REDSTONE WEALTH MANAGEMENT, LLC

CIK

2049950

Location

OKLAHOMA CITY, OK

Portfolio Value

Micro $9,193,367

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,793 / 8,232 ▲ 271

Top Industry

Semiconductors 69.5%

3Y Alpha vs SPY

+45.9%

Period ended 2 months ago

Filed Apr 16, 2026 · 59d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+20.5%

SPY

+9.1%

Annualised alpha

+45.9%

Max drawdown

−10.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

11 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

44.7%

−3.1 pts

Top 5

79.6%

−3.3 pts

Top 10

98.2%

−1.8 pts

HHI

2,403

Moderately concentrated−283

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	67.8%	$6,235,568	4
Energy	13.6%	$1,250,289	2
Unclassified	11.0%	$1,006,931	3
Consumer Cyclical	5.0%	$456,067	1
Financial Services	2.7%	$244,512	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+3,576	23,576	$4,111,654
AMD	Advanced Micro Devices Inc	+510	4,510	$917,469
IBIT	iShares Bitcoin Trust ETF	+138	9,943	$382,010
DKS	Dick's Sporting Goods, Inc.	+100	2,300	$456,067
SPY	Spdr S&P 500 ETF Trust	+14	599	$389,553
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	Exxon Mobil Corp	−296	6,403	$1,086,332
AAPL	Apple Inc.	−30	2,139	$542,856
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
AVGO	Broadcom Inc.	2,144	$663,589
CRGY	Crescent Energy Co	12,145	$163,957
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

11 positions · $9,193,367 total · as of Mar 31, 2026

All sectors Consumer Cyclical Energy Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	23,576	+3,576	$4,111,654	+10.2%	44.72%
XOM	Exxon Mobil Corp Energy	Reduced	6,403	-296	$1,086,332	+34.8%	11.82%
AMD	Advanced Micro Devices Inc Technology	Added	4,510	+510	$917,469	+7.1%	9.98%
AVGO	Broadcom Inc. Technology	NEW	2,144	NEW	$663,589	NEW	7.22%
AAPL	Apple Inc. Technology	Reduced	2,139	-30	$542,856	−7.9%	5.90%
DKS	Dick's Sporting Goods, Inc. Consumer Cyclical	Added	2,300	+100	$456,067	+4.7%	4.96%
SPY	Spdr S&P 500 ETF Trust	Added	599	+14	$389,553	−2.3%	4.24%
IBIT	iShares Bitcoin Trust ETF	Added	9,943	+138	$382,010	−21.5%	4.16%
V	Visa Inc. Financial Services	Held	809	0	$244,512	−13.8%	2.66%
GLD	Spdr Gold Trust	Held	547	0	$235,368	+8.6%	2.56%
CRGY	Crescent Energy Co Energy	NEW	12,145	NEW	$163,957	NEW	1.78%