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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 65.63% of Rede Wealth's stock portfolio.
Added to shares of these 10 stocks: FBND, IALT, RAAX, ITOT, CTA, SPHY, INTC, SPTI, NAVN, ETH.
Started 12 new stock positions in RSPT, IALT, PZA, CTA, NAVN, IBM, SPTI, KRMA, GOOG, FTEC. RAAX, INTC.
Reduced shares in these 10 stocks: SCHR, SCHO, SCHA, DYNF, VTIP, EMXC, IMCB, , PDBC, VTEB.
Sold out of its positions in SLV, SCHR, SCHO.
Rede Wealth was a net buyer of stock by $3.3M.
Rede Wealth has $302M in assets under management (AUM), dropping by 8.64%.
Central Index Key (CIK): 0001842054

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Portfolio Holdings for Rede Wealth

Rede Wealth holds 117 positions in its portfolio as reported in the June 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)	51.6	$156M		208.00	748850.00	View chart
Apple (AAPL)	4.5	$14M		47k	289.36	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	3.6	$11M	+7%	65k	164.27	View chart
Johnson & Johnson (JNJ)	3.1	$9.4M		37k	253.97	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.9	$8.7M		12k	748.90	View chart
Amazon (AMZN)	1.9	$5.6M		24k	238.34	View chart
Applied Materials (AMAT)	1.7	$5.3M		7.3k	723.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$5.0M		9.9k	500.37	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.4	$4.1M	+166%	91k	45.49	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$3.9M		5.2k	746.77	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.2	$3.5M	+8%	12k	302.97	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$3.2M	-5%	64k	50.58	View chart
Microsoft Corporation (MSFT)	1.0	$3.1M		8.3k	373.01	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.0	$3.1M	-2%	26k	118.99	View chart
NVIDIA Corporation (NVDA)	0.9	$2.8M		14k	200.09	View chart
Ishares Tr Core Msci Total (IXUS)	0.9	$2.6M	+4%	28k	95.44	View chart
Exxon Mobil Corporation (XOM)	0.8	$2.4M		18k	136.72	View chart
Ishares Tr Core Msci Intl (IDEV)	0.6	$1.7M	+13%	19k	89.01	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.5	$1.6M	+45%	67k	23.44	View chart
Corning Incorporated (GLW)	0.5	$1.5M		5.9k	255.43	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.5	$1.4M	-34%	21k	68.01	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.4M	+10%	6.3k	217.93	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$1.2M		4.9k	252.23	View chart
Coinbase Global Com Cl A (COIN)	0.4	$1.2M		8.1k	146.20	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.4	$1.2M	-23%	12k	96.56	View chart
Grayscale Ethereum Staking Shs New (ETH)	0.4	$1.1M	+39%	74k	15.03	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$1.1M	-33%	22k	50.23	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.1M		3.3k	327.32	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$1.1M	+11%	30k	36.87	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.4	$1.1M	NEW	38k	28.05	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$1.0M	+2%	11k	98.98	View chart
UnitedHealth (UNH)	0.3	$1.0M		2.5k	415.61	View chart
McDonald's Corporation (MCD)	0.3	$962k		3.6k	270.29	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.3	$953k	NEW	24k	39.67	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.3	$946k	+5%	18k	51.78	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$935k		32k	29.43	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$935k		470.00	1989.44	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$931k	-45%	26k	36.13	View chart
Procter & Gamble Company (PG)	0.3	$927k		6.3k	146.63	View chart
Netflix (NFLX)	0.3	$921k		13k	71.40	View chart
Enterprise Products Partners (EPD)	0.3	$855k		23k	36.76	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.3	$827k	-6%	33k	25.44	View chart
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC)	0.3	$817k	-13%	24k	33.91	View chart
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)	0.3	$795k		20k	40.01	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$759k	-37%	7.4k	102.30	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.2	$751k	-8%	5.3k	142.39	View chart
Norfolk Southern (NSC)	0.2	$743k		2.4k	314.65	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.2	$737k	NEW	28k	25.94	View chart
Blackrock (BLK)	0.2	$667k		693.00	961.78	View chart
Caterpillar (CAT)	0.2	$662k	-3%	622.00	1064.20	View chart
Aon Shs Cl A (AON)	0.2	$630k		1.9k	331.69	View chart
Mastercard Incorporated Cl A (MA)	0.2	$624k		1.2k	513.39	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$623k	+3%	2.1k	303.12	View chart
