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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, JNJ, ITOT, IVV, and represent 67.15% of Rede Wealth's stock portfolio.
Added to shares of these 10 stocks: IDEV, IVV, ITOT, IMCB, ETH, EMXC, EZBC, QQQM, SLV, VTIP.
Started 3 new stock positions in SLV, XLP, MTZ.
Reduced shares in these 10 stocks: IAUM, AGG, ICSH, BCD, SPHY, DYNF, V, IXUS, SCHM, IBM.
Sold out of its positions in BCD, IBM, RSPT, ICSH.
Rede Wealth was a net seller of stock by $-449k.
Rede Wealth has $278M in assets under management (AUM), dropping by -3.38%.
Central Index Key (CIK): 0001842054

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Portfolio Holdings for Rede Wealth

Rede Wealth holds 108 positions in its portfolio as reported in the March 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)	53.7	$149M		208.00	718140.00	View chart
Apple (AAPL)	4.3	$12M		47k	253.79	View chart
Johnson & Johnson (JNJ)	3.3	$9.1M		37k	244.44	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	3.1	$8.6M	+4%	61k	142.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.8	$7.7M	+8%	12k	653.20	View chart
Amazon (AMZN)	1.8	$4.9M	-3%	24k	208.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.7	$4.8M		10k	479.20	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$3.4M		5.2k	650.34	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$3.3M		67k	49.89	View chart
Microsoft Corporation (MSFT)	1.1	$3.1M		8.3k	370.17	View chart
Exxon Mobil Corporation (XOM)	1.1	$3.0M		18k	169.66	View chart
Spdr Series Trust State Street Spd (SPYG)	0.9	$2.6M		27k	97.91	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.9	$2.6M	+11%	11k	237.62	View chart
Applied Materials (AMAT)	0.9	$2.5M		7.3k	341.79	View chart
NVIDIA Corporation (NVDA)	0.9	$2.5M		14k	174.40	View chart
Ishares Tr Core Msci Total (IXUS)	0.8	$2.3M	-10%	26k	86.64	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$1.8M	-14%	31k	58.18	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.6	$1.8M	-3%	71k	24.91	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$1.7M	+16%	33k	49.95	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$1.6M	-7%	34k	45.62	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$1.4M	+88%	17k	83.57	View chart
Coinbase Global Com Cl A (COIN)	0.5	$1.4M		8.1k	174.61	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$1.4M	+8%	47k	29.08	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.5	$1.3M	+38%	16k	83.43	View chart
Netflix (NFLX)	0.4	$1.2M		13k	96.15	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$1.2M	+25%	48k	24.27	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.1M	+5%	5.8k	196.20	View chart
McDonald's Corporation (MCD)	0.4	$1.1M		3.6k	310.82	View chart
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC)	0.4	$1.1M	+31%	28k	39.19	View chart
Spdr Series Trust State Street Spd (SPHY)	0.4	$1.1M	-22%	46k	23.32	View chart
Grayscale Ethereum Staking Shs New (ETH)	0.4	$1.1M	+50%	53k	19.86	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.0M	-26%	10k	99.27	View chart
JPMorgan Chase & Co. (JPM)	0.4	$982k		3.3k	294.15	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$939k	+45%	12k	78.66	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.3	$919k	-52%	20k	46.70	View chart
Procter & Gamble Company (PG)	0.3	$912k		6.3k	144.43	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$883k		4.9k	181.42	View chart
Enterprise Products Partners (EPD)	0.3	$883k		23k	37.84	View chart
Spdr Series Trust State Street Spd (HYMB)	0.3	$860k	+9%	35k	24.80	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$825k	-23%	27k	30.96	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$815k		32k	25.64	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.3	$809k		17k	46.91	View chart
Corning Incorporated (GLW)	0.3	$809k		5.9k	135.97	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.3	$701k	-13%	5.8k	121.19	View chart
UnitedHealth (UNH)	0.2	$691k	-2%	2.6k	270.57	View chart
Norfolk Southern (NSC)	0.2	$689k		2.4k	287.05	View chart
At&t (T)	0.2	$667k		23k	28.99	View chart
Blackrock (BLK)	0.2	$667k		693.00	961.94	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$624k		5.3k	118.62	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$613k		464.00	1320.83	View chart
