9 $1.1M 6.3k 181.42
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First Tr Exchange-traded Wtr Etf (FIW) 0.9 $1.1M 11k 103.13
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Exxon Mobil Corporation (XOM) 0.9 $1.1M 6.4k 169.67
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Select Sector Spdr Tr State Street Con (XLP) 0.8 $946k 12k 81.98
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Advanced Micro Devices (AMD) 0.7 $918k 4.5k 203.43
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.6 $802k 8.7k 92.76
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Ishares Tr Us Consum Discre (IYC) 0.6 $732k 7.6k 96.92
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Broadcom (AVGO) 0.5 $664k 2.1k 309.52
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Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 0.5 $630k 21k 29.50
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First Tr Exchange-traded Finls Alphadex (FXO) 0.5 $627k 11k 56.19
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Select Sector Spdr Tr State Street Ind (XLI) 0.4 $545k 3.4k 161.73
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Apple (AAPL) 0.4 $543k 2.1k 253.83
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.4 $502k 2.1k 234.03
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Dick's Sporting Goods (DKS) 0.4 $456k 2.3k 198.29
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Ishares Tr Morningstar Grwt (ILCG) 0.3 $409k 4.3k 95.48
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Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) 0.3 $400k 6.9k 58.06
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $390k 599.00 650.34
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $382k 9.9k 38.42
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First Tr Exchange-traded A Com Shs (FTC) 0.2 $307k 2.0k 154.14
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Ishares Tr Ishares Biotech (IBB) 0.2 $250k 1.5k 168.85
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Visa Com Cl A (V) 0.2 $245k 809.00 302.24
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Ishares Tr U.s. Finls Etf (IYF) 0.2 $240k 2.0k 117.66
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Spdr Gold Tr Gold Shs (GLD) 0.2 $235k 547.00 430.29
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First Tr Exchange-traded Tech Alphadex (FXL) 0.2 $228k 1.4k 158.87
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Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.2 $228k 5.1k 44.73
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Ishares Tr Us Trsprtion (IYT) 0.2 $200k 2.7k 74.60
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Crescent Energy Company Cl A Com (CRGY) 0.1 $164k 12k 13.50
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Past Filings by Redstone Wealth Management

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