Rede Wealth, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Rede Wealth, LLC reported 102 stock positions worth $261.0 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 54.8% of the portfolio, followed by Apple (AAPL, 4.8%) and iShares Core S&P Total U.S. (ITOT, 3.3%). Compared with Q3 2024, it opened 2 new positions, sold out of 4, added to 46 and reduced 43. The biggest buy was a new position in Abrdn Bloomberg All Commodit (BCD) and the biggest sale Berkshire Hathaway Class A (BRK.A, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTESVILLE, VA
- CIK
- 0001842054
- Portfolio Value
- $261.0M (Q4 2024)
- SEC Filing
- 0001842054-25-000001 ↗ filed Jan 28, 2025
Holdings Value
Holdings 102 stocks · $261.0M
| BRK.A Berkshire Hathaway Inc. Class A | 54.79% | 210 | $143.0M | Reduce -0.5% |
| AAPL Apple Inc. | 4.77% | 49,670 | $12.4M | Reduce -1.5% |
| ITOT iShares Core S&P Total U.S. | 3.31% | 67,220 | $8.6M | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 2.35% | 10,398 | $6.1M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 2.17% | 25,778 | $5.7M | Reduce -0.3% |
| JNJ Johnson & Johnson | 2.12% | 38,258 | $5.5M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.67% | 9,621 | $4.4M | Add +15.2% |
| NVDA Nvidia Corp. | 1.60% | 31,072 | $4.2M | Add +2.5% |
| MSFT Microsoft Corp. | 1.39% | 8,613 | $3.6M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.18% | 5,249 | $3.1M | Reduce -1.6% |
| SCHO Schwab Short-Term US Treas | 0.96% | 104,404 | $2.5M | Reduce -4.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.94% | 48,853 | $2.4M | Add +3.0% |
| XOM Exxon Mobil Corp. | 0.86% | 20,820 | $2.2M | Add +0.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.81% | 24,108 | $2.1M | Add +8.6% |
| COIN Coinbase Global Inc. Class A | 0.76% | 7,977 | $2.0M | Add +2.0% |
| VTIP Vanguard Short-Term Tips | 0.69% | 37,350 | $1.8M | Reduce -0.3% |
| IXUS iShares Core Intl Stock ETF | 0.67% | 26,540 | $1.8M | Add +7.4% |
| UNH Unitedhealth Group Inc. | 0.65% | 3,366 | $1.7M | Reduce -7.0% |
| EZBC Franklin Bitcoin ETF | 0.61% | 29,607 | $1.6M | Reduce -0.7% |
| QQQM Invesco Nasdaq 100 ETF | 0.61% | 7,579 | $1.6M | Add +2.9% |
| SPHY SS SPDR P High Yield ETF | 0.51% | 56,571 | $1.3M | Add +21.2% |
| AGG iShares Core U.S. Aggregate | 0.49% | 13,315 | $1.3M | Reduce -4.7% |
| AMAT Applied Materials Inc. | 0.45% | 7,265 | $1.2M | Add +1.4% |
| NFLX Netflix Inc. | 0.45% | 1,318 | $1.2M | Reduce -1.3% |
| PG The Procter & Gamble Co. | 0.44% | 6,804 | $1.1M | Add +1.4% |
| SCHA Schwab US Small-Cap ETF | 0.41% | 41,832 | $1.1M | Add +1.3% |
| MCD McDonald's Corp. | 0.40% | 3,634 | $1.1M | Reduce -0.1% |
| IMCB iShares Morningstar Mid-Cap | 0.38% | 12,925 | $984K | Reduce -18.6% |
| IAUM iShares Gold Trust Micro | 0.37% | 36,610 | $958K | Add +1.8% |
| SCHM Schwab US Mid Cap ETF | 0.34% | 32,346 | $896K | Reduce -2.8% |
| SUB iShares Short-Term National | 0.34% | 8,380 | $884K | Add +19.2% |
| SCHR Schwab Intermediate-Term US | 0.33% | 35,473 | $862K | Add +8.8% |
| EPD Enterprise Products Partners | 0.33% | 27,256 | $855K | Reduce -3.9% |
| JPM JPMorgan Chase & Co. | 0.33% | 3,562 | $854K | Reduce -3.9% |
| ADP Automatic Data Processing | 0.32% | 2,861 | $838K | Reduce -0.8% |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.31% | 25,423 | $797K | New |
| TSLA Tesla Inc. | 0.30% | 1,952 | $788K | Add +0.4% |
| IYW iShares Ustechnology ETF | 0.30% | 4,868 | $777K | No change |
