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Rede Wealth, LLC Top Holdings and 13F Report (2026)

About Rede Wealth, LLC

Investment Activity

  • Rede Wealth, LLC has $302.04 million in total holdings as of June 30, 2026.
  • Rede Wealth, LLC owns shares of 117 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 3.57% of the portfolio was purchased this quarter.
  • About 2.48% of the portfolio was sold this quarter.
  • This quarter, Rede Wealth, LLC has purchased 108 new stocks and bought additional shares in 39 stocks.
  • Rede Wealth, LLC sold shares of 35 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$155,760,800
Apple
$13,595,702

Largest New Holdings this Quarter

09290C665 - BLACKROCK ETF TRUST
$1,060,374 Holding
92189F130 - VanEck Real Assets ETF
$953,230 Holding
82889N699 - Simplify Managed Futures Strategy ETF
$737,382 Holding
458140100 - Intel
$466,979 Holding

Largest Purchases this Quarter

Fidelity Total Bond ETF
56,749 shares (about $2.58M)
BLACKROCK ETF TRUST
37,803 shares (about $1.06M)
VanEck Real Assets ETF
24,029 shares (about $953.23K)
iShares Core S&P Total U.S. Stock Market ETF
4,837 shares (about $794.58K)
Simplify Managed Futures Strategy ETF
28,426 shares (about $737.38K)

