Rede Wealth, LLC 13F Holdings · Q2 2026
Rede Wealth, LLC reported 117 securities worth $302.04M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BRK/A (51.57%), AAPL (4.50%), ITOT (3.55%). Among its top 25 positions this quarter: 10 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $155.8M | 51.57% | 208 | Hold |
| 2 | AAPL | APPLE INC | $13.6M | 4.50% | 46,985 | Trimmed |
| 3 | ITOT | ISHARES TR | $10.7M | 3.55% | 65,308 | Added |
| 4 | JNJ | JOHNSON & JOHNSON | $9.4M | 3.12% | 37,050 | Trimmed |
| 5 | IVV | ISHARES TR | $8.7M | 2.89% | 11,666 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $5.6M | 1.86% | 23,559 | Added |
| 7 | AMAT | APPLIED MATLS INC | $5.3M | 1.75% | 7,290 | Hold |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.0M | 1.64% | 9,914 | Trimmed |
| 9 | FBND | FIDELITY MERRIMACK STR TR | $4.1M | 1.37% | 90,754 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $3.9M | 1.28% | 5,179 | Trimmed |
| 11 | QQQM | INVESCO EXCH TRADED FD TR II | $3.5M | 1.17% | 11,675 | Added |
| 12 | VTEB | VANGUARD MUN BD FDS | $3.2M | 1.06% | 63,573 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $3.1M | 1.03% | 8,309 | Added |
| 14 | SPYG | SPDR SERIES TRUST | $3.1M | 1.02% | 25,846 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $2.8M | 0.93% | 14,035 | Trimmed |
| 16 | IXUS | ISHARES TR | $2.6M | 0.87% | 27,536 | Added |
| 17 | XOM | EXXON MOBIL CORP | $2.4M | 0.79% | 17,459 | Trimmed |
| 18 | IDEV | ISHARES TR | $1.7M | 0.57% | 19,364 | Added |
| 19 | SPHY | SPDR SERIES TRUST | $1.6M | 0.52% | 66,516 | Added |
| 20 | GLW | CORNING INC | $1.5M | 0.50% | 5,946 | Hold |
| 21 | DYNF | BLACKROCK ETF TRUST | $1.4M | 0.46% | 20,471 | Trimmed |
| 22 | VTV | VANGUARD INDEX FDS | $1.4M | 0.46% | 6,349 | Added |
| 23 | IYW | ISHARES TR | $1.2M | 0.41% | 4,868 | Hold |
| 24 | COIN | COINBASE GLOBAL INC | $1.2M | 0.39% | 8,127 | Added |
| 25 | IMCB | ISHARES TR | $1.2M | 0.39% | 12,051 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR