Redstone Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Redstone Wealth Management, LLC reported 43 stock positions worth $125.5 million. Its top holding was Vanguard Info Tech ETF (VGT) at 15.5% of the portfolio, followed by iShares Semiconductor ETF (SOXX, 14.2%) and Invesco KBW Property & Casua (KBWP, 8.6%). Compared with Q4 2025, it opened 4 new positions, added to 13 and reduced 21. The biggest buy was a new position in Dimensional International Va (DFIV) and the biggest sale iShares Russell Top 200 Grow (IWY, shares −79%).
- Most Recent 13F
- Q2 2026
- Location
- OKLAHOMA CITY, OK
- CIK
- 0002049950
- Portfolio Value
- $125.5M (Q1 2026)
- SEC Filing
- 0002049950-26-000002 ↗ filed Apr 16, 2026
Holdings Value
Holdings 43 stocks · $125.5M
| VGT Vanguard Info Tech ETF | 15.48% | 27,848 | $19.4M | Add +2.4% |
| SOXX iShares Semiconductor ETF | 14.21% | 54,255 | $17.8M | Reduce -0.2% |
| KBWP Invesco KBW Property & Casua | 8.63% | 91,046 | $10.8M | Add +0.6% |
| XLY SS Consumer Disc Select Sect | 7.88% | 90,783 | $9.9M | Add +1.4% |
| AIRR First Trust Rba American Ind | 7.67% | 86,859 | $9.6M | Add +1.7% |
| FCOM Fidelity MSCI Comm Serv Indx | 6.84% | 126,022 | $8.6M | Add +2.7% |
| IHI iShares U.S. Medical Devices | 5.99% | 141,001 | $7.5M | Reduce -0.9% |
| VDC Vanguard Consumer Staple ETF | 3.99% | 22,315 | $5.0M | Add +7.4% |
| NVDA Nvidia Corp. | 3.28% | 23,576 | $4.1M | Add +17.9% |
| VOO Vanguard S&P 500 ETF | 2.90% | 6,095 | $3.6M | Add +0.0% |
| DFIV Dimensional International Va | 2.68% | 63,787 | $3.4M | New |
| PIZ Invesco Dorsey Wright Develo | 2.55% | 64,576 | $3.2M | New |
| RSPU Invesco S&P 500 Equal Weight | 2.38% | 36,756 | $3.0M | Add +4.5% |
| IWL iShares Russell Top 200 ETF | 1.65% | 12,894 | $2.1M | Reduce -17.1% |
| IWY iShares Russell Top 200 Grow | 1.21% | 6,110 | $1.5M | Reduce -79.3% |
| PAAA Pgim Aaa Clo ETF | 1.19% | 29,141 | $1.5M | Reduce -6.1% |
| IYW iShares Ustechnology ETF | 0.90% | 6,257 | $1.1M | Reduce -0.3% |
| FIW First Trust Water ETF | 0.90% | 10,894 | $1.1M | Reduce -11.8% |
| XOM Exxon Mobil Corp. | 0.87% | 6,403 | $1.1M | Reduce -4.4% |
| XLP SS Consumer Staples Sel Sect | 0.75% | 11,533 | $945K | Reduce -9.0% |
| AMD Advanced Micro Devices | 0.73% | 4,510 | $917K | Add +12.8% |
| FTCS First Trust Capital Strength | 0.64% | 8,650 | $802K | Reduce -0.4% |
| IYC iShares US Consumer Discreti | 0.58% | 7,555 | $732K | Reduce -1.6% |
| AVGO Broadcom Inc. | 0.53% | 2,144 | $664K | New |
| RSPS Invesco S&P 500 Equal Weight | 0.50% | 21,370 | $630K | Reduce -8.5% |
| FXO First Trust Financial Alphad | 0.50% | 11,152 | $627K | Reduce -3.9% |
| XLI SS Industrial Select Sector | 0.43% | 3,368 | $545K | No change |
| AAPL Apple Inc. | 0.43% | 2,139 | $543K | Reduce -1.4% |
| FDN First Trust DJ Internet Ind | 0.40% | 2,144 | $502K | Reduce -0.2% |
| DKS Dick's Sporting Goods Inc. | 0.36% | 2,300 | $456K | Add +4.5% |
| ILCG iShares Morningstar Growth E | 0.33% | 4,281 | $409K | No change |
| IGPT Invesco AI and Next Gen Soft | 0.32% | 6,890 | $400K | Reduce -3.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.31% | 599 | $390K | Add +2.4% |
