REDSTONE WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Oklahoma City, OK
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 125,497
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/16/2026 | 43 | 125,497 | 13F-HR | REDSTONE WEALTH MANAGEMENT, LLC |
| Q4 2025 | 2/9/2026 | 39 | 126,564 | 13F-HR | REDSTONE WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.44 K | 14.7% | 0 | 29.47 K | -29.47 K |
| ETFs | 107.1 K | 85.3% | 28.4 K | 0 | 28.4 K |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
125,497
Holdings
43
QoQ value change ($000)
-1,067
(-0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.