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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 $153.23 million in total holdings as of June 30, 2026.
  • Redstone Wealth Management, LLC owns shares of 31 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 25.89% of the portfolio was purchased this quarter.
  • About 13.53% of the portfolio was sold this quarter.
  • This quarter, Redstone Wealth Management, LLC has purchased 43 new stocks and bought additional shares in 13 stocks.
  • Redstone Wealth Management, LLC sold shares of 13 stocks and completely divested from 13 stocks this quarter.

Largest New Holdings this Quarter

77543R102 - Roku
$207,210 Holding

Largest Purchases this Quarter

Vanguard Information Technology ETF
166,034 shares (about $19.84M)
iShares U.S. Medical Devices ETF
92,347 shares (about $4.56M)

Largest Sales this Quarter

iShares Semiconductor ETF
12,902 shares (about $8.27M)
iShares Russell Top 200 ETF
11,381 shares (about $2.10M)
iShares U.S. Technology ETF
4,974 shares (about $1.25M)
iShares Russell Top 200 Growth ETF
4,237 shares (about $1.23M)

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
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$26,497,684$8,267,190 â–¼-23.8%41,35317.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$23,172,868$19,844,462 â–²596.2%193,88215.1%ETF
Invesco KBW Property & Casualty Insurance ETF stock logo
KBWP
Invesco KBW Property & Casualty Insurance ETF
$14,622,588$3,081,048 â–²26.7%115,3519.5%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$13,575,083$2,928,021 â–²27.5%115,7498.9%Finance
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$11,909,978$335,926 â–²2.9%89,3807.8%Manufacturing
Fidelity MSCI Communication Services Index ETF stock logo
FCOM
Fidelity MSCI Communication Services Index ETF
$11,582,522$2,826,463 â–²32.3%166,7027.6%ETF
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$11,529,750$4,562,875 â–²65.5%233,3487.5%ETF
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$6,872,275$1,840,454 â–²36.6%30,4774.5%ETF
Invesco Dorsey Wright Developed Markets Momentum ETF stock logo
PIZ
Invesco Dorsey Wright Developed Markets Momentum ETF
$4,735,393$1,125,601 â–²31.2%84,7123.1%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$4,718,809$1,273,035 â–²36.9%87,3533.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,717,5140.0%23,5763.1%Computer and Technology
Invesco S&P 500 Equal Weight Utilities ETF stock logo
RSPU
Invesco S&P 500 Equal Weight Utilities ETF
$4,473,642$1,491,593 â–²50.0%55,1412.9%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,201,904$15,797 â–²0.4%6,1182.7%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,619,323$581 â–¼0.0%4,5091.7%Computer and Technology
PGIM ETF TR
$1,409,720$84,339 â–¼-5.6%27,4960.9%AAA CLO ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$809,9130.0%2,1440.5%Computer and Technology
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$705,715$106,693 â–¼-13.1%7,5140.5%ETF
Apple Inc. stock logo
AAPL
Apple
$617,619$1,447 â–¼-0.2%2,1340.4%Computer and Technology
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$544,331$1,231,356 â–¼-69.3%1,8730.4%ETF
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$521,6630.0%2,3000.3%Retail/Wholesale
ISHARES BITCOIN TRUST ETF
$455,840$124,838 â–²37.7%13,6930.3%SHS BEN INT
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$413,711$33,605 â–¼-7.5%5540.3%Finance
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$413,493$154,067 â–¼-27.1%1,5620.3%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$323,611$1,254,592 â–¼-79.5%1,2830.2%Manufacturing
First Trust Large Cap Growth AlphaDEX Fund stock logo
FTC
First Trust Large Cap Growth AlphaDEX Fund
$318,170$67,432 â–¼-17.5%1,6420.2%ETF
iShares Russell Top 200 ETF stock logo
IWL
iShares Russell Top 200 ETF
$279,829$2,104,913 â–¼-88.3%1,5130.2%ETF
Visa Inc. stock logo
V
Visa
$277,5600.0%8090.2%Business Services
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$244,572$256,391 â–¼-51.2%2,0900.2%ETF
Invesco S&P 500 Equal Weight Consumer Staples ETF stock logo
RSPS
Invesco S&P 500 Equal Weight Consumer Staples ETF
$234,294$406,379 â–¼-63.4%7,8150.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$222,502$20,998 â–²10.4%6040.1%Finance
Roku, Inc. stock logo
ROKU
Roku
$207,210$207,210 â–²New Holding1,5000.1%Consumer Discretionary
First Trust Water ETF stock logo
FIW
First Trust Water ETF
$0$1,123,548 â–¼-100.0%00.0%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$0$1,086,389 â–¼-100.0%00.0%Energy
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$0$945,483 â–¼-100.0%00.0%ETF
iShares U.S. Consumer Discretionary ETF stock logo
IYC
iShares U.S. Consumer Discretionary ETF
$0$732,231 â–¼-100.0%00.0%ETF
First Trust Financials AlphaDEX Fund stock logo
FXO
First Trust Financials AlphaDEX Fund
$0$626,631 â–¼-100.0%00.0%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$0$544,707 â–¼-100.0%00.0%ETF
Invesco AI and Next Gen Software ETF stock logo
IGPT
Invesco AI and Next Gen Software ETF
$0$400,061 â–¼-100.0%00.0%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$0$249,560 â–¼-100.0%00.0%Finance
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$0$240,144 â–¼-100.0%00.0%ETF
First Trust Technology AlphaDEX Fund stock logo
FXL
First Trust Technology AlphaDEX Fund
$0$228,296 â–¼-100.0%00.0%ETF
Invesco NASDAQ Internet ETF stock logo
PNQI
Invesco NASDAQ Internet ETF
$0$228,257 â–¼-100.0%00.0%Manufacturing
iShares U.S. Transportation ETF stock logo
IYT
iShares U.S. Transportation ETF
$0$200,376 â–¼-100.0%00.0%ETF
Crescent Energy Company stock logo
CRGY
Crescent Energy
$0$163,958 â–¼-100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
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