Rede Wealth, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 18, 2024), Rede Wealth, LLC reported 104 stock positions worth $261.5 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 55.8% of the portfolio, followed by Apple (AAPL, 4.5%) and iShares Core S&P Total U.S. (ITOT, 3.3%). Compared with Q2 2024, it opened 8 new positions, added to 35 and reduced 41. The biggest buy was a new position in Berkshire Hathaway Class A (BRK.A) and the biggest sale iShares Core S&P Total U.S. (ITOT, shares −8%).

Most Recent 13F
Q2 2026
Location
CHARLOTTESVILLE, VA
CIK
0001842054
Portfolio Value
$261.5M (Q3 2024)
SEC Filing
0001842054-24-000005 ↗ filed Oct 18, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $238.5M Q1 2024 Q2 2024: $108.6M Q2 2024 Q3 2024: $261.5M $261.5M Q3 2024 Q4 2024: $261.0M Q4 2024 Q1 2025: $283.1M Q1 2025 Q2 2025: $277.0M Q2 2025 Q3 2025: $127.3M Q3 2025 Q4 2025: $287.8M Q4 2025 Q1 2026: $278.0M Q1 2026 Q2 2026: $302.0M Q2 2026

Holdings 104 stocks · $261.5M
BRK.A Berkshire Hathaway Inc. Class A 55.77% 211 $145.8M New
AAPL Apple Inc. 4.49% 50,407 $11.7M Add +2.0%
ITOT iShares Core S&P Total U.S. 3.26% 67,888 $8.5M Reduce -7.6%
JNJ Johnson & Johnson 2.36% 38,085 $6.2M No change
IVV iShares Core S&P 500 ETF 2.33% 10,572 $6.1M Add +0.7%
AMZN Amazon.com Inc. 1.84% 25,857 $4.8M Reduce -0.7%
BRK.B Berkshire Hathaway Inc. Class B 1.47% 8,353 $3.8M Reduce -0.1%
MSFT Microsoft Corp. 1.42% 8,626 $3.7M Add +1.5%
NVDA Nvidia Corp. 1.41% 30,319 $3.7M Add +0.8%
SPY SS SPDR S&P 500 ETF Trust-US 1.17% 5,332 $3.1M Reduce -0.1%
SCHO Schwab Short-Term US Treas 1.02% 54,377 $2.7M Add +7.0%
VTEB Vanguard Tax-Exempt Bond ETF 0.93% 47,409 $2.4M Add +2.3%
XOM Exxon Mobil Corp. 0.93% 20,652 $2.4M Reduce -0.4%
UNH Unitedhealth Group Inc. 0.81% 3,619 $2.1M Reduce -3.1%
VTIP Vanguard Short-Term Tips 0.71% 37,459 $1.8M Reduce -24.1%
SPYG SS SPDR P S&P 500 Growth ETF 0.70% 22,205 $1.8M Reduce -1.5%
IXUS iShares Core Intl Stock ETF 0.69% 24,709 $1.8M Reduce -0.7%
QQQM Invesco Nasdaq 100 ETF 0.57% 7,363 $1.5M Add +5.3%
AMAT Applied Materials Inc. 0.55% 7,165 $1.4M No change
AGG iShares Core U.S. Aggregate 0.54% 13,967 $1.4M Reduce -0.4%
COIN Coinbase Global Inc. Class A 0.53% 7,819 $1.4M Reduce -0.1%
IMCB iShares Morningstar Mid-Cap 0.46% 15,886 $1.2M Reduce -10.7%
PG The Procter & Gamble Co. 0.44% 6,713 $1.2M Add +0.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.44% 6,576 $1.1M Add +4.2%
SPHY SS SPDR P High Yield ETF 0.43% 46,663 $1.1M Add +190.7%
MCD McDonald's Corp. 0.42% 3,638 $1.1M No change
EZBC Franklin Bitcoin ETF 0.42% 29,822 $1.1M Reduce -1.7%
SCHA Schwab US Small-Cap ETF 0.41% 20,654 $1.1M Reduce -1.2%
NFLX Netflix Inc. 0.36% 1,335 $947K Reduce -0.4%
IAUM iShares Gold Trust Micro 0.36% 35,970 $944K Add +2.5%
SCHM Schwab US Mid Cap ETF 0.35% 11,096 $922K Add +15.2%
EPD Enterprise Products Partners 0.32% 28,361 $826K Add +0.3%
SCHR Schwab Intermediate-Term US 0.32% 16,296 $825K New
