Rede Wealth, LLC — 13F Holdings & Portfolio
CIK 1842054 · latest 13F-HR filed 2026-04-10
Rede Wealth, LLC manages $278.0M in 13F-reported U.S. long-equity assets across 109 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BRK.A (53.73%), AAPL (4.30%), JNJ (3.26%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 4, added to 37, and trimmed 40.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$278.0M
Long-equity book
109
Distinct positions
2026-03-31
Filed 2026-04-10
+3 / −4 / ↑37 / ↓40
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- JOHNSON & JOHNSON$1.4M +18.1%
- EXXON MOBIL CORP$868.5K +41.0%
- ISHARES TR$676.3K +90.9%
- APPLIED MATLS INC$618.2K +33.0%
- ISHARES TR$370.5K +39.4%
Top Trims
- APPLE INC-$961.6K -7.4%
- MICROSOFT CORP-$930.8K -23.3%
- ISHARES GOLD TR-$869.1K -48.6%
- AMAZON COM INC-$741.4K -13.1%
- COINBASE GLOBAL INC-$411.4K -22.5%
Exited Positions
- ISHARES TR$364.9K
- ABRDN ETFS$357.5K
- INTERNATIONAL BUSINESS MACHS$220.7K
- INVESCO EXCHANGE TRADED FD T$200.2K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $149.4M | 53.73% | 208 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $12.0M | 4.30% | 47,093 | SH |
| 3 | JOHNSON & JOHNSON | JNJ | 478160104 | $9.1M | 3.26% | 37,085 | SH |
| 4 | ISHARES TR | ITOT | 464287150 | $8.6M | 3.10% | 60,471 | SH |
| 5 | ISHARES TR | IVV | 464287200 | $7.7M | 2.77% | 11,793 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $4.9M | 1.76% | 23,534 | SH |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $4.8M | 1.73% | 10,043 | SH |
| 8 | VANGUARD MUN BD FDS | VTEB | 922907746 | $3.3M | 1.20% | 66,928 | SH |
| 9 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $3.1M | 1.10% | 4,722 | SH |
| 10 | MICROSOFT CORP | MSFT | 594918104 | $3.1M | 1.10% | 8,290 | SH |
| 11 | EXXON MOBIL CORP | XOM | 30231G102 | $3.0M | 1.07% | 17,609 | SH |
| 12 | SPDR SERIES TRUST | SPYG | 78464A409 | $2.6M | 0.94% | 26,634 | SH |
| 13 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $2.6M | 0.92% | 10,773 | SH |
| 14 | APPLIED MATLS INC | AMAT | 038222105 | $2.5M | 0.90% | 7,290 | SH |
| 15 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.5M | 0.89% | 14,199 | SH |
| 16 | ISHARES TR | IXUS | 46432F834 | $2.3M | 0.82% | 26,232 | SH |
| 17 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $1.8M | 0.66% | 31,433 | SH |
| 18 | SCHWAB STRATEGIC TR | SCHR | 808524854 | $1.8M | 0.63% | 70,454 | SH |
| 19 | VANGUARD MALVERN FDS | VTIP | 922020805 | $1.7M | 0.60% | 33,178 | SH |
| 20 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $1.6M | 0.56% | 34,005 | SH |
| 21 | ISHARES TR | IDEV | 46435G326 | $1.4M | 0.51% | 16,994 | SH |
| 22 | COINBASE GLOBAL INC | COIN | 19260Q107 | $1.4M | 0.51% | 8,119 | SH |
| 23 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $1.4M | 0.49% | 47,287 | SH |
| 24 | ISHARES TR | IMCB | 464288208 | $1.3M | 0.47% | 15,702 | SH |
| 25 | NETFLIX INC. | NFLX | 64110L106 | $1.2M | 0.44% | 12,800 | SH |
| 26 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $1.2M | 0.42% | 47,637 | SH |
| 27 | VANGUARD INDEX FDS | VTV | 922908744 | $1.1M | 0.41% | 5,769 | SH |
| 28 | MCDONALDS CORP | MCD | 580135101 | $1.1M | 0.40% | 3,558 | SH |
| 29 | FRANKLIN TEMPLETON DIGITAL H | EZBC | 354921108 | $1.1M | 0.39% | 27,887 | SH |
| 30 | SPDR SERIES TRUST | SPHY | 78468R606 | $1.1M | 0.38% | 45,664 | SH |
| 31 | GRAYSCALE ETHEREUM STAKING | ETH | 38964R203 | $1.1M | 0.38% | 53,251 | SH |
| 32 | ISHARES TR | AGG | 464287226 | $1.0M | 0.37% | 10,276 | SH |
| 33 | JPMORGAN CHASE & CO | JPM | 46625H100 | $981.9K | 0.35% | 3,338 | SH |
| 34 | ISHARES INC | EMXC | 46434G764 | $939.4K | 0.34% | 11,942 | SH |
| 35 | ISHARES GOLD TR | IAUM | 46436F103 | $918.9K | 0.33% | 19,677 | SH |
| 36 | PROCTER & GAMBLE CO | PG | 742718109 | $911.8K | 0.33% | 6,313 | SH |
| 37 | ISHARES TR | IYW | 464287721 | $883.2K | 0.32% | 4,868 | SH |
| 38 | ENTERPRISE PRODS PARTNERS L | EPD | 293792107 | $882.8K | 0.32% | 23,331 | SH |
| 39 | SPDR SERIES TRUST | HYMB | 78464A284 | $859.9K | 0.31% | 34,672 | SH |
| 40 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $824.7K | 0.30% | 26,638 | SH |
| 41 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $814.9K | 0.29% | 31,782 | SH |
| 42 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $808.7K | 0.29% | 17,240 | SH |
| 43 | CORNING INC | GLW | 219350105 | $808.5K | 0.29% | 5,946 | SH |
| 44 | ISHARES TR | DSI | 464288570 | $700.6K | 0.25% | 5,781 | SH |
| 45 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $690.5K | 0.25% | 2,552 | SH |
| 46 | NORFOLK SOUTHN CORP | NSC | 655844108 | $688.6K | 0.25% | 2,399 | SH |
| 47 | AT&T INC | T | 00206R102 | $667.4K | 0.24% | 23,020 | SH |
| 48 | BLACKROCK INC | BLK | 09290D101 | $666.6K | 0.24% | 693 | SH |
| 49 | SHOPIFY INC | SHOP | 82509L107 | $624.2K | 0.22% | 5,262 | SH |
| 50 | ASML HLDG NV | ASML | N07059210 | $612.9K | 0.22% | 464 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-10 | $278.0M | 109 | 0001842054-26-000002 |
| 2025-12-31 | 2026-01-23 | $287.8M | 111 | 0001842054-26-000001 |