Redstone Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 15, 2026), Redstone Wealth Management, LLC reported 31 stock positions worth $153.2 million. Its top holding was iShares Semiconductor ETF (SOXX) at 17.3% of the portfolio, followed by Vanguard Info Tech ETF (VGT, 15.1%) and Invesco KBW Property & Casua (KBWP, 9.5%). Compared with Q1 2026, it opened 1 new position, sold out of 13, added to 12 and reduced 14. The biggest buy was iShares U.S. Medical Devices (IHI, shares +65%) and the biggest sale iShares Russell Top 200 ETF (IWL, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- OKLAHOMA CITY, OK
- CIK
- 0002049950
- Portfolio Value
- $153.2M (Q2 2026)
- SEC Filing
- 0002049950-26-000003 ↗ filed Jul 15, 2026
Holdings Value
Holdings 31 stocks · $153.2M
| SOXX iShares Semiconductor ETF | 17.29% | 41,353 | $26.5M | Reduce -23.8% |
| VGT Vanguard Info Tech ETF | 15.12% | 193,882 | $23.2M | Reduce -13.0% |
| KBWP Invesco KBW Property & Casua | 9.54% | 115,351 | $14.6M | Add +26.7% |
| XLY SS Consumer Disc Select Sect | 8.86% | 115,749 | $13.6M | Add +27.5% |
| AIRR First Trust Rba American Ind | 7.77% | 89,380 | $11.9M | Add +2.9% |
| FCOM Fidelity MSCI Comm Serv Indx | 7.56% | 166,702 | $11.6M | Add +32.3% |
| IHI iShares U.S. Medical Devices | 7.52% | 233,348 | $11.5M | Add +65.5% |
| VDC Vanguard Consumer Staple ETF | 4.49% | 30,477 | $6.9M | Add +36.6% |
| PIZ Invesco Dorsey Wright Develo | 3.09% | 84,712 | $4.7M | Add +31.2% |
| DFIV Dimensional International Va | 3.08% | 87,353 | $4.7M | Add +36.9% |
| NVDA Nvidia Corp. | 3.08% | 23,576 | $4.7M | No change |
| RSPU Invesco S&P 500 Equal Weight | 2.92% | 55,141 | $4.5M | Add +50.0% |
| VOO Vanguard S&P 500 ETF | 2.74% | 6,118 | $4.2M | Add +0.4% |
| AMD Advanced Micro Devices | 1.71% | 4,509 | $2.6M | Reduce -0.0% |
| PAAA Pgim Aaa Clo ETF | 0.92% | 27,496 | $1.4M | Reduce -5.6% |
| AVGO Broadcom Inc. | 0.53% | 2,144 | $810K | No change |
| FTCS First Trust Capital Strength | 0.46% | 7,514 | $706K | Reduce -13.1% |
| AAPL Apple Inc. | 0.40% | 2,134 | $618K | Reduce -0.2% |
| IWY iShares Russell Top 200 Grow | 0.36% | 1,873 | $544K | Reduce -69.3% |
| DKS Dick's Sporting Goods Inc. | 0.34% | 2,300 | $522K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.30% | 13,693 | $456K | Add +37.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 554 | $414K | Reduce -7.5% |
| FDN First Trust DJ Internet Ind | 0.27% | 1,562 | $413K | Reduce -27.1% |
| IYW iShares Ustechnology ETF | 0.21% | 1,283 | $324K | Reduce -79.5% |
| FTC First Trust Large Cap Growth | 0.21% | 1,642 | $318K | Reduce -17.5% |
| IWL iShares Russell Top 200 ETF | 0.18% | 1,513 | $280K | Reduce -88.3% |
| V Visa Inc. Class A | 0.18% | 809 | $278K | No change |
| ILCG iShares Morningstar Growth E | 0.16% | 2,090 | $245K | Reduce -51.2% |
