Rede Wealth, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 5, 2024), Rede Wealth, LLC reported 96 stock positions worth $108.6 million. Its top holding was Apple (AAPL) at 9.6% of the portfolio, followed by iShares Core S&P Total U.S. (ITOT, 8.0%) and iShares Core S&P 500 ETF (IVV, 5.3%). Compared with Q1 2024, it opened 6 new positions, sold out of 5, added to 33 and reduced 39. The biggest buy was iShares Core S&P Total U.S. (ITOT, shares +6%) and the biggest sale an exit from Berkshire Hathaway Class A (BRK.A).
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTESVILLE, VA
- CIK
- 0001842054
- Portfolio Value
- $108.6M (Q2 2024)
- SEC Filing
- 0001842054-24-000003 ↗ filed Aug 5, 2024
Holdings Value
Holdings 96 stocks · $108.6M
| AAPL Apple Inc. | 9.59% | 49,434 | $10.4M | Reduce -2.1% |
| ITOT iShares Core S&P Total U.S. | 8.04% | 73,487 | $8.7M | Add +5.7% |
| IVV iShares Core S&P 500 ETF | 5.29% | 10,504 | $5.7M | Add +12.7% |
| JNJ Johnson & Johnson | 5.13% | 38,085 | $5.6M | Add +0.0% |
| AMZN Amazon.com Inc. | 4.63% | 26,028 | $5.0M | Reduce -3.3% |
| MSFT Microsoft Corp. | 3.50% | 8,500 | $3.8M | Add +2.7% |
| NVDA Nvidia Corp. | 3.42% | 30,093 | $3.7M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.13% | 8,362 | $3.4M | Reduce -2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.68% | 5,340 | $2.9M | Reduce -3.1% |
| SCHO Schwab Short-Term US Treas | 2.25% | 50,818 | $2.4M | Add +53.2% |
| VTIP Vanguard Short-Term Tips | 2.21% | 49,361 | $2.4M | Add +42.3% |
| XOM Exxon Mobil Corp. | 2.20% | 20,727 | $2.4M | Reduce -0.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.14% | 46,333 | $2.3M | Add +20.9% |
| UNH Unitedhealth Group Inc. | 1.75% | 3,734 | $1.9M | Add +3.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.66% | 22,542 | $1.8M | Reduce -2.0% |
| COIN Coinbase Global Inc. Class A | 1.60% | 7,826 | $1.7M | Reduce -0.4% |
| AMAT Applied Materials Inc. | 1.56% | 7,165 | $1.7M | Reduce -1.4% |
| IXUS iShares Core Intl Stock ETF | 1.55% | 24,875 | $1.7M | Add +18.2% |
| IDEV iShares Core MSCI Dev MKTS | 1.35% | 22,308 | $1.5M | Add +2.4% |
| QQQM Invesco Nasdaq 100 ETF | 1.27% | 6,990 | $1.4M | Add +3.5% |
| AGG iShares Core U.S. Aggregate | 1.25% | 14,025 | $1.4M | Add +2.4% |
| IMCB iShares Morningstar Mid-Cap | 1.15% | 17,793 | $1.2M | Add +2.6% |
| PG The Procter & Gamble Co. | 1.02% | 6,707 | $1.1M | Reduce -0.1% |
| EZBC Franklin Bitcoin ETF | 0.97% | 30,350 | $1.1M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.93% | 6,310 | $1.0M | Add +2.8% |
| SCHA Schwab US Small-Cap ETF | 0.91% | 20,896 | $992K | Add +3.3% |
| MCD McDonald's Corp. | 0.85% | 3,638 | $927K | Reduce -0.2% |
| NFLX Netflix Inc. | 0.83% | 1,340 | $904K | Reduce -8.5% |
| EPD Enterprise Products Partners | 0.75% | 28,277 | $819K | Add +0.3% |
| IAUM iShares Gold Trust Micro | 0.75% | 35,103 | $814K | New |
| DSI iShares ESG MSCI KLD 400 ETF | 0.74% | 7,687 | $798K | No change |
| SCHM Schwab US Mid Cap ETF | 0.69% | 9,633 | $750K | Reduce -7.5% |
| JPM JPMorgan Chase & Co. | 0.69% | 3,692 | $747K | Reduce -0.1% |
| VZ Verizon Communications Inc. | 0.68% | 17,887 | $738K | No change |
| IYW iShares Ustechnology ETF | 0.67% | 4,868 | $733K | No change |
