Rede Wealth, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 29, 2025), Rede Wealth, LLC reported 109 stock positions worth $127.3 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 9.9% of the portfolio, followed by Tesla (TSLA, 8.4%) and Apple (AAPL, 8.4%). Compared with Q2 2025, it opened 79 new positions, sold out of 76, added to 11 and reduced 19. The biggest buy was a new position in Vanguard Ftse Developed ETF (VEA) and the biggest sale Berkshire Hathaway Class A (BRK.A, shares −100%).

Most Recent 13F
Q2 2026
Location
CHARLOTTESVILLE, VA
CIK
0001842054
Portfolio Value
$127.3M (Q3 2025)
SEC Filing
0001842054-25-000007 ↗ filed Oct 29, 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 Q2 2025 Q3 2025: $127.3M $127.3M Q3 2025 Q4 2025: $287.8M Q4 2025 Q1 2026: $278.0M Q1 2026 Q2 2026: $302.0M Q2 2026

Holdings 109 stocks · $127.3M

VEA Vanguard Ftse Developed ETF 9.93% 210,997 $12.6M New
TSLA Tesla Inc. 8.43% 24,140 $10.7M Add +2162.4%
AAPL Apple Inc. 8.37% 41,839 $10.7M Reduce -15.5%
VWO Vanguard Ftse Emerging Marke 5.29% 124,438 $6.7M New
DVY iShares Select Dividend ETF 4.32% 38,710 $5.5M New
MSFT Microsoft Corp. 4.26% 10,465 $5.4M Add +21.9%
IVV iShares Core S&P 500 ETF 3.55% 6,752 $4.5M Reduce -36.0%
UBER Uber Technologies Inc. 3.17% 41,195 $4.0M New
EVMO Eaton Vance Mortgage Opp ETF 2.54% 63,666 $3.2M New
SCHP Schwab U.S. Tips ETF 1.96% 92,749 $2.5M New
IWB iShares Russell 1000 ETF 1.94% 6,773 $2.5M New
XOM Exxon Mobil Corp. 1.77% 19,946 $2.2M Reduce -1.0%
GOOG Alphabet Inc. Class C 1.71% 8,936 $2.2M New
ABBV Abbvie Inc. 1.55% 8,528 $2.0M Add +388.1%
AMZN Amazon.com Inc. 1.53% 8,875 $1.9M Reduce -65.5%
NVDA Nvidia Corp. 1.42% 9,721 $1.8M Reduce -69.0%
BRK.B Berkshire Hathaway Inc. Class B 1.24% 3,142 $1.6M Reduce -66.1%
VCSH Vanguard S/T Corp. Bond ETF 1.20% 19,057 $1.5M New
FREL Fidelity MSCI RL Est Indx 1.13% 51,758 $1.4M New
GOOGL Alphabet Inc. Class A 1.09% 5,734 $1.4M Add +240.7%
VOO Vanguard S&P 500 ETF 1.09% 2,255 $1.4M New
APH Amphenol Corp. Class A 0.92% 9,459 $1.2M New
JPM JPMorgan Chase & Co. 0.90% 3,617 $1.1M Add +3.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.89% 1,703 $1.1M Reduce -66.2%
KO The Coca-Cola Co. 0.89% 16,874 $1.1M Add +200.4%
ACLS Axcelis Technologies Inc. 0.88% 11,495 $1.1M New
ADP Automatic Data Processing 0.87% 3,764 $1.1M Add +55.9%
ABT Abbott Laboratories 0.86% 8,208 $1.1M New
PNC PNC Financial Services Group 0.83% 5,259 $1.1M New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.70% 3,176 $896K Add +327.5%
BRZE Braze Inc. Class A 0.68% 30,397 $864K New
VNQI Vanguard GLBL Ex-US Real Est 0.65% 17,334 $828K New
WMT Walmart Inc. 0.65% 7,976 $822K New
JNJ Johnson & Johnson 0.63% 4,342 $805K Reduce -88.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.61% 1,609 $773K New
BRK.A Berkshire Hathaway Inc. Class A 0.59% 1 $754K Reduce -99.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.59% 2,536 $748K New
ORCL Oracle Corp. 0.58% 2,617 $736K New
HD Home Depot Inc. 0.56% 1,747 $708K New
ADBE Adobe Inc. 0.53% 1,902 $671K New
MTB M & T Bank Corp. filed as M & T BK CORP 0.52% 3,366 $665K New
