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Home > Institutional Investor > Redstone Wealth Management, Llc > Profile

Instuitional Investor - Redstone Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Redstone Wealth Management, Llc
Portfolio Value $125,496,623
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fund
 27,848 $19,430,430 15.48%
2.
Ishares Trust
 IEF 54,255 $17,831,529 14.21%
3.
Invesco Exch Traded Fd Tr Ii
 91,046 $10,832,870 8.63%
4.
Sector Spdr Trust
 XLB 90,783 $9,893,563 7.88%
5.
First Tr Exchange Traded Fd - RBA INDL ETF
 86,859 $9,622,317 7.67%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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