Rede Wealth, LLC
- SEC CIK
- 0001842054
- Latest filing
- Aug 3, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 105
- +3 vs. Q4 2024
- Portfolio value
- $283.1M
- +$22.1M (+8.5%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 210 | $167.7M | 59.2% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 49,612 | $11.0M | 3.9% | −58−0.1% | Reduced | History |
| iShares Tr464287150 | CORE S&P TTL STK | 69,380 | $8.47M | 3.0% | +2,160+3.2% | Added | – |
| JNJJohnson & Johnson | Stock | 37,799 | $6.27M | 2.2% | −459−1.2% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 10,413 | $5.85M | 2.1% | +15+0.1% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,612 | $5.12M | 1.8% | −9−0.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 25,722 | $4.89M | 1.7% | −56−0.2% | Reduced | History |
| NVDANVIDIA Corp | Stock | 31,220 | $3.38M | 1.2% | +148+0.5% | Added | History |
| MSFTMicrosoft Corp | Stock | 8,659 | $3.25M | 1.1% | +46+0.5% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,229 | $2.93M | 1.0% | −20−0.4% | Reduced | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 58,775 | $2.92M | 1.0% | +9,922+20.3% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 20,251 | $2.41M | 0.9% | −569−2.7% | Reduced | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 98,231 | $2.39M | 0.8% | −6,173−5.9% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 24,191 | $1.94M | 0.7% | +83+0.3% | Added | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 26,709 | $1.86M | 0.7% | +169+0.6% | Added | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 33,687 | $1.68M | 0.6% | −3,663−9.8% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 3,184 | $1.67M | 0.6% | −182−5.4% | Reduced | History |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 8,091 | $1.56M | 0.6% | +512+6.8% | Added | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 61,676 | $1.44M | 0.5% | +5,105+9.0% | Added | – |
| COINCoinbase Global, Inc. | COM CL A | 8,027 | $1.38M | 0.5% | +50+0.6% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 13,307 | $1.32M | 0.5% | −8−0.1% | Reduced | – |
| NFLXNetflix Inc | Stock | 1,314 | $1.23M | 0.4% | −4−0.3% | Reduced | History |
| PGProcter & Gamble Co | Stock | 6,796 | $1.16M | 0.4% | −8−0.1% | Reduced | History |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 36,532 | $1.14M | 0.4% | −78−0.2% | Reduced | History |
| MCDMcDonalds Corp | Stock | 3,634 | $1.14M | 0.4% | 00.0% | Unchanged | History |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 44,060 | $1.10M | 0.4% | +8,587+24.2% | Added | – |
| AMATApplied Materials Inc | Stock | 7,265 | $1.05M | 0.4% | 00.0% | Unchanged | History |
| EZBCFranklin Templeton Digital Holdings Trust | BITCOIN ETF SHS | 21,602 | $1.03M | 0.4% | −8,005−27.0% | Reduced | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 43,852 | $1.03M | 0.4% | +2,020+4.8% | Added | – |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 28,089 | $958.7K | 0.3% | +2,666+10.5% | Added | – |
| EPDEnterprise Products Partners L.P. | Stock | 27,329 | $933.0K | 0.3% | +73+0.3% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 2,859 | $873.4K | 0.3% | −2−0.1% | Reduced | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 32,928 | $862.7K | 0.3% | +582+1.8% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 3,509 | $860.8K | 0.3% | −53−1.5% | Reduced | History |
| VVisa Inc. | Stock | 2,300 | $806.2K | 0.3% | −56−2.4% | Reduced | History |
| VZVerizon Communications Inc | Stock | 17,402 | $789.4K | 0.3% | −100−0.6% | Reduced | History |
| AONAon plc | CL A | 1,898 | $757.5K | 0.3% | 00.0% | Unchanged | History |
| iShares Tr464288208 | MRGSTR MD CP ETF | 10,142 | $751.4K | 0.3% | −2,783−21.5% | Reduced | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 31,782 | $701.7K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,982 | $687.9K | 0.2% | +99+2.5% | Added | – |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $683.7K | 0.2% | 00.0% | Unchanged | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 9,049 | $676.1K | 0.2% | 00.0% | Unchanged | – |
| MAMastercard Inc | Stock | 1,219 | $667.9K | 0.2% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 23,230 | $656.9K | 0.2% | +210+0.9% | Added | History |
| BLKBlackRock, Inc. | Stock | 693 | $656.1K | 0.2% | +1+0.1% | Added | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 25,212 | $635.8K | 0.2% | +4,479+21.6% | Added | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,896 | $622.6K | 0.2% | −2,484−29.6% | Reduced | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 6,074 | $622.0K | 0.2% | −660−9.8% | Reduced | – |
