Rede Wealth, Llc Portfolio Stock Holdings
Rede Wealth, Llc disclosed 117 stock positions valued at approximately $302.0 million in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC DEL, APPLE INC, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on August 3, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 117
- Portfolio Value
- $302.0M
Holdings by Sector
Rede Wealth, Llc Portfolio Holdings in Q2 2026
114 holdings in the latest reporting period.
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| 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 |
| 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 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.35% | 2,514 | -38 | -1.49% | $1,044,855 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.32% | 3,559 | +1 | +0.03% | $961,953 |
| VANECK ETF TRUST | RAAX | Other | 0.32% | 24,029 | +24,029 | +100.00% | $953,230 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.31% | 18,262 | +1,022 | +5.93% | $945,606 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.31% | 31,782 | - | - | $935,344 |
| ASML HLDG NV | ASML | Other | 0.31% | 470 | +6 | +1.29% | $935,037 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.31% | 25,764 | -21,523 | -45.52% | $930,864 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.31% | 6,321 | +8 | +0.13% | $926,871 |
| NETFLIX INC. | NFLX | Communication Services | 0.30% | 12,899 | +99 | +0.77% | $920,989 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.28% | 23,262 | -69 | -0.30% | $855,104 |
| SPDR SERIES TRUST | HYMB | Other | 0.27% | 32,507 | -2,165 | -6.24% | $826,978 |
| FRANKLIN TEMPLETON DIGITAL H | EZBC | Other | 0.27% | 24,100 | -3,787 | -13.58% | $817,231 |
| ISHARES GOLD TRUST MICRO | IAUM | Other | 0.26% | 19,877 | +200 | +1.02% | $795,279 |
| ISHARES INC | EMXC | Other | 0.25% | 7,421 | -4,521 | -37.86% | $759,156 |
| ISHARES TR | DSI | Other | 0.25% | 5,273 | -508 | -8.79% | $750,822 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.25% | 2,361 | -38 | -1.58% | $742,883 |
| SIMPLIFY EXCHANGE TRADED FUN | CTA | Other | 0.24% | 28,426 | +28,426 | +100.00% | $737,382 |
| BLACKROCK INC | BLK | Other | 0.22% | 693 | - | - | $666,517 |
| CATERPILLAR INC | CAT | Industrials | 0.22% | 622 | -24 | -3.72% | $661,934 |
| AON PLC | AON | Financial Services | 0.21% | 1,898 | - | - | $629,548 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.21% | 1,216 | +1 | +0.08% | $624,287 |
| VANGUARD INDEX FDS | VB | Other | 0.21% | 2,056 | +78 | +3.94% | $623,215 |
| CSX CORP | CSX | Industrials | 0.20% | 12,843 | -425 | -3.20% | $610,415 |
| SHOPIFY INC | SHOP | Technology | 0.20% | 5,262 | - | - | $600,815 |
| RTX CORPORATION | RTX | Industrials | 0.19% | 3,076 | - | - | $583,609 |
| CHUBB LIMITED | CB | Financial Services | 0.19% | 1,703 | - | - | $580,280 |
| INVESCO EXCH TRADED FD TR II | SPLV | Other | 0.19% | 7,612 | - | - | $570,139 |
| NUSHARES ETF TR | NULG | Other | 0.17% | 4,514 | -923 | -16.98% | $528,409 |
| ISHARES TR | SUB | Other | 0.17% | 4,945 | -225 | -4.35% | $526,494 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.17% | 18,479 | +1 | +0.01% | $511,870 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.17% | 2,236 | -2 | -0.09% | $500,752 |
