Rede Wealth, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 22, 2026, Rede Wealth, Llc disclosed 115 stock positions valued at approximately $304.44M as of quarter-end September 30, 2026. The largest holdings include BERKSHIRE HATHAWAY INC DEL, APPLE INC, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 115
- Portfolio Value
- $304.44M
Holdings by Sector
Rede Wealth, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 51.04% | 208 | - | - | $155,377,040 |
| APPLE INC | AAPL | Technology | 5.08% | 46,467 | -518 | -1.10% | $15,474,400 |
| ISHARES TR | ITOT | Other | 3.77% | 68,988 | +3,680 | +5.63% | $11,471,316 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 3.22% | 37,051 | +1 | +0.00% | $9,808,757 |
| ISHARES TR | IVV | Other | 2.91% | 11,581 | -85 | -0.73% | $8,869,302 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.91% | 23,314 | -245 | -1.04% | $5,808,608 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.57% | 110,151 | +19,397 | +21.37% | $4,769,540 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.55% | 9,463 | -451 | -4.55% | $4,712,194 |
| MICROSOFT CORP | MSFT | Technology | 1.40% | 8,301 | -8 | -0.10% | $4,257,832 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.26% | 5,032 | -147 | -2.84% | $3,837,425 |
| APPLIED MATLS INC | AMAT | Technology | 1.22% | 7,258 | -32 | -0.44% | $3,711,596 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 1.22% | 12,174 | +499 | +4.27% | $3,708,554 |
| SPDR SERIES TRUST | SPYG | Other | 1.05% | 26,054 | +208 | +0.80% | $3,206,758 |
| NVIDIA CORPORATION | NVDA | Technology | 1.05% | 13,948 | -87 | -0.62% | $3,185,367 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.99% | 63,795 | +222 | +0.35% | $3,021,331 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.86% | 16,139 | -1,320 | -7.56% | $2,626,598 |
| ISHARES TR | IXUS | Other | 0.84% | 27,057 | -479 | -1.74% | $2,570,103 |
| ISHARES TR | IDEV | Other | 0.60% | 20,435 | +1,071 | +5.53% | $1,828,482 |
| SPDR SERIES TRUST | SPHY | Other | 0.54% | 73,047 | +6,531 | +9.82% | $1,650,127 |
| GRAYSCALE ETHEREUM STAKING | ETH | Other | 0.54% | 64,411 | -9,987 | -13.42% | $1,641,826 |
| COINBASE GLOBAL INC | COIN | Financial Services | 0.48% | 7,828 | -299 | -3.68% | $1,459,229 |
| BLACKROCK ETF TRUST | IALT | Other | 0.43% | 44,066 | +6,263 | +16.57% | $1,315,799 |
| ISHARES TR | IYW | Other | 0.42% | 4,868 | - | - | $1,289,533 |
| VANGUARD INDEX FDS | VTV | Other | 0.41% | 5,814 | -535 | -8.43% | $1,256,222 |
| ISHARES TR | IMCB | Other | 0.38% | 12,179 | +128 | +1.06% | $1,150,674 |
| VANECK ETF TRUST | RAAX | Other | 0.37% | 28,420 | +4,391 | +18.27% | $1,131,970 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.36% | 3,338 | - | - | $1,104,275 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.35% | 21,623 | -369 | -1.68% | $1,064,290 |
| FRANKLIN TEMPLETON DIGITAL H | EZBC | Other | 0.35% | 21,843 | -2,257 | -9.37% | $1,054,814 |
| ISHARES TR | AGG | Other | 0.34% | 10,917 | +333 | +3.15% | $1,032,119 |
Showing 30 of 115 holdings in the latest reporting period.