§ 13F · FUND PROFILE
REDSTONE WEALTH MANAGEMENT, LLC.
AUM · $153M (13F)Positions · 31Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$207K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SOXX | ISHARES TR | 41K | $26M | 17.3% | −24% |
| 2 | VGT | VANGUARD WORLD FD | 194K | $23M | 15.1% | +596% |
| 3 | KBWP | INVESCO EXCH TRADED FD TR II | 115K | $15M | 9.5% | +27% |
| 4 | XLY | SELECT SECTOR SPDR TR | 116K | $14M | 8.9% | +28% |
| 5 | AIRR | FIRST TR EXCHANGE TRADED FD | 89K | $12M | 7.8% | +3% |
| 6 | FCOM | FIDELITY COVINGTON TRUST | 167K | $12M | 7.6% | +32% |
| 7 | IHI | ISHARES TR | 233K | $12M | 7.5% | +65% |
| 8 | VDC | VANGUARD WORLD FD | 30K | $7M | 4.5% | +37% |
| 9 | PIZ | INVESCO EXCH TRADED FD TR II | 85K | $5M | 3.1% | +31% |
| 10 | DFIV | DIMENSIONAL ETF TRUST | 87K | $5M | 3.1% | +37% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REDSTONE SIGNAL
AC read
REDSTONE WEALTH MANAGEMENT, LLC is a Other fund managing $153 million in assets. The fund runs a portfolio of 31 positions.
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