Rede Wealth, LLC

Name: Rede Wealth, LLC 13F holdings, Q1 2025
Creator: Rede Wealth, LLC
Published: 2025-05-14

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Rede Wealth, LLC reported 105 stock positions worth $283.1 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 59.2% of the portfolio, followed by Apple (AAPL, 3.9%) and iShares Core S&P Total U.S. (ITOT, 3.0%). Compared with Q4 2024, it opened 5 new positions, sold out of 2, added to 28 and reduced 55. The biggest buy was a new position in iShares MSCI Emr MRK Ex Chna (EMXC) and the biggest sale Apple (AAPL, shares −0%).

Most Recent 13F: Q2 2026
Location: CHARLOTTESVILLE, VA
CIK: 0001842054
Portfolio Value: $283.1M (Q1 2025)
SEC Filing: 0001842054-25-000003 ↗ filed May 14, 2025

Holdings Value

Holdings 105 stocks · $283.1M


BRK.A Berkshire Hathaway Inc. Class A	59.22%	210	$167.7M	No change
AAPL Apple Inc.	3.89%	49,612	$11.0M	Reduce -0.1%
ITOT iShares Core S&P Total U.S.	2.99%	69,380	$8.5M	Add +3.2%
JNJ Johnson & Johnson	2.21%	37,799	$6.3M	Reduce -1.2%
IVV iShares Core S&P 500 ETF	2.07%	10,413	$5.9M	Add +0.1%
BRK.B Berkshire Hathaway Inc. Class B	1.81%	9,612	$5.1M	Reduce -0.1%
AMZN Amazon.com Inc.	1.73%	25,722	$4.9M	Reduce -0.2%
NVDA Nvidia Corp.	1.20%	31,220	$3.4M	Add +0.5%
MSFT Microsoft Corp.	1.15%	8,659	$3.3M	Add +0.5%
SPY SS SPDR S&P 500 ETF Trust-US	1.03%	5,229	$2.9M	Reduce -0.4%
VTEB Vanguard Tax-Exempt Bond ETF	1.03%	58,775	$2.9M	Add +20.3%
XOM Exxon Mobil Corp.	0.85%	20,251	$2.4M	Reduce -2.7%
SCHO Schwab Short-Term US Treas	0.84%	98,231	$2.4M	Reduce -5.9%
SPYG SS SPDR P S&P 500 Growth ETF	0.69%	24,191	$1.9M	Add +0.3%
IXUS iShares Core Intl Stock ETF	0.66%	26,709	$1.9M	Add +0.6%
VTIP Vanguard Short-Term Tips	0.59%	33,687	$1.7M	Reduce -9.8%
UNH Unitedhealth Group Inc.	0.59%	3,184	$1.7M	Reduce -5.4%
QQQM Invesco Nasdaq 100 ETF	0.55%	8,091	$1.6M	Add +6.8%
SPHY SS SPDR P High Yield ETF	0.51%	61,676	$1.4M	Add +9.0%
COIN Coinbase Global Inc. Class A	0.49%	8,027	$1.4M	Add +0.6%
AGG iShares Core U.S. Aggregate	0.46%	13,307	$1.3M	Reduce -0.1%
NFLX Netflix Inc.	0.43%	1,314	$1.2M	Reduce -0.3%
PG The Procter & Gamble Co.	0.41%	6,796	$1.2M	Reduce -0.1%
IAUM iShares Gold Trust Micro	0.40%	36,532	$1.1M	Reduce -0.2%
MCD McDonald's Corp.	0.40%	3,634	$1.1M	No change
SCHR Schwab Intermediate-Term US	0.39%	44,060	$1.1M	Add +24.2%
AMAT Applied Materials Inc.	0.37%	7,265	$1.1M	No change
EZBC Franklin Bitcoin ETF	0.36%	21,602	$1.0M	Reduce -27.0%
SCHA Schwab US Small-Cap ETF	0.36%	43,852	$1.0M	Add +4.8%
BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS	0.34%	28,089	$959K	Add +10.5%
EPD Enterprise Products Partners	0.33%	27,329	$933K	Add +0.3%
ADP Automatic Data Processing	0.31%	2,859	$873K	Reduce -0.1%
SCHM Schwab US Mid Cap ETF	0.30%	32,928	$863K	Add +1.8%
JPM JPMorgan Chase & Co.	0.30%	3,509	$861K	Reduce -1.5%
V Visa Inc. Class A	0.28%	2,300	$806K	Reduce -2.4%
VZ Verizon Communications Inc.	0.28%	17,402	$789K	Reduce -0.6%
AON Aon PLC Class A	0.27%	1,898	$757K	No change
IMCB iShares Morningstar Mid-Cap	0.27%	10,142	$751K	Reduce -21.5%
SCHX Schwab US Large-Cap ETF	0.25%	31,782	$702K	No change
VTV Vanguard Mrngstr Val ETF-Aui	0.24%	3,982	$688K	Add +2.5%
IYW iShares Ustechnology ETF	0.24%	4,868	$684K	No change
SPLV Invesco S&P 500 Low Volatili	0.24%	9,049	$676K	No change
MA Mastercard Inc. Class A	0.24%	1,219	$668K	No change
T AT&T Inc.	0.23%	23,230	$657K	Add +0.9%
BLK BlackRock Inc.	0.23%	693	$656K	Add +0.1%
