Rede Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Rede Wealth, LLC held in its portfolio 106 assets valued at $287,763,916 (i.e. $287.76M).
The most valuable assets in the portfolio included: BERKSHIRE HATHAWAY INC DEL ($157.00M), APPLE INC ($12.91M), and ISHARES TR ($8.57M).
The chart below shows the top 10 valuable assets, and the table below shows the top 106 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Rede Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 208 | 156998400 | CL A |
| APPLE INC | 47500 | 12913298 | COM |
| ISHARES TR | 57642 | 8570807 | CORE S&P TTL STK |
| JOHNSON & JOHNSON | 37085 | 7674659 | COM |
| ISHARES TR | 10906 | 7470223 | CORE S&P500 ETF |
| AMAZON COM INC | 24447 | 5642857 | COM |
| SPDR SERIES TRUST | 120219 | 5298391 | STATE STREET SPD |
| BERKSHIRE HATHAWAY INC DEL | 10116 | 5084807 | CL B NEW |
| MICROSOFT CORP | 8270 | 3999463 | COM |
| SPDR S&P 500 ETF TR | 5192 | 3540235 | TR UNIT |
| VANGUARD MUN BD FDS | 67318 | 3385422 | TAX EXEMPT BD |
| NVIDIA CORPORATION | 14219 | 2651821 | COM |
| ISHARES TR | 29253 | 2475974 | CORE MSCI TOTAL |
| INVESCO EXCH TRADED FD TR II | 9703 | 2454161 | NASDAQ 100 ETF |
| BLACKROCK ETF TRUST | 36690 | 2231119 | ISHARES US EQUIT |
| EXXON MOBIL CORP | 17609 | 2119049 | COM |
| APPLIED MATLS INC | 7290 | 1873457 | COM |
| COINBASE GLOBAL INC | 8088 | 1829120 | COM CL A |
| SCHWAB STRATEGIC TR | 72734 | 1824169 | INT-TRM U.S TRES |
| ISHARES GOLD TR | 41592 | 1788040 | SHARES REPRESENT |
| FIDELITY MERRIMACK STR TR | 36614 | 1685709 | TOTAL BD ETF |
| VANGUARD MALVERN FDS | 28406 | 1404961 | STRM INFPROIDX |
| ISHARES TR | 13984 | 1396722 | CORE US AGGBD ET |
| SCHWAB STRATEGIC TR | 43430 | 1236886 | US SML CAP ETF |
| NETFLIX INC | 12802 | 1200316 | COM |
| MCDONALDS CORP | 3558 | 1087438 | COM |
| FRANKLIN TEMPLETON DIGITAL H | 21261 | 1075807 | BITCOIN ETF SHS |
| JPMORGAN CHASE & CO. | 3338 | 1075536 | COM |
| VANGUARD INDEX FDS | 5487 | 1047962 | VALUE ETF |
| SCHWAB STRATEGIC TR | 34638 | 1041565 | US MID-CAP ETF |
| GRAYSCALE ETHEREUM MINI TR E | 35320 | 991079 | SHS NEW |
| ISHARES TR | 4868 | 972042 | U.S. TECH ETF |
| ISHARES TR | 11357 | 939565 | MRGSTR MD CP ETF |
| SCHWAB STRATEGIC TR | 37956 | 924988 | SHT TM US TRES |
| PROCTER AND GAMBLE CO | 6306 | 903667 | COM |
| UNITEDHEALTH GROUP INC | 2617 | 863958 | COM |
| ISHARES TR | 6682 | 860842 | ESG MSCI KLD 400 |
| SCHWAB STRATEGIC TR | 31782 | 855254 | US LRG CAP ETF |
| SHOPIFY INC | 5262 | 847024 | CL A SUB VTG SHS |
| SPDR INDEX SHS FDS | 17331 | 811264 | PORTFOLIO EMG MK |
| VISA INC | 2184 | 765879 | COM CL A |
| ENTERPRISE PRODS PARTNERS L | 23257 | 745627 | COM |
| ISHARES TR | 9019 | 743887 | CORE MSCI INTL |
| BLACKROCK INC | 693 | 741919 | COM |
| MASTERCARD INCORPORATED | 1214 | 693128 | CL A |
| NORFOLK SOUTHN CORP | 2399 | 692764 | COM |
| AON PLC | 1898 | 669766 | SHS CL A |
