Rede Wealth, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), Rede Wealth, LLC reported 106 stock positions worth $277.0 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 55.2% of the portfolio, followed by Apple (AAPL, 3.7%) and iShares Core S&P Total U.S. (ITOT, 3.5%). Compared with Q1 2025, it opened 2 new positions, sold out of 1, added to 37 and reduced 39. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale Unitedhealth (UNH, shares −9%).

Most Recent 13F
Q2 2026
Location
CHARLOTTESVILLE, VA
CIK
0001842054
Portfolio Value
$277.0M (Q2 2025)
SEC Filing
0001842054-25-000005 ↗ filed Aug 4, 2025

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 Q3 2024 Q4 2024: $261.0M Q4 2024 Q1 2025: $283.1M Q1 2025 Q2 2025: $277.0M $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 106 stocks · $277.0M
BRK.A Berkshire Hathaway Inc. Class A 55.25% 210 $153.0M No change
AAPL Apple Inc. 3.67% 49,505 $10.2M Reduce -0.2%
ITOT iShares Core S&P Total U.S. 3.48% 71,293 $9.6M Add +2.8%
IVV iShares Core S&P 500 ETF 2.37% 10,552 $6.6M Add +1.3%
JNJ Johnson & Johnson 2.06% 37,314 $5.7M Reduce -1.3%
AMZN Amazon.com Inc. 2.04% 25,712 $5.6M Reduce -0.0%
NVDA Nvidia Corp. 1.79% 31,406 $5.0M Add +0.6%
BRK.B Berkshire Hathaway Inc. Class B 1.62% 9,261 $4.5M Reduce -3.6%
MSFT Microsoft Corp. 1.54% 8,587 $4.3M Reduce -0.8%
SPY SS SPDR S&P 500 ETF Trust-US 1.12% 5,033 $3.1M Reduce -3.8%
VTEB Vanguard Tax-Exempt Bond ETF 1.04% 58,546 $2.9M Reduce -0.4%
COIN Coinbase Global Inc. Class A 1.02% 8,073 $2.8M Add +0.6%
SCHO Schwab Short-Term US Treas 0.90% 102,393 $2.5M Add +4.2%
SPYG SS SPDR P S&P 500 Growth ETF 0.87% 25,263 $2.4M Add +4.4%
IXUS iShares Core Intl Stock ETF 0.81% 28,893 $2.2M Add +8.2%
XOM Exxon Mobil Corp. 0.78% 20,141 $2.2M Reduce -0.5%
QQQM Invesco Nasdaq 100 ETF 0.68% 8,270 $1.9M Add +2.2%
VTIP Vanguard Short-Term Tips 0.65% 35,673 $1.8M Add +5.9%
NFLX Netflix Inc. 0.64% 1,314 $1.8M No change
SPHY SS SPDR P High Yield ETF 0.57% 66,006 $1.6M Add +7.0%
AGG iShares Core U.S. Aggregate 0.51% 14,378 $1.4M Add +8.1%
AMAT Applied Materials Inc. 0.49% 7,390 $1.4M Add +1.7%
IAUM iShares Gold Trust Micro 0.45% 37,625 $1.2M Add +3.0%
EZBC Franklin Bitcoin ETF 0.44% 19,437 $1.2M Reduce -10.0%
SCHR Schwab Intermediate-Term US 0.42% 46,625 $1.2M Add +5.8%
SCHA Schwab US Small-Cap ETF 0.41% 44,749 $1.1M Add +2.0%
PG The Procter & Gamble Co. 0.39% 6,811 $1.1M Add +0.2%
MCD McDonald's Corp. 0.38% 3,634 $1.1M No change
BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS 0.37% 30,620 $1.0M Add +9.0%
JPM JPMorgan Chase & Co. 0.37% 3,491 $1.0M Reduce -0.5%
SCHM Schwab US Mid Cap ETF 0.36% 35,930 $1.0M Add +9.1%
UNH Unitedhealth Group Inc. 0.33% 2,892 $902K Reduce -9.2%
