Rede Wealth
Latest statistics and disclosures from Rede Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.A, AAPL, ITOT, JNJ, IVV, and represent 67.29% of Rede Wealth's stock portfolio.
- Added to shares of these 10 stocks: BRK.A (+$156M), ITOT (+$8.6M), JNJ (+$6.8M), AMZN, BRK.B, VTEB, IVV, SPYG, IXUS, QQQM.
- Started 79 new stock positions in DIS, T, MBB, RSPT, ETH, CAT, SBUX, BIL, SPLV, QQEW.
- Reduced shares in these 10 stocks: VEA (-$13M), TSLA (-$11M), VWO (-$6.7M), DVY (-$5.5M), UBER, EVMO, SCHP, IWB, GOOG, ABBV.
- Sold out of its positions in ABT, ADBE, AMD, APD, GOOG, MO, AXP, AMGN, APH, ATO.
- Rede Wealth was a net buyer of stock by $160M.
- Rede Wealth has $288M in assets under management (AUM), dropping by 125.99%.
- Central Index Key (CIK): 0001842054
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Portfolio Holdings for Rede Wealth
Rede Wealth holds 109 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 54.6 | $157M | +20700% | 208.00 | 754800.00 |
|
| Apple (AAPL) | 4.5 | $13M | +13% | 48k | 271.86 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.0 | $8.6M | NEW | 58k | 148.69 |
|
| Johnson & Johnson (JNJ) | 2.7 | $7.7M | +754% | 37k | 206.95 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.6 | $7.5M | +61% | 11k | 684.96 |
|
| Amazon (AMZN) | 2.0 | $5.6M | +175% | 24k | 230.82 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $5.1M | +221% | 10k | 502.65 |
|
| Microsoft Corporation (MSFT) | 1.4 | $4.0M | -20% | 8.3k | 483.61 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $3.5M | +204% | 5.2k | 681.92 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.2 | $3.4M | NEW | 67k | 50.29 |
|
| Spdr Series Trust State Street Spd (SPYG) | 1.0 | $2.8M | NEW | 26k | 106.70 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $2.7M | +46% | 14k | 186.50 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.9 | $2.5M | NEW | 29k | 84.64 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.9 | $2.5M | NEW | 9.7k | 252.93 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.8 | $2.2M | NEW | 37k | 60.81 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $2.1M | -11% | 18k | 120.34 |
|
| Applied Materials (AMAT) | 0.7 | $1.9M | NEW | 7.3k | 256.99 |
|
| Coinbase Global Com Cl A (COIN) | 0.6 | $1.8M | NEW | 8.1k | 226.15 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.6 | $1.8M | NEW | 73k | 25.08 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.6 | $1.8M | NEW | 42k | 42.99 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.6 | $1.7M | NEW | 37k | 46.04 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.5 | $1.4M | +309% | 28k | 49.46 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $1.4M | NEW | 14k | 99.88 |
|
| Spdr Series Trust State Street Spd (SPHY) | 0.5 | $1.4M | NEW | 59k | 23.67 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $1.2M | NEW | 43k | 28.48 |
|
| Netflix (NFLX) | 0.4 | $1.2M | +3913% | 13k | 93.76 |
|
| McDonald's Corporation (MCD) | 0.4 | $1.1M | +180% | 3.6k | 305.63 |
|
| Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) | 0.4 | $1.1M | NEW | 21k | 50.60 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.1M | -7% | 3.3k | 322.21 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $1.0M | NEW | 5.5k | 190.99 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $1.0M | NEW | 35k | 30.07 |
|
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.3 | $991k | NEW | 35k | 28.06 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $972k | NEW | 4.9k | 199.68 |
|
| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.3 | $940k | NEW | 11k | 82.73 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.3 | $925k | NEW | 38k | 24.37 |
|
| Procter & Gamble Company (PG) | 0.3 | $904k | +338% | 6.3k | 143.30 |
|
| UnitedHealth (UNH) | 0.3 | $864k | +208% | 2.6k | 330.13 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.3 | $861k | NEW | 6.7k | 128.83 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $855k | NEW | 32k | 26.91 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $847k | NEW | 5.3k | 160.97 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $811k | NEW | 17k | 46.81 |
|
| Spdr Series Trust State Street Spd (HYMB) | 0.3 | $791k | NEW | 32k | 24.94 |
|
| Visa Com Cl A (V) | 0.3 | $766k | +33% | 2.2k | 350.68 |
|
| Enterprise Products Partners (EPD) | 0.3 | $746k | NEW | 23k | 32.06 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.3 | $744k | NEW | 9.0k | 82.48 |
|
| Blackrock (BLK) | 0.3 | $742k | +298% | 693.00 | 1070.59 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $693k | NEW | 1.2k | 570.95 |
|
| Norfolk Southern (NSC) | 0.2 | $693k | NEW | 2.4k | 288.77 |
|
| Aon Shs Cl A (AON) | 0.2 | $670k | NEW | 1.9k | 352.88 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $634k | NEW | 5.3k | 119.35 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $603k | NEW | 8.4k | 71.42 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $597k | NEW | 8.2k | 72.68 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.2 | $590k | NEW | 6.0k | 97.80 |
|
| Automatic Data Processing (ADP) | 0.2 | $576k | -40% | 2.2k | 257.23 |
|
| At&t (T) | 0.2 | $572k | NEW | 23k | 24.84 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $564k | NEW | 3.1k | 183.40 |
|
| Chubb (CB) | 0.2 | $532k | NEW | 1.7k | 312.12 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.2 | $529k | NEW | 40k | 13.25 |
|
| Corning Incorporated (GLW) | 0.2 | $521k | NEW | 5.9k | 87.56 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $513k | NEW | 4.8k | 106.70 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $494k | NEW | 462.00 | 1069.86 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $486k | +23% | 1.9k | 257.95 |
|
| CSX Corporation (CSX) | 0.2 | $481k | NEW | 13k | 36.25 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $442k | NEW | 9.0k | 49.21 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $440k | NEW | 18k | 24.04 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $428k | -76% | 1.4k | 313.00 |
|
| Tesla Motors (TSLA) | 0.1 | $397k | -96% | 882.00 | 449.72 |
|
| Abbvie (ABBV) | 0.1 | $379k | -80% | 1.7k | 228.47 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $378k | NEW | 7.8k | 48.32 |
|
| Coca-Cola Company (KO) | 0.1 | $372k | -68% | 5.3k | 69.91 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $372k | NEW | 21k | 17.96 |
|
| Caterpillar (CAT) | 0.1 | $370k | NEW | 646.00 | 573.12 |
|
| Union Pacific Corporation (UNP) | 0.1 | $366k | NEW | 1.6k | 231.32 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $365k | +72% | 7.2k | 50.58 |
|
| 3M Company (MMM) | 0.1 | $362k | +19% | 2.3k | 160.11 |
|
| Abrdn Etfs Bbrg All Commdy (BCD) | 0.1 | $358k | NEW | 12k | 30.96 |
|
| Cisco Systems (CSCO) | 0.1 | $357k | NEW | 4.6k | 77.03 |
|
| Chevron Corporation (CVX) | 0.1 | $356k | NEW | 2.3k | 152.41 |
|
| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.1 | $354k | NEW | 14k | 24.73 |
|
| Starbucks Corporation (SBUX) | 0.1 | $351k | NEW | 4.2k | 84.22 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $347k | NEW | 3.6k | 95.22 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $335k | NEW | 2.2k | 148.98 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $333k | -32% | 542.00 | 614.31 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $331k | NEW | 3.5k | 95.09 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $321k | NEW | 3.5k | 91.38 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $320k | NEW | 1.3k | 250.31 |
|
| Walt Disney Company (DIS) | 0.1 | $314k | NEW | 2.8k | 113.79 |
|
| First Tr Exchange-traded Nasdaq-100 Sel (QQEW) | 0.1 | $308k | NEW | 2.2k | 142.13 |
|
| Eaton Corp SHS (ETN) | 0.1 | $303k | NEW | 950.00 | 318.51 |
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $302k | NEW | 3.8k | 79.84 |
|
| FedEx Corporation (FDX) | 0.1 | $297k | NEW | 1.0k | 288.75 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $292k | NEW | 6.0k | 48.75 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $287k | NEW | 5.4k | 52.88 |
|
| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.1 | $285k | NEW | 5.4k | 52.64 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $281k | NEW | 5.2k | 53.83 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $255k | NEW | 5.7k | 45.05 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $249k | NEW | 2.1k | 116.11 |
|
| Verizon Communications (VZ) | 0.1 | $247k | -12% | 6.1k | 40.73 |
|
| Oneok (OKE) | 0.1 | $241k | NEW | 3.3k | 73.50 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $235k | NEW | 2.4k | 96.16 |
|
| Hexcel Corporation (HXL) | 0.1 | $233k | NEW | 3.2k | 73.89 |
|
| Ishares Tr Esg Select Scre (XJH) | 0.1 | $230k | NEW | 5.1k | 44.65 |
|
| Philip Morris International (PM) | 0.1 | $227k | -36% | 1.4k | 160.40 |
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.1 | $225k | NEW | 2.1k | 108.36 |
|
| International Business Machines (IBM) | 0.1 | $221k | -76% | 745.00 | 296.30 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $213k | NEW | 700.00 | 303.89 |
|
| Quanta Services (PWR) | 0.1 | $211k | NEW | 500.00 | 422.06 |
|
| Allstate Corporation (ALL) | 0.1 | $208k | NEW | 1.0k | 208.15 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $200k | NEW | 4.4k | 45.51 |
|
Past Filings by Rede Wealth
SEC 13F filings are viewable for Rede Wealth going back to 2020
- Rede Wealth 2025 Q4 filed Jan. 23, 2026
- Rede Wealth 2025 Q3 filed Oct. 29, 2025
- Rede Wealth 2025 Q2 filed Aug. 4, 2025
- Rede Wealth 2025 Q1 filed May 14, 2025
- Rede Wealth 2024 Q4 filed Jan. 28, 2025
- Rede Wealth 2024 Q3 filed Oct. 18, 2024
- Rede Wealth 2024 Q2 filed Aug. 5, 2024
- Rede Wealth 2024 Q1 filed May 3, 2024
- Rede Wealth 2023 Q4 filed Jan. 17, 2024
- Rede Wealth 2023 Q3 filed Nov. 8, 2023
- Rede Wealth 2023 Q2 filed Aug. 7, 2023
- Rede Wealth 2023 Q1 filed April 26, 2023
- Rede Wealth 2022 Q4 filed Jan. 17, 2023
- Rede Wealth 2022 Q3 filed Oct. 17, 2022
- Rede Wealth 2022 Q2 filed July 21, 2022
- Rede Wealth 2022 Q1 filed April 18, 2022