REDSTONE WEALTH MANAGEMENT, LLC
CIK
2049950
Location
OKLAHOMA CITY, OK
Portfolio Value
Micro
$6,235,568
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,147
/ 8,588
▲ 148
Top Industry
Semiconductors
69.5%
3Y Alpha vs SPY
+35.0%
Period ended 3 months ago
Filed Apr 16, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+20.2%
SPY
+11.2%
Annualised alpha
+35.5%
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, 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.
4 positions ·
$6,235,568 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 23,576 | $4,111,654 | 65.94% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 4,510 | $917,469 | 14.71% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 2,144 | $663,589 | 10.64% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,139 | $542,856 | 8.71% |