Rede Wealth, Llc Portfolio Stock Holdings
Rede Wealth, Llc disclosed 108 stock positions valued at approximately $278.0 million in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC DEL, APPLE INC, and JOHNSON & JOHNSON. The filing reflects positions held as of March 31, 2026 and was filed on April 10, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 108
- Portfolio Value
- $278.0M
Holdings by Sector
Rede Wealth, Llc Portfolio Holdings in Q1 2026
107 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 | 53.73% | 208 | - | - | $149,373,120 |
| APPLE INC | AAPL | Technology | 4.30% | 47,093 | -407 | -0.86% | $11,951,688 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 3.26% | 37,085 | - | - | $9,065,036 |
| ISHARES TR | ITOT | Other | 3.10% | 60,471 | +2,829 | +4.91% | $8,612,913 |
| ISHARES TR | IVV | Other | 2.77% | 11,793 | +887 | +8.13% | $7,703,151 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.76% | 23,534 | -913 | -3.73% | $4,901,426 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.73% | 10,043 | -73 | -0.72% | $4,812,606 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.21% | 5,189 | -3 | -0.06% | $3,374,372 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.20% | 66,928 | -390 | -0.58% | $3,339,038 |
| MICROSOFT CORP | MSFT | Technology | 1.10% | 8,290 | +20 | +0.24% | $3,068,711 |
| EXXON MOBIL CORP | XOM | Energy | 1.07% | 17,609 | - | - | $2,987,518 |
| SPDR SERIES TRUST | SPYG | Other | 0.94% | 26,634 | +441 | +1.68% | $2,607,709 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.92% | 10,773 | +1,070 | +11.03% | $2,559,931 |
| APPLIED MATLS INC | AMAT | Technology | 0.90% | 7,290 | - | - | $2,491,649 |
| NVIDIA CORPORATION | NVDA | Technology | 0.89% | 14,199 | -20 | -0.14% | $2,476,349 |
| ISHARES TR | IXUS | Other | 0.82% | 26,232 | -3,021 | -10.33% | $2,272,740 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.66% | 31,433 | -5,257 | -14.33% | $1,828,773 |
| SCHWAB STRATEGIC TR | SCHR | Other | 0.63% | 70,454 | -2,280 | -3.13% | $1,755,009 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.60% | 33,178 | +4,772 | +16.80% | $1,657,241 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.56% | 34,005 | -2,609 | -7.13% | $1,551,308 |
| ISHARES TR | IDEV | Other | 0.51% | 16,994 | +7,975 | +88.42% | $1,420,189 |
| COINBASE GLOBAL INC | COIN | Financial Services | 0.51% | 8,119 | +31 | +0.38% | $1,417,694 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.49% | 47,287 | +3,857 | +8.88% | $1,375,106 |
| ISHARES TR | IMCB | Other | 0.47% | 15,702 | +4,345 | +38.26% | $1,310,018 |
| NETFLIX INC. | NFLX | Communication Services | 0.44% | 12,800 | -2 | -0.02% | $1,230,720 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.42% | 47,637 | +9,681 | +25.51% | $1,156,150 |
| VANGUARD INDEX FDS | VTV | Other | 0.41% | 5,769 | +282 | +5.14% | $1,131,878 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.40% | 3,558 | - | - | $1,105,896 |
| FRANKLIN TEMPLETON DIGITAL H | EZBC | Other | 0.39% | 27,887 | +6,626 | +31.17% | $1,092,892 |
| SPDR SERIES TRUST | SPHY | Other | 0.38% | 45,664 | -13,118 | -22.32% | $1,064,884 |
| ISHARES TR | AGG | Other | 0.37% | 10,276 | -3,708 | -26.52% | $1,020,099 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.35% | 3,338 | - | - | $981,875 |
| ISHARES INC | EMXC | Other | 0.34% | 11,942 | +3,730 | +45.42% | $939,358 |
| ISHARES GOLD TR | IAUM | Other | 0.33% | 19,677 | -21,915 | -52.69% | $918,916 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.33% | 6,313 | +7 | +0.11% | $911,796 |
| ISHARES TR | IYW | Other | 0.32% | 4,868 | - | - | $883,153 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.32% | 23,331 | +74 | +0.32% | $882,835 |
| SPDR SERIES TRUST | HYMB | Other | 0.31% | 34,672 | +2,939 | +9.26% | $859,866 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.30% | 26,638 | -8,000 | -23.10% | $824,712 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.29% | 31,782 | - | - | $814,890 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.29% | 17,240 | -91 | -0.53% | $808,728 |
| CORNING INC | GLW | Technology | 0.29% | 5,946 | - | - | $808,478 |
| ISHARES TR | DSI | Other | 0.25% | 5,781 | -901 | -13.48% | $700,599 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.25% | 2,552 | -65 | -2.48% | $690,503 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.25% | 2,399 | - | - | $688,637 |
