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Redstone Wealth Management, LLC Top Holdings and 13F Report (2026)

About Redstone Wealth Management, LLC

Investment Activity

  • Redstone Wealth Management, LLC has $159.44 million in total holdings as of September 30, 2026.
  • Redstone Wealth Management, LLC owns shares of 33 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 14.73% of the portfolio was purchased this quarter.
  • About 7.44% of the portfolio was sold this quarter.
  • This quarter, Redstone Wealth Management, LLC has purchased 31 new stocks and bought additional shares in 16 stocks.
  • Redstone Wealth Management, LLC sold shares of 5 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

464287556 - iShares Biotechnology ETF
$12,400,564 Holding
69608A108 - PALANTIR TECHNOLOGIES INC
$6,000,751 Holding
023135106 - Amazon.com
$241,676 Holding
30303M102 - Meta Platforms
$224,980 Holding

Largest Purchases this Quarter

iShares Biotechnology ETF
58,901 shares (about $12.40M)
PALANTIR TECHNOLOGIES INC
32,081 shares (about $6.00M)
PGIM ETF TR
14,366 shares (about $736.84K)
iShares Semiconductor ETF
1,033 shares (about $587.42K)
Vanguard Information Technology ETF
4,293 shares (about $539.50K)

Largest Sales this Quarter

ISHARES BITCOIN TRUST ETF
1,172 shares (about $55.48K)
iShares U.S. Technology ETF
91 shares (about $24.11K)
First Trust Capital Strength ETF
109 shares (about $10.23K)
iShares Russell Top 200 Growth ETF
12 shares (about $3.54K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRedstone Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$24,904,760$539,504 ▲2.2%198,17515.6%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$24,102,791$587,415 ▲2.5%42,38615.1%ETF
Invesco KBW Property & Casualty Insurance ETF stock logo
KBWP
Invesco KBW Property & Casualty Insurance ETF
$14,399,386$248,181 ▲1.8%117,3749.0%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$13,013,168$415,008 ▲3.3%119,5628.2%ETF
Fidelity MSCI Communication Services Index ETF stock logo
FCOM
Fidelity MSCI Communication Services Index ETF
$12,466,011$461,731 ▲3.8%173,1147.8%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$12,400,564$12,400,564 ▲New Holding58,9017.8%ETF
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$9,762,184$534,578 ▲5.8%94,5586.1%ETF
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$6,919,633$269,060 ▲4.0%31,7104.3%ETF
PALANTIR TECHNOLOGIES INC
$6,000,751$6,000,751 ▲New Holding32,0813.8%CL A
NVIDIA Corporation stock logo
NVDA
NVIDIA
$5,393,870$9,364 ▲0.2%23,6173.4%Technology
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$5,085,187$205,622 ▲4.2%91,0343.2%ETF
Invesco Dorsey Wright Developed Markets Momentum ETF stock logo
PIZ
Invesco Dorsey Wright Developed Markets Momentum ETF
$4,709,033$215,874 ▲4.8%88,7823.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,431,700$143,682 ▲3.4%6,3232.8%ETF
Invesco S&P 500 Equal Weight Utilities ETF stock logo
RSPU
Invesco S&P 500 Equal Weight Utilities ETF
$4,062,381$196,982 ▲5.1%57,9512.5%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,758,4260.0%4,5091.7%Technology
PGIM ETF TR
$2,147,124$736,840 ▲52.2%41,8621.3%AAA CLO ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$752,9670.0%2,1440.5%Technology
Apple Inc. stock logo
AAPL
Apple
$732,481$21,651 ▲3.0%2,1990.5%Technology
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$694,959$10,230 ▼-1.5%7,4050.4%ETF
ISHARES BITCOIN TRUST ETF
$592,744$55,482 ▼-8.6%12,5210.4%SHS BEN INT
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$548,828$3,539 ▼-0.6%1,8610.3%ETF
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$439,309$11,250 ▼-2.5%1,5230.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$422,4970.0%5540.3%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$315,761$24,106 ▼-7.1%1,1920.2%ETF
Visa Inc. stock logo
V
Visa
$309,383$18,685 ▲6.4%8610.2%Finance
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$308,8670.0%2,3000.2%Consumer Discretionary
First Trust Large Cap Growth AlphaDEX Fund stock logo
FTC
First Trust Large Cap Growth AlphaDEX Fund
$291,2890.0%1,6420.2%ETF
iShares Russell Top 200 ETF stock logo
IWL
iShares Russell Top 200 ETF
$287,7120.0%1,5130.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$251,354$21,327 ▲9.3%6600.2%ETF
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$244,4670.0%2,0900.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$241,676$241,676 ▲New Holding9700.2%Consumer Discretionary
Roku, Inc. stock logo
ROKU
Roku
$228,4200.0%1,5000.1%Communication Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$224,980$224,980 ▲New Holding3100.1%Communication Services
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$0$11,529,750 ▼-100.0%00.0%ETF
Invesco S&P 500 Equal Weight Consumer Staples ETF stock logo
RSPS
Invesco S&P 500 Equal Weight Consumer Staples ETF
$0$234,294 ▼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data