CSX Corporation (CSX)	0.2	$610k	-3%	13k	47.53	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$601k		5.3k	114.18	View chart
Raytheon Technologies Corp (RTX)	0.2	$584k		3.1k	189.73	View chart
Chubb (CB)	0.2	$580k		1.7k	340.74	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$570k		7.6k	74.90	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$528k	-16%	4.5k	117.06	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$527k	-4%	4.9k	106.47	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$512k		19k	27.70	View chart
Automatic Data Processing (ADP)	0.2	$501k		2.2k	223.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$499k		1.4k	357.37	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$491k	+11%	4.2k	117.45	View chart
At&t (T)	0.2	$477k		23k	20.70	View chart
Intel Corporation (INTC)	0.2	$467k	NEW	3.3k	139.65	View chart
Truist Financial Corp equities (TFC)	0.1	$448k		9.0k	49.82	View chart
Visa Com Cl A (V)	0.1	$445k		1.3k	342.97	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$437k	-2%	9.1k	48.25	View chart
Coca-Cola Company (KO)	0.1	$432k		5.3k	81.27	View chart
Union Pacific Corporation (UNP)	0.1	$431k		1.6k	272.00	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$430k		1.3k	342.83	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$429k		19k	22.26	View chart
Abbvie (ABBV)	0.1	$420k		1.7k	251.67	View chart
Cisco Systems (CSCO)	0.1	$417k		3.6k	117.46	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$415k	+7%	564.00	736.40	View chart
Eaton Corp SHS (ETN)	0.1	$405k		950.00	426.12	View chart
Starbucks Corporation (SBUX)	0.1	$403k		3.9k	102.20	View chart
Chevron Corporation (CVX)	0.1	$388k		2.3k	165.73	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$381k	+11%	4.0k	94.52	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$372k		3.8k	98.30	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$368k		2.2k	163.67	View chart
3M Company (MMM)	0.1	$366k		2.3k	161.94	View chart
Quanta Services (PWR)	0.1	$360k		500.00	720.04	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.1	$352k	NEW	12k	28.39	View chart
Navan Cl A (NAVN)	0.1	$340k	NEW	15k	22.87	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$334k		700.00	477.57	View chart
Tesla Motors (TSLA)	0.1	$330k		785.00	420.60	View chart
FedEx Corporation (FDX)	0.1	$325k		1.0k	313.02	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$320k		3.5k	91.64	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.1	$319k		5.4k	59.25	View chart
Hexcel Corporation (HXL)	0.1	$316k		3.2k	100.07	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$314k		6.0k	52.41	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$313k	-24%	6.5k	48.43	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$310k		2.1k	144.63	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$302k		5.2k	57.84	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$302k	+4%	6.0k	49.99	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$301k	NEW	13k	23.52	View chart
MasTec (MTZ)	0.1	$289k		695.00	416.06	View chart
Oneok (OKE)	0.1	$285k		3.3k	86.94	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.1	$285k	-17%	1.8k	159.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$284k	NEW	4.4k	64.50	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$276k	-46%	17k	15.88	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$268k	+23%	2.6k	102.81	View chart
Walt Disney Company (DIS)	0.1	$266k		2.8k	96.23	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$262k	+13%	2.8k	94.57	View chart
Verizon Communications (VZ)	0.1	$257k		6.1k	42.34	View chart
Philip Morris International (PM)	0.1	$256k		1.4k	180.91	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$254k	+5%	4.9k	52.15	View chart
Allstate Corporation (ALL)	0.1	$238k		1.0k	237.94	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$238k		2.1k	114.61	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$224k	NEW	635.00	353.33	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.1	$213k	+7%	13k	16.61	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$212k		2.5k	83.07	View chart
Global X Fds Conscious Cos (KRMA)	0.1	$211k	NEW	4.5k	46.98	View chart
International Business Machines (IBM)	0.1	$210k	NEW	747.00	281.29	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$207k	NEW	726.00	285.58	View chart

Past Filings by Rede Wealth

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

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
Rede Wealth 2022 Q3 filed Oct. 17, 2022

View all past filings

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