Rede Wealth, LLC Top Holdings and 13F Report (2026) About Rede Wealth, LLCInvestment ActivityRede Wealth, LLC has $278.03 million in total holdings as of March 31, 2026.Rede Wealth, LLC owns shares of 108 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 1.78% of the portfolio was purchased this quarter.About 1.94% of the portfolio was sold this quarter.This quarter, Rede Wealth, LLC has purchased 109 new stocks and bought additional shares in 36 stocks.Rede Wealth, LLC sold shares of 36 stocks and completely divested from 4 stocks this quarter.Largest Holdings Berkshire Hathaway $149,373,120Apple $11,951,688Johnson & Johnson $9,065,036iShares Core S&P Total U.S. Stock Market ETF $8,612,913iShares Core S&P 500 ETF $7,703,151 Largest New Holdings this Quarter 46428Q109 - iShares Silver Trust $251,164 Holding576323109 - MasTec $223,609 Holding81369Y308 - Consumer Staples Select Sector SPDR Fund $208,721 Holding Largest Purchases this Quarter iShares Core MSCI International Developed Markets ETF 7,975 shares (about $666.47K)iShares Core S&P 500 ETF 887 shares (about $579.39K)iShares Core S&P Total U.S. Stock Market ETF 2,829 shares (about $402.94K)iShares Morningstar Mid-Cap ETF 4,345 shares (about $362.50K)GRAYSCALE ETHEREUM STAKING 17,931 shares (about $356.11K) Largest Sales this Quarter iShares Gold Trust Micro 21,915 shares (about $1.02M)iShares Core U.S. Aggregate Bond ETF 3,708 shares (about $368.09K)SPDR Portfolio High Yield Bond ETF 13,118 shares (about $305.91K)iShares U.S. Equity Factor Rotation Active ETF 5,257 shares (about $305.85K)Visa 893 shares (about $269.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRede Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$149,373,1200.0%20853.7%FinanceAAPLApple$11,951,688$103,292 ▼-0.9%47,0934.3%Computer and TechnologyJNJJohnson & Johnson$9,065,0360.0%37,0853.3%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$8,612,913$402,936 ▲4.9%60,4713.1%ETFIVViShares Core S&P 500 ETF$7,703,151$579,386 ▲8.1%11,7932.8%ETFAMZNAmazon.com$4,901,426$190,151 ▼-3.7%23,5341.8%Retail/WholesaleBRK.BBerkshire Hathaway$4,812,606$34,982 ▼-0.7%10,0431.7%FinanceSPYSPDR S&P 500 ETF Trust$3,374,372$1,951 ▼-0.1%5,1891.2%FinanceVTEBVanguard Tax-Exempt Bond ETF$3,339,038$19,457 ▼-0.6%66,9281.2%ETFMSFTMicrosoft$3,068,711$7,403 ▲0.2%8,2901.1%Computer and TechnologyXOMExxonMobil$2,987,5180.0%17,6091.1%EnergySPYGSPDR Portfolio S&P 500 Growth ETF$2,607,709$43,178 ▲1.7%26,6340.9%ETFQQQMInvesco NASDAQ 100 ETF$2,559,931$254,258 ▲11.0%10,7730.9%ETFAMATApplied Materials$2,491,6490.0%7,2900.9%Computer and TechnologyNVDANVIDIA$2,476,349$3,488 ▼-0.1%14,1990.9%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$2,272,740$261,739 ▼-10.3%26,2320.8%ManufacturingDYNFiShares U.S. Equity Factor Rotation Active ETF$1,828,773$305,852 ▼-14.3%31,4330.7%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,755,009$56,795 ▼-3.1%70,4540.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,657,241$238,361 ▲16.8%33,1780.6%ManufacturingFBNDFidelity Total Bond ETF$1,551,308$119,023 ▼-7.1%34,0050.6%ETFIDEViShares Core MSCI International Developed Markets ETF$1,420,189$666,471 ▲88.4%16,9940.5%ETFCOINCoinbase Global$1,417,694$5,413 ▲0.4%8,1190.5%FinanceSCHASchwab US Small-Cap ETF$1,375,106$112,162 ▲8.9%47,2870.5%ETFIMCBiShares Morningstar Mid-Cap ETF$1,310,018$362,503 ▲38.3%15,7020.5%ETFNFLXNetflix$1,230,720$192 ▼0.0%12,8000.4%Consumer DiscretionarySCHOSchwab Short-Term U.S. Treasury ETF$1,156,150$234,958 ▲25.5%47,6370.4%ETFVTVVanguard Value ETF$1,131,878$55,328 ▲5.1%5,7690.4%ETFMCDMcDonald's$1,105,8960.0%3,5580.4%Retail/WholesaleFRANKLIN TEMPLETON DIGITAL H$1,092,892$259,673 ▲31.2%27,8870.4%BITCOIN ETF SHSSPHYSPDR Portfolio High Yield Bond ETF$1,064,884$305,912 ▼-22.3%45,6640.4%ETFGRAYSCALE ETHEREUM STAKING$1,057,565$356,110 ▲50.8%53,2510.4%SHS NEWAGGiShares Core U.S. Aggregate Bond ETF$1,020,099$368,093 ▼-26.5%10,2760.4%FinanceJPMJPMorgan Chase & Co.