Rede Wealth, LLC
- SEC CIK
- 0001842054
- Latest filing
- Aug 3, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 23, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 109
- 0 vs. Q3 2025
- Portfolio value
- $287.8M
- +$160.4M (+126.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 5,192 | $3.54M | 1.2% | +3,489+204.9% | Added | History |
| MSFTMicrosoft Corp | Stock | 8,270 | $4.00M | 1.4% | −2,195−21.0% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 10,116 | $5.08M | 1.8% | +6,974+222.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 24,447 | $5.64M | 2.0% | +15,572+175.5% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 10,906 | $7.47M | 2.6% | +4,154+61.5% | Added | – |
| JNJJohnson & Johnson | Stock | 37,085 | $7.67M | 2.7% | +32,743+754.1% | Added | History |
| iShares Tr464287150 | CORE S&P TTL STK | 57,642 | $8.57M | 3.0% | +57,642 | New | – |
| AAPLApple Inc. | Stock | 47,500 | $12.9M | 4.5% | +5,661+13.5% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 208 | $157.0M | 54.6% | +207+20,700.0% | Added | History |
Sold out since Q3 2025 (79)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 210,997 | $12.6M | 9.9% | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 124,438 | $6.74M | 5.3% | – |
| iShares Select Dividend ETF464287168 | ETF | 38,710 | $5.50M | 4.3% | – |
| UBERUber Technologies, Inc | Stock | 41,195 | $4.04M | 3.2% | History |
| Morgan Stanley ETF Trust61774R767 | EATO VAN MTG ETF | 63,666 | $3.23M | 2.5% | – |
| Schwab US Tips ETF808524870 | ETF | 92,749 | $2.50M | 2.0% | – |
| iShares Tr464287622 | RUS 1000 ETF | 6,773 | $2.48M | 1.9% | – |
| GOOGAlphabet Inc. | Stock | 8,936 | $2.18M | 1.7% | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 19,057 | $1.52M | 1.2% | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 51,758 | $1.44M | 1.1% | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,255 | $1.39M | 1.1% | – |
| APHAmphenol Corp | CL A | 9,459 | $1.17M | 0.9% | History |
| ACLSAxcelis Technologies Inc | Stock | 11,495 | $1.12M | 0.9% | History |
| ABTAbbott Laboratories | Stock | 8,208 | $1.10M | 0.9% | History |
| PNCPNC Financial Services Group, Inc. | Stock | 5,259 | $1.06M | 0.8% | History |
| BRZEBraze, Inc. | Stock | 30,397 | $864.5K | 0.7% | History |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 17,334 | $827.5K | 0.6% | – |
| WMTWalmart Inc. | Stock | 7,976 | $822.0K | 0.6% | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,609 | $772.6K | 0.6% | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,536 | $747.5K | 0.6% | – |
| ORCLOracle Corp | Stock | 2,617 | $735.9K | 0.6% | History |
| HDHome Depot, Inc. | Stock | 1,747 | $707.9K | 0.6% | History |
| ADBEAdobe Inc. | Stock | 1,902 | $671.0K | 0.5% | History |
| MTBM&T Bank Corp | COM | 3,366 | $665.2K | 0.5% | History |
| AVGOBroadcom Inc. | Stock | 1,877 | $619.3K | 0.5% | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,270 | $594.9K | 0.5% | – |
| METAMeta Platforms, Inc. | Stock | 770 | $565.7K | 0.4% | History |
| CMCSAComcast Corp | Stock | 17,819 | $559.9K | 0.4% | History |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 3,920 | $558.8K | 0.4% | – |
| SONSonoco Products Co | COM | 12,526 | $539.7K | 0.4% | History |
| APDAir Products & Chemicals, Inc. | Stock | 1,969 | $537.0K | 0.4% | History |
| LLYEli Lilly & Co | Stock | 639 | $487.4K | 0.4% | History |
