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CIK: 0002049950
Total reported value
$153.2M
$153.2M
39 檔
44.4%
In Q4 2025, Redstone Wealth Management, LLC's U.S. equity holdings reached a combined market value of $153.2M, distributed across 39 disclosed stock positions.
During Q4 2025, Redstone Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | ETF-Tech | 16.19% | -0.36% | — | |
| 2 | SOXX | Ishares Semiconductor ETF | ETF-Other | 12.94% | +3.08% | — | |
| 3 | KBWP | Invesco Kbw Property & Casua | ETF-Other | 9.10% | +0.91% | — | |
| 4 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 8.45% | +0.98% | — | |
| 5 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 7.11% | +0.72% | — | |
| 6 | IHI | Ishares U.s. Medical Devices | ETF-Other | 6.99% | +1.53% | — | |
| 7 | AIRR | First Trust Rba American Ind | ETF-Other | 6.63% | +0.10% | — | |
| 8 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 6.47% | -0.85% | — | |
| 9 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 3.47% | +0.50% | — | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.02% | -0.16% | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.95% | -0.20% | — | |
| 12 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 2.10% | -1.47% | — | |
| 13 | RSPU | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.08% | +0.54% | — | |
| 14 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 1.26% | -0.27% | — | |
| 15 | FIW | First Trust Water ETF | ETF-Other | 1.06% | -0.90% | EXIT | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.99% | -0.69% | — | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.78% | -0.75% | EXIT | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 0.68% | +0.98% | — | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.87% | EXIT | |
| 20 | FTCS | First Trust Capital Strength | ETF-Other | 0.63% | -0.18% | — | |
| 21 | IYC | Ishares US Consumer Discreti | ETF-Other | 0.63% | -0.58% | EXIT | |
| 22 | FXO | First Trust Financial Alphad | ETF-Other | 0.55% | -0.50% | EXIT | |
| 23 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.54% | -0.35% | — | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.47% | -0.03% | — | |
| 25 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.46% | -0.13% | — | |
| 26 | XLI | Ss Industrial Select Sector | ETF-Other | 0.41% | -0.43% | EXIT | |
| 27 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.38% | — | — | |
| 28 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.35% | -0.17% | — | |
| 29 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.34% | -0.02% | — | |
| 30 | IGPT | Invesco Ai And Next Gen Soft | ETF-Other | 0.34% | -0.32% | EXIT | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | -0.04% | — | |
| 32 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.29% | -0.03% | — | |
| 33 | PNQI | Invesco Nasdaq Internet ETF | ETF-Tech | 0.24% | -0.18% | EXIT | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.22% | -0.01% | — | |
| 35 | IYF | Ishares US Financials ETF | ETF-Other | 0.21% | -0.19% | EXIT | |
| 36 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.20% | -0.20% | EXIT | |
| 37 | FXL | First Trust Technology Alpha | ETF-Tech | 0.19% | -0.18% | EXIT | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.17% | -0.04% | — | |
| 39 | IYT | Ishares US Transportation Et | ETF-Other | 0.17% | -0.16% | EXIT |
According to official SEC Form 13F filings, Redstone Wealth Management, LLC reported a total U.S. public equity portfolio value of $153.2M across 39 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGT, SOXX, KBWP) accounted for 44.4% of total reported equity market value during Q4 2025.
During Q4 2025, Redstone Wealth Management, LLC's top holdings by market value included VGT (16.2%)、SOXX (12.9%)、KBWP (9.1%). The largest single position, VGT, represented 16.2% of total portfolio value.
In Q4 2025, Redstone Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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