Redstone Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 20, 2026, Redstone Wealth Management, Llc disclosed 33 stock positions valued at approximately $159.44M as of quarter-end September 30, 2026. The largest holdings include VANGUARD WORLD FD, ISHARES TR, and INVESCO EXCH TRADED FD TR II.
- Report Period
- September 30, 2026
- No. of Stocks
- 33
- Portfolio Value
- $159.44M
Holdings by Sector
Redstone Wealth Management, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | VGT | Other | 15.62% | 198,175 | +4,293 | +2.21% | $24,904,760 |
| ISHARES TR | SOXX | Other | 15.12% | 42,386 | +1,033 | +2.50% | $24,102,791 |
| INVESCO EXCH TRADED FD TR II | KBWP | Other | 9.03% | 117,374 | +2,023 | +1.75% | $14,399,386 |
| SELECT SECTOR SPDR TR | XLY | Other | 8.16% | 119,562 | +3,813 | +3.29% | $13,013,168 |
| FIDELITY COVINGTON TRUST | FCOM | Other | 7.82% | 173,114 | +6,412 | +3.85% | $12,466,011 |
| ISHARES TR | IBB | Other | 7.78% | 58,901 | +57,423 | +3885.18% | $12,400,564 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 6.12% | 94,558 | +5,178 | +5.79% | $9,762,184 |
| VANGUARD WORLD FD | VDC | Other | 4.34% | 31,710 | +1,233 | +4.05% | $6,919,633 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 3.76% | 32,081 | +32,081 | +100.00% | $6,000,751 |
| NVIDIA CORPORATION | NVDA | Technology | 3.38% | 23,617 | +41 | +0.17% | $5,393,870 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 3.19% | 91,034 | +3,681 | +4.21% | $5,085,187 |
| INVESCO EXCH TRADED FD TR II | PIZ | Other | 2.95% | 88,782 | +4,070 | +4.80% | $4,709,033 |
| VANGUARD INDEX FDS | VOO | Other | 2.78% | 6,323 | +205 | +3.35% | $4,431,700 |
| INVESCO EXCHANGE TRADED FD T | RSPU | Other | 2.55% | 57,951 | +2,810 | +5.10% | $4,062,381 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.73% | 4,509 | - | - | $2,758,426 |
| PGIM ETF TR | PAAA | Other | 1.35% | 41,862 | +14,366 | +52.25% | $2,147,124 |
| BROADCOM INC | AVGO | Technology | 0.47% | 2,144 | - | - | $752,967 |
| APPLE INC | AAPL | Technology | 0.46% | 2,199 | +65 | +3.05% | $732,481 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 0.44% | 7,405 | -109 | -1.45% | $694,959 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.37% | 12,521 | -1,172 | -8.56% | $592,744 |
| ISHARES TR | IWY | Other | 0.34% | 1,861 | -12 | -0.64% | $548,828 |
| FIRST TR EXCHANGE-TRADED FD | FDN | Other | 0.28% | 1,523 | -39 | -2.50% | $439,309 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.26% | 554 | - | - | $422,497 |
| ISHARES TR | IYW | Other | 0.20% | 1,192 | -91 | -7.09% | $315,761 |
| VISA INC | V | Financial Services | 0.19% | 861 | +52 | +6.43% | $309,383 |
| DICKS SPORTING GOODS INC | DKS | Consumer Cyclical | 0.19% | 2,300 | - | - | $308,867 |
| FIRST TR EXCHANGE-TRADED ALP | FTC | Other | 0.18% | 1,642 | - | - | $291,289 |
| ISHARES TR | IWL | Other | 0.18% | 1,513 | - | - | $287,712 |
| SPDR GOLD TR | GLD | Other | 0.16% | 660 | +56 | +9.27% | $251,354 |
| ISHARES TR | ILCG | Other | 0.15% | 2,090 | - | - | $244,467 |
Showing 30 of 33 holdings in the latest reporting period.