What Rede Wealth, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1842054 · Filed Aug 3, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELCL A | 208 | ±0% | $155.8M | 51.6% |
AAPLApple Inc. | 47K | −0.2% | $13.6M | 4.5% |
ISHARES TRCORE S&P TTL STK | 65.3K |
| +8.0% |
| $10.7M |
| 3.6% |
JNJJohnson & Johnson | 37.1K | −0.1% | $9.4M | 3.1% |
ISHARES TRCORE S&P500 ETF | 11.7K | −1.1% | $8.7M | 2.9% |
AMZNAmazon Com Inc | 23.6K | +0.1% | $5.6M | 1.9% |
AMATApplied Materials Inc | 7.3K | ±0% | $5.3M | 1.7% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 9.9K | −1.3% | $5M | 1.6% |
FIDELITY MERRIMACK STR TRTOTAL BD ETF | 90.8K | +166.9% | $4.1M | 1.4% |
SPYSPDR S&P 500 ETF Trust | 5.2K | −0.2% | $3.9M | 1.3% |
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | 11.7K | +8.4% | $3.5M | 1.2% |
VANGUARD MUN BD FDSTAX EXEMPT BD | 63.6K | −5.0% | $3.2M | 1.1% |
MSFTMicrosoft Corp | 8.3K | +0.2% | $3.1M | 1% |
SPDR SERIES TRUSTST STR P500GRW | 25.8K | New | $3.1M | 1% |
NVDANVIDIA Corp | 14K | −1.2% | $2.8M | 0.9% |
ISHARES TRCORE MSCI TOTAL | 27.5K | +5.0% | $2.6M | 0.9% |
EXXON MOBIL CORPCOM | 17.5K | −0.9% | $2.4M | 0.8% |
ISHARES TRCORE MSCI INTL | 19.4K | +13.9% | $1.7M | 0.6% |
SPDR SERIES TRUSTST PORT HIGH ETF | 66.5K | New | $1.6M | 0.5% |
GLWCorning Inc | 5.9K | ±0% | $1.5M | 0.5% |
BLACKROCK ETF TRUSTISHARES US EQUIT | 20.5K | −34.9% | $1.4M | 0.5% |
VANGUARD INDEX FDSVALUE ETF | 6.3K | +10.1% | $1.4M | 0.5% |
ISHARES TRU.S. TECH ETF | 4.9K | ±0% | $1.2M | 0.4% |
COINCoinbase Global, Inc. | 8.1K | +0.1% | $1.2M | 0.4% |
ISHARES TRMRGSTR MD CP ETF | 12.1K | −23.3% | $1.2M | 0.4% |
ETHGrayscale Ethereum Staking Mini ETF | 74.4K | +39.7% | $1.1M | 0.4% |
VANGUARD MALVERN FDSSTRM INFPROIDX | 22K | −33.7% | $1.1M | 0.4% |
JPMJPMorgan Chase & Co | 3.3K | ±0% | $1.1M | 0.4% |
SCHWAB STRATEGIC TRUS MID-CAP ETF | 29.6K | +11.1% | $1.1M | 0.4% |
BLACKROCK ETF TRUSTISHA SYST AL ETF | 37.8K | New | $1.1M | 0.4% |
ISHARES TRCORE US AGGBD ET | 10.6K | +3.0% | $1M | 0.3% |
UNHUnitedHealth Group Inc | 2.5K | −1.5% | $1M | 0.3% |
MCDMcDonald's Corp | 3.6K | +0.0% | $962K | 0.3% |
VANECK ETF TRUSTREAL ASSETS ETF | 24K | New | $953.2K | 0.3% |
SPDR INDEX SHS FDSST PORT MARK ETF | 18.3K | New | $945.6K | 0.3% |
SCHWAB STRATEGIC TRUS LRG CAP ETF | 31.8K | ±0% | $935.3K | 0.3% |
ASMLASML Holding NV | 470 | +1.3% | $935K | 0.3% |
