Rede Wealth, LLC
- SEC CIK
- 0001842054
- Latest filing
- Aug 3, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 4, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 106
- +1 vs. Q1 2025
- Portfolio value
- $277.0M
- −$6.09M (−2.2%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 210 | $153.0M | 55.2% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 49,505 | $10.2M | 3.7% | −107−0.2% | Reduced | History |
| iShares Tr464287150 | CORE S&P TTL STK | 71,293 | $9.63M | 3.5% | +1,913+2.8% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 10,552 | $6.55M | 2.4% | +139+1.3% | Added | – |
| JNJJohnson & Johnson | Stock | 37,314 | $5.70M | 2.1% | −485−1.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 25,712 | $5.64M | 2.0% | −100.0% | Reduced | History |
| NVDANVIDIA Corp | Stock | 31,406 | $4.96M | 1.8% | +186+0.6% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 9,261 | $4.50M | 1.6% | −351−3.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 8,587 | $4.27M | 1.5% | −72−0.8% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,033 | $3.11M | 1.1% | −196−3.7% | Reduced | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 58,546 | $2.87M | 1.0% | −229−0.4% | Reduced | – |
| COINCoinbase Global, Inc. | COM CL A | 8,073 | $2.83M | 1.0% | +46+0.6% | Added | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 102,393 | $2.50M | 0.9% | +4,162+4.2% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 25,263 | $2.41M | 0.9% | +1,072+4.4% | Added | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 28,893 | $2.23M | 0.8% | +2,184+8.2% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 20,141 | $2.17M | 0.8% | −110−0.5% | Reduced | History |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 8,270 | $1.88M | 0.7% | +179+2.2% | Added | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 35,673 | $1.79M | 0.6% | +1,986+5.9% | Added | – |
| NFLXNetflix Inc | Stock | 1,314 | $1.76M | 0.6% | 00.0% | Unchanged | History |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 66,006 | $1.57M | 0.6% | +4,330+7.0% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 14,378 | $1.43M | 0.5% | +1,071+8.0% | Added | – |
| AMATApplied Materials Inc | Stock | 7,390 | $1.35M | 0.5% | +125+1.7% | Added | History |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 37,625 | $1.24M | 0.4% | +1,093+3.0% | Added | History |
| EZBCFranklin Templeton Digital Holdings Trust | BITCOIN ETF SHS | 19,437 | $1.21M | 0.4% | −2,165−10.0% | Reduced | History |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 46,625 | $1.17M | 0.4% | +2,565+5.8% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 44,749 | $1.13M | 0.4% | +897+2.0% | Added | – |
| PGProcter & Gamble Co | Stock | 6,811 | $1.09M | 0.4% | +15+0.2% | Added | History |
| MCDMcDonalds Corp | Stock | 3,634 | $1.06M | 0.4% | 00.0% | Unchanged | History |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 30,620 | $1.02M | 0.4% | +2,531+9.0% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 3,491 | $1.01M | 0.4% | −18−0.5% | Reduced | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 35,930 | $1.01M | 0.4% | +3,002+9.1% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 2,892 | $902.3K | 0.3% | −292−9.2% | Reduced | History |
| EPDEnterprise Products Partners L.P. | Stock | 27,406 | $849.9K | 0.3% | +77+0.3% | Added | History |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $843.5K | 0.3% | 00.0% | Unchanged | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,749 | $839.3K | 0.3% | +767+19.3% | Added | – |
| iShares Tr464288208 | MRGSTR MD CP ETF | 10,445 | $832.0K | 0.3% | +303+3.0% | Added | – |
| VVisa Inc. | Stock | 2,294 | $814.4K | 0.3% | −6−0.3% | Reduced | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 31,782 | $776.8K | 0.3% | 00.0% | Unchanged | – |
| VZVerizon Communications Inc | Stock | 17,402 | $753.0K | 0.3% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 2,415 | $744.8K | 0.3% | −444−15.5% | Reduced | History |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 31,258 | $741.4K | 0.3% | −1,091−3.4% | Reduced | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 29,376 | $727.9K | 0.3% | +4,164+16.5% | Added | – |
| BLKBlackRock, Inc. | Stock | 693 | $727.3K | 0.3% | 00.0% | Unchanged | History |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 16,804 | $718.2K | 0.3% | +3,036+22.1% | Added | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 6,074 | $705.6K | 0.3% | 00.0% | Unchanged | – |
| MAMastercard Inc | Stock | 1,219 | $685.0K | 0.2% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 1,898 | $677.1K | 0.2% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 23,020 | $666.2K | 0.2% | −210−0.9% | Reduced | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 8,949 | $651.7K | 0.2% | −100−1.1% | Reduced | – |