| iShares Tr464288588 | MBS ETF | 6,429 | $602.9K | 0.2% | −99−1.5% | Reduced | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 6,421 | $589.0K | 0.2% | −131−2.0% | Reduced | – |
| NSCNorfolk Southern Corp | Stock | 2,474 | $586.1K | 0.2% | −76−3.0% | Reduced | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 4,960 | $586.0K | 0.2% | −698−12.3% | Reduced | – |
| CBChubb Ltd | Stock | 1,896 | $572.6K | 0.2% | −4−0.2% | Reduced | History |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 32,349 | $557.0K | 0.2% | +16,170+99.9% | Added | History |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 13,768 | $542.0K | 0.2% | +444+3.3% | Added | – |
| SHOPShopify Inc. | Stock | 5,312 | $507.2K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr46435G326 | CORE MSCI INTL | 7,234 | $498.4K | 0.2% | −331−4.4% | Reduced | – |
| SBUXStarbucks Corp | Stock | 4,951 | $485.6K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 9,091 | $476.1K | 0.2% | −180−1.9% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,142 | $475.0K | 0.2% | +15+0.7% | Added | – |
| RTXRTX Corp | Stock | 3,469 | $459.5K | 0.2% | −337−8.9% | Reduced | History |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 5,584 | $437.1K | 0.2% | −418−7.0% | Reduced | – |
| TSLATesla, Inc. | Stock | 1,683 | $436.2K | 0.2% | −269−13.8% | Reduced | History |
| Franklin Templeton ETF Tr35473P769 | FRANKLIN INDIA | 11,272 | $415.3K | 0.1% | +831+8.0% | Added | – |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 20,593 | $411.9K | 0.1% | −175−0.8% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 5,933 | $402.6K | 0.1% | −11−0.2% | Reduced | History |
| KOCoca Cola Co | Stock | 5,617 | $402.3K | 0.1% | −90−1.6% | Reduced | History |
| CSXCSX Corp | Stock | 13,468 | $396.4K | 0.1% | −687−4.9% | Reduced | History |
| OKEONEOK Inc | COM | 3,952 | $392.1K | 0.1% | −50−1.2% | Reduced | History |
| CVXChevron Corp | Stock | 2,334 | $390.5K | 0.1% | +10.0% | Added | History |
| UNPUnion Pacific Corp | Stock | 1,628 | $384.6K | 0.1% | −75−4.4% | Reduced | History |
| TFCTruist Financial Corp | COM | 9,185 | $378.0K | 0.1% | −97−1.0% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 5,973 | $368.6K | 0.1% | −102−1.7% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 1,759 | $368.5K | 0.1% | −130−6.9% | Reduced | History |
| Schwab International Equity ETF808524805 | ETF | 18,354 | $363.0K | 0.1% | 00.0% | Unchanged | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 6,588 | $362.9K | 0.1% | +6,588 | New | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 12,359 | $353.2K | 0.1% | −774−5.9% | Reduced | – |
| MMM3M Co | Stock | 2,305 | $338.5K | 0.1% | 00.0% | Unchanged | History |
| ASMLASML Holding NV | ADR | 504 | $334.0K | 0.1% | +9+1.8% | Added | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,350 | $319.5K | 0.1% | −66−1.9% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 6,585 | $311.2K | 0.1% | −36−0.5% | Reduced | – |
| DISWalt Disney Co | Stock | 2,958 | $292.0K | 0.1% | 00.0% | Unchanged | History |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 7,027 | $284.5K | 0.1% | −426−5.7% | Reduced | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 5,833 | $282.0K | 0.1% | −153−2.6% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 12,082 | $278.4K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,261 | $275.6K | 0.1% | 00.0% | Unchanged | – |
| ETNEaton Corp plc | Stock | 1,004 | $272.9K | 0.1% | +8+0.8% | Added | History |
| GLWCorning Inc | COM | 5,946 | $272.2K | 0.1% | −25−0.4% | Reduced | History |
| iShares Tr464288307 | MRGSTR MD CP GRW | 3,786 | $270.4K | 0.1% | 00.0% | Unchanged | – |
| CATCaterpillar Inc | Stock | 810 | $267.3K | 0.1% | −74−8.4% | Reduced | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,263 | $266.5K | 0.1% | +717+28.2% | Added | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,302 | $263.2K | 0.1% | −42−3.1% | Reduced | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 2,169 | $262.3K | 0.1% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 1,685 | $260.6K | 0.1% | −8−0.5% | Reduced | History |
| iShares Tr464288638 | ISHS 5-10YR INVT | 4,910 | $257.9K | 0.1% | −84−1.7% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 546 | $256.0K | 0.1% | −3−0.5% | Reduced | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,105 | $253.6K | 0.1% | −181−5.5% | Reduced | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,184 | $253.1K | 0.1% | −261−4.8% | Reduced | – |
| FDXFedEx Corp | Stock | 1,011 | $246.5K | 0.1% | +5+0.5% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 1,398 | $241.2K | 0.1% | −10−0.7% | Reduced | History |
Sold out since Q4 2024 (2)
Positions held at the end of Q4 2024 that are gone from this filing.