| V Visa Inc. Class A | 0.29% | 2,356 | $745K | Reduce -1.6% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.28% | 6,734 | $742K | Reduce -4.4% |
| SCHX Schwab US Large-Cap ETF | 0.28% | 31,782 | $737K | No change |
| BLK BlackRock Inc. | 0.27% | 692 | $710K | Add +0.1% |
| VZ Verizon Communications Inc. | 0.27% | 17,502 | $700K | Reduce -1.6% |
| AON Aon PLC Class A | 0.26% | 1,898 | $682K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.25% | 3,883 | $657K | Reduce -41.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.25% | 5,658 | $654K | Add +0.9% |
| MA Mastercard Inc. Class A | 0.25% | 1,219 | $642K | Add +1.2% |
| SPLV Invesco S&P 500 Low Volatili | 0.24% | 9,049 | $633K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.23% | 6,552 | $599K | Add +5.5% |
| NSC Norfolk Southern Corp. | 0.23% | 2,550 | $599K | No change |
| MBB iShares MBS ETF | 0.23% | 6,528 | $598K | Add +7.0% |
| SHOP Shopify Inc. Class A | 0.22% | 5,312 | $565K | Reduce -1.0% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.20% | 20,733 | $530K | Add +6.1% |
| CB Chubb Ltd. | 0.20% | 1,900 | $525K | Add +2.0% |
| T AT&T Inc. | 0.20% | 23,020 | $524K | No change |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.20% | 6,002 | $515K | Reduce -0.2% |
| SPEM State Street SP PTF Em ETF | 0.20% | 13,324 | $511K | Reduce -3.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 2,127 | $511K | Add +7.0% |
| ETH Grayscale Ethereum Staking M | 0.20% | 16,179 | $509K | Add +44.2% |
| IDEV iShares Core MSCI Dev MKTS | 0.19% | 7,565 | $488K | Reduce -26.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.18% | 9,271 | $479K | Reduce -0.2% |
| CSX CSX Corp. | 0.17% | 14,155 | $457K | Reduce -12.8% |
| SBUX Starbucks Corp. | 0.17% | 4,951 | $452K | Reduce -7.4% |
| RTX RTX Corp. | 0.17% | 3,806 | $440K | Add +1.3% |
| TFC Truist Financial Corp. | 0.15% | 9,282 | $403K | Reduce -0.3% |
| OKE Oneok Inc. | 0.15% | 4,002 | $402K | No change |
| FLIN Franklin Ftse India ETF | 0.15% | 10,441 | $396K | Add +2.7% |
| UNP Union Pacific Corp. | 0.15% | 1,703 | $388K | Add +0.8% |
| SPTI SS SPDR P Int Term TSY ETF | 0.14% | 13,133 | $366K | Reduce -33.5% |
| CSCO Cisco Systems Inc. | 0.14% | 6,075 | $360K | Add +0.8% |
| KO The Coca-Cola Co. | 0.14% | 5,707 | $355K | Add +5.5% |
| MDLZ Mondelez International Inc. Class A | 0.14% | 5,944 | $355K | Add +6.5% |
| PAA Plains All Amer Pipeline LP | 0.14% | 20,768 | $355K | Reduce -10.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.13% | 495 | $343K | Add +74.3% |
| SCHF Schwab Intl Equity ETF | 0.13% | 18,354 | $340K | No change |
| CVX Chevron Corp. | 0.13% | 2,333 | $338K | Add +10.0% |
| ABBV Abbvie Inc. | 0.13% | 1,889 | $336K | Add +1.8% |
| ETN Eaton Corp. PLC | 0.13% | 996 | $331K | Reduce -0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 2,958 | $329K | Reduce -5.3% |
| CAT Caterpillar Inc. | 0.12% | 884 | $321K | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 0.12% | 1,693 | $320K | Reduce -11.3% |
| EQAL Invesco Russell 1000 Equal W | 0.12% | 6,621 | $320K | Reduce -2.0% |
| IEF iShares 7-10 Year Treasury B | 0.12% | 3,416 | $316K | Add +14.9% |
| MMM 3M Co. | 0.11% | 2,305 | $297K | Add +0.5% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.11% | 7,453 | $293K | Add +0.4% |
| ESGU iShares ESG Aware MSCI USA | 0.11% | 2,261 | $291K | Reduce -3.2% |
| IMCG iShares Morningstar Mid-Cap | 0.11% | 3,786 | $286K | No change |
| ISTB iShares Core 1-5 Year Usd Bo | 0.11% | 5,986 | $286K | Add +9.6% |
| PZA Invesco National Amt-Free Mu | 0.11% | 12,082 | $285K | Reduce -13.9% |