| AT&T INC | T | Communication Services | 0.24% | 23,020 | - | - | $667,354 |
| BLACKROCK INC | BLK | Other | 0.24% | 693 | - | - | $666,621 |
| SHOPIFY INC | SHOP | Technology | 0.22% | 5,262 | - | - | $624,178 |
| ASML HLDG NV | ASML | Other | 0.22% | 464 | +2 | +0.43% | $612,865 |
| AON PLC | AON | Financial Services | 0.22% | 1,898 | - | - | $612,636 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.22% | 1,215 | +1 | +0.08% | $606,986 |
| RTX CORPORATION | RTX | Industrials | 0.21% | 3,076 | - | - | $593,360 |
| INVESCO ACTVELY MNGD ETC FD | PDBC | Other | 0.20% | 32,571 | -7,315 | -18.34% | $564,130 |
| INVESCO EXCH TRADED FD TR II | SPLV | Other | 0.20% | 7,612 | -835 | -9.89% | $556,742 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.20% | 1,703 | - | - | $555,059 |
| ISHARES TR | SUB | Other | 0.20% | 5,170 | +366 | +7.62% | $550,605 |
| CSX CORP | CSX | Industrials | 0.20% | 13,268 | - | - | $544,640 |
| VANGUARD INDEX FDS | VB | Other | 0.19% | 1,978 | +95 | +5.05% | $518,078 |
| NUSHARES ETF TR | NULG | Other | 0.18% | 5,437 | -596 | -9.88% | $494,441 |
| CHEVRON CORPORATION | CVX | Energy | 0.17% | 2,338 | +1 | +0.04% | $483,681 |
| CATERPILLAR INC | CAT | Industrials | 0.16% | 646 | - | - | $457,981 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.16% | 18,478 | +174 | +0.95% | $457,331 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.16% | 2,238 | - | - | $454,725 |
| ISHARES TR | ISTB | Other | 0.16% | 9,282 | +3,294 | +55.01% | $449,806 |
| ISHARES TR | IEI | Other | 0.16% | 3,746 | -1,567 | -29.49% | $444,276 |
| PLAINS ALL AMERN PIPELINE L | PAA | Energy | 0.15% | 19,250 | -1,433 | -6.93% | $429,853 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.15% | 8,607 | +790 | +10.11% | $413,566 |
| TRUIST FINL CORP | TFC | Financial Services | 0.15% | 8,978 | +3 | +0.03% | $412,716 |
| COCA COLA CO | KO | Consumer Defensive | 0.15% | 5,317 | - | - | $404,358 |
| ALPHABET INC | GOOGL | Communication Services | 0.14% | 1,388 | +20 | +1.46% | $399,133 |
| VISA INC | V | Financial Services | 0.14% | 1,291 | -893 | -40.89% | $390,313 |
| UNION PAC CORP | UNP | Industrials | 0.14% | 1,584 | - | - | $384,310 |
| FEDEX CORP | FDX | Industrials | 0.13% | 1,035 | +5 | +0.49% | $368,481 |
| ABBVIE INC | ABBV | Healthcare | 0.13% | 1,662 | +4 | +0.24% | $361,527 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.13% | 4,006 | -156 | -3.75% | $358,905 |
| ISHARES TR | MBB | Other | 0.12% | 3,625 | -15 | -0.41% | $344,194 |
| EATON CORP PLC | ETN | Other | 0.12% | 950 | - | - | $339,787 |
| 3M CO | MMM | Industrials | 0.12% | 2,258 | - | - | $327,975 |
| SPDR SERIES TRUST | BIL | Other | 0.12% | 3,498 | -13 | -0.37% | $320,557 |
| ISHARES TR | ESGU | Other | 0.11% | 2,247 | - | - | $317,771 |
| ISHARES TR | IGSB | Other | 0.11% | 6,021 | +597 | +11.01% | $316,464 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.11% | 6,059 | - | - | $304,161 |
| INVESCO QQQ TR | QQQ | Other | 0.11% | 524 | -18 | -3.32% | $302,442 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.11% | 5,221 | +7 | +0.13% | $300,924 |
| ISHARES TR | MTUM | Other | 0.11% | 1,253 | -25 | -1.96% | $300,707 |
| ISHARES TR | IMCG | Other | 0.11% | 3,786 | - | - | $298,223 |
| INVESCO EXCH TRADED FD TR II | EQAL | Other | 0.11% | 5,406 | -16 | -0.30% | $297,871 |
| ONEOK INC NEW | OKE | Energy | 0.11% | 3,281 | - | - | $296,570 |
| TESLA INC | TSLA | Consumer Cyclical | 0.11% | 789 | -93 | -10.54% | $293,311 |
| CISCO SYS INC | CSCO | Technology | 0.10% | 3,598 | -1,032 | -22.29% | $279,138 |
| FIRST TR EXCHANGE-TRADED FD | QQEW | Other | 0.10% | 2,169 | - | - | $275,406 |
| QUANTA SVCS INC | PWR | Industrials | 0.10% | 500 | - | - | $274,510 |
| DISNEY WALT CO | DIS | Communication Services | 0.10% | 2,759 | +1 | +0.04% | $265,866 |
| NUSHARES ETF TR | NULV | Other | 0.09% | 5,788 | +126 | +2.23% | $263,354 |
| HEXCEL CORP NEW | HXL | Industrials | 0.09% | 3,160 | +2 | +0.06% | $255,707 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.09% | 2,142 | +2 | +0.09% | $254,096 |
| ISHARES SILVER TR | SLV | Other | 0.09% | 3,686 | +3,686 | +100.00% | $251,164 |
| ISHARES TR | IDU | Other | 0.09% | 2,074 | - | - | $240,812 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.09% | 700 | - | - | $236,565 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.08% | 1,414 | - | - | $233,793 |