REDSTONE WEALTH MANAGEMENT, LLC
Long book
$125.5M
Q1 2026
Positions
43
Top-10 weight
77%
concentration
Last quarter
+22.3%
SPY +14.8%
Turnover
9%
of book per quarter
Strategy in plain words
auto-generated from filingsREDSTONE WEALTH MANAGEMENT, LLC is a wealth-management firm allocating client money, specialised in technology (71% of the long book), running a $125.5M US long book across 43 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD INFO TECH ETF, ISHARES SEMICONDUCTOR ETF, INVESCO KBW PROPERTY & CASUA, SS CONSUMER DISC SELECT SECT, FIRST TRUST RBA AMERICAN IND.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-2.7%
Q1 2026
+22.3%
Sector allocation
Technology 76%
Energy 15%
Consumer discretionary 6%
Services media 3%
Long book by quarter
What does REDSTONE WEALTH own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 23.6K | $4.1M | 3.3% | +17.9% |
| XOM EXXON MOBIL CORP | Energy | 6.4K | $1.1M | 0.9% | -4.4% |
| AMD ADVANCED MICRO DEVICES | Technology | 4.5K | $917K | 0.7% | +12.8% |
| AVGO BROADCOM INC | Technology | 2.1K | $664K | 0.5% | New |
| AAPL APPLE INC | Technology | 2.1K | $543K | 0.4% | -1.4% |
| DKS DICK'S SPORTING GOODS INC | Consumer discretionary | 2.3K | $456K | 0.4% | +4.5% |
| V VISA INC-CLASS A SHARES | Services media | 809 | $245K | 0.2% | Held |
| CRGY CRESCENT ENERGY INC-A | Energy | 12.1K | $164K | 0.1% | New |