Rede Wealth, LLC
- SEC CIK
- 0001842054
- Latest filing
- Aug 3, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 10, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 108
- −1 vs. Q4 2025
- Portfolio value
- $278.0M
- −$9.73M (−3.4%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 5,189 | $3.37M | 1.2% | −3−0.1% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 10,043 | $4.81M | 1.7% | −73−0.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 23,534 | $4.90M | 1.8% | −913−3.7% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 11,793 | $7.70M | 2.8% | +887+8.1% | Added | – |
| iShares Tr464287150 | CORE S&P TTL STK | 60,471 | $8.61M | 3.1% | +2,829+4.9% | Added | – |
| JNJJohnson & Johnson | Stock | 37,085 | $9.07M | 3.3% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 47,093 | $12.0M | 4.3% | −407−0.9% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 208 | $149.4M | 53.7% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (4)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| iShares Tr46434V878 | ULTRA SHORT DUR | 7,215 | $364.9K | 0.1% | – |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 11,547 | $357.5K | 0.1% | – |
| IBMInternational Business Machines Corp | Stock | 745 | $220.7K | 0.1% | History |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 4,400 | $200.2K | 0.1% | – |