Rede Wealth, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 3, 2024), Rede Wealth, LLC reported 95 stock positions worth $238.5 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 56.9% of the portfolio, followed by Apple (AAPL, 3.6%) and iShares Core S&P Total U.S. (ITOT, 3.4%). Compared with Q4 2023, it opened 6 new positions, sold out of 1, added to 47 and reduced 32. The biggest buy was iShares Core S&P Total U.S. (ITOT, shares +25%) and the biggest sale SS SPDR P Int Term TSY ETF (SPTI, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTESVILLE, VA
- CIK
- 0001842054
- Portfolio Value
- $238.5M (Q1 2024)
- SEC Filing
- 0001842054-24-000002 ↗ filed May 3, 2024
Holdings Value
Holdings 95 stocks · $238.5M
| BRK.A Berkshire Hathaway Inc. Class A | 56.92% | 214 | $135.8M | No change |
| AAPL Apple Inc. | 3.63% | 50,478 | $8.7M | Add +0.0% |
| ITOT iShares Core S&P Total U.S. | 3.36% | 69,513 | $8.0M | Add +25.0% |
| JNJ Johnson & Johnson | 2.52% | 38,071 | $6.0M | Add +0.6% |
| IVV iShares Core S&P 500 ETF | 2.05% | 9,320 | $4.9M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 2.03% | 26,902 | $4.9M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.51% | 8,570 | $3.6M | Reduce -2.6% |
| MSFT Microsoft Corp. | 1.46% | 8,278 | $3.5M | Add +1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.21% | 5,509 | $2.9M | Add +9.5% |
| NVDA Nvidia Corp. | 1.14% | 3,006 | $2.7M | Add +1.7% |
| XOM Exxon Mobil Corp. | 1.02% | 20,831 | $2.4M | Add +2.2% |
| COIN Coinbase Global Inc. Class A | 0.87% | 7,858 | $2.1M | Add +1.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.81% | 38,317 | $1.9M | Reduce -35.3% |
| UNH Unitedhealth Group Inc. | 0.75% | 3,618 | $1.8M | Add +0.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.71% | 22,997 | $1.7M | Reduce -0.5% |
| VTIP Vanguard Short-Term Tips | 0.70% | 34,692 | $1.7M | Add +34.5% |
| GOVT iShares US Treasury Bond ETF | 0.68% | 70,880 | $1.6M | Add +29.0% |
| SCHO Schwab Short-Term US Treas | 0.67% | 33,168 | $1.6M | Add +26.5% |
| AMAT Applied Materials Inc. | 0.63% | 7,265 | $1.5M | Reduce -11.0% |
| IDEV iShares Core MSCI Dev MKTS | 0.61% | 21,794 | $1.5M | Add +29.6% |
| IXUS iShares Core Intl Stock ETF | 0.60% | 21,043 | $1.4M | Reduce -24.9% |
| AGG iShares Core U.S. Aggregate | 0.56% | 13,696 | $1.3M | Add +5.5% |
| IMCB iShares Morningstar Mid-Cap | 0.53% | 17,341 | $1.3M | Add +26.4% |
| QQQM Invesco Nasdaq 100 ETF | 0.52% | 6,756 | $1.2M | Add +25.5% |
| PG The Procter & Gamble Co. | 0.46% | 6,717 | $1.1M | Add +3.0% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.45% | 38,616 | $1.1M | Add +8.2% |
| MCD McDonald's Corp. | 0.43% | 3,644 | $1.0M | Add +0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.42% | 6,138 | $1000K | Reduce -41.7% |
| SCHA Schwab US Small-Cap ETF | 0.42% | 20,227 | $996K | Add +25.7% |
| SPLV Invesco S&P 500 Low Volatili | 0.38% | 13,876 | $914K | Reduce -1.5% |
| NFLX Netflix Inc. | 0.37% | 1,465 | $890K | No change |
| SCHM Schwab US Mid Cap ETF | 0.36% | 10,416 | $848K | Reduce -19.4% |
| EPD Enterprise Products Partners | 0.34% | 28,195 | $823K | Add +0.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.32% | 7,687 | $775K | Reduce -0.2% |
| VZ Verizon Communications Inc. | 0.31% | 17,887 | $751K | Add +2.1% |
| JPM JPMorgan Chase & Co. | 0.31% | 3,694 | $740K | Add +3.3% |
