Rede Wealth

Rede Wealth as of June 30, 2026

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