Redstone Wealth Management, Llc Portfolio Stock Holdings
Redstone Wealth Management, Llc disclosed 43 stock positions valued at approximately $125.5 million in its latest SEC 13F filing. The largest holdings include VANGUARD WORLD FD, ISHARES TR, and INVESCO EXCH TRADED FD TR II. The filing reflects positions held as of March 31, 2026 and was filed on April 16, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 43
- Portfolio Value
- $125.5M
Holdings by Sector
Redstone Wealth Management, Llc Portfolio Holdings in Q1 2026
43 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | VGT | Other | 15.48% | 27,848 | +661 | +2.43% | $19,430,430 |
| ISHARES TR | SOXX | Other | 14.21% | 54,255 | -117 | -0.22% | $17,831,529 |
| INVESCO EXCH TRADED FD TR II | KBWP | Other | 8.63% | 91,046 | +578 | +0.64% | $10,832,870 |
| SELECT SECTOR SPDR TR | XLY | Other | 7.88% | 90,783 | +1,208 | +1.35% | $9,893,563 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 7.67% | 86,859 | +1,475 | +1.73% | $9,622,317 |
| FIDELITY COVINGTON TRUST | FCOM | Other | 6.84% | 126,022 | +3,300 | +2.69% | $8,584,636 |
| ISHARES TR | IHI | Other | 5.99% | 141,001 | -1,348 | -0.95% | $7,522,405 |
| VANGUARD WORLD FD | VDC | Other | 3.99% | 22,315 | +1,545 | +7.44% | $5,011,744 |
| NVIDIA CORPORATION | NVDA | Technology | 3.28% | 23,576 | +3,576 | +17.88% | $4,111,822 |
| VANGUARD INDEX FDS | VOO | Other | 2.90% | 6,095 | +1 | +0.02% | $3,642,067 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 2.68% | 63,787 | +63,787 | +100.00% | $3,366,678 |
| INVESCO EXCH TRADED FD TR II | PIZ | Other | 2.55% | 64,576 | +64,576 | +100.00% | $3,197,804 |
| INVESCO EXCHANGE TRADED FD T | RSPU | Other | 2.38% | 36,756 | +1,599 | +4.55% | $2,981,342 |
| ISHARES TR | IWL | Other | 1.65% | 12,894 | -2,656 | -17.08% | $2,069,211 |
| ISHARES TR | IWY | Other | 1.21% | 6,110 | -23,436 | -79.32% | $1,520,412 |
| PGIM ETF TR | PAAA | Other | 1.19% | 29,141 | -1,896 | -6.11% | $1,491,436 |
| ISHARES TR | IYW | Other | 0.90% | 6,257 | -20 | -0.32% | $1,135,145 |
| FIRST TR EXCHANGE-TRADED FD | FIW | Other | 0.90% | 10,894 | -1,452 | -11.76% | $1,123,548 |
| EXXON MOBIL CORP | XOM | Energy | 0.87% | 6,403 | -296 | -4.42% | $1,086,389 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.75% | 11,533 | -1,136 | -8.97% | $945,483 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.73% | 4,510 | +510 | +12.75% | $917,469 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 0.64% | 8,650 | -33 | -0.38% | $802,374 |
| ISHARES TR | IYC | Other | 0.58% | 7,555 | -127 | -1.65% | $732,231 |
| BROADCOM INC | AVGO | Technology | 0.53% | 2,144 | +2,144 | +100.00% | $663,603 |
| INVESCO EXCHANGE TRADED FD T | RSPS | Other | 0.50% | 21,370 | -1,974 | -8.46% | $630,415 |
| FIRST TR EXCHANGE-TRADED FD | FXO | Other | 0.50% | 11,152 | -450 | -3.88% | $626,631 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.43% | 3,368 | - | - | $544,707 |
| APPLE INC | AAPL | Technology | 0.43% | 2,139 | -30 | -1.38% | $542,944 |
| FIRST TR EXCHANGE-TRADED FD | FDN | Other | 0.40% | 2,144 | -5 | -0.23% | $501,760 |
| DICKS SPORTING GOODS INC | DKS | Consumer Cyclical | 0.36% | 2,300 | +100 | +4.55% | $456,067 |
| ISHARES TR | ILCG | Other | 0.33% | 4,281 | - | - | $408,750 |
| INVESCO EXCHANGE TRADED FD T | IGPT | Other | 0.32% | 6,890 | -262 | -3.66% | $400,061 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.31% | 599 | +14 | +2.39% | $389,554 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.30% | 9,943 | +138 | +1.41% | $382,010 |
| FIRST TR EXCHANGE-TRADED ALP | FTC | Other | 0.24% | 1,990 | -340 | -14.59% | $306,744 |
| ISHARES TR | IBB | Other | 0.20% | 1,478 | -37 | -2.44% | $249,560 |
| VISA INC | V | Financial Services | 0.19% | 809 | - | - | $244,512 |
| ISHARES TR | IYF | Other | 0.19% | 2,041 | - | - | $240,144 |
| SPDR GOLD TR | GLD | Other | 0.19% | 547 | - | - | $235,369 |
| FIRST TR EXCHANGE-TRADED FD | FXL | Other | 0.18% | 1,437 | -12 | -0.83% | $228,296 |
| INVESCO EXCHANGE TRADED FD T | PNQI | Other | 0.18% | 5,103 | -582 | -10.24% | $228,257 |
| ISHARES TR | IYT | Other | 0.16% | 2,686 | -179 | -6.25% | $200,376 |
| CRESCENT ENERGY COMPANY | CRGY | Energy | 0.13% | 12,145 | +12,145 | +100.00% | $163,958 |