| GLW Corning Inc. | 0.11% | 5,971 | $284K | No change |
| FDX FedEx Corp. | 0.11% | 1,006 | $283K | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 549 | $281K | Reduce -1.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.11% | 1,344 | $278K | Reduce -4.5% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.10% | 2,169 | $271K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.10% | 5,445 | $267K | New |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.10% | 4,994 | $257K | Add +1.9% |
| ESGD iShares Trust iShares ESG Aw | 0.10% | 3,286 | $250K | Add +15.7% |
| LMBS First Trust Low Duration Opp | 0.09% | 5,034 | $245K | Reduce -4.9% |
| TLT iShares 20+ Year Treasury BD | 0.08% | 2,466 | $215K | Add +0.8% |
| HXL Hexcel Corp. | 0.08% | 3,397 | $213K | Add +0.1% |
| ICE Intercontinental Exchange Inc. | 0.08% | 1,408 | $210K | Add +3.3% |
| XLP SS Consumer Staples Sel Sect | 0.08% | 2,546 | $200K | Reduce -26.1% |
Portfolio Sells Q3 2024 → Q4 2024
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -0.5% | 54.79% | −0.99 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -41.0% | 0.25% | −0.19 |
| UNH Unitedhealth Group Inc. | Reduce -7.0% | 0.65% | −0.16 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.11 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -26.4% | 0.19% | −0.09 |
| IMCB iShares Morningstar Mid-Cap | Reduce -18.6% | 0.38% | −0.08 |
| IDU iShares US Utilities ETF | Sold out | 0.00% | −0.08 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.08 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -33.5% | 0.14% | −0.08 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.08 |
| SCHO Schwab Short-Term US Treas | Reduce -4.0% | 0.96% | −0.06 |
| AGG iShares Core U.S. Aggregate | Reduce -4.7% | 0.49% | −0.05 |
| CSX CSX Corp. | Reduce -12.8% | 0.17% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -1.6% | 0.27% | −0.04 |
| XLP SS Consumer Staples Sel Sect | Reduce -26.1% | 0.08% | −0.03 |
| MSFT Microsoft Corp. | Reduce -0.1% | 1.39% | −0.03 |
| SBUX Starbucks Corp. | Reduce -7.4% | 0.17% | −0.03 |
| SPEM State Street SP PTF Em ETF | Reduce -3.0% | 0.20% | −0.02 |
| PZA Invesco National Amt-Free Mu | Reduce -13.9% | 0.11% | −0.02 |
| MCD McDonald's Corp. | Reduce -0.1% | 0.40% | −0.02 |
| PAA Plains All Amer Pipeline LP | Reduce -10.7% | 0.14% | −0.02 |
| VTIP Vanguard Short-Term Tips | Reduce -0.3% | 0.69% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.8% | 0.34% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -4.4% | 0.28% | −0.01 |
| LMBS First Trust Low Duration Opp | Reduce -4.9% | 0.09% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -0.2% | 0.18% | −0.00 |
| EQAL Invesco Russell 1000 Equal W | Reduce -2.0% | 0.12% | −0.00 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -4.5% | 0.11% | −0.00 |
| ESGU iShares ESG Aware MSCI USA | Reduce -3.2% | 0.11% | −0.00 |
| ETN Eaton Corp. PLC | Reduce -0.7% | 0.13% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -11.3% | 0.12% | +0.00 |
| TFC Truist Financial Corp. | Reduce -0.3% | 0.15% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.1% | 0.11% | +0.00 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -0.2% | 0.20% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.6% | 1.18% | +0.01 |
| DIS The Walt Disney Co. | Reduce -5.3% | 0.13% | +0.01 |
| EPD Enterprise Products Partners | Reduce -3.9% | 0.33% | +0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -1.6% | 2.35% | +0.01 |
| ADP Automatic Data Processing | Reduce -0.8% | 0.32% | +0.02 |
