Redstone Wealth Management, LLC ETF holdings
Oklahoma City, OK
Reported $143.5M in 24 ETFs in its Form 13F for June 30, 2026.
ETF value
$143.5M
ETFs held
24
Change from prior quarter
+22.3%
With price moves
ETFs as a share of its 13F
93.6%
of $153.2M
Top 10 of 24 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SOXX | iShares Semiconductor ETF | $26.5M | 41,353 | −12,902 shares |
| VGT | Vanguard Information Technology ETF | $23.2M | 193,882 | +166,034 shares |
| KBWP | Invesco KBW Property & Casualty Insurance ETF | $14.6M | 115,351 | +24,305 shares |
| XLY | State Street Consumer Discretionary Select Sector SPDR ETF | $13.6M | 115,749 | +24,966 shares |
| AIRR | First Trust RBA American Industrial RenaissanceTM ETF | $11.9M | 89,380 | +2,521 shares |
| FCOM | Fidelity MSCI Communication Services Index ETF | $11.6M | 166,702 | +40,680 shares |
| IHI | iShares U.S. Medical Devices ETF | $11.5M | 233,348 | +92,347 shares |
| VDC | Vanguard Consumer Staples ETF | $6.9M | 30,477 | +8,162 shares |
| PIZ | Invesco Dorsey Wright Developed Markets Momentum ETF | $4.7M | 84,712 | +20,136 shares |
| DFIV | Dimensional International Value ETF | $4.7M | 87,353 | +23,566 shares |
14 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002049950. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Redstone Wealth Management, LLC own?
Redstone Wealth Management, LLC reported 24 ETF positions worth $143.5M in its Form 13F for June 30, 2026. The largest was SOXX, at $26.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.