Rede Wealth, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 10, 2026), Rede Wealth, LLC reported 108 stock positions worth $278.0 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 53.7% of the portfolio, followed by Apple (AAPL, 4.3%) and Johnson & Johnson (JNJ, 3.3%). Compared with Q4 2025, it opened 3 new positions, sold out of 4, added to 36 and reduced 36. The biggest buy was iShares Core MSCI Dev MKTS (IDEV, shares +88%) and the biggest sale iShares Gold Trust Micro (IAUM, shares −53%).

Most Recent 13F
Q2 2026
Location
CHARLOTTESVILLE, VA
CIK
0001842054
Portfolio Value
$278.0M (Q1 2026)
SEC Filing
0001842054-26-000002 ↗ filed Apr 10, 2026

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 Q3 2025 Q4 2025: $287.8M Q4 2025 Q1 2026: $278.0M $278.0M Q1 2026 Q2 2026: $302.0M Q2 2026

Holdings 108 stocks · $278.0M
BRK.A Berkshire Hathaway Inc. Class A 53.73% 208 $149.4M No change
AAPL Apple Inc. 4.30% 47,093 $12.0M Reduce -0.9%
JNJ Johnson & Johnson 3.26% 37,085 $9.1M No change
ITOT iShares Core S&P Total U.S. 3.10% 60,471 $8.6M Add +4.9%
IVV iShares Core S&P 500 ETF 2.77% 11,793 $7.7M Add +8.1%
AMZN Amazon.com Inc. 1.76% 23,534 $4.9M Reduce -3.7%
BRK.B Berkshire Hathaway Inc. Class B 1.73% 10,043 $4.8M Reduce -0.7%
SPY SS SPDR S&P 500 ETF Trust-US 1.21% 5,189 $3.4M Reduce -0.1%
VTEB Vanguard Tax-Exempt Bond ETF 1.20% 66,928 $3.3M Reduce -0.6%
MSFT Microsoft Corp. 1.10% 8,290 $3.1M Add +0.2%
XOM Exxon Mobil Corp. 1.07% 17,609 $3.0M No change
SPYG SS SPDR P S&P 500 Growth ETF 0.94% 26,634 $2.6M Add +1.7%
QQQM Invesco Nasdaq 100 ETF 0.92% 10,773 $2.6M Add +11.0%
AMAT Applied Materials Inc. 0.90% 7,290 $2.5M No change
NVDA Nvidia Corp. 0.89% 14,199 $2.5M Reduce -0.1%
IXUS iShares Core Intl Stock ETF 0.82% 26,232 $2.3M Reduce -10.3%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.66% 31,433 $1.8M Reduce -14.3%
SCHR Schwab Intermediate-Term US 0.63% 70,454 $1.8M Reduce -3.1%
VTIP Vanguard Short-Term Tips 0.60% 33,178 $1.7M Add +16.8%
FBND Fidelity Total Bond ETF 0.56% 34,005 $1.6M Reduce -7.1%
IDEV iShares Core MSCI Dev MKTS 0.51% 16,994 $1.4M Add +88.4%
COIN Coinbase Global Inc. Class A 0.51% 8,119 $1.4M Add +0.4%
SCHA Schwab US Small-Cap ETF 0.49% 47,287 $1.4M Add +8.9%
IMCB iShares Morningstar Mid-Cap 0.47% 15,702 $1.3M Add +38.3%
NFLX Netflix Inc. 0.44% 12,800 $1.2M Reduce -0.0%
SCHO Schwab Short-Term US Treas 0.42% 47,637 $1.2M Add +25.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.41% 5,769 $1.1M Add +5.1%
MCD McDonald's Corp. 0.40% 3,558 $1.1M No change
EZBC Franklin Bitcoin ETF 0.39% 27,887 $1.1M Add +31.2%
SPHY SS SPDR P High Yield ETF 0.38% 45,664 $1.1M Reduce -22.3%
ETH Grayscale Ethereum Staking M 0.38% 53,251 $1.1M Add +50.8%
AGG iShares Core U.S. Aggregate 0.37% 10,276 $1.0M Reduce -26.5%
JPM JPMorgan Chase & Co. 0.35% 3,338 $982K No change
EMXC iShares MSCI Emr MRK Ex Chna 0.34% 11,942 $939K Add +45.4%
IAUM iShares Gold Trust Micro 0.33% 19,677 $919K Reduce -52.7%
PG The Procter & Gamble Co. 0.33% 6,313 $912K Add +0.1%
IYW iShares Ustechnology ETF 0.32% 4,868 $883K No change
EPD Enterprise Products Partners 0.32% 23,331 $883K Add +0.3%
HYMB SS SPDR N Ice HY Muni ETF 0.31% 34,672 $860K Add +9.3%
SCHM Schwab US Mid Cap ETF 0.30% 26,638 $825K Reduce -23.1%
SCHX Schwab US Large-Cap ETF 0.29% 31,782 $815K No change