| SPTI SS SPDR P Int Term TSY ETF | 0.31% | 25,857 | $729K | Reduce -63.5% |
| ADP Automatic Data Processing | 0.30% | 2,897 | $724K | Add +4.3% |
| SUB iShares Short-Term National | 0.30% | 6,832 | $716K | Reduce -45.7% |
| V Visa Inc. Class A | 0.28% | 2,361 | $659K | Reduce -0.2% |
| IYW iShares Ustechnology ETF | 0.28% | 4,868 | $657K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.27% | 5,661 | $656K | Add +82.0% |
| NSC Norfolk Southern Corp. | 0.27% | 2,550 | $650K | No change |
| AON Aon PLC Class A | 0.27% | 1,898 | $633K | No change |
| CSX CSX Corp. | 0.25% | 16,217 | $601K | Reduce -5.8% |
| MBB iShares MBS ETF | 0.25% | 6,414 | $593K | Add +97.3% |
| MA Mastercard Inc. Class A | 0.24% | 1,203 | $579K | Add +4.3% |
| BLK BlackRock Finance Inc. | 0.24% | 689 | $575K | Add +1.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.24% | 6,242 | $573K | Add +64.0% |
| SBUX Starbucks Corp. | 0.22% | 5,863 | $536K | Reduce -0.5% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.22% | 6,997 | $534K | Reduce -4.2% |
| CB Chubb Ltd. | 0.20% | 1,856 | $481K | Add +9.4% |
| SHOP Shopify Inc. Class A | 0.19% | 5,934 | $458K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.19% | 8,870 | $455K | Add +82.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.19% | 1,934 | $442K | Reduce -36.8% |
| PZA Invesco National Amt-Free Mu | 0.18% | 17,733 | $423K | Reduce -5.5% |
| UNP Union Pacific Corp. | 0.17% | 1,689 | $415K | No change |
| PAA Plains All Amer Pipeline LP | 0.17% | 23,197 | $407K | Add +0.1% |
| T AT&T Inc. | 0.17% | 23,020 | $405K | Reduce -0.7% |
| LMBS First Trust Low Duration Opp | 0.16% | 8,098 | $391K | Reduce -8.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 3,138 | $384K | Add +10.6% |
| TSLA Tesla Inc. | 0.16% | 2,162 | $380K | Reduce -7.9% |
| TFC Truist Financial Corp. | 0.16% | 9,567 | $373K | Reduce -36.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 806 | $358K | Reduce -1.0% |
| KO The Coca-Cola Co. | 0.15% | 5,807 | $355K | Add +7.4% |
| RTX RTX Corp. | 0.15% | 3,554 | $347K | Add +10.7% |
| MDLZ Mondelez International Inc. Class A | 0.15% | 4,951 | $347K | Add +6.5% |
| ABBV Abbvie Inc. | 0.14% | 1,871 | $341K | Add +13.7% |
| CAT Caterpillar Inc. | 0.14% | 918 | $336K | Add +15.5% |
| CVX Chevron Corp. | 0.14% | 2,120 | $334K | Add +0.1% |
| OKE Oneok Inc. | 0.14% | 4,046 | $324K | Reduce -3.9% |
| CSCO Cisco Systems Inc. | 0.13% | 6,425 | $321K | Add +22.6% |
| EQAL Invesco Russell 1000 Equal W | 0.13% | 6,935 | $320K | New |
| SPHY SS SPDR P High Yield ETF | 0.13% | 13,592 | $319K | New |
| ETN Eaton Corp. PLC | 0.13% | 1,003 | $314K | No change |
| NULV Nuveen ESG Large-Cap Val ETF | 0.13% | 7,724 | $300K | Reduce -29.4% |
| GOOGL Alphabet Inc. Class A | 0.12% | 1,952 | $295K | Add +15.3% |
| FDX FedEx Corp. | 0.12% | 1,011 | $293K | Add +0.5% |
| EFA iShares MSCI Eafe ETF | 0.12% | 3,666 | $293K | Reduce -3.0% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.12% | 10,904 | $280K | Add +8.2% |
| MTUM iShares MSCI USA Momentum Fa | 0.12% | 1,494 | $280K | Reduce -4.0% |
| ESGD iShares Trust iShares ESG Aw | 0.12% | 3,432 | $274K | Reduce -22.2% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.11% | 5,301 | $274K | Add +23.7% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.11% | 2,169 | $269K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.11% | 2,336 | $269K | Reduce -0.6% |
