REDSTONE WEALTH MANAGEMENT, LLC: 13F holdings
CIK 20499502026Q2
| Positions | 31 |
|---|---|
| Reported value | $153.2m |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SOXX ISHARES TR | 41,353 | $26.5m | 17.3% |
| VGT VANGUARD WORLD FD | 193,882 | $23.2m | 15.1% |
| INVESCO EXCH TRADED FD TR II | 115,351 | $14.6m | 9.5% |
| XLY SELECT SECTOR SPDR TR | 115,749 | $13.6m | 8.9% |
| AIRR FIRST TR EXCHANGE TRADED FD | 89,380 | $11.9m | 7.8% |
| FCOM FIDELITY COVINGTON TRUST | 166,702 | $11.6m | 7.6% |
| IHI ISHARES TR | 233,348 | $11.5m | 7.5% |
| VDC VANGUARD WORLD FD | 30,477 | $6.9m | 4.5% |
| INVESCO EXCH TRADED FD TR II | 84,712 | $4.7m | 3.1% |
| DFIV DIMENSIONAL ETF TRUST | 87,353 | $4.7m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2049950")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.