SCHWAB STRATEGIC TRUS SML CAP ETF | 25.8K | −45.5% | $930.9K | 0.3% |
PGPROCTER & GAMBLE Co | 6.3K | +0.1% | $926.9K | 0.3% |
NFLXNetflix Inc | 12.9K | +0.8% | $921K | 0.3% |
EPDEnterprise Products Partners L.P. | 23.3K | −0.3% | $855.1K | 0.3% |
SPDR SERIES TRUSTST NUVE HIGH ETF | 32.5K | New | $827K | 0.3% |
EZBCFranklin Templeton Digital Holdings Trust | 24.1K | −13.6% | $817.2K | 0.3% |
IAUMiShares Gold Trust Micro | 19.9K | New | $795.3K | 0.3% |
ISHARES INCMSCI EMRG CHN | 7.4K | −37.9% | $759.2K | 0.3% |
ISHARES TRESG MSCI KLD ETF | 5.3K | New | $750.8K | 0.2% |
NSCNorfolk Southern Corp | 2.4K | −1.6% | $742.9K | 0.2% |
SIMPLIFY EXCHANGE TRADED FUNMANAGED FUTURES | 28.4K | New | $737.4K | 0.2% |
BLKBlackRock, Inc. | 693 | ±0% | $666.5K | 0.2% |
CATCaterpillar Inc | 622 | −3.7% | $661.9K | 0.2% |
AONAon plc | 1.9K | ±0% | $629.5K | 0.2% |
MAMastercard Inc | 1.2K | +0.1% | $624.3K | 0.2% |
VANGUARD INDEX FDSSMALL CP ETF | 2.1K | +3.9% | $623.2K | 0.2% |
CSXCSX Corp | 12.8K | −3.2% | $610.4K | 0.2% |
SHOPShopify Inc. | 5.3K | ±0% | $600.8K | 0.2% |
RTXRTX Corp | 3.1K | ±0% | $583.6K | 0.2% |
CBChubb Ltd | 1.7K | ±0% | $580.3K | 0.2% |
INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL | 7.6K | ±0% | $570.1K | 0.2% |
NUSHARES ETF TRNUVEEN ESG LRGCP | 4.5K | −17.0% | $528.4K | 0.2% |
ISHARES TRSHRT NAT MUN ETF | 4.9K | −4.4% | $526.5K | 0.2% |
SCHWAB STRATEGIC TRINTL EQTY ETF | 18.5K | +0.0% | $511.9K | 0.2% |
ADPAutomatic Data Processing Inc | 2.2K | −0.1% | $500.8K | 0.2% |
GOOGLAlphabet Inc. | 1.4K | +0.6% | $498.9K | 0.2% |
ISHARES TR3 7 YR TREAS BD | 4.2K | +11.6% | $490.9K | 0.2% |
TAT&T Inc. | 23K | ±0% | $476.5K | 0.2% |
INTCIntel Corp | 3.3K | New | $467K | 0.2% |
TFCTruist Financial Corp | 9K | +0.0% | $447.5K | 0.1% |
VVisa Inc. | 1.3K | +0.5% | $444.8K | 0.1% |
ISHARES TRCORE 1 5 YR USD | 9.1K | −2.4% | $437K | 0.1% |
KOCoca Cola Co | 5.3K | ±0% | $432.1K | 0.1% |
UNPUnion Pacific Corp | 1.6K | ±0% | $430.8K | 0.1% |
ISHARES TRMSCI USA MMENTM | 1.3K | ±0% | $429.6K | 0.1% |
PAAPlains ALL American Pipeline LP | 19.3K | ±0% | $428.5K | 0.1% |
ABBVAbbVie Inc. | 1.7K | +0.3% | $419.5K | 0.1% |
CSCOCisco Systems, Inc. | 3.6K | −1.3% | $417K | 0.1% |
QQQInvesco QQQ Trust, Series 1 | 564 | +7.6% | $415.3K | 0.1% |
ETNEaton Corp plc | 950 | ±0% | $404.8K | 0.1% |
SBUXStarbucks Corp | 3.9K | −1.6% | $402.8K | 0.1% |
