DOSSIER · 13F-HR · Q2 2026

REDSTONE WEALTH MANAGEMENT, LLC

$153M in tracked AUM across 31 positions as of Q2 2026.

RW
CIK 0002049950 · last filed Jun 30, 2026
Total AUM
$153M
as of Q2 2026
Holdings
31
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

REDSTONE WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SOXX
ISHARES TR
$26M41K17.3%
02
VGT
VANGUARD WORLD FD
$23M194K15.1%
03
KBWP
INVESCO EXCH TRADED FD TR II
$15M115K9.5%
04
XLY
SELECT SECTOR SPDR TR
$14M116K8.9%
05
AIRR
FIRST TR EXCHANGE TRADED FD
$12M89K7.8%
06
FCOM
FIDELITY COVINGTON TRUST
$12M167K7.6%
07
IHI
ISHARES TR
$12M233K7.5%
08
VDC
VANGUARD WORLD FD
$7M30K4.5%
09
PIZ
INVESCO EXCH TRADED FD TR II
$5M85K3.1%
10
DFIV
DIMENSIONAL ETF TRUST
$5M87K3.1%

Filing history

2026Q2Jun 30
$153M 22.1%
31 positionsView →
2026Q1Mar 31
$125M 0.8%
43 positionsView →
2025Q4Dec 31
$127M
39 positionsView →