Rede Wealth, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 3, 2026, Rede Wealth, Llc disclosed 116 stock positions valued at approximately $302.04M as of quarter-end June 30, 2026. The largest holdings include BERKSHIRE HATHAWAY INC DEL, APPLE INC, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 116
- Portfolio Value
- $302.04M
Holdings by Sector
Rede Wealth, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 51.57% | 208 | - | - | $155,760,800 |
| APPLE INC | AAPL | Technology | 4.50% | 46,985 | -108 | -0.23% | $13,595,702 |
| ISHARES TR | ITOT | Other | 3.55% | 65,308 | +4,837 | +8.00% | $10,728,175 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 3.12% | 37,050 | -35 | -0.09% | $9,409,649 |
| ISHARES TR | IVV | Other | 2.89% | 11,666 | -127 | -1.08% | $8,736,648 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.86% | 23,559 | +25 | +0.11% | $5,615,052 |
| APPLIED MATLS INC | AMAT | Technology | 1.75% | 7,290 | - | - | $5,270,670 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.64% | 9,914 | -129 | -1.28% | $4,960,691 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.37% | 90,754 | +56,749 | +166.88% | $4,128,399 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.28% | 5,179 | -10 | -0.19% | $3,867,173 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 1.17% | 11,675 | +902 | +8.37% | $3,537,166 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.06% | 63,573 | -3,355 | -5.01% | $3,215,522 |
| MICROSOFT CORP | MSFT | Technology | 1.03% | 8,309 | +19 | +0.23% | $3,099,353 |
| SPDR SERIES TRUST | SPYG | Other | 1.02% | 25,846 | -788 | -2.96% | $3,075,384 |
| NVIDIA CORPORATION | NVDA | Technology | 0.93% | 14,035 | -164 | -1.16% | $2,808,198 |
| ISHARES TR | IXUS | Other | 0.87% | 27,536 | +1,304 | +4.97% | $2,628,036 |
| EXXON MOBIL CORP | XOM | Energy | 0.79% | 17,459 | -150 | -0.85% | $2,386,974 |
| ISHARES TR | IDEV | Other | 0.57% | 19,364 | +2,370 | +13.95% | $1,723,547 |
| SPDR SERIES TRUST | SPHY | Other | 0.52% | 66,516 | +20,852 | +45.66% | $1,559,135 |
| CORNING INC | GLW | Technology | 0.50% | 5,946 | - | - | $1,518,787 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.46% | 20,471 | -10,962 | -34.87% | $1,392,210 |
| VANGUARD INDEX FDS | VTV | Other | 0.46% | 6,349 | +580 | +10.05% | $1,383,638 |
| ISHARES TR | IYW | Other | 0.41% | 4,868 | - | - | $1,227,856 |
| COINBASE GLOBAL INC | COIN | Financial Services | 0.39% | 8,127 | +8 | +0.10% | $1,188,154 |
| ISHARES TR | IMCB | Other | 0.39% | 12,051 | -3,651 | -23.25% | $1,163,687 |
| GRAYSCALE ETHEREUM STAKING | ETH | Other | 0.37% | 74,398 | +21,147 | +39.71% | $1,118,202 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.37% | 21,992 | -11,186 | -33.72% | $1,104,658 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.36% | 3,338 | - | - | $1,092,593 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.36% | 29,589 | +2,951 | +11.08% | $1,090,946 |
| ISHARES TR | AGG | Other | 0.35% | 10,584 | +308 | +3.00% | $1,047,604 |
Showing 30 of 116 holdings in the latest reporting period.