SPEM State Street SP PTF Em ETF 0.29% 17,240 $809K Reduce -0.5%
GLW Corning Inc. 0.29% 5,946 $808K No change
DSI iShares ESG MSCI KLD 400 ETF 0.25% 5,781 $701K Reduce -13.5%
UNH Unitedhealth Group Inc. 0.25% 2,552 $691K Reduce -2.5%
NSC Norfolk Southern Corp. 0.25% 2,399 $689K No change
T AT&T Inc. 0.24% 23,020 $667K No change
BLK BlackRock Inc. 0.24% 693 $667K No change
SHOP Shopify Inc. Class A 0.22% 5,262 $624K No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.22% 464 $613K Add +0.4%
AON Aon PLC Class A 0.22% 1,898 $613K No change
MA Mastercard Inc. Class A 0.22% 1,215 $607K Add +0.1%
RTX RTX Corp. 0.21% 3,076 $593K No change
PDBC Invesco Optimum Yield Divers 0.20% 32,571 $564K Reduce -18.3%
SPLV Invesco S&P 500 Low Volatili 0.20% 7,612 $557K Reduce -9.9%
CB Chubb Ltd. 0.20% 1,703 $555K No change
SUB iShares Short-Term National 0.20% 5,170 $551K Add +7.6%
CSX CSX Corp. 0.20% 13,268 $545K No change
VB Vanguard Most SM-Cap ETF-Usd 0.19% 1,978 $518K Add +5.0%
NULG Nuveen ESG LRG-Cap GRW ETF 0.18% 5,437 $494K Reduce -9.9%
CVX Chevron Corp. 0.17% 2,338 $484K Add +0.0%
CAT Caterpillar Inc. 0.16% 646 $458K No change
SCHF Schwab Intl Equity ETF 0.16% 18,478 $457K Add +0.9%
ADP Automatic Data Processing 0.16% 2,238 $455K No change
ISTB iShares Core 1-5 Year Usd Bo 0.16% 9,282 $450K Add +55.0%
IEI iShares 3-7 Year Treasury Bo 0.16% 3,746 $444K Reduce -29.5%
PAA Plains All Amer Pipeline LP 0.15% 19,250 $430K Reduce -6.9%
BNDX Vanguard Total Intl Bond ETF 0.15% 8,607 $414K Add +10.1%
TFC Truist Financial Corp. 0.15% 8,978 $413K Add +0.0%
KO The Coca-Cola Co. 0.15% 5,317 $404K No change
GOOGL Alphabet Inc. Class A 0.14% 1,388 $399K Add +1.5%
V Visa Inc. Class A 0.14% 1,291 $390K Reduce -40.9%
UNP Union Pacific Corp. 0.14% 1,584 $384K No change
FDX FedEx Corp. 0.13% 1,035 $368K Add +0.5%
ABBV Abbvie Inc. 0.13% 1,662 $362K Add +0.2%
SBUX Starbucks Corp. 0.13% 4,006 $359K Reduce -3.8%
MBB iShares MBS ETF 0.12% 3,625 $344K Reduce -0.4%
ETN Eaton Corp. PLC 0.12% 950 $340K No change
MMM 3M Co. 0.12% 2,258 $328K No change
BIL SS SPDR BB 1-3M T-Bill ETF 0.12% 3,498 $321K Reduce -0.4%
ESGU iShares ESG Aware MSCI USA 0.11% 2,247 $318K No change
IGSB iShares 1-5Y Inv Grade Corp. 0.11% 6,021 $316K Add +11.0%
VZ Verizon Communications Inc. 0.11% 6,059 $304K No change
QQQ Invesco QQQ Trust Series 1 0.11% 524 $302K Reduce -3.3%
MDLZ Mondelez International Inc. Class A 0.11% 5,221 $301K Add +0.1%
MTUM iShares MSCI USA Momentum Fa 0.11% 1,253 $301K Reduce -2.0%
IMCG iShares Morningstar Mid-Cap 0.11% 3,786 $298K No change
EQAL Invesco Russell 1000 Equal W 0.11% 5,406 $298K Reduce -0.3%
OKE Oneok Inc. 0.11% 3,281 $297K No change
TSLA Tesla Inc. 0.11% 789 $293K Reduce -10.5%
CSCO Cisco Systems Inc. 0.10% 3,598 $279K Reduce -22.3%
QQEW First TR Nasdaq-100 Sel Eq 0.10% 2,169 $275K No change
PWR Quanta Services Inc. 0.10% 500 $275K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.10% 2,759 $266K Add +0.0%
NULV Nuveen ESG Large-Cap Val ETF 0.09% 5,788 $263K Add +2.2%
HXL Hexcel Corp. 0.09% 3,160 $256K Add +0.1%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.09% 2,142 $254K Add +0.1%
SLV iShares Silver Trust 0.09% 3,686 $251K New
IDU iShares US Utilities ETF 0.09% 2,074 $241K No change
TSM Taiwan Semiconductor-SP ADR 0.09% 700 $237K No change

