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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 $125.50 million in total holdings as of March 31, 2026.
  • Redstone Wealth Management, LLC owns shares of 43 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 7.71% of the portfolio was purchased this quarter.
  • About 5.57% of the portfolio was sold this quarter.
  • This quarter, Redstone Wealth Management, LLC has purchased 39 new stocks and bought additional shares in 13 stocks.
  • Redstone Wealth Management, LLC sold shares of 21 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

25434V807 - Dimensional International Value ETF
$3,366,678 Holding
11135F101 - Broadcom
$663,603 Holding
44952J104 - Crescent Energy
$163,958 Holding

Largest Purchases this Quarter

Dimensional International Value ETF
63,787 shares (about $3.37M)
Broadcom
2,144 shares (about $663.60K)
NVIDIA
3,576 shares (about $623.68K)
Vanguard Information Technology ETF
661 shares (about $461.20K)

Largest Sales this Quarter

iShares Russell Top 200 Growth ETF
23,436 shares (about $5.83M)
iShares Russell Top 200 ETF
2,656 shares (about $426.23K)
First Trust Water ETF
1,452 shares (about $149.75K)
PGIM ETF TR
1,896 shares (about $97.04K)
Consumer Staples Select Sector SPDR Fund
1,136 shares (about $93.13K)

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
$19,430,430$461,201 2.4%27,84815.5%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$17,831,529$38,453 -0.2%54,25514.2%ETF
Invesco KBW Property & Casualty Insurance ETF stock logo
KBWP
Invesco KBW Property & Casualty Insurance ETF
$10,832,870$68,772 0.6%91,0468.6%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$9,893,563$131,648 1.3%90,7837.9%Finance
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$9,622,317$163,402 1.7%86,8597.7%Manufacturing
Fidelity MSCI Communication Services Index ETF stock logo
FCOM
Fidelity MSCI Communication Services Index ETF
$8,584,636$224,796 2.7%126,0226.8%ETF
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$7,522,405$71,916 -0.9%141,0016.0%ETF
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$5,011,744$346,993 7.4%22,3154.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,111,822$623,680 17.9%23,5763.3%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,642,067$598 0.0%6,0952.9%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$3,366,678$3,366,678 New Holding63,7872.7%ETF
Invesco Dorsey Wright Developed Markets Momentum ETF stock logo
PIZ
Invesco Dorsey Wright Developed Markets Momentum ETF
$3,197,804$3,197,804 New Holding64,5762.5%ETF
Invesco S&P 500 Equal Weight Utilities ETF stock logo
RSPU
Invesco S&P 500 Equal Weight Utilities ETF
$2,981,342$129,698 4.5%36,7562.4%ETF
iShares Russell Top 200 ETF stock logo
IWL
iShares Russell Top 200 ETF
$2,069,211$426,231 -17.1%12,8941.6%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$1,520,412$5,831,813 -79.3%6,1101.2%ETF
PGIM ETF TR
$1,491,436$97,037 -6.1%29,1411.2%AAA CLO ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,135,145$3,628 -0.3%6,2570.9%Manufacturing
First Trust Water ETF stock logo
FIW
First Trust Water ETF
$1,123,548$149,751 -11.8%10,8940.9%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,086,389$50,222 -4.4%6,4030.9%Energy
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$945,483$93,130 -9.0%11,5330.8%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$917,469$103,749 12.8%4,5100.7%Computer and Technology
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$802,374$3,061 -0.4%8,6500.6%ETF
iShares U.S. Consumer Discretionary ETF stock logo
IYC
iShares U.S. Consumer Discretionary ETF
$732,231$12,309 -1.7%7,5550.6%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$663,603$663,603 New Holding2,1440.5%Computer and Technology
Invesco S&P 500 Equal Weight Consumer Staples ETF stock logo
RSPS
Invesco S&P 500 Equal Weight Consumer Staples ETF
$630,415$58,233 -8.5%21,3700.5%ETF
First Trust Financials AlphaDEX Fund stock logo
FXO
First Trust Financials AlphaDEX Fund
$626,631$25,286 -3.9%11,1520.5%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$544,7070.0%3,3680.4%ETF
Apple Inc. stock logo
AAPL
Apple
$542,944$7,615 -1.4%2,1390.4%Computer and Technology
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$501,760$1,170 -0.2%2,1440.4%ETF
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$456,067$19,829 4.5%2,3000.4%Retail/Wholesale
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$408,7500.0%4,2810.3%ETF
Invesco AI and Next Gen Software ETF stock logo
IGPT
Invesco AI and Next Gen Software ETF
$400,061$15,213 -3.7%6,8900.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$389,554$9,105 2.4%5990.3%Finance
ISHARES BITCOIN TRUST ETF
$382,010$5,302 1.4%9,9430.3%SHS BEN INT
First Trust Large Cap Growth AlphaDEX Fund stock logo
FTC
First Trust Large Cap Growth AlphaDEX Fund
$306,744$52,409 -14.6%1,9900.2%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$249,560$6,247 -2.4%1,4780.2%Finance
Visa Inc. stock logo
V
Visa
$244,5120.0%8090.2%Business Services
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$240,1440.0%2,0410.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$235,3690.0%5470.2%Finance
First Trust Technology AlphaDEX Fund stock logo
FXL
First Trust Technology AlphaDEX Fund
$228,296$1,906 -0.8%1,4370.2%ETF
Invesco NASDAQ Internet ETF stock logo
PNQI
Invesco NASDAQ Internet ETF
$228,257$26,033 -10.2%5,1030.2%Manufacturing
iShares U.S. Transportation ETF stock logo
IYT
iShares U.S. Transportation ETF
$200,376$13,353 -6.2%2,6860.2%ETF
Crescent Energy Company stock logo
CRGY
Crescent Energy
$163,958$163,958 New Holding12,1450.1%Energy

Showing largest 100 holdings. View all holdings.
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