REDSTONE WEALTH MANAGEMENT, LLC
REDSTONE WEALTH MANAGEMENT, LLC reported 31 positions worth $153.2M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: SOXX (17.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SOXX | SH | $26.5M | 17.29% | 41,353 | — | — | |
| ▸ 2 | VGT | SH | $23.2M | 15.12% | 193,882 | — | — | |
| ▸ 3 | KBWP | SH | $14.6M | 9.54% | 115,351 | — | — | |
| ▸ 4 | XLY | SH | $13.6M | 8.86% | 115,749 | — | — | |
| ▸ 5 | AIRR | SH | $11.9M | 7.77% | 89,380 | — | — | |
| ▸ 6 | FCOM | SH | $11.6M | 7.56% | 166,702 | — | — | |
| ▸ 7 | IHI | SH | $11.5M | 7.53% | 233,348 | — | — | |
| ▸ 8 | VDC | SH | $6.9M | 4.49% | 30,477 | — | — | |
| ▸ 9 | PIZ | SH | $4.7M | 3.09% | 84,712 | — | — | |
| ▸ 10 | DFIV | SH | $4.7M | 3.08% | 87,353 | — | — |
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Frequently Asked Questions
What stocks does REDSTONE WEALTH MANAGEMENT, LLC hold as of Q2 2026?
REDSTONE WEALTH MANAGEMENT, LLC reported 31 positions worth $153.2M in its Q2 2026 13F filing. Largest positions: SOXX (17.3%), VGT (15.1%), KBWP (9.5%), XLY (8.9%) and AIRR (7.8%).
What did REDSTONE WEALTH MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did REDSTONE WEALTH MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.