EPD Enterprise Products Partners 0.31% 27,406 $850K Add +0.3%
IYW iShares Ustechnology ETF 0.30% 4,868 $843K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.30% 4,749 $839K Add +19.3%
IMCB iShares Morningstar Mid-Cap 0.30% 10,445 $832K Add +3.0%
V Visa Inc. Class A 0.29% 2,294 $814K Reduce -0.3%
SCHX Schwab US Large-Cap ETF 0.28% 31,782 $777K No change
VZ Verizon Communications Inc. 0.27% 17,402 $753K No change
ADP Automatic Data Processing 0.27% 2,415 $745K Reduce -15.5%
ETH Grayscale Ethereum Staking M 0.27% 31,258 $741K Reduce -3.4%
HYMB SS SPDR N Ice HY Muni ETF 0.26% 29,376 $728K Add +16.5%
BLK BlackRock Inc. 0.26% 693 $727K No change
SPEM State Street SP PTF Em ETF 0.26% 16,804 $718K Add +22.1%
DSI iShares ESG MSCI KLD 400 ETF 0.25% 6,074 $706K No change
MA Mastercard Inc. Class A 0.25% 1,219 $685K No change
AON Aon PLC Class A 0.24% 1,898 $677K No change
T AT&T Inc. 0.24% 23,020 $666K Reduce -0.9%
SPLV Invesco S&P 500 Low Volatili 0.24% 8,949 $652K Reduce -1.1%
MBB iShares MBS ETF 0.23% 6,640 $623K Add +3.3%
NSC Norfolk Southern Corp. 0.22% 2,399 $614K Reduce -3.0%
SHOP Shopify Inc. Class A 0.22% 5,312 $613K No change
IEI iShares 3-7 Year Treasury Bo 0.21% 4,937 $588K Reduce -0.5%
IDEV iShares Core MSCI Dev MKTS 0.20% 7,265 $552K Add +0.4%
CB Chubb Ltd. 0.20% 1,897 $550K Add +0.1%
BIL SS SPDR BB 1-3M T-Bill ETF 0.20% 5,918 $543K Reduce -7.8%
NULG Nuveen ESG LRG-Cap GRW ETF 0.19% 5,584 $525K No change
VB Vanguard Most SM-Cap ETF-Usd 0.17% 2,044 $484K Reduce -4.6%
IGSB iShares 1-5Y Inv Grade Corp. 0.17% 8,984 $474K Reduce -1.2%
SUB iShares Short-Term National 0.17% 4,432 $471K Reduce -24.8%
RTX RTX Corp. 0.17% 3,159 $461K Reduce -8.9%
FLIN Franklin Ftse India ETF 0.16% 11,413 $455K Add +1.3%
SBUX Starbucks Corp. 0.16% 4,763 $436K Reduce -3.8%
CSX CSX Corp. 0.16% 13,268 $433K Reduce -1.5%
ASML ASML Holding NV-NY Reg SHS 0.16% 539 $432K Add +6.9%
EMXC iShares MSCI Emr MRK Ex Chna 0.15% 6,738 $425K Add +2.3%
SCHF Schwab Intl Equity ETF 0.15% 18,354 $406K No change
CSCO Cisco Systems Inc. 0.15% 5,802 $403K Reduce -2.9%
MDLZ Mondelez International Inc. Class A 0.14% 5,909 $398K Reduce -0.4%
KO The Coca-Cola Co. 0.14% 5,617 $397K No change
TFC Truist Financial Corp. 0.14% 9,189 $395K Add +0.0%
EQAL Invesco Russell 1000 Equal W 0.14% 7,769 $383K Add +18.0%
PAA Plains All Amer Pipeline LP 0.14% 20,622 $378K Add +0.1%
UNP Union Pacific Corp. 0.14% 1,628 $375K No change
ETN Eaton Corp. PLC 0.13% 1,004 $358K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.13% 2,858 $354K Reduce -3.4%
MMM 3M Co. 0.12% 2,258 $344K Reduce -2.0%
TSLA Tesla Inc. 0.12% 1,067 $339K Reduce -36.6%
SPTI SS SPDR P Int Term TSY ETF 0.12% 11,734 $338K Reduce -5.1%
BNDX Vanguard Total Intl Bond ETF 0.12% 6,797 $337K Add +31.1%
