Redstone Wealth Management, LLC 13F Holdings · Q2 2026
Redstone Wealth Management, LLC reported 31 securities worth $153.23M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SOXX (17.29%), VGT (15.12%), KBWP (9.54%). Among its top 25 positions this quarter: 12 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SOXX | ISHARES TR | $26.5M | 17.29% | 41,353 | Trimmed |
| 2 | VGT | VANGUARD WORLD FD | $23.2M | 15.12% | 193,882 | Added |
| 3 | KBWP | INVESCO EXCH TRADED FD TR II | $14.6M | 9.54% | 115,351 | Added |
| 4 | XLY | SELECT SECTOR SPDR TR | $13.6M | 8.86% | 115,749 | Added |
| 5 | AIRR | FIRST TR EXCHANGE TRADED FD | $11.9M | 7.77% | 89,380 | Added |
| 6 | FCOM | FIDELITY COVINGTON TRUST | $11.6M | 7.56% | 166,702 | Added |
| 7 | IHI | ISHARES TR | $11.5M | 7.52% | 233,348 | Added |
| 8 | VDC | VANGUARD WORLD FD | $6.9M | 4.48% | 30,477 | Added |
| 9 | PIZ | INVESCO EXCH TRADED FD TR II | $4.7M | 3.09% | 84,712 | Added |
| 10 | DFIV | DIMENSIONAL ETF TRUST | $4.7M | 3.08% | 87,353 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $4.7M | 3.08% | 23,576 | Hold |
| 12 | RSPU | INVESCO EXCHANGE TRADED FD T | $4.5M | 2.92% | 55,141 | Added |
| 13 | VOO | VANGUARD INDEX FDS | $4.2M | 2.74% | 6,118 | Added |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $2.6M | 1.71% | 4,509 | Trimmed |
| 15 | PAAA | PGIM ETF TR | $1.4M | 0.92% | 27,496 | Trimmed |
| 16 | AVGO | BROADCOM INC | $809,913 | 0.53% | 2,144 | Hold |
| 17 | FTCS | FIRST TR EXCHANGE-TRADED FD | $705,715 | 0.46% | 7,514 | Trimmed |
| 18 | AAPL | APPLE INC | $617,619 | 0.40% | 2,134 | Trimmed |
| 19 | IWY | ISHARES TR | $544,331 | 0.36% | 1,873 | Trimmed |
| 20 | DKS | DICKS SPORTING GOODS INC | $521,663 | 0.34% | 2,300 | Hold |
| 21 | IBIT | ISHARES BITCOIN TRUST ETF | $455,840 | 0.30% | 13,693 | Added |
| 22 | FDN | FIRST TR EXCHANGE-TRADED FD | $413,493 | 0.27% | 1,562 | Trimmed |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $413,711 | 0.27% | 554 | Trimmed |
| 24 | FTC | FIRST TR EXCHANGE-TRADED ALP | $318,170 | 0.21% | 1,642 | Trimmed |
| 25 | IYW | ISHARES TR | $323,611 | 0.21% | 1,283 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR