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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 66.02% of Rede Wealth's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp, FBND, ITOT, FERG, Oneok, MRK, IALT, RAAX, QQQM, SPHY.
Started 4 new stock positions in FERG, MRK, Oneok, Exxon Mobil Corp.
Reduced shares in these 10 stocks: , DYNF, NAVN, MTZ, OKE, ETH, BRK.B, IBM, AAPL, SUB.
Sold out of its positions in XOM, IBM, MTZ, NAVN, OKE.
Rede Wealth was a net seller of stock by $-235k.
Rede Wealth has $304M in assets under management (AUM), dropping by 0.80%.
Central Index Key (CIK): 0001842054

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Portfolio Holdings for Rede Wealth

Rede Wealth holds 116 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Inc Del Cl A (BRK.A)	51.0	$155M		208.00	747005.00	View chart
Apple (AAPL)	5.1	$16M		47k	333.02	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	3.8	$12M	+5%	69k	166.28	View chart
Johnson & Johnson (JNJ)	3.2	$9.8M		37k	264.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.9	$8.9M		12k	765.85	View chart
Amazon (AMZN)	1.9	$5.8M		23k	249.15	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.6	$4.8M	+21%	110k	43.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$4.7M	-4%	9.5k	497.96	View chart
Microsoft Corporation (MSFT)	1.4	$4.3M		8.3k	512.93	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$3.8M	-2%	5.0k	762.63	View chart
Applied Materials (AMAT)	1.2	$3.7M		7.3k	511.38	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.2	$3.7M	+4%	12k	304.63	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.1	$3.2M		26k	123.08	View chart
NVIDIA Corporation (NVDA)	1.0	$3.2M		14k	228.37	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$3.0M		64k	47.36	View chart
Exxonmobil Holdings Corp Com Shs	0.9	$2.6M	NEW	16k	162.75	View chart
Ishares Tr Core Msci Total (IXUS)	0.8	$2.6M		27k	94.99	View chart
Ishares Tr Core Msci Intl (IDEV)	0.6	$1.8M	+5%	20k	89.48	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.5	$1.7M	+9%	73k	22.59	View chart
Grayscale Ethereum Staking Shs New (ETH)	0.5	$1.6M	-13%	64k	25.49	View chart
Coinbase Global Com Cl A (COIN)	0.5	$1.5M	-3%	7.8k	186.41	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.4	$1.3M	+16%	44k	29.86	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$1.3M		4.9k	264.90	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.4	$1.3M	-8%	5.8k	216.07	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.4	$1.2M		12k	94.48	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.4	$1.1M	+18%	28k	39.83	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.1M		3.3k	330.82	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$1.1M		22k	49.22	View chart
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC)	0.3	$1.1M	-9%	22k	48.29	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$1.0M	+3%	11k	94.54	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$974k	-3%	29k	34.02	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$954k		32k	30.00	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.3	$942k	+14%	33k	28.84	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.3	$924k	-2%	18k	51.76	View chart
Corning Incorporated (GLW)	0.3	$920k		6.0k	153.76	View chart
Procter & Gamble Company (PG)	0.3	$897k	-2%	6.2k	145.28	View chart
UnitedHealth (UNH)	0.3	$876k	-5%	2.4k	367.10	View chart
Netflix (NFLX)	0.3	$872k	-2%	13k	69.58	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$858k	+2%	26k	32.63	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$844k		466.00	1811.67	View chart
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)	0.3	$836k		20k	41.42	View chart
Enterprise Products Partners (EPD)	0.3	$826k		23k	35.61	View chart
McDonald's Corporation (MCD)	0.3	$822k		3.6k	230.95	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.2	$757k		5.2k	146.18	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$756k	-3%	5.1k	148.30	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$739k		7.5k	99.08	View chart
Blackrock (BLK)	0.2	$734k		693.00	1058.60	View chart
Norfolk Southern (NSC)	0.2	$730k		2.4k	309.06	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.2	$717k	-5%	31k	23.47	View chart
Mastercard Incorporated Cl A (MA)	0.2	$698k	+4%	1.3k	551.53	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.2	$658k	+12%	2.3k	284.47	View chart
CSX Corporation (CSX)	0.2	$597k		13k	46.51	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$581k	-59%	8.4k	69.26	View chart
Automatic Data Processing (ADP)	0.2	$577k		2.2k	258.06	View chart
