Redstone Wealth Management, LLC

Redstone Wealth Management, LLC reported 33 holdings worth US$159M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 20, 2026

Redstone Wealth Management, LLC reported 33 holdings worth US$159M as of Sep 30, 2026. Largest: Vanguard Information Technology ETF, iShares Semiconductor ETF and Invesco KBW Property & Casualty Insurance ETF. Filed Oct 20, 2026 (Form 13F).

Holdings
33
Value as reported
US$159M

The filing in full

CompanySharesValue as reported% of portfolio
Vanguard Information Technology ETF198KUS$24.9M15.6%
iShares Semiconductor ETF42,386US$24.1M15.1%
Invesco KBW Property & Casualty Insurance ETF117KUS$14.4M9.0%
State Street Consumer Discretionary Select Sector SPDR ETF120KUS$13M8.2%
Fidelity MSCI Communication Services Index ETF173KUS$12.5M7.8%
iShares Biotechnology ETF58,901US$12.4M7.8%
First Trust RBA American Industrial Renaissance ETF94,558US$9.76M6.1%
Vanguard Consumer Staples ETF31,710US$6.92M4.3%
Palantir Technologies Inc.32,081US$6M3.8%
Nvidia Corporation23,617US$5.39M3.4%
Dimensional International Value ETF91,034US$5.09M3.2%
Invesco Dorsey Wright Developed Markets Momentum ETF88,782US$4.71M3.0%
Vanguard S&P 500 ETF6,323US$4.43M2.8%
Invesco S&P 500 Equal Weight Utilities ETF57,951US$4.06M2.5%
Advanced Micro Devices Inc4,509US$2.76M1.7%
Pgim Aaa Clo ETF41,862US$2.15M1.3%
Broadcom Inc.2,144US$753K0.47%
Apple Inc2,199US$732K0.46%
First Trust Capital Strength ETF7,405US$695K0.44%
iShares Bitcoin Trust ETF12,521US$593K0.37%
iShares Russell Top 200 Growth ETF1,861US$549K0.34%
First Trust Dow Jones Internet Index Fund1,523US$439K0.28%
State Street SPDR S&P 500 ETF554US$422K0.26%
iShares U.S. Technology ETF1,192US$316K0.20%
Visa Inc.861US$309K0.19%
Dick's Sporting Goods Inc2,300US$309K0.19%
First Trust Large Cap Growth AlphaDEX Fund1,642US$291K0.18%
iShares Russell Top 200 ETF1,513US$288K0.18%
SPDR Gold Shares660US$251K0.16%
iShares Morningstar Growth ETF2,090US$244K0.15%
Amazon.com, Inc.970US$242K0.15%
Roku, Inc.1,500US$228K0.14%
Meta Platforms, Inc.310US$225K0.14%

Source

Download original · View original at SEC

Related