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Conard Brent Terrell

Redstone Wealth Management, Llc

Assets Managed
$153.229M
Holdings
31
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
22.1%(2Q avg: 10.63%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Redstone Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 31 positions.

Assets under management

The assets under management (AUM) of Redstone Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 153.229M in assets, with a quarterly growth rate of 22.1% and a 2-quarter average growth rate of 10.63%. The portfolio is managed by Conard Brent Terrell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SOXX
Ishares Semiconductor Etf
Recent Activity
Decreased -23.78%
17.3%
$26.498M
41,353 shares@ $640.77 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 596.22%
15.13%
$23.173M
193,882 shares@ $119.53 avg price
KBWP
Invesco Kbw Property & Casua
Recent Activity
Increased 26.7%
9.55%
$14.623M
115,351 shares@ $126.77 avg price
XLY
Consumer Discretionary Selt
Recent Activity
Increased 27.51%
8.86%
$13.575M
115,749 shares@ $117.29 avg price
AIRR
First Trust Rba American Ind
Recent Activity
Increased 2.91%
7.78%
$11.91M
89,380 shares@ $133.26 avg price
FCOM
Fidelity Msci Communication
Recent Activity
Increased 32.29%
7.56%
$11.583M
166,702 shares@ $69.49 avg price
IHI
Ishares U.s. Medical Devices
Recent Activity
Increased 65.5%
7.53%
$11.53M
233,348 shares@ $49.42 avg price
VDC
Vanguard Consumer Staple Etf
Recent Activity
Increased 36.58%
4.49%
$6.872M
30,477 shares@ $225.5 avg price
PIZ
Invesco Dorsey Wright Develo
Recent Activity
Increased 31.19%
3.1%
$4.735M
84,712 shares@ $55.9 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 36.95%
3.08%
$4.719M
87,353 shares@ $54.02 avg price

1-10 of 31