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CIK: 0002049950
Total reported value
$159.4M
$159.4M
31 檔
56.3%
According to the latest 13F quarterly dataset, Redstone Wealth Management, LLC managed an equity portfolio of $159.4M at the end of Q2 2026, spanning 31 distinct U.S. exchange-listed positions.
In Q2 2026, Redstone Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 13 positions and completely liquidating 13 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SOXX | Ishares Semiconductor ETF | ETF-Other | 17.29% | -2.17% | -23.78% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 15.12% | +0.50% | +596.22% | |
| 3 | KBWP | Invesco Kbw Property & Casua | ETF-Other | 9.54% | -0.51% | +26.70% | |
| 4 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 8.86% | -0.70% | +27.50% | |
| 5 | AIRR | First Trust Rba American Ind | ETF-Other | 7.77% | -1.65% | +2.90% | |
| 6 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 7.56% | +0.26% | +32.28% | |
| 7 | IHI | Ishares U.s. Medical Devices | ETF-Other | 7.52% | -7.52% | EXIT | |
| 8 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 4.48% | -0.15% | +36.58% | |
| 9 | PIZ | Invesco Dorsey Wright Develo | ETF-Other | 3.09% | -0.14% | +31.18% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 3.08% | +0.11% | +36.94% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 3.08% | +0.30% | — | |
| 12 | RSPU | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.92% | -0.37% | +50.02% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.74% | +0.04% | +0.38% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 1.71% | +0.02% | -0.02% | |
| 15 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.92% | +0.43% | -5.64% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | -0.06% | — | |
| 17 | FTCS | First Trust Capital Strength | ETF-Other | 0.46% | -0.02% | -13.13% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.40% | +0.06% | -0.23% | |
| 19 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.36% | -0.02% | -69.35% | |
| 20 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.34% | -0.15% | — | |
| 21 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.30% | +0.07% | +37.72% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | -0.01% | -7.51% | |
| 23 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.27% | +0.01% | -27.15% | |
| 24 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.21% | -0.01% | -79.50% | |
| 25 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.21% | -0.03% | -17.49% | |
| 26 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.18% | — | -88.27% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.18% | +0.01% | — | |
| 28 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.16% | -0.01% | -51.18% | |
| 29 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.15% | -0.15% | EXIT | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.15% | +0.01% | +10.42% | |
| 31 | ROKU | Roku Inc | Stock-Comm Services | 0.14% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SOXX | Ishares Semiconductor ETF | +3.1% | -23.78% | Trim |
| 2 | IHI | Ishares U.s. Medical Devices | +1.5% | +65.49% | Add |
| 3 | XLY | Ss Consumer Disc Select Sect | +1% | +27.50% | Add |
| 4 | AMD | Advanced Micro Devices | +1% | -0.02% | Trim |
| 5 | KBWP | Invesco Kbw Property & Casua | +0.9% | +26.70% | Add |
| 6 | FCOM | Fidelity Msci Comm Serv Indx | +0.7% | +32.28% | Add |
| 7 | PIZ | Invesco Dorsey Wright Develo | +0.5% | +31.18% | Add |
| 8 | RSPU | Invesco S&p 500 Equal Weight | +0.5% | +50.02% | Add |
| 9 | VDC | Vanguard Consumer Staple ETF | +0.5% | +36.58% | Add |
| 10 | DFIV | Dimensional International Va | +0.4% | +36.94% | Add |
| 11 | ROKU | Roku Inc | +0.1% | NEW | New buy |
| 12 | AIRR | First Trust Rba American Ind | +0.1% | +2.90% | Add |
| 13 | AVGO | Broadcom Inc | — | — | Unchanged |
| 14 | IBIT | Ishares Bitcoin Trust ETF | — | +37.72% | Add |
| 15 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 16 | DKS | Dick's Sporting Goods Inc | 0% | — | Unchanged |
| 17 | AAPL | Apple Inc | 0% | -0.23% | Trim |
| 18 | FTC | First Trust Large Cap Growth | 0% | -17.49% | Trim |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -7.51% | Trim |
| 20 | GLD | Spdr Gold Shares | 0% | +10.42% | Add |
| 21 | CRGY | Crescent Energy Inc-a | -0.1% | EXIT | Sold out |
| 22 | FDN | First Trust Dj Internet Ind | -0.1% | -27.15% | Trim |
| 23 | VOO | Vanguard S&p 500 ETF | -0.2% | +0.38% | Add |
| 24 | IYT | Ishares US Transportation Et | -0.2% | EXIT | Sold out |
| 25 | ILCG | Ishares Morningstar Growth E | -0.2% | -51.18% | Trim |
| 26 | FXL | First Trust Technology Alpha | -0.2% | EXIT | Sold out |
| 27 | PNQI | Invesco Nasdaq Internet ETF | -0.2% | EXIT | Sold out |
| 28 | FTCS | First Trust Capital Strength | -0.2% | -13.13% | Trim |
| 29 | IYF | Ishares US Financials ETF | -0.2% | EXIT | Sold out |
| 30 | NVDA | Nvidia CORP | -0.2% | — | Unchanged |
| 31 | IBB | Ishares Biotechnology ETF | -0.2% | EXIT | Sold out |
| 32 | PAAA | Pgim Aaa Clo ETF | -0.3% | -5.64% | Trim |
| 33 | IGPT | Invesco Ai And Next Gen Soft | -0.3% | EXIT | Sold out |
| 34 | RSPS | Invesco S&p 500 Equal Weight | -0.4% | -63.43% | Trim |
| 35 | VGT | Vanguard Info Tech ETF | -0.4% | +596.22% | Add |
| 36 | XLI | Ss Industrial Select Sector | -0.4% | EXIT | Sold out |
| 37 | FXO | First Trust Financial Alphad | -0.5% | EXIT | Sold out |
| 38 | IYC | Ishares US Consumer Discreti | -0.6% | EXIT | Sold out |
| 39 | IYW | Ishares Ustechnology ETF | -0.7% | -79.50% | Trim |
| 40 | XLP | Ss Consumer Staples Sel Sect | -0.8% | EXIT | Sold out |
| 41 | IWY | Ishares Russell Top 200 Grow | -0.9% | -69.35% | Trim |
| 42 | XOM | Exxon Mobil CORP | -0.9% | EXIT | Sold out |
| 43 | FIW | First Trust Water ETF | -0.9% | EXIT | Sold out |
| 44 | IWL | Ishares Russell Top 200 ETF | -1.5% | -88.27% | Trim |
According to official SEC Form 13F filings, Redstone Wealth Management, LLC reported a total U.S. public equity portfolio value of $159.4M across 31 disclosed positions in Q2 2026.
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 SOXX, VGT, KBWP) accounted for 56.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
ROKU
市值: $207.2K
Top Position Liquidated / Trimmed
FIW
前期市值: $1.1M
During Q2 2026, Redstone Wealth Management, LLC's top holdings by market value included SOXX (17.3%)、VGT (15.1%)、KBWP (9.5%). The largest single position, SOXX, represented 17.3% of total portfolio value.
In Q2 2026, Redstone Wealth Management, LLC made 40 total portfolio adjustments, initiating 1 new buys, adding to 13 positions, trimming 13 holdings, and fully liquidating 13 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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