Redstone Wealth Management, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Redstone Wealth Management, LLC reported 39 stock positions worth $126.6 million. Its top holding was Vanguard Info Tech ETF (VGT) at 16.2% of the portfolio, followed by iShares Semiconductor ETF (SOXX, 12.9%) and Invesco KBW Property & Casua (KBWP, 9.1%).

Most Recent 13F
Q2 2026
Location
OKLAHOMA CITY, OK
CIK
0002049950
Portfolio Value
$126.6M (Q4 2025)
SEC Filing
0002049950-26-000001 ↗ filed Feb 9, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2025: $126.6M $126.6M Q4 2025 Q1 2026: $125.5M Q1 2026 Q2 2026: $153.2M Q2 2026

Holdings 39 stocks · $126.6M

VGT Vanguard Info Tech ETF 16.19% 27,187 $20.5M —
SOXX iShares Semiconductor ETF 12.94% 54,372 $16.4M —
KBWP Invesco KBW Property & Casua 9.10% 90,468 $11.5M —
XLY SS Consumer Disc Select Sect 8.45% 89,575 $10.7M —
FCOM Fidelity MSCI Comm Serv Indx 7.11% 122,722 $9.0M —
IHI iShares U.S. Medical Devices 6.99% 142,349 $8.8M —
AIRR First Trust Rba American Ind 6.63% 85,384 $8.4M —
IWY iShares Russell Top 200 Grow 6.47% 29,546 $8.2M —
VDC Vanguard Consumer Staple ETF 3.47% 20,770 $4.4M —
VOO Vanguard S&P 500 ETF 3.02% 6,094 $3.8M —
NVDA Nvidia Corp. 2.95% 20,000 $3.7M —
IWL iShares Russell Top 200 ETF 2.10% 15,550 $2.7M —
RSPU Invesco S&P 500 Equal Weight 2.08% 35,157 $2.6M —
PAAA Pgim Aaa Clo ETF 1.26% 31,037 $1.6M —
FIW First Trust Water ETF 1.06% 12,346 $1.3M —
IYW iShares Ustechnology ETF 0.99% 6,277 $1.3M —
XLP SS Consumer Staples Sel Sect 0.78% 12,669 $984K —
AMD Advanced Micro Devices 0.68% 4,000 $857K —
XOM Exxon Mobil Corp. 0.64% 6,699 $806K —
FTCS First Trust Capital Strength 0.63% 8,683 $803K —
IYC iShares US Consumer Discreti 0.63% 7,682 $792K —
FXO First Trust Financial Alphad 0.55% 11,602 $700K —
RSPS Invesco S&P 500 Equal Weight 0.54% 23,344 $678K —
AAPL Apple Inc. 0.47% 2,169 $590K —
FDN First Trust DJ Internet Ind 0.46% 2,149 $578K —
XLI SS Industrial Select Sector 0.41% 3,368 $522K —
IBIT iShares Bitcoin Trust ETF 0.38% 9,805 $487K —
ILCG iShares Morningstar Growth E 0.35% 4,281 $445K —
DKS Dick's Sporting Goods Inc. 0.34% 2,200 $436K —
IGPT Invesco AI and Next Gen Soft 0.34% 7,152 $425K —
SPY SS SPDR S&P 500 ETF Trust-US 0.32% 585 $399K —
FTC First Trust Large Cap Growth 0.29% 2,330 $373K —
PNQI Invesco Nasdaq Internet ETF 0.24% 5,685 $307K —
V Visa Inc. Class A 0.22% 809 $284K —
IYF iShares US Financials ETF 0.21% 2,041 $263K —
IBB iShares Biotechnology ETF 0.20% 1,515 $256K —
FXL First Trust Technology Alpha 0.19% 1,449 $244K —
GLD SPDR Gold Shares 0.17% 547 $217K —
IYT iShares US Transportation Et 0.17% 2,865 $213K —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 31$153.2MSOXX, VGT, KBWP, XLY, AIRR
Q1 2026 43$125.5MVGT, SOXX, KBWP, XLY, AIRR
Q4 2025 39$126.6MVGT, SOXX, KBWP, XLY, FCOM