Rede Wealth, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Rede Wealth, LLC reported 109 stock positions worth $287.8 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 54.6% of the portfolio, followed by Apple (AAPL, 4.5%) and iShares Core S&P Total U.S. (ITOT, 3.0%). Compared with Q3 2025, it opened 79 new positions, sold out of 79, added to 18 and reduced 12. The biggest buy was Berkshire Hathaway Class A (BRK.A, shares +20700%) and the biggest sale an exit from Vanguard Ftse Developed ETF (VEA).
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTESVILLE, VA
- CIK
- 0001842054
- Portfolio Value
- $287.8M (Q4 2025)
- SEC Filing
- 0001842054-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 109 stocks · $287.8M
| BRK.A Berkshire Hathaway Inc. Class A | 54.56% | 208 | $157.0M | Add +20700.0% |
| AAPL Apple Inc. | 4.49% | 47,500 | $12.9M | Add +13.5% |
| ITOT iShares Core S&P Total U.S. | 2.98% | 57,642 | $8.6M | New |
| JNJ Johnson & Johnson | 2.67% | 37,085 | $7.7M | Add +754.1% |
| IVV iShares Core S&P 500 ETF | 2.60% | 10,906 | $7.5M | Add +61.5% |
| AMZN Amazon.com Inc. | 1.96% | 24,447 | $5.6M | Add +175.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.77% | 10,116 | $5.1M | Add +222.0% |
| MSFT Microsoft Corp. | 1.39% | 8,270 | $4.0M | Reduce -21.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.23% | 5,192 | $3.5M | Add +204.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.18% | 67,318 | $3.4M | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.97% | 26,193 | $2.8M | New |
| NVDA Nvidia Corp. | 0.92% | 14,219 | $2.7M | Add +46.3% |
| IXUS iShares Core Intl Stock ETF | 0.86% | 29,253 | $2.5M | New |
| QQQM Invesco Nasdaq 100 ETF | 0.85% | 9,703 | $2.5M | New |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.78% | 36,690 | $2.2M | New |
| XOM Exxon Mobil Corp. | 0.74% | 17,609 | $2.1M | Reduce -11.7% |
| AMAT Applied Materials Inc. | 0.65% | 7,290 | $1.9M | New |
| COIN Coinbase Global Inc. Class A | 0.64% | 8,088 | $1.8M | New |
| SCHR Schwab Intermediate-Term US | 0.63% | 72,734 | $1.8M | New |
| IAUM iShares Gold Trust Micro | 0.62% | 41,592 | $1.8M | New |
| FBND Fidelity Total Bond ETF | 0.59% | 36,614 | $1.7M | New |
| VTIP Vanguard Short-Term Tips | 0.49% | 28,406 | $1.4M | Add +309.8% |
| AGG iShares Core U.S. Aggregate | 0.49% | 13,984 | $1.4M | New |
| SPHY SS SPDR P High Yield ETF | 0.48% | 58,782 | $1.4M | New |
| SCHA Schwab US Small-Cap ETF | 0.43% | 43,430 | $1.2M | New |
| NFLX Netflix Inc. | 0.42% | 12,802 | $1.2M | Add +301.3% |
| MCD McDonald's Corp. | 0.38% | 3,558 | $1.1M | Add +180.8% |
| EZBC Franklin Bitcoin ETF | 0.37% | 21,261 | $1.1M | New |
| JPM JPMorgan Chase & Co. | 0.37% | 3,338 | $1.1M | Reduce -7.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.36% | 5,487 | $1.0M | New |
| SCHM Schwab US Mid Cap ETF | 0.36% | 34,638 | $1.0M | New |
| ETH Grayscale Ethereum Staking M | 0.34% | 35,320 | $991K | New |
| IYW iShares Ustechnology ETF | 0.34% | 4,868 | $972K | New |
| IMCB iShares Morningstar Mid-Cap | 0.33% | 11,357 | $940K | New |
| SCHO Schwab Short-Term US Treas | 0.32% | 37,956 | $925K | New |
| PG The Procter & Gamble Co. | 0.31% | 6,306 | $904K | Add +338.8% |
| UNH Unitedhealth Group Inc. | 0.30% | 2,617 | $864K | Add +208.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.30% | 6,682 | $861K | New |
| SCHX Schwab US Large-Cap ETF | 0.30% | 31,782 | $855K | New |
| SHOP Shopify Inc. Class A | 0.29% | 5,262 | $847K | New |
| SPEM State Street SP PTF Em ETF | 0.28% | 17,331 | $811K | New |
| HYMB SS SPDR N Ice HY Muni ETF | 0.28% | 31,733 | $791K | New |
| V Visa Inc. Class A | 0.27% | 2,184 | $766K | Add +33.8% |
| EPD Enterprise Products Partners | 0.26% | 23,257 | $746K | New |
| IDEV iShares Core MSCI Dev MKTS | 0.26% | 9,019 | $744K | New |
| BLK BlackRock Inc. | 0.26% | 693 | $742K | Add +298.3% |
| MA Mastercard Inc. Class A | 0.24% | 1,214 | $693K | New |
| NSC Norfolk Southern Corp. | 0.24% | 2,399 | $693K | New |
| AON Aon PLC Class A | 0.23% | 1,898 | $670K | New |
| IEI iShares 3-7 Year Treasury Bo | 0.22% | 5,313 | $634K | New |
| SPLV Invesco S&P 500 Low Volatili | 0.21% | 8,447 | $603K | New |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.21% | 8,212 | $597K | New |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.20% | 6,033 | $590K | New |
| ADP Automatic Data Processing | 0.20% | 2,238 | $576K | Reduce -40.5% |
