StockDriftsStockDriftsTop 31 Redstone Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SOXX | ISHARES TR | 17.29% | 41.4K | $26.5M | -23.78%(-12.90K) | $286.13(+87.45%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 15.12% | 193.9K | $23.2M | -12.97%(-28.90K) | $93.70(+28.57%) | 2026-06-30 | |
| KBWP | INVESCO EXCH TRADED FD TR II | 9.54% | 115.4K | $14.6M | +26.70%(+24.30K) | $124.91(+7.27%) | 2026-06-30 | |
| XLY | SELECT SECTOR SPDR TR | 8.86% | 115.7K | $13.6M | +27.50%(+24.97K) | $118.75(+0.56%) | 2026-06-30 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 7.77% | 89.4K | $11.9M | +2.90%(+2.52K) | $98.24(+25.83%) | 2026-06-30 | |
| FCOM | FIDELITY COVINGTON TRUST | 7.56% | 166.7K | $11.6M | +32.28%(+40.68K) | $71.00(+0.21%) | 2026-06-30 | |
| IHI | ISHARES TR | 7.52% | 233.3K | $11.5M | +65.49%(+92.35K) | $57.11(-2.40%) | 2026-06-30 | |
| VDC | VANGUARD WORLD FD | 4.48% | 30.5K | $6.9M | +36.58%(+8.16K) | $216.05(+6.63%) | 2026-06-30 | |
| PIZ | INVESCO EXCH TRADED FD TR II | 3.09% | 84.7K | $4.7M | +31.18%(+20.14K) | $49.82(+7.90%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.08% | 87.4K | $4.7M | +36.94%(+23.57K) | $51.71(+12.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.25% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.88% |
Redstone Wealth Management LLC reports $153.23M in US-listed equity holdings across 31 positions in its most recent 13F filing. Its largest disclosed positions are SOXX (17.3%), VGT (15.1%) and KBWP (9.5%). The top 20 holdings account for 97.77% of reported assets. Its disclosed equity book has returned +22.25% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Redstone Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Redstone Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2049950). View Redstone Wealth Management LLC’s 13F filings on SEC