Rede Wealth, LLC
13F Reported Value
ⓘ$278.0M
Holdings
108
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Rede Wealth, LLC disclosed 108 positions worth $278.0M in its Form 13F-HR for Q1 2026, led by $BRK.A (BERKSHIRE HATHAWAY INC) at 53.7% of the equity portfolio, followed by $AAPL and $JNJ. During the quarter the fund opened 3 new positions and exited 2 — including a new stake in $SLV. The portfolio is most concentrated in Financials (60.3% of disclosed assets). All figures are sourced directly from Rede Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 1842054.
AI Fund Analysis
Stable
$BRK-A
$AAPL
$JNJ
$AMZN
$IVZ
$CVX
$COINSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 64.5#634
Quality
$149.4M208 sh - 76.1#112
Quality
$12.0M47,093 sh - 72.8#214
Quality
$9.1M37,085 sh ISHARES TR
—Quality
$8.6M60,471 shISHARES TR
—Quality
$7.7M11,793 sh- 74.6
Quality
$4.9M23,534 sh - 64.5
Quality
$4.8M10,043 sh - —
Quality
$3.4M5,189 sh VANGUARD MUN BD FDS
—Quality
$3.3M66,928 sh- 83.7
Quality
$3.1M8,290 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.A | 64.5#634 | $149.4M | 208 |
| Apple Inc.$AAPL | 76.1#112 | $12.0M | 47,093 |
| JOHNSON & JOHNSON$JNJ | 72.8#214 | $9.1M | 37,085 |
| ISHARES TR | — | $8.6M | 60,471 |
| ISHARES TR | — | $7.7M | 11,793 |
| AMAZON COM INC$AMZN | 74.6 | $4.9M | 23,534 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $4.8M | 10,043 |
 SPDR S&P 500 ETF TRUST$SPY | — | $3.4M | 5,189 |
| VANGUARD MUN BD FDS | — | $3.3M | 66,928 |
 MICROSOFT CORP$MSFT | 83.7 | $3.1M | 8,290 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Rede Wealth, LLC's 108 positions.
Showing top 10 of 108 holdings.
Sector Allocation
Financials
$167.5M
Other
$56.5M
Technology
$22.0M
Healthcare
$10.4M
Consumer Discretionary
$6.4M
Energy
$5.3M
Industrials
$4.6M
Communication Services
$2.5M
Full Holdings — Rede Wealth, LLC (Q1 2026)
All 108 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BRK.A | BERKSHIRE HATHAWAY INC | $149.4M | 53.7% | +0% | 64.5 |
| 2 | $AAPL | Apple Inc. | $12.0M | 4.3% | -1% | 76.1 |
| 3 | $JNJ | JOHNSON & JOHNSON | $9.1M | 3.3% | +0% | 72.8 |
| 4 | — | ISHARES TR | $8.6M | 3.1% | +5% | — |
| 5 | — | ISHARES TR | $7.7M | 2.8% | +8% | — |
| 6 | $AMZN | AMAZON COM INC | $4.9M | 1.8% | -4% | 74.6 |
| 7 | $BRK.B | BERKSHIRE HATHAWAY INC | $4.8M | 1.7% | -1% | 64.5 |
| 8 | $SPY | SPDR S&P 500 ETF TRUST | $3.4M | 1.2% | -0% | — |
| 9 | — | VANGUARD MUN BD FDS | $3.3M | 1.2% | -1% | — |
| 10 | $MSFT | MICROSOFT CORP | $3.1M | 1.1% | +0% | 83.7 |
| 11 |  $XOM | EXXON MOBIL CORP | $3.0M | 1.1% | +0% | 61.8 |
| 12 | — | SPDR SERIES TRUST | $2.6M | 0.9% | +2% | — |
| 13 | $IVZ | Invesco Ltd. | $2.6M | 0.9% | +11% | — |
| 14 |  $AMAT | APPLIED MATERIALS INC /DE | $2.5M | 0.9% | +0% | 74.8 |
| 15 |  $NVDA | NVIDIA CORP | $2.5M | 0.9% | -0% | 90.2 |
| 16 | — | ISHARES TR | $2.3M | 0.8% | -10% | — |
| 17 | — | BLACKROCK ETF TRUST | $1.8M | 0.7% | -14% | — |