AVGO Broadcom Inc. 0.49% 1,877 $619K New
IWF iShares Russell 1000 Growth 0.47% 1,270 $595K New
META Meta Platforms Inc. Class A 0.44% 770 $566K Add +168.3%
CMCSA Comcast Corp. Class A 0.44% 17,819 $560K New
VSS Vanguard Ftse All Wo X-US SC 0.44% 3,920 $559K New
V Visa Inc. Class A 0.44% 1,632 $557K Reduce -28.9%
SON Sonoco Products Co. 0.42% 12,526 $540K New
APD Air Products & Chemicals Inc. 0.42% 1,969 $537K New
LLY Eli Lilly & Co. 0.38% 639 $487K New
CNI Canadian Natl Railway Co. 0.38% 5,117 $483K New
QQQ Invesco QQQ Trust Series 1 0.38% 800 $481K Add +46.5%
VYM Vanguard High DVD Yield ETF 0.38% 3,407 $480K New
NOBL Proshares S&P 500 Dividend A 0.37% 4,600 $474K New
PH Parker Hannifin Corp. 0.35% 591 $448K New
MRK Merck & Co. Inc. 0.35% 5,269 $447K New
IWO iShares Russell 2000 Growth 0.35% 1,388 $444K New
VOE Vngrd Mrngstr MD-Cap Val ETF 0.34% 2,503 $439K New
GE General Electric filed as GE AEROSPACE 0.33% 1,382 $416K New
PDP Invesco Dorsey Wright Moment 0.33% 3,519 $415K New
PWB Invesco Large Cap Growth ETF 0.33% 3,301 $414K New
BKLN Invesco Senior Loan ETF 0.32% 19,513 $408K New
IJH iShares Core S&P Midcap ETF 0.32% 6,184 $404K New
VB Vanguard Most SM-Cap ETF-Usd 0.30% 1,520 $388K Reduce -25.6%
MCD McDonald's Corp. 0.30% 1,267 $385K Reduce -65.1%
NFLX Netflix Inc. 0.30% 319 $382K Reduce -75.7%
PM Philip Morris International 0.28% 2,233 $362K Add +57.9%
VTIP Vanguard Short-Term Tips 0.28% 6,932 $351K Reduce -80.6%
COST Costco Wholesale Corp. 0.27% 374 $346K New
PLTR Palantir Technologies Inc. Class A 0.27% 1,875 $342K New
FLOT iShares Floating Rate Bond E 0.26% 6,446 $329K New
GS Goldman Sachs Group Inc. 0.25% 406 $323K New
UL Unilever PLC 0.25% 5,301 $314K New
TDY Teledyne Technologies Inc. 0.25% 534 $313K New
VZ Verizon Communications Inc. 0.24% 6,964 $306K Reduce -60.0%
AMGN Amgen Inc. 0.24% 1,072 $303K New
WMB Williams Cos Inc. 0.23% 4,654 $295K New
MMM 3M Co. 0.23% 1,895 $294K Reduce -16.1%
UNH Unitedhealth Group Inc. 0.23% 849 $293K Reduce -70.6%
GD General Dynamics Corp. 0.23% 854 $291K New
AXP American Express Co. 0.23% 869 $288K New
SYK Stryker Corp. 0.23% 775 $287K New
BMY Bristol-Myers Squibb Co. 0.22% 6,182 $279K New
NEE Nextera Energy Inc. 0.21% 3,620 $273K New
QCOM Qualcomm Inc. 0.21% 1,626 $270K New
COF Capital One Financial Corp. 0.20% 1,226 $261K New
ACN Accenture PLC Class A 0.20% 1,032 $254K New
BR Broadridge Financial Solutio 0.20% 1,063 $254K New
IJT iShares S&P Small-Cap 600 GR 0.20% 1,791 $253K New
IJK iShares S&P Mid-Cap 400 Grow 0.20% 2,638 $253K New
IBKR Interactive Brokers Gro Class A 0.19% 3,471 $239K New
IBIT iShares Bitcoin Trust ETF 0.19% 3,628 $236K New
GLD SPDR Gold Shares 0.18% 660 $235K New
CDL Victoryshares US Large Cap H 0.18% 3,371 $235K New
BX Blackstone Inc. 0.18% 1,341 $229K New
SONY Sony Group Corp. - SP ADR 0.17% 7,693 $221K New
PG The Procter & Gamble Co. 0.17% 1,437 $221K Reduce -78.9%
ZBRA Zebra Technologies Corp. Class A 0.17% 722 $215K New
STX Seagate Technology Holdings 0.17% 900 $213K New
ICSH iShares Ultra Short Duration 0.17% 4,182 $212K New

