REDSTONE WEALTH MANAGEMENT, LLC
CIK: 0002049950SEC EDGAR →
Portfolio Value
$126.6M
Holdings
39
As of
Q4 2025
New Positions
39
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 27,187 | $20.5M | 16.19% |
| 2 | ISHARES TR | 54,372 | $16.4M | 12.94% |
| 3 | INVESCO EXCH TRADED FD TR II | 90,468 | $11.5M | 9.10% |
| 4 | SELECT SECTOR SPDR TR | 89,575 | $10.7M | 8.45% |
| 5 | FIDELITY COVINGTON TRUST | 122,722 | $9.0M | 7.11% |
| 6 | ISHARES TR | 142,349 | $8.8M | 6.99% |
| 7 | FIRST TR EXCHANGE TRADED FD | 85,384 | $8.4M | 6.63% |
| 8 | ISHARES TR | 29,546 | $8.2M | 6.46% |
| 9 | VANGUARD WORLD FD | 20,770 | $4.4M | 3.47% |
| 10 | VANGUARD INDEX FDS | 6,094 | $3.8M | 3.02% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 31 | $116.3M | 91.9% |
| Technology | 3 | $5.2M | 4.1% |
| Unknown | 3 | $3.9M | 3.0% |
| Energy | 1 | $806K | 0.6% |
| Consumer Cyclical | 1 | $435K | 0.3% |