Raytheon Technologies Corp (RTX)	0.2	$566k		3.0k	185.65	View chart
At&t (T)	0.2	$562k		23k	24.40	View chart
Chubb (CB)	0.2	$554k		1.7k	325.25	View chart
Aon Shs Cl A (AON)	0.2	$525k		1.9k	276.77	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$513k		4.5k	113.69	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$508k		19k	27.47	View chart
Caterpillar (CAT)	0.2	$504k		622.00	810.48	View chart
Visa Com Cl A (V)	0.2	$493k	+5%	1.4k	359.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$481k		1.4k	344.09	View chart
Chevron Corporation (CVX)	0.2	$478k		2.3k	204.24	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$474k		4.2k	113.44	View chart
Coca-Cola Company (KO)	0.2	$458k		5.3k	86.08	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$457k		19k	23.72	View chart
Union Pacific Corporation (UNP)	0.1	$431k		1.6k	272.13	View chart
Abbvie (ABBV)	0.1	$419k	-3%	1.6k	261.65	View chart
Truist Financial Corp equities (TFC)	0.1	$416k		9.0k	46.30	View chart
Eaton Corp SHS (ETN)	0.1	$408k		950.00	429.71	View chart
Ferguson Enterprises Common Stock New (FERG)	0.1	$404k	NEW	1.8k	222.62	View chart
Intel Corporation (INTC)	0.1	$402k		3.3k	120.24	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$400k	-25%	5.7k	70.51	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$393k		1.2k	317.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$391k	-6%	529.00	739.33	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$375k		2.2k	166.80	View chart
Cisco Systems (CSCO)	0.1	$373k	-2%	3.5k	107.63	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$373k	-12%	7.9k	47.25	View chart
3M Company (MMM)	0.1	$371k		2.3k	164.12	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$371k	-28%	3.5k	104.54	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$361k		4.0k	89.62	View chart
Starbucks Corporation (SBUX)	0.1	$360k	-2%	3.8k	93.96	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$356k		3.8k	93.89	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$342k	+11%	6.7k	51.23	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.1	$338k		12k	27.28	View chart
Quanta Services (PWR)	0.1	$321k		500.00	642.51	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$319k		700.00	456.19	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$319k	+16%	15k	21.39	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$318k		3.5k	91.64	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$318k		6.0k	52.65	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$311k	-7%	16k	19.30	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$310k		2.1k	144.61	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.1	$306k		5.4k	57.27	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$303k		5.2k	57.82	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.1	$298k		13k	23.62	View chart
FedEx Corporation (FDX)	0.1	$297k		1.0k	285.01	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.1	$290k		1.8k	162.73	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$290k		4.4k	65.86	View chart
Walt Disney Company (DIS)	0.1	$289k		2.8k	104.89	View chart
Oneok	0.1	$280k	NEW	3.3k	85.27	View chart
Verizon Communications (VZ)	0.1	$278k		6.1k	45.87	View chart
Hexcel Corporation (HXL)	0.1	$265k		3.2k	83.92	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$265k		2.6k	103.05	View chart
Philip Morris International (PM)	0.1	$264k	-2%	1.4k	190.82	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$249k	-17%	5.3k	46.87	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$246k		2.8k	89.31	View chart
Tesla Motors (TSLA)	0.1	$240k	-13%	677.00	354.81	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$237k		4.9k	48.78	View chart
Allstate Corporation (ALL)	0.1	$222k		1.0k	221.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$222k	+2%	650.00	340.74	View chart
Global X Fds Morningstar Cap (KRMA)	0.1	$218k		4.5k	48.55	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$215k		717.00	300.06	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$209k		2.1k	100.84	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$205k		2.5k	80.60	View chart
Merck & Co (MRK)	0.1	$204k	NEW	1.4k	145.31	View chart

Past Filings by Rede Wealth

SEC 13F filings are viewable for Rede Wealth going back to 2020

Rede Wealth 2026 Q3 filed Oct. 22, 2026
Rede Wealth 2026 Q2 filed Aug. 3, 2026
Rede Wealth 2026 Q1 filed April 10, 2026
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

View all past filings

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