Show all 109 holdings

Portfolio Sells Q2 2025 → Q3 2025

BRK.A Berkshire Hathaway Inc. Class A Reduce -99.5% 0.59% −54.65
ITOT iShares Core S&P Total U.S. Sold out 0.00% −3.48
JNJ Johnson & Johnson Reduce -88.4% 0.63% −1.43
VTEB Vanguard Tax-Exempt Bond ETF Sold out 0.00% −1.04
COIN Coinbase Global Inc. Class A Sold out 0.00% −1.02
SCHO Schwab Short-Term US Treas Sold out 0.00% −0.90
SPYG SS SPDR P S&P 500 Growth ETF Sold out 0.00% −0.87
IXUS iShares Core Intl Stock ETF Sold out 0.00% −0.81
QQQM Invesco Nasdaq 100 ETF Sold out 0.00% −0.68
SPHY SS SPDR P High Yield ETF Sold out 0.00% −0.57
AGG iShares Core U.S. Aggregate Sold out 0.00% −0.51
AMZN Amazon.com Inc. Reduce -65.5% 1.53% −0.51
AMAT Applied Materials Inc. Sold out 0.00% −0.49
IAUM iShares Gold Trust Micro Sold out 0.00% −0.45
EZBC Franklin Bitcoin ETF Sold out 0.00% −0.44
SCHR Schwab Intermediate-Term US Sold out 0.00% −0.42
SCHA Schwab US Small-Cap ETF Sold out 0.00% −0.41
BRK.B Berkshire Hathaway Inc. Class B Reduce -66.1% 1.24% −0.38
VTIP Vanguard Short-Term Tips Reduce -80.6% 0.28% −0.37
NVDA Nvidia Corp. Reduce -69.0% 1.42% −0.37
BCD Abrdn Bloomberg All Commodit Sold out 0.00% −0.37
SCHM Schwab US Mid Cap ETF Sold out 0.00% −0.36
NFLX Netflix Inc. Reduce -75.7% 0.30% −0.34
EPD Enterprise Products Partners Sold out 0.00% −0.31
IYW iShares Ustechnology ETF Sold out 0.00% −0.30
VTV Vanguard Mrngstr Val ETF-Aui Sold out 0.00% −0.30
IMCB iShares Morningstar Mid-Cap Sold out 0.00% −0.30
SCHX Schwab US Large-Cap ETF Sold out 0.00% −0.28
ETH Grayscale Ethereum Staking M Sold out 0.00% −0.27
HYMB SS SPDR N Ice HY Muni ETF Sold out 0.00% −0.26
SPEM State Street SP PTF Em ETF Sold out 0.00% −0.26
DSI iShares ESG MSCI KLD 400 ETF Sold out 0.00% −0.25
MA Mastercard Inc. Class A Sold out 0.00% −0.25
AON Aon PLC Class A Sold out 0.00% −0.24
T AT&T Inc. Sold out 0.00% −0.24
SPLV Invesco S&P 500 Low Volatili Sold out 0.00% −0.24
SPY SS SPDR S&P 500 ETF Trust-US Reduce -66.2% 0.89% −0.23
MBB iShares MBS ETF Sold out 0.00% −0.23
NSC Norfolk Southern Corp. Sold out 0.00% −0.22
SHOP Shopify Inc. Class A Sold out 0.00% −0.22
PG The Procter & Gamble Co. Reduce -78.9% 0.17% −0.22
IEI iShares 3-7 Year Treasury Bo Sold out 0.00% −0.21
IDEV iShares Core MSCI Dev MKTS Sold out 0.00% −0.20
CB Chubb Ltd. Sold out 0.00% −0.20
BIL SS SPDR BB 1-3M T-Bill ETF Sold out 0.00% −0.20
NULG Nuveen ESG LRG-Cap GRW ETF Sold out 0.00% −0.19
IGSB iShares 1-5Y Inv Grade Corp. Sold out 0.00% −0.17
SUB iShares Short-Term National Sold out 0.00% −0.17
RTX RTX Corp. Sold out 0.00% −0.17
FLIN Franklin Ftse India ETF Sold out 0.00% −0.16