| IMCG iShares Morningstar Mid-Cap | 0.11% | 3,786 | $268K | No change |
| ISTB iShares Core 1-5 Year Usd Bo | 0.11% | 5,290 | $251K | Reduce -47.5% |
| TLT iShares 20+ Year Treasury BD | 0.10% | 2,629 | $249K | New |
| HXL Hexcel Corp. | 0.10% | 3,391 | $247K | Add +0.1% |
| MMM 3M Co. | 0.10% | 2,328 | $247K | Reduce -5.9% |
| SPEM State Street SP PTF Em ETF | 0.10% | 6,735 | $244K | Reduce -28.1% |
| IEF iShares 7-10 Year Treasury B | 0.10% | 2,466 | $233K | New |
| ELV Elevance Health Inc. | 0.09% | 426 | $221K | New |
| INTC Intel Corp. | 0.09% | 4,990 | $220K | Add +0.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.09% | 2,670 | $218K | New |
Portfolio Sells Q4 2023 → Q1 2024
| SPTI SS SPDR P Int Term TSY ETF | Reduce -63.5% | 0.31% | −0.65 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -35.3% | 0.81% | −0.62 |
| SUB iShares Short-Term National | Reduce -45.7% | 0.30% | −0.33 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -41.7% | 0.42% | −0.33 |
| IXUS iShares Core Intl Stock ETF | Reduce -24.9% | 0.60% | −0.26 |
| EAGG iShares ESG Aware US Aggrega | Sold out | 0.00% | −0.14 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -36.8% | 0.19% | −0.12 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -47.5% | 0.11% | −0.12 |
| TSLA Tesla Inc. | Reduce -7.9% | 0.16% | −0.12 |
| SCHM Schwab US Mid Cap ETF | Reduce -19.4% | 0.36% | −0.11 |
| TFC Truist Financial Corp. | Reduce -36.0% | 0.16% | −0.11 |
| IVV iShares Core S&P 500 ETF | Reduce -0.2% | 2.05% | −0.06 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -29.4% | 0.13% | −0.06 |
| SPEM State Street SP PTF Em ETF | Reduce -28.1% | 0.10% | −0.06 |
| SBUX Starbucks Corp. | Reduce -0.5% | 0.22% | −0.04 |
| ESGD iShares Trust iShares ESG Aw | Reduce -22.2% | 0.12% | −0.04 |
| LMBS First Trust Low Duration Opp | Reduce -8.1% | 0.16% | −0.04 |
| PZA Invesco National Amt-Free Mu | Reduce -5.5% | 0.18% | −0.04 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -1.5% | 0.38% | −0.04 |
| CSX CSX Corp. | Reduce -5.8% | 0.25% | −0.03 |
| MMM 3M Co. | Reduce -5.9% | 0.10% | −0.02 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -4.2% | 0.22% | −0.02 |
| V Visa Inc. Class A | Reduce -0.2% | 0.28% | −0.02 |
| T AT&T Inc. | Reduce -0.7% | 0.17% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -3.0% | 0.12% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.0% | 0.15% | −0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.5% | 0.71% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -0.2% | 0.32% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -0.6% | 0.11% | −0.00 |
| OKE Oneok Inc. | Reduce -3.9% | 0.14% | −0.00 |
| AMAT Applied Materials Inc. | Reduce -11.0% | 0.63% | +0.00 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -4.0% | 0.12% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.6% | 1.51% | +0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| ITOT iShares Core S&P Total U.S. | Add +25.0% | 3.36% | +0.58 |
| NVDA Nvidia Corp. | Add +1.7% | 1.14% | +0.44 |
| COIN Coinbase Global Inc. Class A | Add +1.2% | 0.87% | +0.23 |
| EQAL Invesco Russell 1000 Equal W | New | 0.13% | +0.13 |
| SPHY SS SPDR P High Yield ETF | New | 0.13% | +0.13 |