Largest Sales this Quarter

Schwab US Small-Cap ETF
21,523 shares (about $777.63K)
iShares U.S. Equity Factor Rotation Active ETF
10,962 shares (about $745.51K)
iShares MSCI Emerging Markets ex China ETF
4,521 shares (about $462.49K)
iShares Morningstar Mid-Cap ETF
3,651 shares (about $352.55K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRede Wealth, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$155,760,8000.0%20851.6%Finance
Apple Inc. stock logo
AAPL
Apple
$13,595,702$31,251 â–¼-0.2%46,9854.5%Technology
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$10,728,175$794,576 â–²8.0%65,3083.6%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$9,409,649$8,889 â–¼-0.1%37,0503.1%Healthcare
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$8,736,648$95,110 â–¼-1.1%11,6662.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,615,052$5,958 â–²0.1%23,5591.9%Consumer Discretionary
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$5,270,6700.0%7,2901.7%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,960,691$64,548 â–¼-1.3%9,9141.6%Finance
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$4,128,399$2,581,512 â–²166.9%90,7541.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,867,173$7,467 â–¼-0.2%5,1791.3%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$3,537,166$273,278 â–²8.4%11,6751.2%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$3,215,522$169,696 â–¼-5.0%63,5731.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$3,099,353$7,087 â–²0.2%8,3091.0%Technology
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$3,075,384$93,763 â–¼-3.0%25,8461.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,808,198$32,814 â–¼-1.2%14,0350.9%Technology
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$2,628,036$124,454 â–²5.0%27,5360.9%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$2,386,974$20,508 â–¼-0.9%17,4590.8%Energy
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$1,723,547$210,948 â–²13.9%19,3640.6%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$1,559,135$488,771 â–²45.7%66,5160.5%ETF
Corning Incorporated stock logo
GLW
Corning
$1,518,7870.0%5,9460.5%Technology
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$1,392,210$745,513 â–¼-34.9%20,4710.5%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,383,638$126,399 â–²10.1%6,3490.5%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,227,8560.0%4,8680.4%ETF
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$1,188,154$1,170 â–²0.1%8,1270.4%Finance
iShares Morningstar Mid-Cap ETF stock logo
IMCB
iShares Morningstar Mid-Cap ETF
$1,163,687$352,553 â–¼-23.3%12,0510.4%ETF
GRAYSCALE ETHEREUM STAKING
$1,118,202$317,839 â–²39.7%74,3980.4%SHS NEW
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$1,104,658$561,873 â–¼-33.7%21,9920.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,092,5930.0%3,3380.4%Finance
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,090,946$108,803 â–²11.1%29,5890.4%ETF
BLACKROCK ETF TRUST
$1,060,374$1,060,374 â–²New Holding37,8030.4%ISHA SYST AL ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,047,604$30,486 â–²3.0%10,5840.3%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,044,855$15,793 â–¼-1.5%2,5140.3%Healthcare
McDonald's Corporation stock logo
MCD
McDonald's
$961,953$270 â–²0.0%3,5590.3%Consumer Discretionary
VanEck Real Assets ETF stock logo
RAAX
VanEck Real Assets ETF
$953,230$953,230 â–²New Holding24,0290.3%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$945,606$52,919 â–²5.9%18,2620.3%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$935,3440.0%31,7820.3%ETF
ASML Holding N.V. stock logo
ASML
ASML
$935,037$11,937 â–²1.3%4700.3%Technology
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$930,864$777,635 â–¼-45.5%25,7640.3%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$926,871$1,173 â–²0.1%6,3210.3%Consumer Staples
Netflix, Inc. stock logo
NFLX
Netflix
$920,989$7,069 â–²0.8%12,8990.3%Communication Services
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$855,104$2,536 â–¼-0.3%23,2620.3%Energy
HYMB
SPDR Nuveen ICE High Yield Municipal Bond ETF
$826,978$55,078 â–¼-6.2%32,5070.3%ETF
FRANKLIN TEMPLETON DIGITAL H
$817,231$128,417 â–¼-13.6%24,1000.3%BITCOIN ETF SHS
iShares Gold Trust Micro stock logo
IAUM
iShares Gold Trust Micro
$795,279$8,002 â–²1.0%19,8770.3%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$759,156$462,491 â–¼-37.9%7,4210.3%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$750,822$72,334 â–¼-8.8%5,2730.2%ETF
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$742,883$11,957 â–¼-1.6%2,3610.2%Industrials
Simplify Managed Futures Strategy ETF stock logo
CTA
Simplify Managed Futures Strategy ETF
$737,382$737,382 â–²New Holding28,4260.2%ETF
BLACKROCK INC
$666,5170.0%6930.2%COM
Caterpillar Inc. stock logo
CAT
Caterpillar
$661,934$25,541 â–¼-3.7%6220.2%Industrials
Aon plc stock logo
AON
AON
$629,5480.0%1,8980.2%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$624,287$513 â–²0.1%1,2160.2%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$623,215$23,643 â–²3.9%2,0560.2%ETF
CSX Corporation stock logo
CSX
CSX
$610,415$20,200 â–¼-3.2%12,8430.2%Industrials
SHOPIFY INC
$600,8150.0%5,2620.2%CL A SUB VTG SHS
RTX Corporation stock logo
RTX
RTX
$583,6090.0%3,0760.2%Industrials
Chubb Limited stock logo
CB
Chubb
$580,2800.0%1,7030.2%Finance
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$570,1390.0%7,6120.2%ETF
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$528,409$108,046 â–¼-17.0%4,5140.2%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$526,494$23,956 â–¼-4.4%4,9450.2%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$511,870$28 â–²0.0%18,4790.2%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$500,752$448 â–¼-0.1%2,2360.2%Industrials
Alphabet Inc. stock logo
GOOGL
Alphabet
$498,892$2,859 â–²0.6%1,3960.2%Communication Services
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$490,941$50,973 â–²11.6%4,1800.2%ETF
AT&T Inc. stock logo
T
AT&T
$476,5170.0%23,0200.2%Communication Services
Intel Corporation stock logo
INTC
Intel
$466,979$466,979 â–²New Holding3,3440.2%Technology
Truist Financial Corporation stock logo
TFC
Truist Financial
$447,451$149 â–²0.0%8,9810.1%Finance
Visa Inc. stock logo
V
Visa
$444,836$2,058 â–²0.5%1,2970.1%Finance
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$437,049$10,808 â–¼-2.4%9,0580.1%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$432,1130.0%5,3170.1%Consumer Staples
Union Pacific Corporation stock logo
UNP
Union Pacific
$430,8480.0%1,5840.1%Industrials
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$429,5660.0%1,2530.1%ETF
PLAINS ALL AMERN PIPELINE L
$428,5050.0%19,2500.1%UNIT LTD PARTN
AbbVie Inc. stock logo
ABBV
AbbVie
$419,532$1,258 â–²0.3%1,6670.1%Healthcare
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$416,980$5,638 â–¼-1.3%3,5500.1%Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$415,330$29,456 â–²7.6%5640.1%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$404,8140.0%9500.1%Industrials
Starbucks Corporation stock logo
SBUX
Starbucks
$402,766$6,643 â–¼-1.6%3,9410.1%Consumer Discretionary
Chevron Corporation stock logo
CVX
Chevron
$387,641$166 â–²0.0%2,3390.1%Energy
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$381,010$38,375 â–²11.2%4,0310.1%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$372,1640.0%3,7860.1%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$367,7660.0%2,2470.1%ETF
3M Company stock logo
MMM
3M
$365,6670.0%2,2580.1%Industrials
Quanta Services, Inc. stock logo
PWR
Quanta Services
$360,0200.0%5000.1%Industrials
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$351,894$351,894 â–²New Holding12,3950.1%ETF
NAVAN INC
$340,100$340,100 â–²New Holding14,8710.1%CL A
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$334,2990.0%7000.1%Technology
Tesla, Inc. stock logo
TSLA
Tesla
$330,171$1,682 â–¼-0.5%7850.1%Consumer Discretionary
FedEx Corporation stock logo
FDX
FedEx
$325,233$1,252 â–²0.4%1,0390.1%Industrials
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$319,640$916 â–¼-0.3%3,4880.1%ETF
Invesco Russell 1000 Equal Weight ETF stock logo
EQAL
Invesco Russell 1000 Equal Weight ETF
$319,141$1,185 â–¼-0.4%5,3860.1%ETF
Hexcel Corporation stock logo
HXL
Hexcel
$316,334$100 â–²0.0%3,1610.1%Industrials
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$314,198$1,363 â–¼-0.4%5,9950.1%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$312,761$104,076 â–¼-25.0%6,4580.1%ETF
BANK OF NY MELLON CORP
$309,943$145 â–²0.0%2,1430.1%COM
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$302,355$347 â–²0.1%5,2270.1%Consumer Staples
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$301,590$12,248 â–²4.2%6,0330.1%ETF
Invesco National AMT-Free Municipal Bond ETF stock logo
PZA
Invesco National AMT-Free Municipal Bond ETF
$300,586$300,586 â–²New Holding12,7800.1%ETF
MasTec, Inc. stock logo
MTZ
MasTec
$289,1620.0%6950.1%Industrials
ONEOK, Inc. stock logo
OKE
ONEOK
$285,2500.0%3,2810.1%Energy

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