| 18 | — | SCHWAB STRATEGIC TR | $1.8M | 0.6% | -3% | — |
| 19 | — | VANGUARD MALVERN FDS | $1.7M | 0.6% | +17% | — |
| 20 | — | FIDELITY MERRIMACK STR TR | $1.6M | 0.6% | -7% | — |
| 21 | — | ISHARES TR | $1.4M | 0.5% | +88% | — |
| 22 | $COIN | Coinbase Global, Inc. | $1.4M | 0.5% | +0% | 68 |
| 23 | — | SCHWAB STRATEGIC TR | $1.4M | 0.5% | +9% | — |
| 24 | — | ISHARES TR | $1.3M | 0.5% | +38% | — |
| 25 |  $NFLX | NETFLIX INC | $1.2M | 0.4% | -0% | 86.7 |
| 26 | — | SCHWAB STRATEGIC TR | $1.2M | 0.4% | +26% | — |
| 27 | — | VANGUARD INDEX FDS | $1.1M | 0.4% | +5% | — |
| 28 |  $MCD | MCDONALDS CORP | $1.1M | 0.4% | +0% | 73.9 |
| 29 |  $EZBC | Franklin Templeton Digital Holdings Trust | $1.1M | 0.4% | +31% | — |
| 30 | — | SPDR SERIES TRUST | $1.1M | 0.4% | -22% | — |
| 31 |  $ETH | Grayscale Ethereum Staking Mini ETF | $1.1M | 0.4% | +51% | — |
| 32 | — | ISHARES TR | $1.0M | 0.4% | -27% | — |
| 33 |  $JPM | JPMORGAN CHASE & CO | $981,875 | 0.3% | +0% | 35.6 |
| 34 | — | ISHARES INC | $939,358 | 0.3% | +45% | — |
| 35 |  $IAUM | iShares Gold Trust Micro | $918,916 | 0.3% | -53% | — |
| 36 |  $PG | PROCTER & GAMBLE Co | $911,796 | 0.3% | +0% | 72.9 |
| 37 | — | ISHARES TR | $883,153 | 0.3% | +0% | — |
| 38 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $882,835 | 0.3% | +0% | 66.4 |
| 39 | — | SPDR SERIES TRUST | $859,866 | 0.3% | +9% | — |
| 40 | — | SCHWAB STRATEGIC TR | $824,712 | 0.3% | -23% | — |
| 41 | — | SCHWAB STRATEGIC TR | $814,890 | 0.3% | +0% | — |
| 42 | — | SPDR INDEX SHS FDS | $808,728 | 0.3% | -1% | — |
| 43 |  $GLW | CORNING INC /NY | $808,478 | 0.3% | +0% | 72.7 |
| 44 | — | ISHARES TR | $700,599 | 0.3% | -13% | — |
| 45 |  $UNH | UNITEDHEALTH GROUP INC | $690,503 | 0.3% | -2% | 66.8 |
| 46 |  $NSC | NORFOLK SOUTHERN CORP | $688,637 | 0.3% | +0% | 70.8 |
| 47 |  $T | AT&T INC. | $667,354 | 0.2% | +0% | 71.9 |
| 48 |  $BLK | BlackRock, Inc. | $666,621 | 0.2% | +0% | 70.3 |
| 49 |  $SHOP | SHOPIFY INC. | $624,178 | 0.2% | +0% | — |
| 50 |  $ASML | ASML HOLDING NV | $612,865 | 0.2% | +0% | — |
| 51 |  $AON | Aon plc | $612,636 | 0.2% | +0% | — |
| 52 |  $MA | Mastercard Inc | $606,986 | 0.2% | +0% | 81.7 |
| 53 |  $RTX | RTX Corp | $593,360 | 0.2% | +0% | 70 |
| 54 | $IVZ | Invesco Ltd. | $564,130 | 0.2% | -18% | — |
| 55 | $IVZ | Invesco Ltd. | $556,742 | 0.2% | -10% | — |
| 56 |  $CB | Chubb Ltd | $555,059 | 0.2% | +0% | — |
| 57 | — | ISHARES TR | $550,605 | 0.2% | +8% | — |
| 58 |  $CSX | CSX CORP | $544,640 | 0.2% | +0% | 66.4 |
| 59 | — | VANGUARD INDEX FDS | $518,078 | 0.2% | +5% | — |
| 60 | — | NUSHARES ETF TR | $494,441 | 0.2% | -10% | — |
| 61 | $CVX | CHEVRON CORP | $483,681 | 0.2% | +0% | 54.7 |
| 62 |  $CAT | CATERPILLAR INC | $457,981 | 0.2% | +0% | 67.8 |
| 63 | — | SCHWAB STRATEGIC TR | $457,331 | 0.2% | +1% | — |
| 64 |  $ADP | AUTOMATIC DATA PROCESSING INC | $454,725 | 0.2% | +0% | 77.9 |