| SUB iShares Short-Term National | 0.66% | 6,832 | $714K | No change |
| ADP Automatic Data Processing | 0.63% | 2,882 | $688K | Reduce -0.5% |
| SCHX Schwab US Large-Cap ETF | 0.63% | 10,594 | $681K | New |
| IEI iShares 3-7 Year Treasury Bo | 0.60% | 5,602 | $647K | Reduce -1.0% |
| SPTI SS SPDR P Int Term TSY ETF | 0.58% | 22,463 | $629K | Reduce -13.1% |
| V Visa Inc. Class A | 0.57% | 2,351 | $617K | Reduce -0.4% |
| SPLV Invesco S&P 500 Low Volatili | 0.54% | 9,049 | $588K | Reduce -34.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.52% | 6,199 | $569K | Reduce -0.7% |
| MBB iShares MBS ETF | 0.52% | 6,167 | $566K | Reduce -3.9% |
| AON Aon PLC Class A | 0.51% | 1,898 | $557K | No change |
| NSC Norfolk Southern Corp. | 0.50% | 2,550 | $548K | No change |
| BLK BlackRock Finance Inc. | 0.50% | 690 | $543K | Add +0.1% |
| CSX CSX Corp. | 0.50% | 16,230 | $543K | Add +0.1% |
| MA Mastercard Inc. Class A | 0.49% | 1,201 | $530K | Reduce -0.2% |
| SPEM State Street SP PTF Em ETF | 0.47% | 13,609 | $513K | Add +102.1% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.47% | 6,227 | $505K | Reduce -11.0% |
| CB Chubb Ltd. | 0.44% | 1,866 | $476K | Add +0.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.41% | 8,621 | $442K | Reduce -2.8% |
| T AT&T Inc. | 0.41% | 23,020 | $440K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.40% | 1,972 | $430K | Add +2.0% |
| TSLA Tesla Inc. | 0.39% | 2,162 | $428K | No change |
| PAA Plains All Amer Pipeline LP | 0.38% | 23,220 | $415K | Add +0.1% |
| PZA Invesco National Amt-Free Mu | 0.38% | 17,231 | $408K | Reduce -2.8% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.37% | 15,646 | $398K | Add +43.5% |
| SBUX Starbucks Corp. | 0.36% | 4,964 | $386K | Reduce -15.3% |
| UNP Union Pacific Corp. | 0.35% | 1,689 | $382K | No change |
| SHOP Shopify Inc. Class A | 0.35% | 5,774 | $381K | Reduce -2.7% |
| RTX RTX Corp. | 0.35% | 3,757 | $377K | Add +5.7% |
| SPHY SS SPDR P High Yield ETF | 0.34% | 16,053 | $373K | Add +18.1% |
| KO The Coca-Cola Co. | 0.34% | 5,807 | $370K | No change |
| TFC Truist Financial Corp. | 0.33% | 9,305 | $362K | Reduce -2.7% |
| SCHF Schwab Intl Equity ETF | 0.32% | 9,176 | $353K | New |
| GOOGL Alphabet Inc. Class A | 0.32% | 1,908 | $348K | Reduce -2.3% |
| LMBS First Trust Low Duration Opp | 0.31% | 6,941 | $334K | Reduce -14.3% |
| CVX Chevron Corp. | 0.31% | 2,120 | $332K | No change |
| OKE Oneok Inc. | 0.30% | 4,002 | $326K | Reduce -1.1% |
| MDLZ Mondelez International Inc. Class A | 0.30% | 4,956 | $324K | Add +0.1% |
| ABBV Abbvie Inc. | 0.30% | 1,877 | $322K | Add +0.3% |
| ETN Eaton Corp. PLC | 0.29% | 1,003 | $314K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 3,138 | $312K | No change |
| CAT Caterpillar Inc. | 0.29% | 930 | $310K | Add +1.3% |
| FDX FedEx Corp. | 0.28% | 1,015 | $304K | Add +0.4% |
| EQAL Invesco Russell 1000 Equal W | 0.28% | 6,785 | $303K | Reduce -2.2% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.27% | 7,724 | $292K | No change |
| CSCO Cisco Systems Inc. | 0.26% | 6,022 | $286K | Reduce -6.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.26% | 278 | $284K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 593 | $284K | Reduce -26.4% |