VZ Verizon Communications Inc. 0.31% 17,787 $799K Reduce -0.6%
ADP Automatic Data Processing 0.31% 2,885 $798K Add +0.1%
JPM JPMorgan Chase & Co. 0.30% 3,706 $782K Add +0.4%
DSI iShares ESG MSCI KLD 400 ETF 0.29% 7,045 $766K Reduce -8.3%
SUB iShares Short-Term National 0.29% 7,031 $747K Add +2.9%
IYW iShares Ustechnology ETF 0.28% 4,868 $738K No change
IDEV iShares Core MSCI Dev MKTS 0.28% 10,281 $728K Reduce -53.9%
SCHX Schwab US Large-Cap ETF 0.27% 10,594 $719K No change
IEI iShares 3-7 Year Treasury Bo 0.26% 5,605 $670K Add +0.1%
V Visa Inc. Class A 0.25% 2,395 $659K Add +1.9%
AON Aon PLC Class A 0.25% 1,898 $657K No change
BLK BlackRock Finance Inc. 0.25% 691 $656K Add +0.1%
SPLV Invesco S&P 500 Low Volatili 0.25% 9,049 $649K No change
NSC Norfolk Southern Corp. 0.24% 2,550 $634K No change
MA Mastercard Inc. Class A 0.23% 1,205 $595K Add +0.3%
MBB iShares MBS ETF 0.22% 6,103 $585K Reduce -1.0%
SPTI SS SPDR P Int Term TSY ETF 0.22% 19,752 $574K Reduce -12.1%
BIL SS SPDR BB 1-3M T-Bill ETF 0.22% 6,210 $570K Add +0.2%
SPEM State Street SP PTF Em ETF 0.22% 13,734 $567K Add +0.9%
CSX CSX Corp. 0.21% 16,241 $561K Add +0.1%
CB Chubb Ltd. 0.21% 1,863 $537K Reduce -0.2%
SBUX Starbucks Corp. 0.20% 5,349 $521K Add +7.8%
HYMB SS SPDR N Ice HY Muni ETF 0.20% 19,533 $513K Add +24.8%
TSLA Tesla Inc. 0.19% 1,944 $509K Reduce -10.1%
T AT&T Inc. 0.19% 23,020 $506K No change
NULG Nuveen ESG LRG-Cap GRW ETF 0.19% 6,016 $497K Reduce -3.4%
IGSB iShares 1-5Y Inv Grade Corp. 0.19% 9,292 $489K Add +7.8%
VB Vanguard Most SM-Cap ETF-Usd 0.18% 1,988 $472K Add +0.8%
RTX RTX Corp. 0.17% 3,757 $455K No change
SHOP Shopify Inc. Class A 0.16% 5,367 $430K Reduce -7.0%
FLIN Franklin Ftse India ETF 0.16% 10,163 $426K New
UNP Union Pacific Corp. 0.16% 1,689 $416K No change
MDLZ Mondelez International Inc. Class A 0.16% 5,583 $411K Add +12.7%
PAA Plains All Amer Pipeline LP 0.15% 23,243 $404K Add +0.1%
TFC Truist Financial Corp. 0.15% 9,308 $398K Add +0.0%
KO The Coca-Cola Co. 0.15% 5,407 $389K Reduce -6.9%
SCHF Schwab Intl Equity ETF 0.14% 9,176 $377K No change
ABBV Abbvie Inc. 0.14% 1,856 $366K Reduce -1.1%
OKE Oneok Inc. 0.14% 4,002 $365K No change
CAT Caterpillar Inc. 0.13% 868 $339K Reduce -6.7%
PZA Invesco National Amt-Free Mu 0.13% 14,041 $339K Reduce -18.5%
ETN Eaton Corp. PLC 0.13% 1,003 $332K No change
EQAL Invesco Russell 1000 Equal W 0.13% 6,755 $329K Reduce -0.4%
CSCO Cisco Systems Inc. 0.12% 6,026 $321K Add +0.1%
GOOGL Alphabet Inc. Class A 0.12% 1,908 $316K No change
MMM 3M Co. 0.12% 2,294 $314K Reduce -1.5%
CVX Chevron Corp. 0.12% 2,121 $312K Add +0.1%
NULV Nuveen ESG Large-Cap Val ETF 0.12% 7,426 $310K Reduce -3.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.11% 3,124 $301K Reduce -0.5%
ESGU iShares ESG Aware MSCI USA 0.11% 2,336 $295K No change
IEF iShares 7-10 Year Treasury B 0.11% 2,973 $292K Reduce -0.3%
XLP SS Consumer Staples Sel Sect 0.11% 3,446 $286K New
MTUM iShares MSCI USA Momentum Fa 0.11% 1,407 $285K Reduce -1.8%