| ISHARES TR | 5313 | 634107 | 3 7 YR TREAS BD |
| INVESCO EXCH TRADED FD TR II | 8447 | 603285 | S&P500 LOW VOL |
| ISHARES INC | 8212 | 596848 | MSCI EMRG CHN |
| NUSHARES ETF TR | 6033 | 590027 | NUVEEN ESG LRGCP |
| AUTOMATIC DATA PROCESSING IN | 2238 | 575691 | COM |
| AT&T INC | 23020 | 571820 | COM |
| RTX CORPORATION | 3076 | 564138 | COM |
| CHUBB LIMITED | 1703 | 531540 | COM |
| INVESCO ACTVELY MNGD ETC FD | 39886 | 528490 | OPTIMUM YIELD |
| CORNING INC | 5946 | 520632 | COM |
| ISHARES TR | 4804 | 512587 | SHRT NAT MUN ETF |
| ASML HOLDING N V | 462 | 494275 | N Y REGISTRY SHS |
| VANGUARD INDEX FDS | 1883 | 485720 | SMALL CP ETF |
| CSX CORP | 13268 | 480955 | COM |
| TRUIST FINL CORP | 8975 | 441645 | COM |
| SCHWAB STRATEGIC TR | 18304 | 440028 | INTL EQTY ETF |
| ALPHABET INC | 1368 | 428184 | CAP STK CL A |
| TESLA INC | 882 | 396653 | COM |
| ABBVIE INC | 1658 | 378803 | COM |
| VANGUARD CHARLOTTE FDS | 7817 | 377717 | TOTAL INT BD ETF |
| COCA COLA CO | 5317 | 371711 | COM |
| PLAINS ALL AMERN PIPELINE L | 20683 | 371469 | UNIT LTD PARTN |
| CATERPILLAR INC | 646 | 370235 | COM |
| UNION PAC CORP | 1584 | 366411 | COM |
| ISHARES TR | 7215 | 364935 | ULTRA SHORT DUR |
| 3M CO | 2258 | 361533 | COM |
| ABRDN ETFS | 11547 | 357495 | BBRG ALL COMMDY |
| CISCO SYS INC | 4630 | 356633 | COM |
| CHEVRON CORP NEW | 2337 | 356173 | COM |
| VANECK BITCOIN ETF | 14299 | 353614 | SH BEN INT |
| STARBUCKS CORP | 4162 | 350523 | COM |
| ISHARES TR | 3640 | 346601 | MBS ETF |
| ISHARES TR | 2247 | 334758 | ESG AWR MSCI USA |
| INVESCO QQQ TR | 542 | 332956 | UNIT SER 1 |
| ISHARES TR | 3484 | 331294 | ESG AW MSCI EAFE |
| ISHARES TR | 1278 | 319896 | MSCI USA MMENTM |
| DISNEY WALT CO | 2758 | 313826 | COM |
| FIRST TR EXCHANGE-TRADED FD | 2169 | 308278 | NASDAQ-100 SEL |
| EATON CORP PLC | 950 | 302585 | SHS |
| ISHARES TR | 3786 | 302274 | MRGSTR MD CP GRW |
| FEDEX CORP | 1030 | 297408 | COM |
| ISHARES TR | 5988 | 291915 | CORE 1 5 YR USD |
| ISHARES TR | 5424 | 286821 | ISHS 1-5YR INVS |
| INVESCO EXCH TRADED FD TR II | 5422 | 285414 | RUSEL 1000 EQL |
| MONDELEZ INTL INC | 5214 | 280670 | CL A |
| NUSHARES ETF TR | 5662 | 255073 | NUVEEN ESG LRGVL |
| BANK NEW YORK MELLON CORP | 2140 | 248481 | COM |
| VERIZON COMMUNICATIONS INC | 6059 | 246783 | COM |
| ONEOK INC NEW | 3281 | 241154 | COM |
| ISHARES TR | 2448 | 235400 | 7-10 YR TRSY BD |
| HEXCEL CORP NEW | 3158 | 233353 | COM |
| ISHARES TR | 5143 | 229635 | ESG SELECT SCRE |
| PHILIP MORRIS INTL INC | 1414 | 226808 | COM |
| ISHARES TR | 2074 | 224739 | U.S. UTILITS ETF |
| INTERNATIONAL BUSINESS MACHS | 745 | 220743 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 700 | 212723 | SPONSORED ADS |
| QUANTA SVCS INC | 500 | 211030 | COM |
| ALLSTATE CORP | 1000 | 208150 | COM |
| INVESCO EXCHANGE TRADED FD T | 4400 | 200244 | S&P500 EQL TEC |
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