Redstone Wealth Management, LLC has filed its quarterly 13F-HR report with the SEC, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insight into the firm’s investment strategy and positions at a time when institutional investments are under scrutiny.
Redstone Wealth Management is based in Oklahoma City, Oklahoma. The firm specializes in wealth management and has been active in filing its quarterly reports. The latest filing, accession number 0002049950-26-000004, was submitted on October 20, 2026, and follows previous filings on July 15, 2026, April 16, 2026, and February 9, 2026.
The filing states that the period of report is for September 30, 2026, and was accepted on the same day. However, specific details regarding the investment holdings were not disclosed in the filing text.
This update may affect various stakeholders, including clients of Redstone Wealth Management and other institutional investors who monitor the firm’s activities. The wealth management industry, which includes firms like Redstone, is continuously evolving, and such filings are critical for understanding broader market trends.
The filing does not specify what steps Redstone Wealth Management will take next, leaving stakeholders to await further updates from the firm.
Additional Insights from the Filing
The filing reveals that Redstone Wealth Management, LLC has a Central Index Key (CIK) number of 0002049950, which is used to identify the firm in SEC filings. This unique identifier helps investors and analysts track the firm's activities and holdings over time.
Furthermore, the firm is incorporated in Oklahoma and has a fiscal year that ends on December 31. This information is relevant for stakeholders who may be interested in the firm's financial reporting schedule and tax obligations.
Redstone Wealth Management's mailing and business address is listed as 3404 NW 135th St, Oklahoma City, OK 73120, along with a contact phone number, (405) 844-9933. This contact information may be useful for clients or potential investors seeking to engage with the firm directly.
It is important to note that the filing does not provide specific details about the investment holdings or strategies employed by Redstone Wealth Management, leaving stakeholders without insights into the firm's current market positions.