IMCG iShares Morningstar Mid-Cap 0.11% 3,786 $276K No change
EFA iShares MSCI Eafe ETF 0.11% 3,291 $275K No change
FDX FedEx Corp. 0.10% 1,001 $274K Reduce -1.4%
GRAYSCALE ETHEREUM MINI TR E 0.10% 112,226 $274K New
QQEW First TR Nasdaq-100 Sel Eq 0.10% 2,169 $272K No change
QQQ Invesco QQQ Trust Series 1 0.10% 555 $271K Reduce -6.4%
GLW Corning Inc. 0.10% 5,971 $270K No change
ISTB iShares Core 1-5 Year Usd Bo 0.10% 5,461 $266K Add +3.4%
IGIB iShares 5-10Y Inv Grade Corp. 0.10% 4,899 $263K Reduce -3.0%
LMBS First Trust Low Duration Opp 0.10% 5,295 $262K Reduce -23.7%
TLT iShares 20+ Year Treasury BD 0.09% 2,446 $240K Reduce -0.5%
ESGD iShares Trust iShares ESG Aw 0.09% 2,840 $239K Reduce -17.3%
ASML ASML Holding NV-NY Reg SHS 0.09% 284 $237K Add +2.2%
ICE Intercontinental Exchange Inc. 0.08% 1,363 $219K New
IDU iShares US Utilities ETF 0.08% 2,074 $212K New
HXL Hexcel Corp. 0.08% 3,395 $210K Add +0.1%
CARR Carrier Global Corp. 0.08% 2,600 $209K New
SHY iShares 1-3 Year Treasury Bo 0.08% 2,450 $204K Reduce -3.5%

Portfolio Sells Q2 2024 → Q3 2024
ITOT iShares Core S&P Total U.S. Reduce -7.6% 3.26% −4.78
AMZN Amazon.com Inc. Reduce -0.7% 1.84% −2.79
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.1% 1.47% −1.66
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.1% 1.17% −1.51
VTIP Vanguard Short-Term Tips Reduce -24.1% 0.71% −1.50
XOM Exxon Mobil Corp. Reduce -0.4% 0.93% −1.27
IDEV iShares Core MSCI Dev MKTS Reduce -53.9% 0.28% −1.07
COIN Coinbase Global Inc. Class A Reduce -0.1% 0.53% −1.07
SPYG SS SPDR P S&P 500 Growth ETF Reduce -1.5% 0.70% −0.96
UNH Unitedhealth Group Inc. Reduce -3.1% 0.81% −0.94
IXUS iShares Core Intl Stock ETF Reduce -0.7% 0.69% −0.86
AGG iShares Core U.S. Aggregate Reduce -0.4% 0.54% −0.71
IMCB iShares Morningstar Mid-Cap Reduce -10.7% 0.46% −0.69
EZBC Franklin Bitcoin ETF Reduce -1.7% 0.42% −0.55
SCHA Schwab US Small-Cap ETF Reduce -1.2% 0.41% −0.51
NFLX Netflix Inc. Reduce -0.4% 0.36% −0.47
DSI iShares ESG MSCI KLD 400 ETF Reduce -8.3% 0.29% −0.44
VZ Verizon Communications Inc. Reduce -0.6% 0.31% −0.37
SPTI SS SPDR P Int Term TSY ETF Reduce -12.1% 0.22% −0.36
MBB iShares MBS ETF Reduce -1.0% 0.22% −0.30
NULG Nuveen ESG LRG-Cap GRW ETF Reduce -3.4% 0.19% −0.28
PZA Invesco National Amt-Free Mu Reduce -18.5% 0.13% −0.25
CB Chubb Ltd. Reduce -0.2% 0.21% −0.23
LMBS First Trust Low Duration Opp Reduce -23.7% 0.10% −0.21
TSLA Tesla Inc. Reduce -10.1% 0.19% −0.20
KO The Coca-Cola Co. Reduce -6.9% 0.15% −0.19
SHOP Shopify Inc. Class A Reduce -7.0% 0.16% −0.19
FDX FedEx Corp. Reduce -1.4% 0.10% −0.18
DIS The Walt Disney Co. Reduce -0.5% 0.11% −0.17
QQQ Invesco QQQ Trust Series 1 Reduce -6.4% 0.10% −0.16
ESGD iShares Trust iShares ESG Aw Reduce -17.3% 0.09% −0.16
ABBV Abbvie Inc. Reduce -1.1% 0.14% −0.16
CAT Caterpillar Inc. Reduce -6.7% 0.13% −0.16
EQAL Invesco Russell 1000 Equal W Reduce -0.4% 0.13% −0.15
NULV Nuveen ESG Large-Cap Val ETF Reduce -3.9% 0.12% −0.15
MTUM iShares MSCI USA Momentum Fa Reduce -1.8% 0.11% −0.15