$981,8750.0%3,3380.4%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$939,358$293,402 ▲45.4%11,9420.3%ManufacturingIAUMiShares Gold Trust Micro$918,916$1,023,431 ▼-52.7%19,6770.3%FinancePGProcter & Gamble$911,796$1,011 ▲0.1%6,3130.3%Consumer StaplesIYWiShares U.S. Technology ETF$883,1530.0%4,8680.3%ManufacturingEPDEnterprise Products Partners$882,835$2,800 ▲0.3%23,3310.3%EnergyHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$859,866$72,887 ▲9.3%34,6720.3%ETFSCHMSchwab U.S. Mid-Cap ETF$824,712$247,680 ▼-23.1%26,6380.3%ETFSCHXSchwab US Large-Cap ETF$814,8900.0%31,7820.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$808,728$4,269 ▼-0.5%17,2400.3%ETFGLWCorning$808,4780.0%5,9460.3%Computer and TechnologyDSIiShares ESG MSCI KLD 400 ETF$700,599$109,192 ▼-13.5%5,7810.3%ETFUNHUnitedHealth Group$690,503$17,587 ▼-2.5%2,5520.2%MedicalNSCNorfolk Southern$688,6370.0%2,3990.2%TransportationTAT&T$667,3540.0%23,0200.2%Computer and TechnologyBLACKROCK INC$666,6210.0%6930.2%COMSHOPIFY INC$624,1780.0%5,2620.2%CL A SUB VTG SHSASMLASML$612,865$2,642 ▲0.4%4640.2%Computer and TechnologyAONAON$612,6360.0%1,8980.2%FinanceMAMastercard$606,986$500 ▲0.1%1,2150.2%Business ServicesRTXRTX$593,3600.0%3,0760.2%AerospacePDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$564,130$126,696 ▼-18.3%32,5710.2%ManufacturingSPLVInvesco S&P 500 Low Volatility ETF$556,742$61,072 ▼-9.9%7,6120.2%ETFCBChubb$555,0590.0%1,7030.2%FinanceSUBiShares Short-Term National Muni Bond ETF$550,605$38,979 ▲7.6%5,1700.2%ETFCSXCSX$544,6400.0%13,2680.2%TransportationVBVanguard Small-Cap ETF$518,078$24,882 ▲5.0%1,9780.2%ETFNULGNuveen ESG Large-Cap Growth ETF$494,441$54,200 ▼-9.9%5,4370.2%ETFCVXChevron$483,681$207 ▲0.0%2,3380.2%EnergyCATCaterpillar$457,9810.0%6460.2%IndustrialsSCHFSchwab International Equity ETF$457,331$4,307 ▲1.0%18,4780.2%ETFADPAutomatic Data Processing$454,7250.0%2,2380.2%Computer and TechnologyISTBiShares Core 1-5 Year USD Bond ETF$449,806$159,627 ▲55.0%9,2820.2%ManufacturingIEIiShares 3-7 Year Treasury Bond ETF$444,276$185,846 ▼-29.5%3,7460.2%ETFPLAINS ALL AMERN PIPELINE L$429,853$31,999 ▼-6.9%19,2500.2%UNIT LTD PARTNBNDXVanguard Total International Bond ETF$413,566$37,959 ▲10.1%8,6070.1%ETFTFCTruist Financial$412,716$138 ▲0.0%8,9780.1%FinanceKOCocaCola$404,3580.0%5,3170.1%Consumer StaplesGOOGLAlphabet$399,133$5,751 ▲1.5%1,3880.1%Computer and TechnologyVVisa$390,313$269,984 ▼-40.9%1,2910.1%Business ServicesUNPUnion Pacific$384,3100.0%1,5840.1%TransportationFDXFedEx$368,481$1,780 ▲0.5%1,0350.1%TransportationABBVAbbVie$361,527$870 ▲0.2%1,6620.1%MedicalSBUXStarbucks$358,905$13,976 ▼-3.7%4,0060.1%Retail/WholesaleMBBiShares MBS ETF$344,194$1,424 ▼-0.4%3,6250.1%ETFETNEaton$339,7870.0%9500.1%IndustrialsMMM3M$327,9750.0%2,2580.1%Multi-Sector ConglomeratesBILSPDR Bloomberg 1-3 Month T-Bill ETF$320,557$1,191 ▼-0.4%3,4980.1%ETFESGUiShares ESG Aware MSCI USA ETF$317,7710.0%2,2470.1%ManufacturingIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$316,464$31,378 ▲11.0%6,0210.1%ManufacturingVZVerizon Communications$304,1610.0%6,0590.1%Computer and TechnologyQQQInvesco QQQ$302,442$10,389 ▼-3.3%5240.1%FinanceMDLZMondelez International$300,924$403 ▲0.1%5,2210.1%Consumer StaplesMTUMiShares MSCI USA Momentum Factor ETF$300,707$6,000 ▼-2.0%1,2530.1%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$298,2230.0%3,7860.1%ETFEQALInvesco Russell 1000 Equal Weight ETF$297,871$882 ▼-0.3%5,4060.1%ETFOKEONEOK$296,5700.0%3,2810.1%EnergyTSLATesla$293,311$34,573 ▼-10.5%7890.1%Auto/Tires/TrucksCSCOCisco Systems$279,138$80,064 ▼-22.3%3,5980.1%Computer and TechnologyQQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund$275,4060.0%2,1690.1%ManufacturingPWRQuanta Services$274,5100.0%5000.1%ConstructionDISWalt Disney$265,866$96 ▲0.0%2,7590.1%Consumer DiscretionaryNULVNuveen ESG Large-Cap Value ETF$263,354$5,733 ▲2.2%5,7880.1%ETFHXLHexcel$255,707$162 ▲0.1%3,1600.1%AerospaceBKBNY$254,096$237 ▲0.1%2,1420.1%FinanceSLViShares Silver Trust$251,164$251,164 ▲New Holding3,6860.1%ETFIDUiShares U.S. Utilities ETF$240,8120.0%2,0740.1%ETFTSMTaiwan Semiconductor Manufacturing$236,5650.0%7000.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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