REDSTONE WEALTH MANAGEMENT, LLC
•CIK: 2049950•Filing: Q4 2025
**REDSTONE WEALTH MANAGEMENT, LLC** manages $127M across a focused portfolio of 39 positions. The strategy exhibits a pronounced technology tilt, evidenced by top holdings including VGT ($20.5M) and SOXX ($16.4M). Significant allocations are also directed toward consumer discretionary (XLY at $10.7M) and industrials (IHI at $8.8M). This concentrated structure suggests a conviction-driven approach targeting high-growth, sector-specific opportunities.
Total AUM
$126.6M
QoQ Performance
N/A
Positions
20
Top 10 Concentration
80.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VGT
SOXX
KBWP
XLY
FCOM
IHI
AIRR
IWY
VGT16.2%
SOXX12.9%
KBWP9.1%
XLY8.5%
FCOM7.1%
IHI7.0%
AIRR6.6%
IWY6.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other91.7%
Technology4.1%
ETF3.3%
Energy0.6%
Financial0.2%