Rede Wealth, LLC
- SEC CIK
- 0001842054
- Latest filing
- Aug 3, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 3, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 117
- +9 vs. Q1 2026
- Portfolio value
- $302.0M
- +$24.0M (+8.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 17,459 | $2.39M | 0.8% | −150−0.9% | Reduced | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 27,536 | $2.63M | 0.9% | +1,304+5.0% | Added | – |
| NVDANVIDIA Corp | Stock | 14,035 | $2.81M | 0.9% | −164−1.2% | Reduced | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 25,846 | $3.08M | 1.0% | −788−3.0% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 8,309 | $3.10M | 1.0% | +19+0.2% | Added | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 63,573 | $3.22M | 1.1% | −3,355−5.0% | Reduced | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 11,675 | $3.54M | 1.2% | +902+8.4% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,179 | $3.87M | 1.3% | −10−0.2% | Reduced | History |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 90,754 | $4.13M | 1.4% | +56,749+166.9% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,914 | $4.96M | 1.6% | −129−1.3% | Reduced | History |
| AMATApplied Materials Inc | Stock | 7,290 | $5.27M | 1.7% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 23,559 | $5.62M | 1.9% | +25+0.1% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 11,666 | $8.74M | 2.9% | −127−1.1% | Reduced | – |
| JNJJohnson & Johnson | Stock | 37,050 | $9.41M | 3.1% | −35−0.1% | Reduced | History |
| iShares Tr464287150 | CORE S&P TTL STK | 65,308 | $10.7M | 3.6% | +4,837+8.0% | Added | – |
| AAPLApple Inc. | Stock | 46,985 | $13.6M | 4.5% | −108−0.2% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 208 | $155.8M | 51.6% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 70,454 | $1.76M | 0.6% | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 47,637 | $1.16M | 0.4% | – |
| SLViShares Silver Trust | ETF | 3,686 | $251.2K | 0.1% | History |