Holdings of REDSTONE WEALTH MANAGEMENT, LLC
33 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 85.3 % of the equity sleeve
Sector breakdown
- Funds 29.8 %
- Technology 5.9 %
- Energy 1.0 %
- Financials 0.2 %
- Unattributed 63.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 33 | 105.8M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Vanguard Information Technology ETF | 27,848 | 19.4M $ | |
| 2 | iShares Trust | 54,255 | 17.8M $ | |
| 3 | Invesco Exchange Traded Fund Trust II | 91,046 | 10.8M $ | |
| 4 | Select Sector Spdr Trust | 90,783 | 9.9M $ | |
| 5 | FIDELITY COVINGTON TRUST | 126,022 | 8.6M $ | |
| 6 | iShares Trust | 141,001 | 7.5M $ | |
| 7 | Vanguard World Fund | 22,315 | 5M $ | |
| 8 | NVIDIA Corp | 23,576 | 4.1M $ | |
| 9 | Vanguard S&P 500 ETF | 6,095 | 3.6M $ | |
| 10 | Dimensional International Value ETF | 63,787 | 3.4M $ | |
| 11 | iShares Trust | 12,894 | 2.1M $ | |
| 12 | iShares Russell Top 200 Growth | 6,110 | 1.5M $ | |
| 13 | PGIM ETF Trust | 29,141 | 1.5M $ | |
| 14 | iShares U.S. Technology ETF | 6,257 | 1.1M $ | |
| 15 | Exxon Mobil Corp | 6,403 | 1.1M $ | |
| 16 | Select Sector Spdr Trust | 11,533 | 945.5K $ | |
| 17 | Advanced Micro Devices Inc | 4,510 | 917.5K $ | |
| 18 | iShares Trust | 7,555 | 732.2K $ | |
| 19 | Broadcom Inc | 2,144 | 663.6K $ | |
| 20 | Invesco S&P 500 Equal Weight C | 21,370 | 630.4K $ | |
| 21 | Select Sector Spdr Trust | 3,368 | 544.7K $ | |
| 22 | Apple Inc | 2,139 | 542.9K $ | |
| 23 | Dick's Sporting Goods Inc | 2,300 | 456.1K $ | |
| 24 | iShares Morningstar Growth ETF | 4,281 | 408.8K $ | |
| 25 | State Street SPDR S&P 500 ETF Trust | 599 | 389.6K $ | |
| 26 | iShares Bitcoin Trust ETF | 9,943 | 382K $ | |
| 27 | First Trust Exchange-Traded AlphaDEX Fund | 1,990 | 306.7K $ | |
| 28 | iShares Biotechnology ETF | 1,478 | 249.6K $ | |
| 29 | Visa Inc | 809 | 244.5K $ | |
| 30 | iShares U.S. Financials ETF | 2,041 | 240.1K $ | |
| 31 | SPDR Gold Shares | 547 | 235.4K $ | |
| 32 | ISHARES TRUST | 2,686 | 200.4K $ | |
| 33 | Crescent Energy Co | 12,145 | 164K $ | |