Show all 108 holdings

Portfolio Sells Q4 2025 → Q1 2026
IAUM iShares Gold Trust Micro Reduce -52.7% 0.33% −0.29
AMZN Amazon.com Inc. Reduce -3.7% 1.76% −0.20
AAPL Apple Inc. Reduce -0.9% 4.30% −0.19
ICSH iShares Ultra Short Duration Sold out 0.00% −0.13
V Visa Inc. Class A Reduce -40.9% 0.14% −0.13
BCD Abrdn Bloomberg All Commodit Sold out 0.00% −0.12
AGG iShares Core U.S. Aggregate Reduce -26.5% 0.37% −0.12
DYNF Ishrs US E F R A ETF-Usd Inc. Reduce -14.3% 0.66% −0.12
SPHY SS SPDR P High Yield ETF Reduce -22.3% 0.38% −0.10
IBM Intl Business Machines Corp. Sold out 0.00% −0.08
RSPT Invesco S&P 500 Equal Weight Sold out 0.00% −0.07
SCHM Schwab US Mid Cap ETF Reduce -23.1% 0.30% −0.07
IEI iShares 3-7 Year Treasury Bo Reduce -29.5% 0.16% −0.06
UNH Unitedhealth Group Inc. Reduce -2.5% 0.25% −0.05
DSI iShares ESG MSCI KLD 400 ETF Reduce -13.5% 0.25% −0.05
IXUS iShares Core Intl Stock ETF Reduce -10.3% 0.82% −0.04
ESGD iShares Trust iShares ESG Aw Reduce -39.6% 0.07% −0.04
HODL Vaneck Bitcoin ETF Reduce -16.5% 0.08% −0.04
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.7% 1.73% −0.04
TSLA Tesla Inc. Reduce -10.5% 0.11% −0.03
NVDA Nvidia Corp. Reduce -0.1% 0.89% −0.03
FBND Fidelity Total Bond ETF Reduce -7.1% 0.56% −0.03
NULG Nuveen ESG LRG-Cap GRW ETF Reduce -9.9% 0.18% −0.03
CSCO Cisco Systems Inc. Reduce -22.3% 0.10% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.1% 1.21% −0.02
SPLV Invesco S&P 500 Low Volatili Reduce -9.9% 0.20% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -3.3% 0.11% −0.01
XJH Ishare ESG SS S&P Midcap ETF Reduce -10.4% 0.08% −0.00
MTUM iShares MSCI USA Momentum Fa Reduce -2.0% 0.11% −0.00
SCHR Schwab Intermediate-Term US Reduce -3.1% 0.63% −0.00
IEF iShares 7-10 Year Treasury B Reduce -0.3% 0.08% +0.00
MBB iShares MBS ETF Reduce -0.4% 0.12% +0.00
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -0.4% 0.12% +0.00
SBUX Starbucks Corp. Reduce -3.8% 0.13% +0.01
EQAL Invesco Russell 1000 Equal W Reduce -0.3% 0.11% +0.01
SPEM State Street SP PTF Em ETF Reduce -0.5% 0.29% +0.01
PDBC Invesco Optimum Yield Divers Reduce -18.3% 0.20% +0.02
VTEB Vanguard Tax-Exempt Bond ETF Reduce -0.6% 1.20% +0.02
NFLX Netflix Inc. Reduce -0.0% 0.44% +0.03
PAA Plains All Amer Pipeline LP Reduce -6.9% 0.15% +0.03