| T AT&T Inc. | 0.20% | 23,020 | $572K | New |
| RTX RTX Corp. | 0.20% | 3,076 | $564K | New |
| CB Chubb Ltd. | 0.18% | 1,703 | $532K | New |
| PDBC Invesco Optimum Yield Divers | 0.18% | 39,886 | $528K | New |
| GLW Corning Inc. | 0.18% | 5,946 | $521K | New |
| SUB iShares Short-Term National | 0.18% | 4,804 | $513K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.17% | 462 | $494K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 1,883 | $486K | Add +23.9% |
| CSX CSX Corp. | 0.17% | 13,268 | $481K | New |
| TFC Truist Financial Corp. | 0.15% | 8,975 | $442K | New |
| SCHF Schwab Intl Equity ETF | 0.15% | 18,304 | $440K | New |
| GOOGL Alphabet Inc. Class A | 0.15% | 1,368 | $428K | Reduce -76.1% |
| TSLA Tesla Inc. | 0.14% | 882 | $397K | Reduce -96.3% |
| ABBV Abbvie Inc. | 0.13% | 1,658 | $379K | Reduce -80.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.13% | 7,817 | $378K | New |
| KO The Coca-Cola Co. | 0.13% | 5,317 | $372K | Reduce -68.5% |
| PAA Plains All Amer Pipeline LP | 0.13% | 20,683 | $371K | New |
| CAT Caterpillar Inc. | 0.13% | 646 | $370K | New |
| UNP Union Pacific Corp. | 0.13% | 1,584 | $366K | New |
| ICSH iShares Ultra Short Duration | 0.13% | 7,215 | $365K | Add +72.5% |
| MMM 3M Co. | 0.13% | 2,258 | $362K | Add +19.2% |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.12% | 11,547 | $357K | New |
| CSCO Cisco Systems Inc. | 0.12% | 4,630 | $357K | New |
| CVX Chevron Corp. | 0.12% | 2,337 | $356K | New |
| HODL Vaneck Bitcoin ETF | 0.12% | 14,299 | $354K | New |
| SBUX Starbucks Corp. | 0.12% | 4,162 | $351K | New |
| MBB iShares MBS ETF | 0.12% | 3,640 | $347K | New |
| ESGU iShares ESG Aware MSCI USA | 0.12% | 2,247 | $335K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 542 | $333K | Reduce -32.3% |
| ESGD iShares Trust iShares ESG Aw | 0.12% | 3,484 | $331K | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.11% | 3,511 | $321K | New |
| MTUM iShares MSCI USA Momentum Fa | 0.11% | 1,278 | $320K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 2,758 | $314K | New |
| QQEW First TR Nasdaq-100 Sel Eq | 0.11% | 2,169 | $308K | New |
| ETN Eaton Corp. PLC | 0.11% | 950 | $303K | New |
| IMCG iShares Morningstar Mid-Cap | 0.10% | 3,786 | $302K | New |
| FDX FedEx Corp. | 0.10% | 1,030 | $297K | New |
| ISTB iShares Core 1-5 Year Usd Bo | 0.10% | 5,988 | $292K | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.10% | 5,424 | $287K | New |
| EQAL Invesco Russell 1000 Equal W | 0.10% | 5,422 | $285K | New |
| MDLZ Mondelez International Inc. Class A | 0.10% | 5,214 | $281K | New |
| NULV Nuveen ESG Large-Cap Val ETF | 0.09% | 5,662 | $255K | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.09% | 2,140 | $248K | New |
| VZ Verizon Communications Inc. | 0.09% | 6,059 | $247K | Reduce -13.0% |
| OKE Oneok Inc. | 0.08% | 3,281 | $241K | New |
| IEF iShares 7-10 Year Treasury B | 0.08% | 2,448 | $235K | New |
Portfolio Sells Q3 2025 → Q4 2025
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −9.93 |
| TSLA Tesla Inc. | Reduce -96.3% | 0.14% | −8.29 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −5.29 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −4.32 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −3.17 |
| MSFT Microsoft Corp. | Reduce -21.0% | 1.39% | −2.87 |
| EVMO Eaton Vance Mortgage Opp ETF | Sold out | 0.00% | −2.54 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −1.96 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −1.94 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −1.71 |
| ABBV Abbvie Inc. | Reduce -80.6% | 0.13% | −1.42 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −1.20 |
| FREL Fidelity MSCI RL Est Indx | Sold out | 0.00% | −1.13 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −1.09 |
| XOM Exxon Mobil Corp. | Reduce -11.7% | 0.74% | −1.03 |
| GOOGL Alphabet Inc. Class A | Reduce -76.1% | 0.15% | −0.95 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.92 |
| ACLS Axcelis Technologies Inc. | Sold out | 0.00% | −0.88 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.86 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.83 |
| KO The Coca-Cola Co. | Reduce -68.5% | 0.13% | −0.76 |
| BRZE Braze Inc. Class A | Sold out | 0.00% | −0.68 |
| ADP Automatic Data Processing | Reduce -40.5% | 0.20% | −0.67 |
| VNQI Vanguard GLBL Ex-US Real Est | Sold out | 0.00% | −0.65 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.65 |
