Rede Wealth, LLC

Est. AUM

$277.2M

13F long equity, this entity only

Positions

106

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL	CL A	$149.4M	208	53.88%	SOLE
2	APPLE INC	COM	$12.0M	47093	4.31%	SOLE
3	JOHNSON & JOHNSON	COM	$9.1M	37085	3.27%	SOLE
4	ISHARES TR	CORE S&P TTL STK	$8.6M	60471	3.11%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$7.7M	11793	2.78%	SOLE
6	AMAZON COM INC	COM	$4.9M	23534	1.77%	SOLE
7	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.8M	10043	1.74%	SOLE
8	VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.3M	66928	1.20%	SOLE
9	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.1M	4722	1.11%	SOLE
10	MICROSOFT CORP	COM	$3.1M	8290	1.11%	SOLE
11	EXXON MOBIL CORP	COM	$3.0M	17609	1.08%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$2.6M	26634	0.94%	SOLE
13	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.6M	10773	0.92%	SOLE
14	APPLIED MATLS INC	COM	$2.5M	7290	0.90%	SOLE
15	NVIDIA CORPORATION	COM	$2.5M	14199	0.89%	SOLE
16	ISHARES TR	CORE MSCI TOTAL	$2.3M	26232	0.82%	SOLE
17	BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.8M	31433	0.66%	SOLE
18	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$1.8M	70454	0.63%	SOLE
19	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.7M	33178	0.60%	SOLE
20	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$1.6M	34005	0.56%	SOLE
21	ISHARES TR	CORE MSCI INTL	$1.4M	16994	0.51%	SOLE
22	COINBASE GLOBAL INC	COM CL A	$1.4M	8119	0.51%	SOLE
23	SCHWAB STRATEGIC TR	US SML CAP ETF	$1.4M	47287	0.50%	SOLE
24	ISHARES TR	MRGSTR MD CP ETF	$1.3M	15702	0.47%	SOLE
25	NETFLIX INC.	COM	$1.2M	12800	0.44%	SOLE
26	SCHWAB STRATEGIC TR	SHT TM US TRES	$1.2M	47637	0.42%	SOLE
27	VANGUARD INDEX FDS	VALUE ETF	$1.1M	5769	0.41%	SOLE
28	MCDONALDS CORP	COM	$1.1M	3558	0.40%	SOLE
29	FRANKLIN TEMPLETON DIGITAL H	BITCOIN ETF SHS	$1.1M	27887	0.39%	SOLE
30	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	45664	0.38%	SOLE
31	GRAYSCALE ETHEREUM STAKING	SHS NEW	$1.1M	53251	0.38%	SOLE
32	ISHARES TR	CORE US AGGBD ET	$1.0M	10276	0.37%	SOLE
33	JPMORGAN CHASE & CO	COM	$981K	3338	0.35%	SOLE
34	ISHARES INC	MSCI EMRG CHN	$939K	11942	0.34%	SOLE
35	ISHARES GOLD TR	SHARES REPRESENT	$918K	19677	0.33%	SOLE
36	PROCTER & GAMBLE CO	COM	$911K	6313	0.33%	SOLE
37	ISHARES TR	U.S. TECH ETF	$883K	4868	0.32%	SOLE
38	ENTERPRISE PRODS PARTNERS L	COM	$882K	23331	0.32%	SOLE
39	SPDR SERIES TRUST	STATE STREET SPD	$859K	34672	0.31%	SOLE
40	SCHWAB STRATEGIC TR	US MID-CAP ETF	$824K	26638	0.30%	SOLE
41	SCHWAB STRATEGIC TR	US LRG CAP ETF	$814K	31782	0.29%	SOLE
42	SPDR INDEX SHS FDS	STATE STREET SPD	$808K	17240	0.29%	SOLE
43	CORNING INC	COM	$808K	5946	0.29%	SOLE
44	ISHARES TR	ESG MSCI KLD 400	$700K	5781	0.25%	SOLE
45	UNITEDHEALTH GROUP INC	COM	$690K	2552	0.25%	SOLE
46	NORFOLK SOUTHN CORP	COM	$688K	2399	0.25%	SOLE
47	AT&T INC	COM	$667K	23020	0.24%	SOLE
48	BLACKROCK INC	COM	$666K	693	0.24%	SOLE
49	SHOPIFY INC	CL A SUB VTG SHS	$624K	5262	0.23%	SOLE
50	AON PLC	SHS CL A	$612K	1898	0.22%	SOLE

1–50 of 106

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.