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Redstone Wealth Management, Llc

Portfolio Manager
Redstone Wealth Management, Llc
Performance
-2.78% (2026 Q1)
AUM (13F)
$125.50M
# of Holdings
43
Performance Rank
Allocation (Top 20)
91.95%

Redstone Wealth Management, Llc Holdings Map

Top 43 Redstone Wealth Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VGT
VANGUARD WORLD FD
15.48%27.8K$19.4M
+2.43%(+661)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 27.2K shares2026-Q1: 27.8K shares
$93.70(+13.99%)
2026-03-31
SOXX
ISHARES TR
14.21%54.3K$17.8M
-0.22%(-117)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 54.4K shares2026-Q1: 54.3K shares
$286.13(+68.71%)
2026-03-31
KBWP
INVESCO EXCH TRADED FD TR II
8.63%91.0K$10.8M
+0.64%(+578)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 90.5K shares2026-Q1: 91.0K shares
$125.48(-5.40%)
2026-03-31
XLY
SELECT SECTOR SPDR TR
7.88%90.8K$9.9M
+1.35%(+1.21K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 89.6K shares2026-Q1: 90.8K shares
$119.54(-1.23%)
2026-03-31
AIRR
FIRST TR EXCHANGE TRADED FD
7.67%86.9K$9.6M
+1.73%(+1.48K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 85.4K shares2026-Q1: 86.9K shares
$97.62(+33.87%)
2026-03-31
FCOM
FIDELITY COVINGTON TRUST
6.84%126.0K$8.6M
+2.69%(+3.30K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 122.7K shares2026-Q1: 126.0K shares
$72.09(+2.35%)
2026-03-31
IHI
ISHARES TR
5.99%141.0K$7.5M
-0.95%(-1.35K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 142.3K shares2026-Q1: 141.0K shares
$61.12(-18.53%)
2026-03-31
VDC
VANGUARD WORLD FD
3.99%22.3K$5.0M
+7.44%(+1.54K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 20.8K shares2026-Q1: 22.3K shares
$212.86(+8.43%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.28%23.6K$4.1M
+17.88%(+3.58K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 20.0K shares2026-Q1: 23.6K shares
$185.62(+5.86%)
2026-03-31
VOO
VANGUARD INDEX FDS
2.9%6.1K$3.6M
+0.02%(+1)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 6.1K shares2026-Q1: 6.1K shares
$619.75(+7.35%)
2026-03-31

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