| ALPHABET INC | GOOGL | Communication Services | 0.17% | 1,396 | +8 | +0.58% | $498,892 |
| ISHARES TR | IEI | Other | 0.16% | 4,180 | +434 | +11.59% | $490,941 |
| AT&T INC | T | Communication Services | 0.16% | 23,020 | - | - | $476,517 |
| INTEL CORP | INTC | Technology | 0.15% | 3,344 | +3,344 | +100.00% | $466,979 |
| TRUIST FINL CORP | TFC | Financial Services | 0.15% | 8,981 | +3 | +0.03% | $447,451 |
| VISA INC | V | Financial Services | 0.15% | 1,297 | +6 | +0.46% | $444,836 |
| ISHARES TR | ISTB | Other | 0.14% | 9,058 | -224 | -2.41% | $437,049 |
| COCA COLA CO | KO | Consumer Defensive | 0.14% | 5,317 | - | - | $432,113 |
| UNION PAC CORP | UNP | Industrials | 0.14% | 1,584 | - | - | $430,848 |
| ISHARES TR | MTUM | Other | 0.14% | 1,253 | - | - | $429,566 |
| PLAINS ALL AMERN PIPELINE L | PAA | Energy | 0.14% | 19,250 | - | - | $428,505 |
| ABBVIE INC | ABBV | Healthcare | 0.14% | 1,667 | +5 | +0.30% | $419,532 |
| CISCO SYS INC | CSCO | Technology | 0.14% | 3,550 | -48 | -1.33% | $416,980 |
| INVESCO QQQ TR | QQQ | Other | 0.14% | 564 | +40 | +7.63% | $415,330 |
| EATON CORP PLC | ETN | Other | 0.13% | 950 | - | - | $404,814 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.13% | 3,941 | -65 | -1.62% | $402,766 |
| CHEVRON CORPORATION | CVX | Energy | 0.13% | 2,339 | +1 | +0.04% | $387,641 |
| ISHARES TR | MBB | Other | 0.13% | 4,031 | +406 | +11.20% | $381,010 |
| ISHARES TR | IMCG | Other | 0.12% | 3,786 | - | - | $372,164 |
| ISHARES TR | ESGU | Other | 0.12% | 2,247 | - | - | $367,766 |
| 3M CO | MMM | Industrials | 0.12% | 2,258 | - | - | $365,667 |
| QUANTA SVCS INC | PWR | Industrials | 0.12% | 500 | - | - | $360,020 |
| SPDR SERIES TRUST | SPTI | Other | 0.12% | 12,395 | +12,395 | +100.00% | $351,894 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.11% | 700 | - | - | $334,299 |
| TESLA INC | TSLA | Consumer Cyclical | 0.11% | 785 | -4 | -0.51% | $330,171 |
| FEDEX CORP | FDX | Industrials | 0.11% | 1,039 | +4 | +0.39% | $325,233 |
| SPDR SERIES TRUST | BIL | Other | 0.11% | 3,488 | -10 | -0.29% | $319,640 |
| INVESCO EXCH TRADED FD TR II | EQAL | Other | 0.11% | 5,386 | -20 | -0.37% | $319,141 |
| HEXCEL CORP NEW | HXL | Industrials | 0.10% | 3,161 | +1 | +0.03% | $316,334 |
| ISHARES TR | IGSB | Other | 0.10% | 5,995 | -26 | -0.43% | $314,198 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.10% | 6,458 | -2,149 | -24.97% | $312,761 |
| BANK OF NY MELLON CORP | BK | Financial Services | 0.10% | 2,143 | +1 | +0.05% | $309,943 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.10% | 5,227 | +6 | +0.11% | $302,355 |
| NUSHARES ETF TR | NULV | Other | 0.10% | 6,033 | +245 | +4.23% | $301,590 |
| INVESCO EXCH TRADED FD TR II | PZA | Other | 0.10% | 12,780 | +12,780 | +100.00% | $300,586 |
| MASTEC INC | MTZ | Industrials | 0.10% | 695 | - | - | $289,162 |
| ONEOK INC NEW | OKE | Energy | 0.09% | 3,281 | - | - | $285,250 |
| FIRST TR EXCHANGE-TRADED FD | QQEW | Other | 0.09% | 1,784 | -385 | -17.75% | $284,726 |
| INVESCO EXCHANGE TRADED FD T | RSPT | Other | 0.09% | 4,400 | - | - | $283,800 |
| INVESCO ACTVELY MNGD ETC FD | PDBC | Other | 0.09% | 17,369 | -15,202 | -46.67% | $275,820 |