REDSTONE WEALTH MANAGEMENT, LLC

CIK

2049950

Location

OKLAHOMA CITY, OK

Portfolio Value

Micro $10,862,516

Diversification

Highly concentrated

Filing Date

Global Rank

#8,074 / 8,517 ▲ 345

Top Industry

Semiconductors 83.4%

3Y Alpha vs SPY

+5.7%

Period ended 46 days ago

Filed Jul 15, 2026 · 31d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+17.7%

SPY

+13.9%

Annualised alpha

+9.0%

Max drawdown

−10.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

10 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

43.4%

−0.1 pts

Top 5

85.5%

+7.9 pts

Top 10

100.0%

+4.2 pts

HHI

2,625

Highly concentrated+340

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	80.7%	$8,764,034	4
Unclassified	10.1%	$1,092,050	3
Consumer Cyclical	4.8%	$521,663	1
Financial Services	2.6%	$277,559	1
Communication Services	1.9%	$207,210	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+3,750	13,693	$455,839
GLD	Spdr Gold Trust	+57	604	$222,501
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−45	554	$413,710
AAPL	Apple Inc.	−5	2,134	$617,494
AMD	Advanced Micro Devices Inc	−1	4,509	$2,619,323
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
ROKU	Roku, Inc	1,500	$207,210
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	6,403	$1,086,332
IBB	iShares Biotechnology ETF	1,478	$249,560
CRGY	Crescent Energy Co	12,145	$163,957
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

10 tracked positions · $10,862,516 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Held	23,576	0	$4,717,321	+14.7%	43.43%
AMD	Advanced Micro Devices Inc Technology	Reduced	4,509	-1	$2,619,323	+185.5%	24.11%
AVGO	Broadcom Inc. Technology	Held	2,144	0	$809,896	+22.0%	7.46%
AAPL	Apple Inc. Technology	Reduced	2,134	-5	$617,494	+13.7%	5.68%
DKS	Dick's Sporting Goods, Inc. Consumer Cyclical	Held	2,300	0	$521,663	+14.4%	4.80%
IBIT	iShares Bitcoin Trust ETF	Added	13,693	+3,750	$455,839	+19.3%	4.20%
SPY	Spdr S&P 500 ETF Trust	Reduced	554	-45	$413,710	+6.2%	3.81%
V	Visa Inc. Financial Services	Held	809	0	$277,559	+13.5%	2.56%
GLD	Spdr Gold Trust	Added	604	+57	$222,501	−5.5%	2.05%
ROKU	Roku, Inc Communication Services	NEW	1,500	NEW	$207,210	NEW	1.91%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.