Aon Shs Cl A (AON)	0.2	$613k		1.9k	322.78	View chart
Mastercard Incorporated Cl A (MA)	0.2	$607k		1.2k	499.58	View chart
Raytheon Technologies Corp (RTX)	0.2	$593k		3.1k	192.90	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.2	$564k	-18%	33k	17.32	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$557k	-9%	7.6k	73.14	View chart
Chubb (CB)	0.2	$555k		1.7k	325.93	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$551k	+7%	5.2k	106.50	View chart
CSX Corporation (CSX)	0.2	$545k		13k	41.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$518k	+5%	2.0k	261.92	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$494k	-9%	5.4k	90.94	View chart
Chevron Corporation (CVX)	0.2	$484k		2.3k	206.88	View chart
Caterpillar (CAT)	0.2	$458k		646.00	708.95	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$457k		19k	24.75	View chart
Automatic Data Processing (ADP)	0.2	$455k		2.2k	203.18	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$450k	+55%	9.3k	48.46	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$444k	-29%	3.7k	118.60	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.2	$430k	-6%	19k	22.33	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$414k	+10%	8.6k	48.05	View chart
Truist Financial Corp equities (TFC)	0.1	$413k		9.0k	45.97	View chart
Coca-Cola Company (KO)	0.1	$404k		5.3k	76.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$399k		1.4k	287.56	View chart
Visa Com Cl A (V)	0.1	$390k	-40%	1.3k	302.33	View chart
Union Pacific Corporation (UNP)	0.1	$384k		1.6k	242.62	View chart
FedEx Corporation (FDX)	0.1	$369k		1.0k	356.02	View chart
Abbvie (ABBV)	0.1	$362k		1.7k	217.53	View chart
Starbucks Corporation (SBUX)	0.1	$359k	-3%	4.0k	89.59	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$344k		3.6k	94.95	View chart
Eaton Corp SHS (ETN)	0.1	$340k		950.00	357.67	View chart
3M Company (MMM)	0.1	$328k		2.3k	145.25	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$321k		3.5k	91.64	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$318k		2.2k	141.42	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$317k	+11%	6.0k	52.56	View chart
Verizon Communications (VZ)	0.1	$304k		6.1k	50.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$302k	-3%	524.00	577.18	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$301k		5.2k	57.64	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$301k		1.3k	239.99	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$298k		3.8k	78.77	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.1	$298k		5.4k	55.10	View chart
Oneok (OKE)	0.1	$297k		3.3k	90.39	View chart
Tesla Motors (TSLA)	0.1	$293k	-10%	789.00	371.75	View chart
Cisco Systems (CSCO)	0.1	$279k	-22%	3.6k	77.58	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.1	$275k		2.2k	126.97	View chart
Quanta Services (PWR)	0.1	$275k		500.00	549.02	View chart
Walt Disney Company (DIS)	0.1	$266k		2.8k	96.36	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$263k	+2%	5.8k	45.50	View chart
Hexcel Corporation (HXL)	0.1	$256k		3.2k	80.92	View chart
Bank of New York Mellon Corporation (BK)	0.1	$254k		2.1k	118.63	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$251k	NEW	3.7k	68.14	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$241k		2.1k	116.11	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$237k		700.00	337.95	View chart
Philip Morris International (PM)	0.1	$234k		1.4k	165.34	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$233k		2.4k	95.44	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.1	$229k	-16%	12k	19.16	View chart
MasTec (MTZ)	0.1	$224k	NEW	695.00	321.74	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$209k	-10%	4.6k	45.37	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$209k	NEW	2.5k	81.98	View chart
Allstate Corporation (ALL)	0.1	$207k		1.0k	207.34	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$201k	-39%	2.1k	95.62	View chart

Past Filings by Rede Wealth

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

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
Rede Wealth 2022 Q3 filed Oct. 17, 2022
Rede Wealth 2022 Q2 filed July 21, 2022

View all past filings

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