| 65 | — | ISHARES TR | $449,806 | 0.2% | +55% | — |
| 66 | — | ISHARES TR | $444,276 | 0.2% | -29% | — |
| 67 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $429,853 | 0.1% | -7% | 57.4 |
| 68 | — | VANGUARD CHARLOTTE FDS | $413,566 | 0.1% | +10% | — |
| 69 |  $TFC | TRUIST FINANCIAL CORP | $412,716 | 0.1% | +0% | — |
| 70 |  $KO | COCA COLA CO | $404,358 | 0.1% | +0% | 74 |
| 71 |  $GOOG | Alphabet Inc. | $399,133 | 0.1% | +1% | 80.2 |
| 72 |  $V | VISA INC. | $390,313 | 0.1% | -41% | 83.5 |
| 73 |  $UNP | UNION PACIFIC CORP | $384,310 | 0.1% | +0% | 74 |
| 74 |  $FDX | FEDEX CORP | $368,481 | 0.1% | +0% | 60.3 |
| 75 |  $ABBV | AbbVie Inc. | $361,527 | 0.1% | +0% | 59.3 |
| 76 |  $SBUX | STARBUCKS CORP | $358,905 | 0.1% | -4% | 54.6 |
| 77 | — | ISHARES TR | $344,194 | 0.1% | -0% | — |
| 78 |  $ETN | Eaton Corp plc | $339,787 | 0.1% | +0% | — |
| 79 |  $MMM | 3M CO | $327,975 | 0.1% | +0% | 60.7 |
| 80 | — | SPDR SERIES TRUST | $320,557 | 0.1% | -0% | — |
| 81 | — | ISHARES TR | $317,771 | 0.1% | +0% | — |
| 82 | — | ISHARES TR | $316,464 | 0.1% | +11% | — |
| 83 |  $VZ | VERIZON COMMUNICATIONS INC | $304,161 | 0.1% | +0% | 71.6 |
| 84 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $302,442 | 0.1% | -3% | — |
| 85 |  $MDLZ | Mondelez International, Inc. | $300,924 | 0.1% | +0% | 53.9 |
| 86 | — | ISHARES TR | $300,707 | 0.1% | -2% | — |
| 87 | — | ISHARES TR | $298,223 | 0.1% | +0% | — |
| 88 | — | INVESCO EXCH TRADED FD TR II | $297,871 | 0.1% | -0% | — |
| 89 |  $OKE | ONEOK INC /NEW/ | $296,570 | 0.1% | +0% | 72 |
| 90 |  $TSLA | Tesla, Inc. | $293,311 | 0.1% | -11% | 50.1 |
| 91 |  $CSCO | CISCO SYSTEMS, INC. | $279,138 | 0.1% | -22% | 72.3 |
| 92 | — | FIRST TR EXCHANGE-TRADED FD | $275,406 | 0.1% | +0% | — |
| 93 |  $PWR | QUANTA SERVICES, INC. | $274,510 | 0.1% | +0% | 62.6 |
| 94 |  $DIS | Walt Disney Co | $265,866 | 0.1% | +0% | 68.9 |
| 95 | — | NUSHARES ETF TR | $263,354 | 0.1% | +2% | — |
| 96 |  $HXL | HEXCEL CORP /DE/ | $255,707 | 0.1% | +0% | 50.5 |
| 97 |  $__PARK_1390777 | Bank of New York Mellon Corp | $254,096 | 0.1% | +0% | 36.7 |
| 98 |  $SLV | iShares Silver Trust | $251,164 | 0.1% | NEW | — |
| 99 | — | ISHARES TR | $240,812 | 0.1% | +0% | — |
| 100 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $236,565 | 0.1% | +0% | — |
| 101 |  $PM | Philip Morris International Inc. | $233,793 | 0.1% | +0% | 80.5 |
| 102 | — | ISHARES TR | $233,064 | 0.1% | -0% | — |
| 103 |  $HODL | VanEck Bitcoin ETF | $228,751 | 0.1% | -17% | — |
| 104 |  $MTZ | MASTEC INC | $223,609 | 0.1% | NEW | 59.7 |
| 105 | — | ISHARES TR | $209,110 | 0.1% | -10% | — |
| 106 | — | SELECT SECTOR SPDR TR | $208,721 | 0.1% | NEW | — |
| 107 |  $ALL | ALLSTATE CORP | $207,340 | 0.1% | +0% | 76.6 |
| 108 | — | ISHARES TR | $201,184 | 0.1% | -40% | — |
New Positions (3)
Exited Positions (2)
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