Rede Wealth

Rede Wealth as of March 31, 2026

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