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REDSTONE WEALTH MANAGEMENT, LLC

Location
OKLAHOMA CITY, OK
Portfolio Value
Small $153,228,480
Diversification
Diversified
Filing Date
Global Rank
#7,310 / 8,794 ▲ 857 · as of Jun 2026
Top Industry
Asset Management 66.5%
3Y Alpha vs SPY
-9.5%
Period ended 3 months ago
Filed Jul 15, 2026 · 3mo
3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

24 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
25.2%
+7.5 pts
Top 5
74.0%
+11.0 pts
Top 10
93.6%
+8.1 pts
HHI
1,414
Dec 2025 → Jun 2026 · range 939 – 1,414
Diversified+458

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Unclassified 81.0% $124,099,568
Financial Services 12.8% $19,636,005
Technology 5.7% $8,764,034
Consumer Cyclical 0.3% $521,663
Communication Services 0.1% $207,210

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
10 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
9 positions
Ticker Δ Shares Shares Value Open
— −4,237 1,873 $544,331

New Positions

Positions the filer opened this quarter
1 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
4 positions
Ticker Shares Value Open
— 11,533 $945,475
— 1,478 $249,560

Portfolio Positions

Export CSV View 13F filing
24 tracked positions · $153,228,480 total · filing declares 31 positions · $153,229,086 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History
1,873 $544,331 0.36%

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.