| VTIP Vanguard Short-Term Tips | Add +34.5% | 0.70% | +0.12 |
| IDEV iShares Core MSCI Dev MKTS | Add +29.6% | 0.61% | +0.11 |
| TLT iShares 20+ Year Treasury BD | New | 0.10% | +0.10 |
| MBB iShares MBS ETF | Add +97.3% | 0.25% | +0.10 |
| IEI iShares 3-7 Year Treasury Bo | Add +82.0% | 0.27% | +0.10 |
| IEF iShares 7-10 Year Treasury B | New | 0.10% | +0.10 |
| AMZN Amazon.com Inc. | Add +0.1% | 2.03% | +0.10 |
| IMCB iShares Morningstar Mid-Cap | Add +26.4% | 0.53% | +0.09 |
| ELV Elevance Health Inc. | New | 0.09% | +0.09 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.09% | +0.09 |
| QQQM Invesco Nasdaq 100 ETF | Add +25.5% | 0.52% | +0.09 |
| GOVT iShares US Treasury Bond ETF | Add +29.0% | 0.68% | +0.08 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +64.0% | 0.24% | +0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.5% | 1.21% | +0.07 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +82.6% | 0.19% | +0.07 |
| SCHO Schwab Short-Term US Treas | Add +26.5% | 0.67% | +0.07 |
| SCHA Schwab US Small-Cap ETF | Add +25.7% | 0.42% | +0.06 |
| XOM Exxon Mobil Corp. | Add +2.2% | 1.02% | +0.05 |
| DIS The Walt Disney Co. | Add +10.6% | 0.16% | +0.04 |
| CAT Caterpillar Inc. | Add +15.5% | 0.14% | +0.03 |
| ABBV Abbvie Inc. | Add +13.7% | 0.14% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +3.3% | 0.31% | +0.02 |
| CB Chubb Ltd. | Add +9.4% | 0.20% | +0.02 |
| RTX RTX Corp. | Add +10.7% | 0.15% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +15.3% | 0.12% | +0.01 |
| MA Mastercard Inc. Class A | Add +4.3% | 0.24% | +0.01 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +23.7% | 0.11% | +0.01 |
| CSCO Cisco Systems Inc. | Add +22.6% | 0.13% | +0.01 |
| MSFT Microsoft Corp. | Add +1.4% | 1.46% | +0.00 |
| PAA Plains All Amer Pipeline LP | Add +0.1% | 0.17% | +0.00 |
| PG The Procter & Gamble Co. | Add +3.0% | 0.46% | +0.00 |
| FDX FedEx Corp. | Add +0.5% | 0.12% | +0.00 |
| VZ Verizon Communications Inc. | Add +2.1% | 0.31% | +0.00 |
| KO The Coca-Cola Co. | Add +7.4% | 0.15% | −0.00 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +8.2% | 0.12% | −0.00 |
| ADP Automatic Data Processing | Add +4.3% | 0.30% | −0.00 |
| EPD Enterprise Products Partners | Add +0.3% | 0.34% | −0.01 |
| CVX Chevron Corp. | Add +0.1% | 0.14% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Add +6.5% | 0.15% | −0.01 |
| HXL Hexcel Corp. | Add +0.1% | 0.10% | −0.01 |
| BLK BlackRock Finance Inc. | Add +1.2% | 0.24% | −0.02 |
| INTC Intel Corp. | Add +0.0% | 0.09% | −0.03 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +8.2% | 0.45% | −0.04 |
| AGG iShares Core U.S. Aggregate | Add +5.5% | 0.56% | −0.05 |
| MCD McDonald's Corp. | Add +0.0% | 0.43% | −0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 117 | $302.0M | BRK.A, AAPL, ITOT, JNJ, IVV |
| Q1 2026 | 108 | $278.0M | BRK.A, AAPL, JNJ, ITOT, IVV |
| Q4 2025 | 109 | $287.8M | BRK.A, AAPL, ITOT, JNJ, IVV |
| Q3 2025 | 109 | $127.3M | VEA, TSLA, AAPL, VWO, DVY |
| Q2 2025 | 106 | $277.0M | BRK.A, AAPL, ITOT, IVV, JNJ |
| Q1 2025 | 105 | $283.1M | BRK.A, AAPL, ITOT, JNJ, IVV |
| Q4 2024 | 102 | $261.0M | BRK.A, AAPL, ITOT, IVV, AMZN |
| Q3 2024 | 104 | $261.5M | BRK.A, AAPL, ITOT, JNJ, IVV |
| Q2 2024 | 96 | $108.6M | AAPL, ITOT, IVV, JNJ, AMZN |
| Q1 2024 | 95 | $238.5M | BRK.A, AAPL, ITOT, JNJ, IVV |