Rede Wealth

Rede Wealth as of Sept. 30, 2026

Portfolio Holdings for Rede Wealth

Rede Wealth holds 116 positions in its portfolio as reported in the September 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) 51.0 $155M 208.00 747005.00
Apple (AAPL) 5.1 $16M 47k 333.02
Ishares Tr Core S&p Ttl Stk (ITOT) 3.8 $12M 69k 166.28
Johnson & Johnson (JNJ) 3.2 $9.8M 37k 264.74
Ishares Tr Core S&p500 Etf (IVV) 2.9 $8.9M 12k 765.85
Amazon (AMZN) 1.9 $5.8M 23k 249.15
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.6 $4.8M 110k 43.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $4.7M 9.5k 497.96
Microsoft Corporation (MSFT) 1.4 $4.3M 8.3k 512.93
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.3 $3.8M 5.0k 762.63
Applied Materials (AMAT) 1.2 $3.7M 7.3k 511.38
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.2 $3.7M 12k 304.63
Spdr Series Trust ST STR P500GRW (SPYG) 1.1 $3.2M 26k 123.08
NVIDIA Corporation (NVDA) 1.0 $3.2M 14k 228.37
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $3.0M 64k 47.36
Exxonmobil Holdings Corp Com Shs (XOM) 0.9 $2.6M 16k 162.75
Ishares Tr Core Msci Total (IXUS) 0.8 $2.6M 27k 94.99
Ishares Tr Core Msci Intl (IDEV) 0.6 $1.8M 20k 89.48
Spdr Series Trust St Port High Etf (SPHY) 0.5 $1.7M 73k 22.59
Grayscale Ethereum Staking Shs New (ETH) 0.5 $1.6M 64k 25.49
Coinbase Global Com Cl A (COIN) 0.5 $1.5M 7.8k 186.41
Blackrock Etf Trust Isha Syst Al Etf (IALT) 0.4 $1.3M 44k 29.86
Ishares Tr U.s. Tech Etf (IYW) 0.4 $1.3M 4.9k 264.90
Vanguard Index Fds Mrngstr Val Etf (VTV) 0.4 $1.3M 5.8k 216.07
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.4 $1.2M 12k 94.48
Vaneck Etf Trust Real Assets Etf (RAAX) 0.4 $1.1M 28k 39.83
JPMorgan Chase & Co. (JPM) 0.4 $1.1M 3.3k 330.82
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $1.1M 22k 49.22
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.3 $1.1M 22k 48.29
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $1.0M 11k 94.54
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $974k 29k 34.02
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $954k 32k 30.00
Simplify Exchange Traded Fun Managed Futures (CTA) 0.3 $942k 33k 28.84
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.3 $924k 18k 51.76
Corning Incorporated (GLW) 0.3 $920k 6.0k 153.76
Procter & Gamble Company (PG) 0.3 $897k 6.2k 145.28
UnitedHealth (UNH) 0.3 $876k 2.4k 367.10
Netflix (NFLX) 0.3 $872k 13k 69.58
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $858k 26k 32.63
Asml Hldg Nv N Y Registry Shs (ASML) 0.3 $844k 466.00 1811.67
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM) 0.3 $836k 20k 41.42
Enterprise Products Partners (EPD) 0.3 $826k 23k 35.61
McDonald's Corporation (MCD) 0.3 $822k 3.6k 230.95
Ishares Tr Esg Msci Kld Etf (DSI) 0.2 $757k 5.2k 146.18
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $756k 5.1k 148.30
Ishares Msci Emrg Chn (EMXC) 0.2 $739k 7.5k 99.08
Blackrock (BLK) 0.2 $734k 693.00 1058.60
Norfolk Southern (NSC) 0.2 $730k 2.4k 309.06
Spdr Series Trust St Nuve High Etf (HYMB) 0.2 $717k 31k 23.47
Mastercard Incorporated Cl A (MA) 0.2 $698k 1.3k 551.53
Vanguard Index Fds Mrngstr Sml Cap (VB) 0.2 $658k 2.3k 284.47
CSX Corporation (CSX) 0.2 $597k 13k 46.51
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.2 $581k 8.4k 69.26
Automatic Data Processing (ADP) 0.2 $577k 2.2k 258.06
Raytheon Technologies Corp (RTX) 0.2 $566k 3.0k 185.65
At&t (T) 0.2 $562k 23k 24.40
Chubb (CB) 0.2 $554k 1.7k 325.25
