Redstone Wealth Management, LLC holds a focused book of 31 stocks worth $153.2M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter they opened Roku Inc and trimmed Ishares Semiconductor ETF. Their largest long position is Ishares Semiconductor ETF at 17% of the equity book.
Redstone Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
+3 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Redstone Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 4 / 31 | $2.9B |
| Karnit Road Accident Victims Compensation Fund | 3 / 31 | $159.2M |
| Avenir Tech Ltd | 4 / 31 | $702.6M |
| Trans-Canada Capital Inc. | 3 / 31 | $1.5B |
| Marest Capital, LLC | 4 / 31 | $133.9M |
| Valor Advisors LLC | 3 / 31 | $87.9M |
| Trust Asset Management LLC | 6 / 31 | $1.0B |
| Summa Corp. | 10 / 31 | $205.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Redstone Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR ISHARES SEMICDTR | $26.5M | 41.4K | 17.3% | ▼−24% Reduced · −13K sh | |
| 2 | Vanguard World FD INF TECH ETF | $23.2M | 193.9K | 15.1% | ▲+596% Added · +166K sh | |
| 3 | Invesco Exch Traded FD TR II KBW PPTY CASUT | $14.6M | 115.4K | 9.5% | ▲+27% Added · +24K sh | |
| 4 | Select Sector SPDR TR ST STR DISCR ETF | $13.6M | 115.7K | 8.9% | ▲+28% Added · +25K sh | |
| 5 | First TR Exchange Traded FD RBA INDL ETF | $11.9M | 89.4K | 7.8% | ▲+2.9% Added · +3K sh | |
| 6 | Fidelity Covington Trust MSCI COMMNTN SVC | $11.6M | 166.7K | 7.6% | ▲+32% Added · +41K sh | |
| 7 | Ishares TR U.S. MED DVC ETF | $11.5M | 233.3K | 7.5% | ▲+65% Added · +92K sh | |
| 8 | Vanguard World FD CONSUM STP ETF | $6.9M | 30.5K | 4.5% | ▲+37% Added · +8K sh | |
| 9 | Invesco Exch Traded FD TR II DORSEY WRGT DVLP | $4.7M | 84.7K | 3.1% | ▲+31% Added · +20K sh | |
| 10 | Dimensional ETF Trust INTERNATNAL VAL | $4.7M | 87.4K | 3.1% | ▲+37% Added · +24K sh | |
| 11 | Nvidia Corporation COM | $4.7M | 23.6K | 3.1% | —Held | |
| 12 | Invesco Exchange Traded FD T S&P500 EQL UTL | $4.5M | 55.1K | 2.9% | ▲+50% Added · +18K sh | |
| 13 | Vanguard Index FDS S&P 500 ETF SHS | $4.2M | 6.1K | 2.7% | ▲+0.4% Added · +23 sh | |
| 14 | Advanced Micro Devices Inc COM | $2.6M | 4.5K | 1.7% | ▼~0% Reduced · −1 sh | |
| 15 | Pgim ETF TR AAA CLO ETF | $1.4M | 27.5K | 0.9% | ▼−5.6% Reduced · −2K sh | |
| 16 | Broadcom Inc COM | $810K | 2.1K | 0.5% | —Held | |
| 17 | First TR Exchange-Traded FD CAP STRENGTH ETF | $706K | 7.5K | 0.5% | ▼−13% Reduced · −1K sh | |
| 18 | Apple Inc COM | $618K | 2.1K | 0.4% | ▼−0.2% Reduced · −5 sh | |
| 19 | Ishares TR RUS TP200 GR ETF | $544K | 1.9K | 0.4% | ▼−69% Reduced · −4K sh | |
| 20 | Dicks Sporting Goods Inc COM | $522K | 2.3K | 0.3% | —Held | |
| 21 | Ishares Bitcoin Trust ETF SHS BEN INT | $456K | 13.7K | 0.3% | ▲+38% Added · +4K sh | |
| 22 | State STR SPDR S&P 500 ETF T TR UNIT | $414K | 554 | 0.3% | ▼−7.5% Reduced · −45 sh | |
| 23 | First TR Exchange-Traded FD DJ INTERNT IDX | $413K | 1.6K | 0.3% | ▼−27% Reduced · −582 sh | |
| 24 | Ishares TR U.S. TECH ETF | $324K | 1.3K | 0.2% | ▼−79% Reduced · −5K sh | |
| 25 | First TR Exchange-Traded Alp COM SHS | $318K | 1.6K | 0.2% | ▼−17% Reduced · −348 sh | |
| 26 | Ishares TR RUS TOP 200 ETF | $280K | 1.5K | 0.2% | ▼−88% Reduced · −11K sh | |
| 27 | Visa Inc COM CL A | $278K | 809 | 0.2% | —Held | |
| 28 | Ishares TR MORNINGSTAR GRWT | $245K | 2.1K | 0.2% | ▼−51% Reduced · −2K sh | |
| 29 | Invesco Exchange Traded FD T S&P500 EQL STP | $234K | 7.8K | 0.2% | ▼−63% Reduced · −14K sh | |
| 30 | SPDR Gold TR GOLD SHS | $223K | 604 | 0.1% | ▲+10% Added · +57 sh | |
| 31 | Roku Inc COM CL A | $207K | 1.5K | 0.1% | ▲New New position |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2049950/holdings"
Use Arkolith to show REDSTONE WEALTH MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.