| IBIT iShares Bitcoin Trust ETF | 0.30% | 9,943 | $382K | Add +1.4% |
| FTC First Trust Large Cap Growth | 0.24% | 1,990 | $307K | Reduce -14.6% |
| IBB iShares Biotechnology ETF | 0.20% | 1,478 | $250K | Reduce -2.4% |
| V Visa Inc. Class A | 0.19% | 809 | $245K | No change |
| IYF iShares US Financials ETF | 0.19% | 2,041 | $240K | No change |
| GLD SPDR Gold Shares | 0.19% | 547 | $235K | No change |
| FXL First Trust Technology Alpha | 0.18% | 1,437 | $228K | Reduce -0.8% |
| PNQI Invesco Nasdaq Internet ETF | 0.18% | 5,103 | $228K | Reduce -10.2% |
| IYT iShares US Transportation Et | 0.16% | 2,686 | $200K | Reduce -6.3% |
| CRGY Crescent Energy Inc. Class A | 0.13% | 12,145 | $164K | New |
Portfolio Sells Q4 2025 → Q1 2026
| IWY iShares Russell Top 200 Grow | Reduce -79.3% | 1.21% | −5.25 |
| IHI iShares U.S. Medical Devices | Reduce -0.9% | 5.99% | −1.00 |
| IWL iShares Russell Top 200 ETF | Reduce -17.1% | 1.65% | −0.45 |
| FIW First Trust Water ETF | Reduce -11.8% | 0.90% | −0.16 |
| IYW iShares Ustechnology ETF | Reduce -0.3% | 0.90% | −0.09 |
| PAAA Pgim Aaa Clo ETF | Reduce -6.1% | 1.19% | −0.07 |
| PNQI Invesco Nasdaq Internet ETF | Reduce -10.2% | 0.18% | −0.06 |
| FDN First Trust DJ Internet Ind | Reduce -0.2% | 0.40% | −0.06 |
| FXO First Trust Financial Alphad | Reduce -3.9% | 0.50% | −0.05 |
| FTC First Trust Large Cap Growth | Reduce -14.6% | 0.24% | −0.05 |
| IYC iShares US Consumer Discreti | Reduce -1.6% | 0.58% | −0.04 |
| AAPL Apple Inc. | Reduce -1.4% | 0.43% | −0.03 |
| RSPS Invesco S&P 500 Equal Weight | Reduce -8.5% | 0.50% | −0.03 |
| XLP SS Consumer Staples Sel Sect | Reduce -9.0% | 0.75% | −0.02 |
| IGPT Invesco AI and Next Gen Soft | Reduce -3.7% | 0.32% | −0.02 |
| FXL First Trust Technology Alpha | Reduce -0.8% | 0.18% | −0.01 |
| IYT iShares US Transportation Et | Reduce -6.3% | 0.16% | −0.01 |
| IBB iShares Biotechnology ETF | Reduce -2.4% | 0.20% | −0.00 |
| FTCS First Trust Capital Strength | Reduce -0.4% | 0.64% | +0.00 |
| XOM Exxon Mobil Corp. | Reduce -4.4% | 0.87% | +0.23 |
| SOXX iShares Semiconductor ETF | Reduce -0.2% | 14.21% | +1.27 |
Portfolio Buys Q4 2025 → Q1 2026
| DFIV Dimensional International Va | New | 2.68% | +2.68 |
| PIZ Invesco Dorsey Wright Develo | New | 2.55% | +2.55 |
| AIRR First Trust Rba American Ind | Add +1.7% | 7.67% | +1.03 |
| AVGO Broadcom Inc. | New | 0.53% | +0.53 |
| VDC Vanguard Consumer Staple ETF | Add +7.4% | 3.99% | +0.53 |
| NVDA Nvidia Corp. | Add +17.9% | 3.28% | +0.33 |
| RSPU Invesco S&P 500 Equal Weight | Add +4.5% | 2.38% | +0.30 |
| CRGY Crescent Energy Inc. Class A | New | 0.13% | +0.13 |
| AMD Advanced Micro Devices | Add +12.8% | 0.73% | +0.05 |
| DKS Dick's Sporting Goods Inc. | Add +4.5% | 0.36% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.4% | 0.31% | −0.00 |
| IBIT iShares Bitcoin Trust ETF | Add +1.4% | 0.30% | −0.08 |
| VOO Vanguard S&P 500 ETF | Add +0.0% | 2.90% | −0.12 |
| FCOM Fidelity MSCI Comm Serv Indx | Add +2.7% | 6.84% | −0.27 |
| KBWP Invesco KBW Property & Casua | Add +0.6% | 8.63% | −0.47 |
| XLY SS Consumer Disc Select Sect | Add +1.4% | 7.88% | −0.57 |
| VGT Vanguard Info Tech ETF | Add +2.4% | 15.48% | −0.71 |