Q3 2026 13F · SEC CIK 2049950

Redstone Wealth Management, LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $159.4M
Reported positions: 33
Holdings vs S&P 500, 3 yrs: —
Assets under management: $187.7M

Redstone Wealth Management, LLC is a wealth manager that reported 33 positions worth $159.4M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Vanguard World Fd (VGT, 15.6%), Ishares Tr (SOXX, 15.1%), Invesco Exch Traded Fd Tr II (KBWP, 9.0%).

Redstone Wealth Management, LLC holdings all 33 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Redstone Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VGTVanguard World Fd	15.6%	15.1%	198,175	+2.2%	$24.9M
SOXXIshares Tr	15.1%	17.3%	42,386	+2.5%	$24.1M
KBWPInvesco Exch Traded Fd Tr II	9.0%	9.5%	117,374	+1.8%	$14.4M
XLYSelect Sector Spdr Tr	8.2%	8.9%	119,562	+3.3%	$13.0M
FCOMFidelity Covington Trust	7.8%	7.6%	173,114	+3.8%	$12.5M
IBBIshares Tr	7.8%	New	58,901	—	$12.4M
AIRRFirst Tr Exchange Traded Fd	6.1%	7.8%	94,558	+5.8%	$9.8M
VDCVanguard World Fd	4.3%	4.5%	31,710	+4.0%	$6.9M
PLTRPalantir Technologies Inc	3.8%	New	32,081	—	$6.0M
NVDANvidia Corporation	3.4%	3.1%	23,617	+0.2%	$5.4M
DFIVDimensional ETF Trust	3.2%	3.1%	91,034	+4.2%	$5.1M
PIZInvesco Exch Traded Fd Tr II	3.0%	3.1%	88,782	+4.8%	$4.7M
VOOVanguard Index Fds	2.8%	2.7%	6,323	+3.4%	$4.4M
RYUInvesco Exchange Traded Fd T	2.5%	2.9%	57,951	+5.1%	$4.1M
AMDAdvanced Micro Devices Inc	1.7%	1.7%	4,509	+0.0%	$2.8M
PAAAPgim ETF Tr	1.3%	0.9%	41,862	+52.2%	$2.1M
AVGOBroadcom Inc	0.5%	0.5%	2,144	+0.0%	$753K
AAPLApple Inc	0.5%	0.4%	2,199	+3.0%	$732K
FTCSFirst Tr Exchange-Traded Fd	0.4%	0.5%	7,405	-1.5%	$695K
IBITIshares Bitcoin Trust ETF	0.4%	0.3%	12,521	-8.6%	$593K
IWYIshares Tr	0.3%	0.4%	1,861	-0.6%	$549K
FDNFirst Tr Exchange-Traded Fd	0.3%	0.3%	1,523	-2.5%	$439K
SPYState Str Spdr S&p 500 ETF T	0.3%	0.3%	554	+0.0%	$422K
IYWIshares Tr	0.2%	0.2%	1,192	-7.1%	$316K
VVisa Inc	0.2%	0.2%	861	+6.4%	$309K
DKSDicks Sporting Goods Inc	0.2%	0.3%	2,300	+0.0%	$309K
FTCFirst Tr Exchange-Traded Alp	0.2%	0.2%	1,642	+0.0%	$291K
IWLIshares Tr	0.2%	0.2%	1,513	+0.0%	$288K
GLDSpdr Gold Tr	0.2%	0.1%	660	+9.3%	$251K
JKEIshares Tr	0.2%	0.2%	2,090	+0.0%	$244K
AMZNAmazon Com Inc	0.2%	New	970	—	$242K
ROKURoku Inc	0.1%	0.1%	1,500	+0.0%	$228K
METAMeta Platforms Inc	0.1%	New	310	—	$225K

What Redstone Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$159.4M	33
Q2 2026	$153.2M	31
Q1 2026	$125.5M	43
Q4 2025	$126.6M	39

Questions about Redstone Wealth Management, LLC's portfolio

What stocks does Redstone Wealth Management, LLC own?

Redstone Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 33 positions worth $159.4M. The largest are Vanguard World Fd (VGT) at 15.6%, Ishares Tr (SOXX) at 15.1%, Invesco Exch Traded Fd Tr II (KBWP) at 9.0%, Select Sector Spdr Tr (XLY) at 8.2% and Fidelity Covington Trust (FCOM) at 7.8%.

What did Redstone Wealth Management, LLC buy last quarter?

In Q3 2026, Redstone Wealth Management, LLC added a new position in Ishares Tr (IBB), a new position in Palantir Technologies Inc (PLTR), a new position in Amazon Com Inc (AMZN), a new position in Meta Platforms Inc (META), Pgim ETF Tr (PAAA) (+52.2% shares), Spdr Gold Tr (GLD) (+9.3% shares) and Visa Inc (V) (+6.4% shares), compared with its Q2 2026 filing.

What did Redstone Wealth Management, LLC sell last quarter?

In Q3 2026, Redstone Wealth Management, LLC sold all of Ishares Tr (IHI), sold all of Invesco Exchange Traded Fd T (RHS), Ishares Bitcoin Trust ETF (IBIT) (-8.6% shares) and Ishares Tr (IYW) (-7.1% shares), compared with its Q2 2026 filing.

When is Redstone Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Redstone Wealth Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Redstone Wealth Management, LLC manage?

Redstone Wealth Management, LLC reported $187.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $159.4M.