Portfolio (Quarterly) Guide ↗

REDSTONE WEALTH MANAGEMENT, LLC

· CIK 0002049950

13F Portfolio $153M AUM 31 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 1 New 12 Added 11 Reduced 13 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	FIW	FIRST TR EXCHANGE-TRADED FD	—	10,894	$1.1M	0.90%	SOLD
2	XOM	EXXON MOBIL CORP	Energy	6,403	$1.1M	0.87%	SOLD
3	XLP	SELECT SECTOR SPDR TR	—	11,533	$945K	0.75%	SOLD
4	IYC	ISHARES TR	—	7,555	$732K	0.58%	SOLD
5	FXO	FIRST TR EXCHANGE-TRADED FD	—	11,152	$627K	0.50%	SOLD
6	XLI	SELECT SECTOR SPDR TR	—	3,368	$545K	0.43%	SOLD
7	IGPT	INVESCO EXCHANGE TRADED FD T	—	6,890	$400K	0.32%	SOLD
8	IBB	ISHARES TR	—	1,478	$250K	0.20%	SOLD
9	IYF	ISHARES TR	—	2,041	$240K	0.19%	SOLD
10	FXL	FIRST TR EXCHANGE-TRADED FD	—	1,437	$228K	0.18%	SOLD
11	PNQI	INVESCO EXCHANGE TRADED FD T	—	5,103	$228K	0.18%	SOLD
12	IYT	ISHARES TR	—	2,686	$200K	0.16%	SOLD
13	CRGY	CRESCENT ENERGY COMPANY	Energy	12,145	$164K	0.13%	SOLD

Sector Allocation

Technology 80.7%

Financial Services 12.6%

Consumer Cyclical 4.8%

Communication Services 1.9%