Long-term investor
Redstone Wealth Management, LLC @redstonewealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002049950).
Record
- Tracked since 2025-12-31 (250 days), 31 trades recorded
- Returns: week n/a · month n/a · 90 days +7.8% · 6 months n/a · 1 year n/a · all +4.6%
- Max drawdown n/a · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SOXX · 17.3% · long · since 2025-12-31
- VGT · 15.1% · long · since 2025-12-31
- KBWP · 9.5% · long · since 2025-12-31
- XLY · 8.9% · long · since 2025-12-31
- AIRR · 7.8% · long · since 2025-12-31
- FCOM · 7.6% · long · since 2025-12-31
- IHI · 7.5% · long · since 2025-12-31
- VDC · 4.5% · long · since 2025-12-31
- PIZ · 3.1% · long · since 2026-03-31
- DFIV · 3.1% · long · since 2026-03-31
- NVDA · 3.1% · long · since 2025-12-31
- RSPU · 2.9% · long · since 2025-12-31