CVX Chevron Corp. 0.12% 2,335 $334K Add +0.0%
ABBV Abbvie Inc. 0.12% 1,747 $324K Reduce -0.7%
OKE Oneok Inc. 0.12% 3,952 $323K No change
IEF iShares 7-10 Year Treasury B 0.12% 3,331 $319K Reduce -0.6%
GLW Corning Inc. 0.11% 5,946 $313K No change
MTUM iShares MSCI USA Momentum Fa 0.11% 1,285 $309K Reduce -1.3%
CAT Caterpillar Inc. 0.11% 795 $309K Reduce -1.9%
ESGU iShares ESG Aware MSCI USA 0.11% 2,261 $306K No change
IMCG iShares Morningstar Mid-Cap 0.11% 3,786 $304K No change
XLP SS Consumer Staples Sel Sect 0.11% 3,732 $302K Add +14.4%
QQQ Invesco QQQ Trust Series 1 0.11% 546 $301K No change
GOOGL Alphabet Inc. Class A 0.11% 1,683 $297K Reduce -0.1%
QQEW First TR Nasdaq-100 Sel Eq 0.11% 2,169 $296K No change
NULV Nuveen ESG Large-Cap Val ETF 0.10% 6,712 $281K Reduce -4.5%
ESGD iShares Trust iShares ESG Aw 0.10% 3,105 $277K No change
PZA Invesco National Amt-Free Mu 0.10% 12,082 $271K No change
ISTB iShares Core 1-5 Year Usd Bo 0.10% 5,409 $263K Reduce -7.3%
IGIB iShares 5-10Y Inv Grade Corp. 0.09% 4,916 $262K Add +0.1%
PM Philip Morris International 0.09% 1,414 $258K No change
ICE Intercontinental Exchange Inc. 0.09% 1,398 $256K No change

Show all 106 holdings

Portfolio Sells Q1 2025 → Q2 2025
UNH Unitedhealth Group Inc. Reduce -9.2% 0.33% −0.26
AAPL Apple Inc. Reduce -0.2% 3.67% −0.23
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.6% 1.62% −0.18
JNJ Johnson & Johnson Reduce -1.3% 2.06% −0.16
EFA iShares MSCI Eafe ETF Sold out 0.00% −0.07
XOM Exxon Mobil Corp. Reduce -0.5% 0.78% −0.07
SUB iShares Short-Term National Reduce -24.8% 0.17% −0.05
ADP Automatic Data Processing Reduce -15.5% 0.27% −0.04
TSLA Tesla Inc. Reduce -36.6% 0.12% −0.03
SBUX Starbucks Corp. Reduce -3.8% 0.16% −0.01
ABBV Abbvie Inc. Reduce -0.7% 0.12% −0.01
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -7.8% 0.20% −0.01
ISTB iShares Core 1-5 Year Usd Bo Reduce -7.3% 0.10% −0.00
SPLV Invesco S&P 500 Low Volatili Reduce -1.1% 0.24% −0.00
SPTI SS SPDR P Int Term TSY ETF Reduce -5.1% 0.12% −0.00
TLT iShares 20+ Year Treasury BD Reduce -0.9% 0.08% −0.00
NULV Nuveen ESG Large-Cap Val ETF Reduce -4.5% 0.10% +0.00
MDLZ Mondelez International Inc. Class A Reduce -0.4% 0.14% +0.00
IEF iShares 7-10 Year Treasury B Reduce -0.6% 0.12% +0.00
IGSB iShares 1-5Y Inv Grade Corp. Reduce -1.2% 0.17% +0.00
RTX RTX Corp. Reduce -8.9% 0.17% +0.00
MMM 3M Co. Reduce -2.0% 0.12% +0.00
IEI iShares 3-7 Year Treasury Bo Reduce -0.5% 0.21% +0.01
VTEB Vanguard Tax-Exempt Bond ETF Reduce -0.4% 1.04% +0.01
VB Vanguard Most SM-Cap ETF-Usd Reduce -4.6% 0.17% +0.01
T AT&T Inc. Reduce -0.9% 0.24% +0.01
V Visa Inc. Class A Reduce -0.3% 0.29% +0.01
NSC Norfolk Southern Corp. Reduce -3.0% 0.22% +0.01