| JPM JPMorgan Chase & Co. | Reduce -3.9% | 0.33% | +0.03 |
| V Visa Inc. Class A | Reduce -1.6% | 0.29% | +0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.0% | 3.31% | +0.05 |
| SHOP Shopify Inc. Class A | Reduce -1.0% | 0.22% | +0.05 |
| NFLX Netflix Inc. | Reduce -1.3% | 0.45% | +0.09 |
| EZBC Franklin Bitcoin ETF | Reduce -0.7% | 0.61% | +0.19 |
| AAPL Apple Inc. | Reduce -1.5% | 4.77% | +0.27 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 2.17% | +0.32 |
Portfolio Buys Q3 2024 → Q4 2024
| BCD Abrdn Bloomberg All Commodit | New | 0.31% | +0.31 |
| COIN Coinbase Global Inc. Class A | Add +2.0% | 0.76% | +0.23 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +15.2% | 1.67% | +0.20 |
| NVDA Nvidia Corp. | Add +2.5% | 1.60% | +0.19 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +8.6% | 0.81% | +0.11 |
| TSLA Tesla Inc. | Add +0.4% | 0.30% | +0.11 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.10% | +0.10 |
| ETH Grayscale Ethereum Staking M | Add +44.2% | 0.20% | +0.09 |
| SPHY SS SPDR P High Yield ETF | Add +21.2% | 0.51% | +0.08 |
| SUB iShares Short-Term National | Add +19.2% | 0.34% | +0.05 |
| QQQM Invesco Nasdaq 100 ETF | Add +2.9% | 0.61% | +0.05 |
| ASML ASML Holding NV-NY Reg SHS | Add +74.3% | 0.13% | +0.04 |
| BLK BlackRock Inc. | Add +0.1% | 0.27% | +0.02 |
| MA Mastercard Inc. Class A | Add +1.2% | 0.25% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +7.0% | 0.20% | +0.02 |
| CSCO Cisco Systems Inc. | Add +0.8% | 0.14% | +0.02 |
| SCHR Schwab Intermediate-Term US | Add +8.8% | 0.33% | +0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +5.5% | 0.23% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +3.0% | 0.94% | +0.01 |
| CVX Chevron Corp. | Add +10.0% | 0.13% | +0.01 |
| IEF iShares 7-10 Year Treasury B | Add +14.9% | 0.12% | +0.01 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +9.6% | 0.11% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Add +1.3% | 0.41% | +0.01 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +6.1% | 0.20% | +0.01 |
| IAUM iShares Gold Trust Micro | Add +1.8% | 0.37% | +0.01 |
| MBB iShares MBS ETF | Add +7.0% | 0.23% | +0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +15.7% | 0.10% | +0.00 |
| FDX FedEx Corp. | Add +0.5% | 0.11% | +0.00 |
| HXL Hexcel Corp. | Add +0.1% | 0.08% | +0.00 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +1.9% | 0.10% | −0.00 |
| ICE Intercontinental Exchange Inc. | Add +3.3% | 0.08% | −0.00 |
| CB Chubb Ltd. | Add +2.0% | 0.20% | −0.00 |
| RTX RTX Corp. | Add +1.3% | 0.17% | −0.01 |
| IEI iShares 3-7 Year Treasury Bo | Add +0.9% | 0.25% | −0.01 |
| MMM 3M Co. | Add +0.5% | 0.11% | −0.01 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +0.4% | 0.11% | −0.01 |
| CAT Caterpillar Inc. | Add +1.8% | 0.12% | −0.01 |
| PG The Procter & Gamble Co. | Add +1.4% | 0.44% | −0.01 |
| TLT iShares 20+ Year Treasury BD | Add +0.8% | 0.08% | −0.01 |
| UNP Union Pacific Corp. | Add +0.8% | 0.15% | −0.01 |
| FLIN Franklin Ftse India ETF | Add +2.7% | 0.15% | −0.01 |
| ABBV Abbvie Inc. | Add +1.8% | 0.13% | −0.01 |
| KO The Coca-Cola Co. | Add +5.5% | 0.14% | −0.01 |
| IXUS iShares Core Intl Stock ETF | Add +7.4% | 0.67% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Add +6.5% | 0.14% | −0.02 |
| XOM Exxon Mobil Corp. | Add +0.8% | 0.86% | −0.07 |
| AMAT Applied Materials Inc. | Add +1.4% | 0.45% | −0.10 |
| JNJ Johnson & Johnson | Add +0.5% | 2.12% | −0.24 |
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 |