IEF iShares 7-10 Year Treasury B Reduce -0.3% 0.11% −0.15
IGIB iShares 5-10Y Inv Grade Corp. Reduce -3.0% 0.10% −0.14
TLT iShares 20+ Year Treasury BD Reduce -0.5% 0.09% −0.12
SHY iShares 1-3 Year Treasury Bo Reduce -3.5% 0.08% −0.11
MMM 3M Co. Reduce -1.5% 0.12% −0.10

Portfolio Buys Q2 2024 → Q3 2024
BRK.A Berkshire Hathaway Inc. Class A New 55.77% +55.77
SCHR Schwab Intermediate-Term US New 0.32% +0.32
FLIN Franklin Ftse India ETF New 0.16% +0.16
XLP SS Consumer Staples Sel Sect New 0.11% +0.11
GRAYSCALE ETHEREUM MINI TR E New 0.10% +0.10
SPHY SS SPDR P High Yield ETF Add +190.7% 0.43% +0.09
ICE Intercontinental Exchange Inc. New 0.08% +0.08
IDU iShares US Utilities ETF New 0.08% +0.08
CARR Carrier Global Corp. New 0.08% +0.08
HXL Hexcel Corp. Add +0.1% 0.08% −0.11
ISTB iShares Core 1-5 Year Usd Bo Add +3.4% 0.10% −0.13
CSCO Cisco Systems Inc. Add +0.1% 0.12% −0.14
MDLZ Mondelez International Inc. Class A Add +12.7% 0.16% −0.14
SBUX Starbucks Corp. Add +7.8% 0.20% −0.16
HYMB SS SPDR N Ice HY Muni ETF Add +24.8% 0.20% −0.17
ASML ASML Holding NV-NY Reg SHS Add +2.2% 0.09% −0.17
TFC Truist Financial Corp. Add +0.0% 0.15% −0.18
CVX Chevron Corp. Add +0.1% 0.12% −0.19
VB Vanguard Most SM-Cap ETF-Usd Add +0.8% 0.18% −0.22
IGSB iShares 1-5Y Inv Grade Corp. Add +7.8% 0.19% −0.22
PAA Plains All Amer Pipeline LP Add +0.1% 0.15% −0.23
BLK BlackRock Finance Inc. Add +0.1% 0.25% −0.25
SPEM State Street SP PTF Em ETF Add +0.9% 0.22% −0.26
MA Mastercard Inc. Class A Add +0.3% 0.23% −0.26
CSX CSX Corp. Add +0.1% 0.21% −0.29
BIL SS SPDR BB 1-3M T-Bill ETF Add +0.2% 0.22% −0.31
V Visa Inc. Class A Add +1.9% 0.25% −0.32
ADP Automatic Data Processing Add +0.1% 0.31% −0.33
SCHM Schwab US Mid Cap ETF Add +15.2% 0.35% −0.34
IEI iShares 3-7 Year Treasury Bo Add +0.1% 0.26% −0.34
SUB iShares Short-Term National Add +2.9% 0.29% −0.37
JPM JPMorgan Chase & Co. Add +0.4% 0.30% −0.39
IAUM iShares Gold Trust Micro Add +2.5% 0.36% −0.39
EPD Enterprise Products Partners Add +0.3% 0.32% −0.44
VTV Vanguard Mrngstr Val ETF-Aui Add +4.2% 0.44% −0.49
PG The Procter & Gamble Co. Add +0.1% 0.44% −0.57
QQQM Invesco Nasdaq 100 ETF Add +5.3% 0.57% −0.70
VTEB Vanguard Tax-Exempt Bond ETF Add +2.3% 0.93% −1.21
SCHO Schwab Short-Term US Treas Add +7.0% 1.02% −1.23
NVDA Nvidia Corp. Add +0.8% 1.41% −2.02
MSFT Microsoft Corp. Add +1.5% 1.42% −2.08
IVV iShares Core S&P 500 ETF Add +0.7% 2.33% −2.96
AAPL Apple Inc. Add +2.0% 4.49% −5.10

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 117$302.0MBRK.A, AAPL, ITOT, JNJ, IVV
Q1 2026 108$278.0MBRK.A, AAPL, JNJ, ITOT, IVV
Q4 2025 109$287.8MBRK.A, AAPL, ITOT, JNJ, IVV
Q3 2025 109$127.3MVEA, TSLA, AAPL, VWO, DVY
Q2 2025 106$277.0MBRK.A, AAPL, ITOT, IVV, JNJ
Q1 2025 105$283.1MBRK.A, AAPL, ITOT, JNJ, IVV
Q4 2024 102$261.0MBRK.A, AAPL, ITOT, IVV, AMZN
Q3 2024 104$261.5MBRK.A, AAPL, ITOT, JNJ, IVV
Q2 2024 96$108.6MAAPL, ITOT, IVV, JNJ, AMZN
Q1 2024 95$238.5MBRK.A, AAPL, ITOT, JNJ, IVV