GOOGL Alphabet Inc. Class A Reduce -0.1% 0.11% +0.01
CSCO Cisco Systems Inc. Reduce -2.9% 0.15% +0.02
CSX CSX Corp. Reduce -1.5% 0.16% +0.02
CAT Caterpillar Inc. Reduce -1.9% 0.11% +0.02
MTUM iShares MSCI USA Momentum Fa Reduce -1.3% 0.11% +0.02
DIS The Walt Disney Co. Reduce -3.4% 0.13% +0.02
JPM JPMorgan Chase & Co. Reduce -0.5% 0.37% +0.06
ETH Grayscale Ethereum Staking M Reduce -3.4% 0.27% +0.07
EZBC Franklin Bitcoin ETF Reduce -10.0% 0.44% +0.07
SPY SS SPDR S&P 500 ETF Trust-US Reduce -3.8% 1.12% +0.09
AMZN Amazon.com Inc. Reduce -0.0% 2.04% +0.31
MSFT Microsoft Corp. Reduce -0.8% 1.54% +0.39

Portfolio Buys Q1 2025 → Q2 2025
NVDA Nvidia Corp. Add +0.6% 1.79% +0.60
COIN Coinbase Global Inc. Class A Add +0.6% 1.02% +0.53
ITOT iShares Core S&P Total U.S. Add +2.8% 3.48% +0.49
IVV iShares Core S&P 500 ETF Add +1.3% 2.37% +0.30
SPYG SS SPDR P S&P 500 Growth ETF Add +4.4% 0.87% +0.18
IXUS iShares Core Intl Stock ETF Add +8.2% 0.81% +0.15
QQQM Invesco Nasdaq 100 ETF Add +2.2% 0.68% +0.13
AMAT Applied Materials Inc. Add +1.7% 0.49% +0.12
IBM Intl Business Machines Corp. New 0.08% +0.08
META Meta Platforms Inc. Class A New 0.08% +0.08
SPEM State Street SP PTF Em ETF Add +22.1% 0.26% +0.07
VTV Vanguard Mrngstr Val ETF-Aui Add +19.3% 0.30% +0.06
SCHM Schwab US Mid Cap ETF Add +9.1% 0.36% +0.06
SPHY SS SPDR P High Yield ETF Add +7.0% 0.57% +0.06
SCHO Schwab Short-Term US Treas Add +4.2% 0.90% +0.06
VTIP Vanguard Short-Term Tips Add +5.9% 0.65% +0.05
AGG iShares Core U.S. Aggregate Add +8.1% 0.51% +0.05
IAUM iShares Gold Trust Micro Add +3.0% 0.45% +0.05
SCHA Schwab US Small-Cap ETF Add +2.0% 0.41% +0.05
HYMB SS SPDR N Ice HY Muni ETF Add +16.5% 0.26% +0.04
ASML ASML Holding NV-NY Reg SHS Add +6.9% 0.16% +0.04
IMCB iShares Morningstar Mid-Cap Add +3.0% 0.30% +0.04
SCHR Schwab Intermediate-Term US Add +5.8% 0.42% +0.03
BNDX Vanguard Total Intl Bond ETF Add +31.1% 0.12% +0.03
EQAL Invesco Russell 1000 Equal W Add +18.0% 0.14% +0.03
BCD Abrdn Bloomberg All Commodit Add +9.0% 0.37% +0.03
EMXC iShares MSCI Emr MRK Ex Chna Add +2.3% 0.15% +0.03
IDEV iShares Core MSCI Dev MKTS Add +0.4% 0.20% +0.02
FLIN Franklin Ftse India ETF Add +1.3% 0.16% +0.02
XLP SS Consumer Staples Sel Sect Add +14.4% 0.11% +0.01
MBB iShares MBS ETF Add +3.3% 0.23% +0.01
TFC Truist Financial Corp. Add +0.0% 0.14% +0.01
IGIB iShares 5-10Y Inv Grade Corp. Add +0.1% 0.09% +0.00
FDX FedEx Corp. Add +0.6% 0.08% −0.00
CB Chubb Ltd. Add +0.1% 0.20% −0.00
PAA Plains All Amer Pipeline LP Add +0.1% 0.14% −0.01
CVX Chevron Corp. Add +0.0% 0.12% −0.02
PG The Procter & Gamble Co. Add +0.2% 0.39% −0.02
EPD Enterprise Products Partners Add +0.3% 0.31% −0.02

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