Redstone Wealth Management

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

  • Top 5 stock holdings are SOXX, VGT, KBWP, XLY, AIRR, and represent 58.59% of Redstone Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: VGT (+$20M), IHI, KBWP, XLY, FCOM, VDC, RSPU, DFIV, PIZ, AIRR.
  • Started 1 new stock position in ROKU.
  • Reduced shares in these 10 stocks: SOXX (-$8.3M), IWL, IYW, IWY, , , , IYC, , .
  • Sold out of its positions in XOM, FIW, FXO, FXL, CRGY, PNQI, IGPT, IYT, IBB, IYC. IYF, XLP, XLI.
  • Redstone Wealth Management was a net buyer of stock by $19M.
  • Redstone Wealth Management has $153M in assets under management (AUM), dropping by 22.10%.
  • Central Index Key (CIK): 0002049950

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Portfolio Holdings for Redstone Wealth Management

Redstone Wealth Management holds 31 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Ishares Semicdtr (SOXX) 17.3 $27M -23% 41k 640.77
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Vanguard World Inf Tech Etf (VGT) 15.1 $23M +596% 194k 119.52
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Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) 9.5 $15M +26% 115k 126.77
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Select Sector Spdr Tr St Str Discr Etf (XLY) 8.9 $14M +27% 116k 117.28
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First Tr Exchange Traded Rba Indl Etf (AIRR) 7.8 $12M +2% 89k 133.25
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Fidelity Covington Trust Msci Commntn Svc (FCOM) 7.6 $12M +32% 167k 69.48
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Ishares Tr U.s. Med Dvc Etf (IHI) 7.5 $12M +65% 233k 49.41
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Vanguard World Consum Stp Etf (VDC) 4.5 $6.9M +36% 31k 225.49
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Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) 3.1 $4.7M +31% 85k 55.90
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Dimensional Etf Trust Internatnal Val (DFIV) 3.1 $4.7M +36% 87k 54.02
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NVIDIA Corporation (NVDA) 3.1 $4.7M 24k 200.10
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Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 2.9 $4.5M +50% 55k 81.13
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.7 $4.2M 6.1k 686.81
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Advanced Micro Devices (AMD) 1.7 $2.6M 4.5k 580.91
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Pgim Etf Tr Aaa Clo Etf (PAAA) 0.9 $1.4M -5% 28k 51.27
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Broadcom (AVGO) 0.5 $810k 2.1k 377.76
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.5 $706k -13% 7.5k 93.92
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Apple (AAPL) 0.4 $618k 2.1k 289.42
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.4 $544k -69% 1.9k 290.62
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Dick's Sporting Goods (DKS) 0.3 $522k 2.3k 226.81
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $456k +37% 14k 33.29
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $414k -7% 554.00 746.77
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.3 $414k -27% 1.6k 264.72
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $324k -79% 1.3k 252.23
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First Tr Exchange-traded A Com Shs (FTC) 0.2 $318k -17% 1.6k 193.77
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Ishares Tr Rus Top 200 Etf (IWL) 0.2 $280k -88% 1.5k 184.95
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Visa Com Cl A (V) 0.2 $278k 809.00 343.09
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Ishares Tr Morningstar Grwt (ILCG) 0.2 $245k -51% 2.1k 117.02
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Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 0.2 $234k -63% 7.8k 29.98
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Spdr Gold Tr Gold Shs (GLD) 0.1 $223k +10% 604.00 368.38
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Roku Com Cl A (ROKU) 0.1 $207k NEW 1.5k 138.14
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Past Filings by Redstone Wealth Management

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