| IBM Intl Business Machines Corp. | Reduce -76.5% | 0.08% | −0.63 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.61 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.59 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.58 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.56 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.53 |
| MTB M & T Bank Corp. | Sold out | 0.00% | −0.52 |
| JPM JPMorgan Chase & Co. | Reduce -7.7% | 0.37% | −0.52 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.49 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.47 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.44 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.44 |
| VSS Vanguard Ftse All Wo X-US SC | Sold out | 0.00% | −0.44 |
| SON Sonoco Products Co. | Sold out | 0.00% | −0.42 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.42 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.38 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.38 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.38 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −0.37 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.35 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.35 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.35 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −0.34 |
| GE General Electric | Sold out | 0.00% | −0.33 |
| PDP Invesco Dorsey Wright Moment | Sold out | 0.00% | −0.33 |
Portfolio Buys Q3 2025 → Q4 2025
| BRK.A Berkshire Hathaway Inc. Class A | Add +20700.0% | 54.56% | +53.97 |
| ITOT iShares Core S&P Total U.S. | New | 2.98% | +2.98 |
| JNJ Johnson & Johnson | Add +754.1% | 2.67% | +2.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 1.18% | +1.18 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.97% | +0.97 |
| IXUS iShares Core Intl Stock ETF | New | 0.86% | +0.86 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.85% | +0.85 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.78% | +0.78 |
| AMAT Applied Materials Inc. | New | 0.65% | +0.65 |
| COIN Coinbase Global Inc. Class A | New | 0.64% | +0.64 |
| SCHR Schwab Intermediate-Term US | New | 0.63% | +0.63 |
| IAUM iShares Gold Trust Micro | New | 0.62% | +0.62 |
| FBND Fidelity Total Bond ETF | New | 0.59% | +0.59 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +222.0% | 1.77% | +0.53 |
| AGG iShares Core U.S. Aggregate | New | 0.49% | +0.49 |
| SPHY SS SPDR P High Yield ETF | New | 0.48% | +0.48 |
| AMZN Amazon.com Inc. | Add +175.5% | 1.96% | +0.43 |
| SCHA Schwab US Small-Cap ETF | New | 0.43% | +0.43 |
| EZBC Franklin Bitcoin ETF | New | 0.37% | +0.37 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.36% | +0.36 |
| SCHM Schwab US Mid Cap ETF | New | 0.36% | +0.36 |
| ETH Grayscale Ethereum Staking M | New | 0.34% | +0.34 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +204.9% | 1.23% | +0.34 |
| IYW iShares Ustechnology ETF | New | 0.34% | +0.34 |
| IMCB iShares Morningstar Mid-Cap | New | 0.33% | +0.33 |
| SCHO Schwab Short-Term US Treas | New | 0.32% | +0.32 |
| DSI iShares ESG MSCI KLD 400 ETF | New | 0.30% | +0.30 |
| SCHX Schwab US Large-Cap ETF | New | 0.30% | +0.30 |
| SHOP Shopify Inc. Class A | New | 0.29% | +0.29 |
| SPEM State Street SP PTF Em ETF | New | 0.28% | +0.28 |
| HYMB SS SPDR N Ice HY Muni ETF | New | 0.28% | +0.28 |
| EPD Enterprise Products Partners | New | 0.26% | +0.26 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.26% | +0.26 |
| MA Mastercard Inc. Class A | New | 0.24% | +0.24 |
| NSC Norfolk Southern Corp. | New | 0.24% | +0.24 |
| AON Aon PLC Class A | New | 0.23% | +0.23 |
| IEI iShares 3-7 Year Treasury Bo | New | 0.22% | +0.22 |
| VTIP Vanguard Short-Term Tips | Add +309.8% | 0.49% | +0.21 |
| SPLV Invesco S&P 500 Low Volatili | New | 0.21% | +0.21 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.21% | +0.21 |
| NULG Nuveen ESG LRG-Cap GRW ETF | New | 0.20% | +0.20 |
| T AT&T Inc. | New | 0.20% | +0.20 |
| RTX RTX Corp. | New | 0.20% | +0.20 |
| CB Chubb Ltd. | New | 0.18% | +0.18 |
| PDBC Invesco Optimum Yield Divers | New | 0.18% | +0.18 |
| GLW Corning Inc. | New | 0.18% | +0.18 |
| SUB iShares Short-Term National | New | 0.18% | +0.18 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.17% | +0.17 |
| CSX CSX Corp. | New | 0.17% | +0.17 |
| TFC Truist Financial Corp. | New | 0.15% | +0.15 |
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 |