| RSPS Invesco S&P 500 Equal Weight | 0.15% | 7,815 | $234K | Reduce -63.4% |
| GLD SPDR Gold Shares | 0.15% | 604 | $223K | Add +10.4% |
| ROKU Roku Inc. | 0.14% | 1,500 | $207K | New |
Portfolio Sells Q1 2026 → Q2 2026
| IWL iShares Russell Top 200 ETF | Reduce -88.3% | 0.18% | −1.47 |
| FIW First Trust Water ETF | Sold out | 0.00% | −0.90 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.87 |
| IWY iShares Russell Top 200 Grow | Reduce -69.3% | 0.36% | −0.86 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.75 |
| IYW iShares Ustechnology ETF | Reduce -79.5% | 0.21% | −0.69 |
| IYC iShares US Consumer Discreti | Sold out | 0.00% | −0.58 |
| FXO First Trust Financial Alphad | Sold out | 0.00% | −0.50 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.43 |
| VGT Vanguard Info Tech ETF | Reduce -13.0% | 15.12% | −0.36 |
| RSPS Invesco S&P 500 Equal Weight | Reduce -63.4% | 0.15% | −0.35 |
| IGPT Invesco AI and Next Gen Soft | Sold out | 0.00% | −0.32 |
| PAAA Pgim Aaa Clo ETF | Reduce -5.6% | 0.92% | −0.27 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.20 |
| IYF iShares US Financials ETF | Sold out | 0.00% | −0.19 |
| FXL First Trust Technology Alpha | Sold out | 0.00% | −0.18 |
| PNQI Invesco Nasdaq Internet ETF | Sold out | 0.00% | −0.18 |
| FTCS First Trust Capital Strength | Reduce -13.1% | 0.46% | −0.18 |
| ILCG iShares Morningstar Growth E | Reduce -51.2% | 0.16% | −0.17 |
| IYT iShares US Transportation Et | Sold out | 0.00% | −0.16 |
| CRGY Crescent Energy Inc. Class A | Sold out | 0.00% | −0.13 |
| FDN First Trust DJ Internet Ind | Reduce -27.1% | 0.27% | −0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.5% | 0.27% | −0.04 |
| FTC First Trust Large Cap Growth | Reduce -17.5% | 0.21% | −0.04 |
| AAPL Apple Inc. | Reduce -0.2% | 0.40% | −0.03 |
| AMD Advanced Micro Devices | Reduce -0.0% | 1.71% | +0.98 |
| SOXX iShares Semiconductor ETF | Reduce -23.8% | 17.29% | +3.08 |
Portfolio Buys Q1 2026 → Q2 2026
| IHI iShares U.S. Medical Devices | Add +65.5% | 7.52% | +1.53 |
| XLY SS Consumer Disc Select Sect | Add +27.5% | 8.86% | +0.98 |
| KBWP Invesco KBW Property & Casua | Add +26.7% | 9.54% | +0.91 |
| FCOM Fidelity MSCI Comm Serv Indx | Add +32.3% | 7.56% | +0.72 |
| RSPU Invesco S&P 500 Equal Weight | Add +50.0% | 2.92% | +0.54 |
| PIZ Invesco Dorsey Wright Develo | Add +31.2% | 3.09% | +0.54 |
| VDC Vanguard Consumer Staple ETF | Add +36.6% | 4.49% | +0.49 |
| DFIV Dimensional International Va | Add +36.9% | 3.08% | +0.40 |
| ROKU Roku Inc. | New | 0.14% | +0.14 |
| AIRR First Trust Rba American Ind | Add +2.9% | 7.77% | +0.11 |
| IBIT iShares Bitcoin Trust ETF | Add +37.7% | 0.30% | −0.01 |
| GLD SPDR Gold Shares | Add +10.4% | 0.15% | −0.04 |
| VOO Vanguard S&P 500 ETF | Add +0.4% | 2.74% | −0.16 |