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Conard Brent Terrell

Redstone Wealth Management, Llc

Assets Managed
$125.497M
Holdings
43
Last Quarter
2026 - Q1
Filed Date
1mo 30d ago
Growth Rate
-0.84%(2Q avg: -0.42%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Redstone Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 43 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 125.497M in assets, with a quarterly growth rate of -0.84% and a 2-quarter average growth rate of -0.42%. The portfolio is managed by Conard Brent Terrell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 2.44%
15.49%
$19.43M
27,848 shares@ $697.74 avg price
SOXX
Ishares Semiconductor Etf
Recent Activity
Decreased -0.21%
14.21%
$17.832M
54,255 shares@ $328.67 avg price
KBWP
Invesco Kbw Property & Casua
Recent Activity
Increased 0.64%
8.64%
$10.833M
91,046 shares@ $118.99 avg price
XLY
Consumer Discretionary Selt
Recent Activity
Increased 1.35%
7.89%
$9.894M
90,783 shares@ $108.99 avg price
AIRR
First Trust Rba American Ind
Recent Activity
Increased 1.73%
7.67%
$9.622M
86,859 shares@ $110.79 avg price
FCOM
Fidelity Msci Communication
Recent Activity
Increased 2.69%
6.85%
$8.585M
126,022 shares@ $68.13 avg price
IHI
Ishares U.s. Medical Devices
Recent Activity
Decreased -0.94%
6%
$7.522M
141,001 shares@ $53.36 avg price
VDC
Vanguard Consumer Staple Etf
Recent Activity
Increased 7.44%
4%
$5.012M
22,315 shares@ $224.6 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 17.88%
3.28%
$4.112M
23,576 shares@ $174.41 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.02%
2.91%
$3.642M
6,095 shares@ $597.55 avg price

1-10 of 43