REDSTONE WEALTH MANAGEMENT, LLC
CIK
2049950
Location
OKLAHOMA CITY, OK
Portfolio Value
Micro
$9,193,367
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,163
/ 8,605
▲ 144
· as of Mar 2026
Top Industry
Semiconductors
69.5%
3Y Alpha vs SPY
+25.3%
Period ended 3 months ago
Filed Apr 16, 2026 · 3mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+18.3%
SPY
+10.0%
Annualised alpha
+25.7%
Max drawdown
−11.0%
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, 2025Top 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 |
|---|---|---|
| Technology | 67.8% | $6,235,568 |
| Energy | 13.6% | $1,250,289 |
| Unclassified | 11.0% | $1,006,931 |
| Consumer Cyclical | 5.0% | $456,067 |
| Financial Services | 2.7% | $244,512 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
11 positions ·
$9,193,367 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 23,576 | $4,111,654 | 44.72% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 6,403 | $1,086,332 | 11.82% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 4,510 | $917,469 | 9.98% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 2,144 | $663,589 | 7.22% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,139 | $542,856 | 5.90% | |
| DKS |
Dick's Sporting Goods, Inc.
Consumer Cyclical
|
Added | 2,300 | $456,067 | 4.96% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 599 | $389,553 | 4.24% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 9,943 | $382,010 | 4.16% | |
| V |
Visa Inc.
Financial Services
|
Held | 809 | $244,512 | 2.66% | |
| GLD |
Spdr Gold Trust
|
Held | 547 | $235,368 | 2.56% | |
| CRGY |
Crescent Energy Co
Energy
|
NEW | 12,145 | $163,957 | 1.78% |