Redstone Wealth Management
Redstone Wealth Management reported 33 stocks worth $159M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are VGT (15.6%), SOXX (15.1%) and KBWP (9.0%). Compared with Q2 2026, the fund opened new positions in IBB, PLTR and AMZN, added to VGT, SOXX and KBWP, trimmed FTCS, IBIT and IWY and sold out of IHI and RSPS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VGT Vanguard World FD | $24.9M | 15.6% | 198K | +4,293 (+2%) | 4 of 4 | |
| 2 |  SOXX Ishares Semiconductor | $24.1M | 15.1% | 42K | +1,033 (+2%) | 4 of 4 | |
| 3 |  KBWP Invesco Casualty | $14.4M | 9.0% | 117K | +2,023 (+2%) | 4 of 4 | |
| 4 |  XLY State Strt Cons Dsry Slt | $13M | 8.2% | 120K | +3,813 (+3%) | 4 of 4 | |
| 5 |  FCOM Fidelity Covington Trust | $12.5M | 7.8% | 173K | +6,412 (+4%) | 4 of 4 | |
| 6 |  IBB Ishares TR | $12.4M | 7.8% | 59K | New position | 3 of 4 | |
| 7 |  AIRR First TR Exchange Traded FD | $9.8M | 6.1% | 95K | +5,178 (+6%) | 4 of 4 | |
| 8 |  VDC Vanguard World FD | $6.9M | 4.3% | 32K | +1,233 (+4%) | 4 of 4 | |
| 9 |  PLTR Palantir Technologies Inc | $6M | 3.8% | 32K | New position | 1 of 4 | |
| 10 |  NVDA Nvidia Corporation | $5.4M | 3.4% | 24K | +41 (+0%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Redstone Wealth Management 13F FAQ
What does Redstone Wealth Management own?
Redstone Wealth Management reported 33 stocks worth $159M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are VGT (15.6%), SOXX (15.1%) and KBWP (9.0%). The table above lists every position in the filing (the top 10 without an account).
What did Redstone Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 16 added to, 5 trimmed and 2 sold out. New positions include IBB, PLTR and AMZN. It sold all of IHI and RSPS.
When will Redstone Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Redstone Wealth Management's portfolio worth?
The Q3 2026 filing reports $159M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.