| CNICanadian National Railway Co | Stock | 5,117 | $482.5K | 0.4% | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,407 | $480.2K | 0.4% | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 4,600 | $474.1K | 0.4% | – |
| PHParker-Hannifin Corp | Stock | 591 | $447.7K | 0.4% | History |
| MRKMerck & Co., Inc. | Stock | 5,269 | $446.9K | 0.4% | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,388 | $444.2K | 0.3% | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,503 | $439.2K | 0.3% | – |
| GEGeneral Electric Co | Stock | 1,382 | $416.2K | 0.3% | History |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 3,519 | $415.4K | 0.3% | – |
| Invesco Exchange Traded FD T46137V746 | LARG CAP GRO ETF | 3,301 | $414.0K | 0.3% | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 19,513 | $408.4K | 0.3% | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,184 | $403.6K | 0.3% | – |
| COSTCostco Wholesale Corp | Stock | 374 | $346.1K | 0.3% | History |
| PLTRPalantir Technologies Inc. | Stock | 1,875 | $342.0K | 0.3% | History |
| iShares Tr46429B655 | FLTG RATE NT ETF | 6,446 | $329.3K | 0.3% | – |
| GSGoldman Sachs Group Inc | Stock | 406 | $323.2K | 0.3% | History |
| ULUnilever PLC | SPON ADR NEW | 5,301 | $314.2K | 0.2% | History |
| TDYTeledyne Technologies Inc | COM | 534 | $313.1K | 0.2% | History |
| AMGNAmgen Inc | Stock | 1,072 | $302.6K | 0.2% | History |
| WMBWilliams Companies, Inc. | COM | 4,654 | $294.8K | 0.2% | History |
| GDGeneral Dynamics Corp | Stock | 854 | $291.3K | 0.2% | History |
| AXPAmerican Express Co | Stock | 869 | $288.5K | 0.2% | History |
| SYKStryker Corp | Stock | 775 | $287.3K | 0.2% | History |
| BMYBristol Myers Squibb Co | Stock | 6,182 | $278.8K | 0.2% | History |
| NEENextera Energy Inc | Stock | 3,620 | $273.2K | 0.2% | History |
| QCOMQualcomm Inc | Stock | 1,626 | $270.5K | 0.2% | History |
| COFCapital One Financial Corp | Stock | 1,226 | $260.6K | 0.2% | History |
| ACNAccenture plc | Stock | 1,032 | $254.5K | 0.2% | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,063 | $254.1K | 0.2% | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 1,791 | $253.4K | 0.2% | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,638 | $253.0K | 0.2% | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 3,471 | $238.9K | 0.2% | History |
| IBITiShares Bitcoin Trust ETF | ETF | 3,628 | $235.8K | 0.2% | History |
| GLDSPDR Gold Trust | ETF | 660 | $234.6K | 0.2% | History |
| Victory Portfolios II92647N865 | VCSHS US LRG CAP | 3,371 | $234.6K | 0.2% | – |
| BXBlackstone Inc. | COM | 1,341 | $229.0K | 0.2% | History |
| SONYSony Group Corp | SPONSORED ADR | 7,693 | $221.5K | 0.2% | History |
| ZBRAZebra Technologies Corp | CL A | 722 | $214.6K | 0.2% | History |
| STXSeagate Technology Holdings plc | ORD SHS | 900 | $213.1K | 0.2% | History |
| WRBBerkley W R Corp | COM | 2,739 | $209.9K | 0.2% | History |
| MOAltria Group, Inc. | Stock | 3,115 | $209.1K | 0.2% | History |
| GEVGE Vernova Inc. | Stock | 335 | $205.7K | 0.2% | History |
| EWEdwards Lifesciences Corp | Stock | 2,640 | $205.3K | 0.2% | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,261 | $204.1K | 0.2% | History |
| ATOAtmos Energy Corp | COM | 1,184 | $202.2K | 0.2% | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 3,509 | $200.4K | 0.2% | – |
| WFCWells Fargo & Company | Stock | 2,390 | $200.4K | 0.2% | History |