| IEF iShares 7-10 Year Treasury B | 0.26% | 2,983 | $279K | Add +21.0% |
| MTUM iShares MSCI USA Momentum Fa | 0.26% | 1,433 | $279K | Reduce -4.1% |
| ESGU iShares ESG Aware MSCI USA | 0.26% | 2,336 | $279K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.25% | 3,432 | $270K | No change |
| QQEW First TR Nasdaq-100 Sel Eq | 0.25% | 2,169 | $267K | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.24% | 5,048 | $259K | Reduce -4.8% |
| EFA iShares MSCI Eafe ETF | 0.24% | 3,291 | $258K | Reduce -10.2% |
| IMCG iShares Morningstar Mid-Cap | 0.24% | 3,786 | $257K | No change |
| ISTB iShares Core 1-5 Year Usd Bo | 0.23% | 5,283 | $250K | Reduce -0.1% |
| MMM 3M Co. | 0.22% | 2,329 | $238K | Add +0.0% |
| GLW Corning Inc. | 0.21% | 5,971 | $232K | New |
| TLT iShares 20+ Year Treasury BD | 0.21% | 2,459 | $226K | Reduce -6.5% |
| HXL Hexcel Corp. | 0.20% | 3,393 | $212K | Add +0.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.19% | 2,540 | $207K | Reduce -4.9% |
Portfolio Sells Q1 2024 → Q2 2024
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −56.92 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.68 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Sold out | 0.00% | −0.45 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.09 |
| INTC Intel Corp. | Sold out | 0.00% | −0.09 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -4.9% | 0.19% | +0.10 |
| TLT iShares 20+ Year Treasury BD | Reduce -6.5% | 0.21% | +0.10 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -26.4% | 0.26% | +0.11 |
| EFA iShares MSCI Eafe ETF | Reduce -10.2% | 0.24% | +0.11 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -4.8% | 0.24% | +0.12 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -0.1% | 0.23% | +0.13 |
| CSCO Cisco Systems Inc. | Reduce -6.3% | 0.26% | +0.13 |
| SBUX Starbucks Corp. | Reduce -15.3% | 0.36% | +0.13 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -4.1% | 0.26% | +0.14 |
| LMBS First Trust Low Duration Opp | Reduce -14.3% | 0.31% | +0.14 |
| EQAL Invesco Russell 1000 Equal W | Reduce -2.2% | 0.28% | +0.14 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -34.8% | 0.54% | +0.16 |
| SHOP Shopify Inc. Class A | Reduce -2.7% | 0.35% | +0.16 |
| OKE Oneok Inc. | Reduce -1.1% | 0.30% | +0.16 |
| TFC Truist Financial Corp. | Reduce -2.7% | 0.33% | +0.18 |
| GOOGL Alphabet Inc. Class A | Reduce -2.3% | 0.32% | +0.20 |
| PZA Invesco National Amt-Free Mu | Reduce -2.8% | 0.38% | +0.20 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -2.8% | 0.41% | +0.22 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -11.0% | 0.47% | +0.24 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 0.49% | +0.25 |
| MBB iShares MBS ETF | Reduce -3.9% | 0.52% | +0.27 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -13.1% | 0.58% | +0.27 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -0.7% | 0.52% | +0.28 |
| V Visa Inc. Class A | Reduce -0.4% | 0.57% | +0.29 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -1.0% | 0.60% | +0.32 |
| ADP Automatic Data Processing | Reduce -0.5% | 0.63% | +0.33 |
