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CIK: 0002049950
Total reported value
$153.2M
$153.2M
43 檔
44.1%
The Q1 2026 SEC filing reveals that Redstone Wealth Management, LLC held a total portfolio value of $153.2M, covering 43 public equity positions.
During Q1 2026, Redstone Wealth Management, LLC performed routine portfolio adjustments (4 new buys, 13 additions, 21 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | ETF-Tech | 15.48% | -0.36% | +2.43% | |
| 2 | SOXX | Ishares Semiconductor ETF | ETF-Other | 14.21% | +3.08% | -0.22% | |
| 3 | KBWP | Invesco Kbw Property & Casua | ETF-Other | 8.63% | +0.91% | +0.64% | |
| 4 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 7.88% | +0.98% | +1.35% | |
| 5 | AIRR | First Trust Rba American Ind | ETF-Other | 7.67% | +0.10% | +1.73% | |
| 6 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 6.84% | +0.72% | +2.69% | |
| 7 | IHI | Ishares U.s. Medical Devices | ETF-Other | 5.99% | +1.53% | -0.95% | |
| 8 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 3.99% | +0.50% | +7.44% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.28% | -0.20% | +17.88% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.90% | -0.16% | +0.02% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 2.68% | +0.40% | — | |
| 12 | PIZ | Invesco Dorsey Wright Develo | ETF-Other | 2.55% | +0.54% | — | |
| 13 | RSPU | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.38% | +0.54% | +4.55% | |
| 14 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 1.65% | -1.47% | -17.08% | |
| 15 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.21% | -0.85% | -79.32% | |
| 16 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 1.19% | -0.27% | -6.11% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.90% | -0.69% | -0.32% | |
| 18 | FIW | First Trust Water ETF | ETF-Other | 0.90% | -0.90% | EXIT | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -0.87% | EXIT | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.75% | -0.75% | EXIT | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 0.73% | +0.98% | +12.75% | |
| 22 | FTCS | First Trust Capital Strength | ETF-Other | 0.64% | -0.18% | -0.38% | |
| 23 | IYC | Ishares US Consumer Discreti | ETF-Other | 0.58% | -0.58% | EXIT | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | — | — | |
| 25 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.50% | -0.35% | -8.46% | |
| 26 | FXO | First Trust Financial Alphad | ETF-Other | 0.50% | -0.50% | EXIT | |
| 27 | XLI | Ss Industrial Select Sector | ETF-Other | 0.43% | -0.43% | EXIT | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.43% | -0.03% | -1.38% | |
| 29 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.40% | -0.13% | -0.23% | |
| 30 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.36% | -0.02% | +4.55% | |
| 31 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.33% | -0.17% | — | |
| 32 | IGPT | Invesco Ai And Next Gen Soft | ETF-Other | 0.32% | -0.32% | EXIT | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | -0.04% | +2.39% | |
| 34 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.30% | — | +1.41% | |
| 35 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.24% | -0.03% | -14.59% | |
| 36 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.20% | -0.20% | EXIT | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.19% | -0.01% | — | |
| 38 | IYF | Ishares US Financials ETF | ETF-Other | 0.19% | -0.19% | EXIT | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.19% | -0.04% | — | |
| 40 | FXL | First Trust Technology Alpha | ETF-Tech | 0.18% | -0.18% | EXIT | |
| 41 | PNQI | Invesco Nasdaq Internet ETF | ETF-Tech | 0.18% | -0.18% | EXIT | |
| 42 | IYT | Ishares US Transportation Et | ETF-Other | 0.16% | -0.16% | EXIT | |
| 43 | CRGY | Crescent Energy Inc-a | Stock-Energy | 0.13% | -0.13% | 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 43 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VGT, SOXX, KBWP) accounted for 44.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
DFIV
市值: $3.4M
Top Position Liquidated / Trimmed
SOXX
前期市值: $16.4M
During Q1 2026, Redstone Wealth Management, LLC's top holdings by market value included VGT (15.5%)、SOXX (14.2%)、KBWP (8.6%). The largest single position, VGT, represented 15.5% of total portfolio value.
In Q1 2026, Redstone Wealth Management, LLC made 38 total portfolio adjustments, initiating 4 new buys, adding to 13 positions, trimming 21 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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