HYMB SS SPDR N Ice HY Muni ETF	0.22%	25,212	$636K	Add +21.6%
SUB iShares Short-Term National	0.22%	5,896	$623K	Reduce -29.6%
DSI iShares ESG MSCI KLD 400 ETF	0.22%	6,074	$622K	Reduce -9.8%
MBB iShares MBS ETF	0.21%	6,429	$603K	Reduce -1.5%
BIL SS SPDR BB 1-3M T-Bill ETF	0.21%	6,421	$589K	Reduce -2.0%
NSC Norfolk Southern Corp.	0.21%	2,474	$586K	Reduce -3.0%
IEI iShares 3-7 Year Treasury Bo	0.21%	4,960	$586K	Reduce -12.3%
CB Chubb Ltd.	0.20%	1,896	$573K	Reduce -0.2%
ETH Grayscale Ethereum Staking M	0.20%	32,349	$557K	Add +99.9%
SPEM State Street SP PTF Em ETF	0.19%	13,768	$542K	Add +3.3%
SHOP Shopify Inc. Class A	0.18%	5,312	$507K	No change
IDEV iShares Core MSCI Dev MKTS	0.18%	7,234	$498K	Reduce -4.4%
SBUX Starbucks Corp.	0.17%	4,951	$486K	No change
IGSB iShares 1-5Y Inv Grade Corp.	0.17%	9,091	$476K	Reduce -1.9%
VB Vanguard Most SM-Cap ETF-Usd	0.17%	2,142	$475K	Add +0.7%
RTX RTX Corp.	0.16%	3,469	$460K	Reduce -8.8%
NULG Nuveen ESG LRG-Cap GRW ETF	0.15%	5,584	$437K	Reduce -7.0%
TSLA Tesla Inc.	0.15%	1,683	$436K	Reduce -13.8%
FLIN Franklin Ftse India ETF	0.15%	11,272	$415K	Add +8.0%
PAA Plains All Amer Pipeline LP	0.15%	20,593	$412K	Reduce -0.8%
MDLZ Mondelez International Inc. Class A	0.14%	5,933	$403K	Reduce -0.2%
KO The Coca-Cola Co.	0.14%	5,617	$402K	Reduce -1.6%
CSX CSX Corp.	0.14%	13,468	$396K	Reduce -4.8%
OKE Oneok Inc.	0.14%	3,952	$392K	Reduce -1.3%
CVX Chevron Corp.	0.14%	2,334	$390K	Add +0.0%
UNP Union Pacific Corp.	0.14%	1,628	$385K	Reduce -4.4%
TFC Truist Financial Corp.	0.13%	9,185	$378K	Reduce -1.1%
CSCO Cisco Systems Inc.	0.13%	5,973	$369K	Reduce -1.7%
ABBV Abbvie Inc.	0.13%	1,759	$368K	Reduce -6.9%
SCHF Schwab Intl Equity ETF	0.13%	18,354	$363K	No change
EMXC iShares MSCI Emr MRK Ex Chna	0.13%	6,588	$363K	New
SPTI SS SPDR P Int Term TSY ETF	0.12%	12,359	$353K	Reduce -5.9%
MMM 3M Co.	0.12%	2,305	$338K	No change
ASML ASML Holding NV-NY Reg SHS	0.12%	504	$334K	Add +1.8%
IEF iShares 7-10 Year Treasury B	0.11%	3,350	$319K	Reduce -1.9%
EQAL Invesco Russell 1000 Equal W	0.11%	6,585	$311K	Reduce -0.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.10%	2,958	$292K	No change
NULV Nuveen ESG Large-Cap Val ETF	0.10%	7,027	$285K	Reduce -5.7%
ISTB iShares Core 1-5 Year Usd Bo	0.10%	5,833	$282K	Reduce -2.6%
PZA Invesco National Amt-Free Mu	0.10%	12,082	$278K	No change
ESGU iShares ESG Aware MSCI USA	0.10%	2,261	$276K	No change
ETN Eaton Corp. PLC	0.10%	1,004	$273K	Add +0.8%
GLW Corning Inc.	0.10%	5,946	$272K	Reduce -0.4%
IMCG iShares Morningstar Mid-Cap	0.10%	3,786	$270K	No change
CAT Caterpillar Inc.	0.09%	810	$267K	Reduce -8.4%
XLP SS Consumer Staples Sel Sect	0.09%	3,263	$266K	Add +28.2%
MTUM iShares MSCI USA Momentum Fa	0.09%	1,302	$263K	Reduce -3.1%
QQEW First TR Nasdaq-100 Sel Eq	0.09%	2,169	$262K	No change
GOOGL Alphabet Inc. Class A	0.09%	1,685	$261K	Reduce -0.5%
IGIB iShares 5-10Y Inv Grade Corp.	0.09%	4,910	$258K	Reduce -1.7%
QQQ Invesco QQQ Trust Series 1	0.09%	546	$256K	Reduce -0.6%
ESGD iShares Trust iShares ESG Aw	0.09%	3,105	$254K	Reduce -5.5%
BNDX Vanguard Total Intl Bond ETF	0.09%	5,184	$253K	Reduce -4.8%
FDX FedEx Corp.	0.09%	1,011	$247K	Add +0.5%
ICE Intercontinental Exchange Inc.	0.09%	1,398	$241K	Reduce -0.7%
PM Philip Morris International	0.08%	1,414	$224K	New
TLT iShares 20+ Year Treasury BD	0.08%	2,450	$223K	Reduce -0.7%
IDU iShares US Utilities ETF	0.07%	2,074	$210K	New
ALL Allstate Corp.	0.07%	1,000	$207K	New
EFA iShares MSCI Eafe ETF	0.07%	2,452	$200K	New