CVXChevron Corp | 2.3K | +0.0% | $387.6K | 0.1% |
ISHARES TRMBS ETF | 4K | +11.2% | $381K | 0.1% |
ISHARES TRMRGSTR MD CP GRW | 3.8K | ±0% | $372.2K | 0.1% |
ISHARES TRESG AWR MSCI USA | 2.2K | ±0% | $367.8K | 0.1% |
MMM3M Co | 2.3K | ±0% | $365.7K | 0.1% |
PWRQuanta Services, Inc. | 500 | ±0% | $360K | 0.1% |
SPDR SERIES TRUSTST INTER ETF | 12.4K | New | $351.9K | 0.1% |
NAVNNavan, Inc. | 14.9K | New | $340.1K | 0.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 700 | ±0% | $334.3K | 0.1% |
TSLATesla, Inc. | 785 | −0.5% | $330.2K | 0.1% |
FDXFedEx Corp | 1K | +0.4% | $325.2K | 0.1% |
SPDR SERIES TRUSTST STR BLO 1 ETF | 3.5K | New | $319.6K | 0.1% |
INVESCO EXCH TRADED FD TR IIRUSEL 1000 EQL | 5.4K | −0.4% | $319.1K | 0.1% |
HXLHexcel Corp | 3.2K | +0.0% | $316.3K | 0.1% |
ISHARES TRISHS 1-5YR INVS | 6K | −0.4% | $314.2K | 0.1% |
VANGUARD CHARLOTTE FDSTOTAL INT BD ETF | 6.5K | −25.0% | $312.8K | 0.1% |
BNYBank of New York Mellon Corp | 2.1K | +0.0% | $309.9K | 0.1% |
MDLZMondelez International, Inc. | 5.2K | +0.1% | $302.4K | 0.1% |
NUSHARES ETF TRNUVEEN ESG LRGVL | 6K | +4.2% | $301.6K | 0.1% |
INVESCO EXCH TRADED FD TR IINATL AMT MUNI | 12.8K | New | $300.6K | 0.1% |
MTZMastec Inc | 695 | ±0% | $289.2K | 0.1% |
OKEONEOK Inc | 3.3K | ±0% | $285.3K | 0.1% |
FIRST TR EXCHANGE-TRADED FDNASDAQ-100 SEL | 1.8K | −17.8% | $284.7K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL TEC | 4.4K | New | $283.8K | 0.1% |
INVESCO ACTVELY MNGD ETC FDOPTIMUM YIELD | 17.4K | −46.7% | $275.8K | 0.1% |
ISHARES TRESG AW MSCI EAFE | 2.6K | +23.9% | $267.9K | 0.1% |
DISWalt Disney Co | 2.8K | ±0% | $265.5K | 0.1% |
ISHARES TR7-10 YR TRSY BD | 2.8K | +13.3% | $261.8K | 0.1% |
VZVerizon Communications Inc | 6.1K | ±0% | $256.5K | 0.1% |
PMPhilip Morris International Inc. | 1.4K | ±0% | $255.8K | 0.1% |
ISHARES TRESG SELECT SCRE | 4.9K | +5.5% | $253.7K | 0.1% |
ALLAllstate Corp | 1K | ±0% | $237.9K | 0.1% |
ISHARES TRU.S. UTILITS ETF | 2.1K | ±0% | $237.7K | 0.1% |
GOOGAlphabet Inc. | 635 | New | $224.4K | 0.1% |
HODLVanEck Bitcoin ETF | 12.8K | +7.2% | $212.5K | 0.1% |
SELECT SECTOR SPDR TRST STR STAPL ETF | 2.5K | New | $211.5K | 0.1% |
GLOBAL X FDSCONSCIOUS COS | 4.5K | New | $210.7K | 0.1% |
IBMInternational Business Machines Corp | 747 | New | $210.1K | 0.1% |
FIDELITY COVINGTON TRUSTMSCI INFO TECH I | 726 | New | $207.3K | 0.1% |