Aon Shs Cl A (AON) 0.2 $525k 1.9k 276.77
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $513k 4.5k 113.69
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $508k 19k 27.47
Caterpillar (CAT) 0.2 $504k 622.00 810.48
Visa Com Cl A (V) 0.2 $493k 1.4k 359.29
Alphabet Cap Stk Cl A (GOOGL) 0.2 $481k 1.4k 344.09
Chevron Corporation (CVX) 0.2 $478k 2.3k 204.24
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $474k 4.2k 113.44
Coca-Cola Company (KO) 0.2 $458k 5.3k 86.08
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $457k 19k 23.72
Union Pacific Corporation (UNP) 0.1 $431k 1.6k 272.13
Abbvie (ABBV) 0.1 $419k 1.6k 261.65
Truist Financial Corp equities (TFC) 0.1 $416k 9.0k 46.30
Eaton Corp SHS (ETN) 0.1 $408k 950.00 429.71
Ferguson Enterprises Common Stock New (FERG) 0.1 $404k 1.8k 222.62
Intel Corporation (INTC) 0.1 $402k 3.3k 120.24
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $400k 5.7k 70.51
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $393k 1.2k 317.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $391k 529.00 739.33
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $375k 2.2k 166.80
Cisco Systems (CSCO) 0.1 $373k 3.5k 107.63
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $373k 7.9k 47.25
3M Company (MMM) 0.1 $371k 2.3k 164.12
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $371k 3.5k 104.54
Ishares Tr Mbs Etf (MBB) 0.1 $361k 4.0k 89.62
Starbucks Corporation (SBUX) 0.1 $360k 3.8k 93.96
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $356k 3.8k 93.89
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $342k 6.7k 51.23
Spdr Series Trust St Inter Etf (SPTI) 0.1 $338k 12k 27.28
Quanta Services (PWR) 0.1 $321k 500.00 642.51
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $319k 700.00 456.19
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $319k 15k 21.39
Spdr Series Trust St Str Blo 1 Etf (BIL) 0.1 $318k 3.5k 91.64
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $318k 6.0k 52.65
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $311k 16k 19.30
Bank of New York Mellon Corporation (BNY) 0.1 $310k 2.1k 144.61
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.1 $306k 5.4k 57.27
Mondelez Intl Cl A (MDLZ) 0.1 $303k 5.2k 57.82
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.1 $298k 13k 23.62
FedEx Corporation (FDX) 0.1 $297k 1.0k 285.01
First Tr Exchange-traded Nasdaq-100 Sel (QQEW) 0.1 $290k 1.8k 162.73
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.1 $290k 4.4k 65.86
Walt Disney Company (DIS) 0.1 $289k 2.8k 104.89
Oneok (OKE) 0.1 $280k 3.3k 85.27
Verizon Communications (VZ) 0.1 $278k 6.1k 45.87
Hexcel Corporation (HXL) 0.1 $265k 3.2k 83.92
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $265k 2.6k 103.05
Philip Morris International (PM) 0.1 $264k 1.4k 190.82
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $249k 5.3k 46.87
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $246k 2.8k 89.31
Tesla Motors (TSLA) 0.1 $240k 677.00 354.81
Ishares Tr Esg Select Scre (XJH) 0.1 $237k 4.9k 48.78
Allstate Corporation (ALL) 0.1 $222k 1.0k 221.86
Alphabet Cap Stk Cl C (GOOG) 0.1 $222k 650.00 340.74
Global X Fds Morningstar Cap (CPTL) 0.1 $218k 4.5k 48.55
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $215k 717.00 300.06
Ishares Tr U.s. Utilits Etf (IDU) 0.1 $209k 2.1k 100.84
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.1 $205k 2.5k 80.60
Merck & Co (MRK) 0.1 $204k 1.4k 145.31