account_balance

Investment manager · 13F filer · SEC CIK 2049950

Redstone Wealth Management, LLC

Reported value$159Mas of Sep 30, 2026
Positions33 4 new, 2 sold out
Top 10 weight81.1%VGT alone is 16%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VGT Vanguard World Fd 15.6% Added +2%
SOXX iShares Tr 15.1% Added +2%
KBWP Invesco Exch Traded Fd Tr II 9.0% Held
XLY Select Sector SPDR Tr 8.2% Added +3%
FCOM Fidelity Covington Trust 7.8% Added +4%
IBB iShares Tr 7.8% New
AIRR First Tr Exchange Traded Fd 6.1% Added +6%
VDC Vanguard World Fd 4.3% Added +4%
PLTR Palantir Technologies Inc. 3.8% NewNVDA NVIDIA Corp 3.4% Held
DFIV Dimensional ETF Trust 3.2% Added +4%
PIZ Invesco Exch Traded Fd Tr II 3.0% Added +5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 15, 2026 filing
add_circleNew
arrow_upwardAdded
  • PAAA +52%
  • AIRR +6%
  • RSPU +5%
  • PIZ +5%
arrow_downwardTrimmed
remove_circleSold out
  • IHI $11.5M
  • RSPS $234K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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