| iShares Tr464288588 | MBS ETF | 6,640 | $623.4K | 0.2% | +211+3.3% | Added | – |
| NSCNorfolk Southern Corp | Stock | 2,399 | $614.2K | 0.2% | −75−3.0% | Reduced | History |
| SHOPShopify Inc. | Stock | 5,312 | $612.7K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 4,937 | $587.9K | 0.2% | −23−0.5% | Reduced | – |
| iShares Tr46435G326 | CORE MSCI INTL | 7,265 | $552.4K | 0.2% | +31+0.4% | Added | – |
| CBChubb Ltd | Stock | 1,897 | $549.6K | 0.2% | +1+0.1% | Added | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,918 | $542.9K | 0.2% | −503−7.8% | Reduced | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 5,584 | $524.6K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,044 | $484.4K | 0.2% | −98−4.6% | Reduced | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 8,984 | $474.0K | 0.2% | −107−1.2% | Reduced | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,432 | $471.3K | 0.2% | −1,464−24.8% | Reduced | – |
| RTXRTX Corp | Stock | 3,159 | $461.3K | 0.2% | −310−8.9% | Reduced | History |
| Franklin Templeton ETF Tr35473P769 | FRANKLIN INDIA | 11,413 | $454.6K | 0.2% | +141+1.3% | Added | – |
| SBUXStarbucks Corp | Stock | 4,763 | $436.4K | 0.2% | −188−3.8% | Reduced | History |
| CSXCSX Corp | Stock | 13,268 | $432.9K | 0.2% | −200−1.5% | Reduced | History |
| ASMLASML Holding NV | ADR | 539 | $431.9K | 0.2% | +35+6.9% | Added | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 6,738 | $425.4K | 0.2% | +150+2.3% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 18,354 | $405.6K | 0.1% | 00.0% | Unchanged | – |
| CSCOCisco Systems, Inc. | Stock | 5,802 | $402.5K | 0.1% | −171−2.9% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 5,909 | $398.5K | 0.1% | −24−0.4% | Reduced | History |
| KOCoca Cola Co | Stock | 5,617 | $397.4K | 0.1% | 00.0% | Unchanged | History |
| TFCTruist Financial Corp | COM | 9,189 | $395.0K | 0.1% | +40.0% | Added | History |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 7,769 | $382.5K | 0.1% | +1,184+18.0% | Added | – |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 20,622 | $377.8K | 0.1% | +29+0.1% | Added | History |
| UNPUnion Pacific Corp | Stock | 1,628 | $374.6K | 0.1% | 00.0% | Unchanged | History |
| ETNEaton Corp plc | Stock | 1,004 | $358.4K | 0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 2,858 | $354.5K | 0.1% | −100−3.4% | Reduced | History |
| MMM3M Co | Stock | 2,258 | $343.7K | 0.1% | −47−2.0% | Reduced | History |
| TSLATesla, Inc. | Stock | 1,067 | $338.9K | 0.1% | −616−36.6% | Reduced | History |
| SPDR Series Trust78464A672 | ST INTER ETF | 11,734 | $337.6K | 0.1% | −625−5.1% | Reduced | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 6,797 | $336.5K | 0.1% | +1,613+31.1% | Added | – |
| CVXChevron Corp | Stock | 2,335 | $334.4K | 0.1% | +10.0% | Added | History |
| ABBVAbbVie Inc. | Stock | 1,747 | $324.3K | 0.1% | −12−0.7% | Reduced | History |
| OKEONEOK Inc | COM | 3,952 | $322.6K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,331 | $319.0K | 0.1% | −19−0.6% | Reduced | – |
| GLWCorning Inc | COM | 5,946 | $312.7K | 0.1% | 00.0% | Unchanged | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,285 | $308.8K | 0.1% | −17−1.3% | Reduced | – |
| CATCaterpillar Inc | Stock | 795 | $308.5K | 0.1% | −15−1.9% | Reduced | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,261 | $305.9K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 3,786 | $303.8K | 0.1% | 00.0% | Unchanged | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,732 | $302.2K | 0.1% | +469+14.4% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 546 | $301.2K | 0.1% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 1,683 | $296.6K | 0.1% | −2−0.1% | Reduced | History |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 2,169 | $296.0K | 0.1% | 00.0% | Unchanged | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 6,712 | $281.3K | 0.1% | −315−4.5% | Reduced | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,105 | $277.0K | 0.1% | 00.0% | Unchanged | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 12,082 | $270.5K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 5,409 | $263.1K | 0.1% | −424−7.3% | Reduced | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 4,916 | $262.0K | 0.1% | +6+0.1% | Added | – |
| PMPhilip Morris International Inc. | Stock | 1,414 | $257.5K | 0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 1,398 | $256.5K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| iShares MSCI Eafe ETF464287465 | ETF | 2,452 | $200.4K | 0.1% | – |