REDSTONE WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, REDSTONE WEALTH MANAGEMENT, LLC held in its portfolio 38 assets valued at $126,563,738 (i.e. $126.56M).
The most valuable assets in the portfolio included: VANGUARD WORLD FD ($20.49M), ISHARES TR ($16.37M), and SELECT SECTOR SPDR TR ($11.68M).
The chart below shows the top 10 valuable assets, and the table below shows the top 38 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
REDSTONE WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD WORLD FD | 27187 | 20493094 | INF TECH ETF |
| ISHARES TR | 54372 | 16374385 | ISHARES SEMICDTR |
| SELECT SECTOR SPDR TR | 102244 | 11680348 | STATE STREET CON |
| INVESCO EXCH TRADED FD TR II | 90468 | 11516292 | KBW PPTY CASUT |
| FIDELITY COVINGTON TRUST | 122722 | 8993111 | MSCI COMMNTN SVC |
| ISHARES TR | 142349 | 8846992 | U.S. MED DVC ETF |
| FIRST TR EXCHANGE TRADED FD | 85384 | 8394968 | RBA INDL ETF |
| ISHARES TR | 29546 | 8182698 | RUS TP200 GR ETF |
| VANGUARD WORLD FD | 20770 | 4387470 | CONSUM STP ETF |
| VANGUARD INDEX FDS | 6094 | 3821730 | S&P 500 ETF SHS |
| NVIDIA CORPORATION | 20000 | 3730000 | COM |
| ISHARES TR | 15550 | 2653297 | RUS TOP 200 ETF |
| INVESCO EXCHANGE TRADED FD T | 35157 | 2629099 | S&P500 EQL UTL |
| PGIM ETF TR | 31037 | 1590957 | AAA CLO ETF |
| FIRST TR EXCHANGE-TRADED FD | 12346 | 1341322 | WTR ETF |
| ISHARES TR | 6277 | 1253391 | U.S. TECH ETF |
| ADVANCED MICRO DEVICES INC | 4000 | 856640 | COM |
| EXXON MOBIL CORP | 6699 | 806190 | COM |
| FIRST TR EXCHANGE-TRADED FD | 8683 | 803278 | CAP STRENGTH ETF |
| ISHARES TR | 7682 | 792245 | US CONSUM DISCRE |
| FIRST TR EXCHANGE TRADED FD | 11602 | 700181 | FINLS ALPHADEX |
| INVESCO EXCHANGE TRADED FD T | 23344 | 677560 | S&P500 EQL STP |
| APPLE INC | 2169 | 589729 | COM |
| FIRST TR EXCHANGE-TRADED FD | 2149 | 578468 | DJ INTERNT IDX |
| SELECT SECTOR SPDR TR | 3368 | 522444 | STATE STREET IND |
| ISHARES BITCOIN TRUST ETF | 9805 | 486818 | SHS BEN INT |
| ISHARES TR | 4281 | 445395 | MORNINGSTAR GRWT |
| DICKS SPORTING GOODS INC | 2200 | 435534 | COM |
| INVESCO EXCHANGE TRADED FD T | 7152 | 425329 | AI AND NEXT GEN |
| SPDR S&P 500 ETF TR | 585 | 398923 | TR UNIT |
| FIRST TR EXCHANGE-TRADED ALP | 2330 | 372512 | COM SHS |
| INVESCO EXCHANGE TRADED FD T | 5685 | 306690 | NASDAQ INTERNT |
| VISA INC | 809 | 283724 | COM CL A |
| ISHARES TR | 2041 | 263146 | U.S. FINLS ETF |
| ISHARES TR | 1515 | 255687 | ISHARES BIOTECH |
| FIRST TR EXCHANGE TRADED FD | 1449 | 243838 | TECH ALPHADEX |
| SPDR GOLD TR | 547 | 216782 | GOLD SHS |
| ISHARES TR | 2865 | 213471 | US TRSPRTION |
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