Portfolio Buys Q2 2025 → Q3 2025

VEA Vanguard Ftse Developed ETF New 9.93% +9.93
TSLA Tesla Inc. Add +2162.4% 8.43% +8.31
VWO Vanguard Ftse Emerging Marke New 5.29% +5.29
DVY iShares Select Dividend ETF New 4.32% +4.32
UBER Uber Technologies Inc. New 3.17% +3.17
MSFT Microsoft Corp. Add +21.9% 4.26% +2.71
EVMO Eaton Vance Mortgage Opp ETF New 2.54% +2.54
SCHP Schwab U.S. Tips ETF New 1.96% +1.96
IWB iShares Russell 1000 ETF New 1.94% +1.94
GOOG Alphabet Inc. Class C New 1.71% +1.71
ABBV Abbvie Inc. Add +388.1% 1.55% +1.43
VCSH Vanguard S/T Corp. Bond ETF New 1.20% +1.20
FREL Fidelity MSCI RL Est Indx New 1.13% +1.13
VOO Vanguard S&P 500 ETF New 1.09% +1.09
GOOGL Alphabet Inc. Class A Add +240.7% 1.09% +0.99
APH Amphenol Corp. Class A New 0.92% +0.92
ACLS Axcelis Technologies Inc. New 0.88% +0.88
ABT Abbott Laboratories New 0.86% +0.86
PNC PNC Financial Services Group New 0.83% +0.83
KO The Coca-Cola Co. Add +200.4% 0.89% +0.74
BRZE Braze Inc. Class A New 0.68% +0.68
VNQI Vanguard GLBL Ex-US Real Est New 0.65% +0.65
WMT Walmart Inc. New 0.65% +0.65
IBM Intl Business Machines Corp. Add +327.5% 0.70% +0.62
VUG Vanguard Mrngstar GR ETF-Sui New 0.61% +0.61
ADP Automatic Data Processing Add +55.9% 0.87% +0.60
VO Vngrd Mrngstr MD-Cap ETF-Usd New 0.59% +0.59
ORCL Oracle Corp. New 0.58% +0.58
HD Home Depot Inc. New 0.56% +0.56
JPM JPMorgan Chase & Co. Add +3.6% 0.90% +0.53
ADBE Adobe Inc. New 0.53% +0.53
MTB M & T Bank Corp. New 0.52% +0.52
AVGO Broadcom Inc. New 0.49% +0.49
IWF iShares Russell 1000 Growth New 0.47% +0.47
CMCSA Comcast Corp. Class A New 0.44% +0.44
VSS Vanguard Ftse All Wo X-US SC New 0.44% +0.44
SON Sonoco Products Co. New 0.42% +0.42
APD Air Products & Chemicals Inc. New 0.42% +0.42
LLY Eli Lilly & Co. New 0.38% +0.38
CNI Canadian Natl Railway Co. New 0.38% +0.38
VYM Vanguard High DVD Yield ETF New 0.38% +0.38
NOBL Proshares S&P 500 Dividend A New 0.37% +0.37
META Meta Platforms Inc. Class A Add +168.3% 0.44% +0.37
PH Parker Hannifin Corp. New 0.35% +0.35
MRK Merck & Co. Inc. New 0.35% +0.35
IWO iShares Russell 2000 Growth New 0.35% +0.35
VOE Vngrd Mrngstr MD-Cap Val ETF New 0.34% +0.34
GE General Electric New 0.33% +0.33
PDP Invesco Dorsey Wright Moment New 0.33% +0.33
PWB Invesco Large Cap Growth ETF New 0.33% +0.33

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