Rede Wealth

Rede Wealth as of Dec. 31, 2025

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