Portfolio Sells Q4 2024 → Q1 2025


AAPL Apple Inc.	Reduce -0.1%	3.89%	−0.87
AMZN Amazon.com Inc.	Reduce -0.2%	1.73%	−0.44
EZBC Franklin Bitcoin ETF	Reduce -27.0%	0.36%	−0.25
TSLA Tesla Inc.	Reduce -13.8%	0.15%	−0.15
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -0.4%	1.03%	−0.15
SUB iShares Short-Term National	Reduce -29.6%	0.22%	−0.12
SCHO Schwab Short-Term US Treas	Reduce -5.9%	0.84%	−0.12
IMCB iShares Morningstar Mid-Cap	Reduce -21.5%	0.27%	−0.11
VTIP Vanguard Short-Term Tips	Reduce -9.8%	0.59%	−0.10
LMBS First Trust Low Duration Opp	Sold out	0.00%	−0.09
HXL Hexcel Corp.	Sold out	0.00%	−0.08
DSI iShares ESG MSCI KLD 400 ETF	Reduce -9.8%	0.22%	−0.06
UNH Unitedhealth Group Inc.	Reduce -5.4%	0.59%	−0.06
IEI iShares 3-7 Year Treasury Bo	Reduce -12.3%	0.21%	−0.04
NULG Nuveen ESG LRG-Cap GRW ETF	Reduce -7.0%	0.15%	−0.04
CSX CSX Corp.	Reduce -4.8%	0.14%	−0.04
GOOGL Alphabet Inc. Class A	Reduce -0.5%	0.09%	−0.03
AGG iShares Core U.S. Aggregate	Reduce -0.1%	0.46%	−0.03
CAT Caterpillar Inc.	Reduce -8.4%	0.09%	−0.03
PG The Procter & Gamble Co.	Reduce -0.1%	0.41%	−0.03
JPM JPMorgan Chase & Co.	Reduce -1.5%	0.30%	−0.02
NSC Norfolk Southern Corp.	Reduce -3.0%	0.21%	−0.02
BIL SS SPDR BB 1-3M T-Bill ETF	Reduce -2.0%	0.21%	−0.02
TFC Truist Financial Corp.	Reduce -1.1%	0.13%	−0.02
NFLX Netflix Inc.	Reduce -0.3%	0.43%	−0.02
QQQ Invesco QQQ Trust Series 1	Reduce -0.6%	0.09%	−0.02
MBB iShares MBS ETF	Reduce -1.5%	0.21%	−0.02
IGSB iShares 1-5Y Inv Grade Corp.	Reduce -1.9%	0.17%	−0.02
SPTI SS SPDR P Int Term TSY ETF	Reduce -5.9%	0.12%	−0.02
OKE Oneok Inc.	Reduce -1.3%	0.14%	−0.02
MTUM iShares MSCI USA Momentum Fa	Reduce -3.1%	0.09%	−0.01
UNP Union Pacific Corp.	Reduce -4.4%	0.14%	−0.01
BNDX Vanguard Total Intl Bond ETF	Reduce -4.8%	0.09%	−0.01
GLW Corning Inc.	Reduce -0.4%	0.10%	−0.01
EQAL Invesco Russell 1000 Equal W	Reduce -0.5%	0.11%	−0.01
ADP Automatic Data Processing	Reduce -0.1%	0.31%	−0.01
NULV Nuveen ESG Large-Cap Val ETF	Reduce -5.7%	0.10%	−0.01
IDEV iShares Core MSCI Dev MKTS	Reduce -4.4%	0.18%	−0.01
ISTB iShares Core 1-5 Year Usd Bo	Reduce -2.6%	0.10%	−0.01
IEF iShares 7-10 Year Treasury B	Reduce -1.9%	0.11%	−0.01
CSCO Cisco Systems Inc.	Reduce -1.7%	0.13%	−0.01
IGIB iShares 5-10Y Inv Grade Corp.	Reduce -1.7%	0.09%	−0.01
XOM Exxon Mobil Corp.	Reduce -2.7%	0.85%	−0.01
RTX RTX Corp.	Reduce -8.8%	0.16%	−0.01
ESGD iShares Trust iShares ESG Aw	Reduce -5.5%	0.09%	−0.01
TLT iShares 20+ Year Treasury BD	Reduce -0.7%	0.08%	−0.00
V Visa Inc. Class A	Reduce -2.4%	0.28%	−0.00
CB Chubb Ltd.	Reduce -0.2%	0.20%	+0.00
ABBV Abbvie Inc.	Reduce -6.9%	0.13%	+0.00
ICE Intercontinental Exchange Inc.	Reduce -0.7%	0.09%	+0.00