Portfolio Buys Q4 2025 → Q1 2026
IDEV iShares Core MSCI Dev MKTS Add +88.4% 0.51% +0.25
IVV iShares Core S&P 500 ETF Add +8.1% 2.77% +0.17
IMCB iShares Morningstar Mid-Cap Add +38.3% 0.47% +0.14
EMXC iShares MSCI Emr MRK Ex Chna Add +45.4% 0.34% +0.13
ITOT iShares Core S&P Total U.S. Add +4.9% 3.10% +0.12
VTIP Vanguard Short-Term Tips Add +16.8% 0.60% +0.11
SCHO Schwab Short-Term US Treas Add +25.5% 0.42% +0.09
SLV iShares Silver Trust New 0.09% +0.09
MTZ Mastec Inc. New 0.08% +0.08
XLP SS Consumer Staples Sel Sect New 0.08% +0.08
QQQM Invesco Nasdaq 100 ETF Add +11.0% 0.92% +0.07
SCHA Schwab US Small-Cap ETF Add +8.9% 0.49% +0.06
ISTB iShares Core 1-5 Year Usd Bo Add +55.0% 0.16% +0.06
EPD Enterprise Products Partners Add +0.3% 0.32% +0.06
CVX Chevron Corp. Add +0.0% 0.17% +0.05
ASML ASML Holding NV-NY Reg SHS Add +0.4% 0.22% +0.05
VTV Vanguard Mrngstr Val ETF-Aui Add +5.1% 0.41% +0.04
ETH Grayscale Ethereum Staking M Add +50.8% 0.38% +0.04
HYMB SS SPDR N Ice HY Muni ETF Add +9.3% 0.31% +0.03
FDX FedEx Corp. Add +0.5% 0.13% +0.03
SUB iShares Short-Term National Add +7.6% 0.20% +0.02
EZBC Franklin Bitcoin ETF Add +31.2% 0.39% +0.02
BNDX Vanguard Total Intl Bond ETF Add +10.1% 0.15% +0.02
VB Vanguard Most SM-Cap ETF-Usd Add +5.0% 0.19% +0.02
IGSB iShares 1-5Y Inv Grade Corp. Add +11.0% 0.11% +0.01
PG The Procter & Gamble Co. Add +0.1% 0.33% +0.01
SCHF Schwab Intl Equity ETF Add +0.9% 0.16% +0.01
HXL Hexcel Corp. Add +0.1% 0.09% +0.01
MDLZ Mondelez International Inc. Class A Add +0.1% 0.11% +0.01
NULV Nuveen ESG Large-Cap Val ETF Add +2.2% 0.09% +0.01
BNY Bank of New York Mellon Corp. Add +0.1% 0.09% +0.01
ABBV Abbvie Inc. Add +0.2% 0.13% −0.00
TFC Truist Financial Corp. Add +0.0% 0.15% −0.01
GOOGL Alphabet Inc. Class A Add +1.5% 0.14% −0.01
DIS The Walt Disney Co. Add +0.0% 0.10% −0.01
MA Mastercard Inc. Class A Add +0.1% 0.22% −0.02
SPYG SS SPDR P S&P 500 Growth ETF Add +1.7% 0.94% −0.03
COIN Coinbase Global Inc. Class A Add +0.4% 0.51% −0.13
MSFT Microsoft Corp. Add +0.2% 1.10% −0.29

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