REDSTONE WEALTH MANAGEMENT, LLC - Portfolio overview

REDSTONE WEALTH MANAGEMENT, LLC has 43 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. VGT - VANGUARD WORLD FD, 15.48%
2. SOXX - ISHARES TR, 14.21%
3. KBWP - INVESCO EXCH TRADED FD TR II, 8.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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