| SCHM Schwab US Mid Cap ETF | Reduce -7.5% | 0.69% | +0.33 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 0.69% | +0.38 |
| MCD McDonald's Corp. | Reduce -0.2% | 0.85% | +0.42 |
| NFLX Netflix Inc. | Reduce -8.5% | 0.83% | +0.46 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 1.02% | +0.56 |
| COIN Coinbase Global Inc. Class A | Reduce -0.4% | 1.60% | +0.73 |
| AMAT Applied Materials Inc. | Reduce -1.4% | 1.56% | +0.93 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -2.0% | 1.66% | +0.96 |
| XOM Exxon Mobil Corp. | Reduce -0.5% | 2.20% | +1.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.1% | 2.68% | +1.47 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.4% | 3.13% | +1.62 |
| AMZN Amazon.com Inc. | Reduce -3.3% | 4.63% | +2.60 |
| AAPL Apple Inc. | Reduce -2.1% | 9.59% | +5.96 |
Portfolio Buys Q1 2024 → Q2 2024
| ITOT iShares Core S&P Total U.S. | Add +5.7% | 8.04% | +4.68 |
| IVV iShares Core S&P 500 ETF | Add +12.7% | 5.29% | +3.24 |
| JNJ Johnson & Johnson | Add +0.0% | 5.13% | +2.60 |
| NVDA Nvidia Corp. | Add +0.1% | 3.42% | +2.29 |
| MSFT Microsoft Corp. | Add +2.7% | 3.50% | +2.04 |
| SCHO Schwab Short-Term US Treas | Add +53.2% | 2.25% | +1.58 |
| VTIP Vanguard Short-Term Tips | Add +42.3% | 2.21% | +1.51 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +20.9% | 2.14% | +1.33 |
| UNH Unitedhealth Group Inc. | Add +3.2% | 1.75% | +1.00 |
| EZBC Franklin Bitcoin ETF | New | 0.97% | +0.97 |
| IXUS iShares Core Intl Stock ETF | Add +18.2% | 1.55% | +0.95 |
| QQQM Invesco Nasdaq 100 ETF | Add +3.5% | 1.27% | +0.75 |
| IAUM iShares Gold Trust Micro | New | 0.75% | +0.75 |
| IDEV iShares Core MSCI Dev MKTS | Add +2.4% | 1.35% | +0.74 |
| AGG iShares Core U.S. Aggregate | Add +2.4% | 1.25% | +0.69 |
| SCHX Schwab US Large-Cap ETF | New | 0.63% | +0.63 |
| IMCB iShares Morningstar Mid-Cap | Add +2.6% | 1.15% | +0.62 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.8% | 0.93% | +0.51 |
| SCHA Schwab US Small-Cap ETF | Add +3.3% | 0.91% | +0.50 |
| EPD Enterprise Products Partners | Add +0.3% | 0.75% | +0.41 |
| SPEM State Street SP PTF Em ETF | Add +102.1% | 0.47% | +0.37 |
| SCHF Schwab Intl Equity ETF | New | 0.32% | +0.32 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.26% | +0.26 |
| BLK BlackRock Finance Inc. | Add +0.1% | 0.50% | +0.26 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +43.5% | 0.37% | +0.25 |
| CSX CSX Corp. | Add +0.1% | 0.50% | +0.25 |
| CB Chubb Ltd. | Add +0.5% | 0.44% | +0.24 |
| GLW Corning Inc. | New | 0.21% | +0.21 |
| PAA Plains All Amer Pipeline LP | Add +0.1% | 0.38% | +0.21 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.0% | 0.40% | +0.21 |
| SPHY SS SPDR P High Yield ETF | Add +18.1% | 0.34% | +0.21 |
| RTX RTX Corp. | Add +5.7% | 0.35% | +0.20 |
| IEF iShares 7-10 Year Treasury B | Add +21.0% | 0.26% | +0.16 |
| FDX FedEx Corp. | Add +0.4% | 0.28% | +0.16 |
| ABBV Abbvie Inc. | Add +0.3% | 0.30% | +0.15 |
| MDLZ Mondelez International Inc. Class A | Add +0.1% | 0.30% | +0.15 |
| CAT Caterpillar Inc. | Add +1.3% | 0.29% | +0.14 |
| MMM 3M Co. | Add +0.0% | 0.22% | +0.12 |
| HXL Hexcel Corp. | Add +0.1% | 0.20% | +0.09 |
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 |