Portfolio Buys Q4 2024 → Q1 2025


EMXC iShares MSCI Emr MRK Ex Chna	New	0.13%	+0.13
VTEB Vanguard Tax-Exempt Bond ETF	Add +20.3%	1.03%	+0.09
PM Philip Morris International	New	0.08%	+0.08
IDU iShares US Utilities ETF	New	0.07%	+0.07
ALL Allstate Corp.	New	0.07%	+0.07
EFA iShares MSCI Eafe ETF	New	0.07%	+0.07
SCHR Schwab Intermediate-Term US	Add +24.2%	0.39%	+0.06
BCD Abrdn Bloomberg All Commodit	Add +10.5%	0.34%	+0.03
T AT&T Inc.	Add +0.9%	0.23%	+0.03
HYMB SS SPDR N Ice HY Muni ETF	Add +21.6%	0.22%	+0.02
XLP SS Consumer Staples Sel Sect	Add +28.2%	0.09%	+0.02
CVX Chevron Corp.	Add +0.0%	0.14%	+0.01
EPD Enterprise Products Partners	Add +0.3%	0.33%	+0.00
ETH Grayscale Ethereum Staking M	Add +99.9%	0.20%	+0.00
SPHY SS SPDR P High Yield ETF	Add +9.0%	0.51%	+0.00
SPEM State Street SP PTF Em ETF	Add +3.3%	0.19%	−0.00
FLIN Franklin Ftse India ETF	Add +8.0%	0.15%	−0.00
VTV Vanguard Mrngstr Val ETF-Aui	Add +2.5%	0.24%	−0.01
ASML ASML Holding NV-NY Reg SHS	Add +1.8%	0.12%	−0.01
IXUS iShares Core Intl Stock ETF	Add +0.6%	0.66%	−0.01
FDX FedEx Corp.	Add +0.5%	0.09%	−0.02
VB Vanguard Most SM-Cap ETF-Usd	Add +0.7%	0.17%	−0.03
ETN Eaton Corp. PLC	Add +0.8%	0.10%	−0.03
SCHM Schwab US Mid Cap ETF	Add +1.8%	0.30%	−0.04
BLK BlackRock Inc.	Add +0.1%	0.23%	−0.04
SCHA Schwab US Small-Cap ETF	Add +4.8%	0.36%	−0.05
QQQM Invesco Nasdaq 100 ETF	Add +6.8%	0.55%	−0.06
SPYG SS SPDR P S&P 500 Growth ETF	Add +0.3%	0.69%	−0.13
MSFT Microsoft Corp.	Add +0.5%	1.15%	−0.24
COIN Coinbase Global Inc. Class A	Add +0.6%	0.49%	−0.27
IVV iShares Core S&P 500 ETF	Add +0.1%	2.07%	−0.28
ITOT iShares Core S&P Total U.S.	Add +3.2%	2.99%	−0.32
NVDA Nvidia Corp.	Add +0.5%	1.20%	−0.40

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