Redstone Wealth Management, LLC reported 12 positions worth $17.80M for the quarter ended Sep 30, 2026, up 70.3% on the prior quarter. It opened 3 new positions, added to 4, trimmed 1 and exited 0. Its largest holding is Palantir Technologies Inc. at 33.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PLTR Palantir Technologies Inc. | +32.1K | – | $6.00M | 33.72% |
| AMZN Amazon Com Inc | +970 | – | $241.68K | 1.36% |
| META Meta Platforms, Inc. | +310 | – | $224.98K | 1.26% |
| AAPL Apple Inc. | +65 | +3.0% | $21.65K | 4.12% |
| GLD Spdr Gold Trust | +56 | +9.3% | $21.33K | 1.41% |
| V Visa Inc. | +52 | +6.4% | $18.69K | 1.74% |
| NVDA Nvidia Corp | +41 | +0.2% | $9.36K | 30.31% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IBIT iShares Bitcoin Trust ETF | -1,172 | -8.6% | $55.48K | 3.33% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PLTR Palantir Technologies Inc. | Technology | 32.1K | $6.00M | 33.72% | +32.1K | – | New | 0% |
| 2 | NVDA Nvidia Corp | Technology | 23.6K | $5.39M | 30.31% | +41 | +0.2% | Added | 0% |
| 3 | AMD Advanced Micro Devices Inc | Technology | 4,509 | $2.76M | 15.5% | 0 | 0.0% | Unchanged | 0% |
| 4 | AVGO Broadcom Inc. | Technology | 2,144 | $752.97K | 4.23% | 0 | 0.0% | Unchanged | 0% |
| 5 | AAPL Apple Inc. | Technology | 2,199 | $732.48K | 4.12% | +65 | +3.0% | Added | 0% |
| 6 | IBIT iShares Bitcoin Trust ETF | Others | 12.5K | $592.74K | 3.33% | -1,172 | -8.6% | Reduced | 0% |
| 7 | V Visa Inc. | Financial Services | 861 | $309.38K | 1.74% | +52 | +6.4% | Added | 0% |
| 8 | DKS Dick'S Sporting Goods, Inc. | Consumer Discretionary | 2,300 | $308.87K | 1.74% | 0 | 0.0% | Unchanged | 0% |
| 9 | GLD Spdr Gold Trust | Financial Services | 660 | $251.35K | 1.41% | +56 | +9.3% | Added | 0% |
| 10 | AMZN Amazon Com Inc | Consumer Discretionary | 970 | $241.68K | 1.36% | +970 | – | New | 0% |
| 11 | ROKU Roku, Inc | Technology | 1,500 | $228.42K | 1.28% | 0 | 0.0% | Unchanged | 0% |
| 12 | META Meta Platforms, Inc. | Technology | 310 | $224.98K | 1.26% | +310 | – | New | 0% |
Tip. Select a row to see that position’s full history at Redstone Wealth Management.
As of its Q3 2026 13F filing, Redstone Wealth Management, LLC’s five largest positions were Palantir Technologies Inc. (PLTR) at 33.7%, Nvidia Corp (NVDA) at 30.3%, Advanced Micro Devices Inc (AMD) at 15.5%, Broadcom Inc. (AVGO) at 4.2%, Apple Inc. (AAPL) at 4.1% of the reported portfolio.
Redstone Wealth Management, LLC reported a 13F portfolio worth $17.80M across 12 positions for Q3 2026. That is up 70.3% from the previous quarter.
Its largest purchases by value were Palantir Technologies Inc. ($6.00M), Amazon Com Inc ($241.68K), Meta Platforms, Inc. ($224.98K). It opened 3 new positions.
Its largest sales by value were iShares Bitcoin Trust ETF ($55.48K). It exited 0 positions entirely.
From the Form 13F-HR reports Redstone Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.