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Holders — by stockHoldings — by fund

Rede Wealth, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001842054

$302.0M

disclosed book value

117

positions

51.6%

largest position share

Positions, as of 2026-06-30

top 100 of 117 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1BRK/ABERKSHIRE HATHAWAY INC DEL208$155.8M51.6%
2AAPLAPPLE INC46,985$13.6M4.5%
3ITOTISHARES TR65,308$10.7M3.6%
4JNJJOHNSON & JOHNSON37,050$9.4M3.1%
5IVVISHARES TR11,666$8.7M2.9%
6AMZNAMAZON COM INC23,559$5.6M1.9%
7AMATAPPLIED MATLS INC7,290$5.3M1.7%
8BRK/BBERKSHIRE HATHAWAY INC DEL9,914$5.0M1.6%
9FBNDFIDELITY MERRIMACK STR TR90,754$4.1M1.4%
10SPYSTATE STR SPDR S&P 500 ETF T5,179$3.9M1.3%
11QQQMINVESCO EXCH TRADED FD TR II11,675$3.5M1.2%
12VTEBVANGUARD MUN BD FDS63,573$3.2M1.1%
13MSFTMICROSOFT CORP8,309$3.1M1%
14SPYGSPDR SERIES TRUST25,846$3.1M1%
15NVDANVIDIA CORPORATION14,035$2.8M0.9%
16IXUSISHARES TR27,536$2.6M0.9%
17EXMOCEXXON MOBIL CORP17,459$2.4M0.8%
18IDEVISHARES TR19,364$1.7M0.6%
19SPHYSPDR SERIES TRUST66,516$1.6M0.5%
20GLWCORNING INC5,946$1.5M0.5%
21DYNFBLACKROCK ETF TRUST20,471$1.4M0.5%
22VTVVANGUARD INDEX FDS6,349$1.4M0.5%
23IYWISHARES TR4,868$1.2M0.4%
24COINCOINBASE GLOBAL INC8,127$1.2M0.4%
25IMCBISHARES TR12,051$1.2M0.4%
26ETHGRAYSCALE ETHEREUM STAKING74,398$1.1M0.4%
27VTIPVANGUARD MALVERN FDS21,992$1.1M0.4%
28JPMJPMORGAN CHASE & CO3,338$1.1M0.4%
29SCHMSCHWAB STRATEGIC TR29,589$1.1M0.4%
30IALTBLACKROCK ETF TRUST37,803$1.1M0.4%
31AGGISHARES TR10,584$1.0M0.3%
32UNHUNITEDHEALTH GROUP INC2,514$1.0M0.3%
33MCDMCDONALDS CORP3,559$961,9530.3%
34RAAXVANECK ETF TRUST24,029$953,2300.3%
35SPEMSPDR INDEX SHS FDS18,262$945,6060.3%
36SCHXSCHWAB STRATEGIC TR31,782$935,3440.3%
37ASML HLDG NV470$935,0370.3%
38SCHASCHWAB STRATEGIC TR25,764$930,8640.3%
39PGPROCTER & GAMBLE CO6,321$926,8710.3%
40NFLXNETFLIX INC.12,899$920,9890.3%
41EPDENTERPRISE PRODS PARTNERS L23,262$855,1040.3%
42HYMBSPDR SERIES TRUST32,507$826,9780.3%
43EZBCFRANKLIN TEMPLETON DIGITAL H24,100$817,2310.3%
44IAUMISHARES GOLD TRUST MICRO19,877$795,2790.3%
45EMXCISHARES INC7,421$759,1560.3%
46DSIISHARES TR5,273$750,8220.2%
47NSCNORFOLK SOUTHN CORP2,361$742,8830.2%
48CTASIMPLIFY EXCHANGE TRADED FUN28,426$737,3820.2%
49BLKBLACKROCK INC693$666,5170.2%
50CATCATERPILLAR INC622$661,9340.2%
51AON PLC1,898$629,5480.2%
52MAMASTERCARD INCORPORATED1,216$624,2870.2%
53VBVANGUARD INDEX FDS2,056$623,2150.2%
54CSXCSX CORP12,843$610,4150.2%
55SHOPSHOPIFY INC5,262$600,8150.2%
56RTXRTX CORPORATION3,076$583,6090.2%
57CHUBB LIMITED1,703$580,2800.2%
58SPLVINVESCO EXCH TRADED FD TR II7,612$570,1390.2%
59NULGNUSHARES ETF TR4,514$528,4090.2%
60SUBISHARES TR4,945$526,4940.2%
61SCHFSCHWAB STRATEGIC TR18,479$511,8700.2%
62ADPAUTOMATIC DATA PROCESSING IN2,236$500,7520.2%
63GOOGLALPHABET INC1,396$498,8920.2%
64IEIISHARES TR4,180$490,9410.2%
65TAT&T INC23,020$476,5170.2%
66INTCINTEL CORP3,344$466,9790.2%
67TFCTRUIST FINL CORP8,981$447,4510.1%
68VVISA INC1,297$444,8360.1%
69ISTBISHARES TR9,058$437,0490.1%
70KOCOCA COLA CO5,317$432,1130.1%
71UNPUNION PAC CORP1,584$430,8480.1%
72MTUMISHARES TR1,253$429,5660.1%
73PAAPLAINS ALL AMERN PIPELINE L19,250$428,5050.1%
74ABBVABBVIE INC1,667$419,5320.1%
75CSCOCISCO SYS INC3,550$416,9800.1%
76QQQINVESCO QQQ TR564$415,3300.1%
77EATON CORP PLC950$404,8140.1%
78SBUXSTARBUCKS CORP3,941$402,7660.1%
79CVXCHEVRON CORPORATION2,339$387,6410.1%
80MBBISHARES TR4,031$381,0100.1%
81IMCGISHARES TR3,786$372,1640.1%
82ESGUISHARES TR2,247$367,7660.1%
83MMM3M CO2,258$365,6670.1%
84PWRQUANTA SVCS INC500$360,0200.1%
85SPTISPDR SERIES TRUST12,395$351,8940.1%
86NAVNNAVAN INC14,871$340,1000.1%
87TSMTAIWAN SEMICONDUCTOR MANUFAC700$334,2990.1%
88TSLATESLA INC785$330,1710.1%
89FDXFEDEX CORP1,039$325,2330.1%
90BILSPDR SERIES TRUST3,488$319,6400.1%
91EQALINVESCO EXCH TRADED FD TR II5,386$319,1410.1%
92HXLHEXCEL CORP NEW3,161$316,3340.1%
93IGSBISHARES TR5,995$314,1980.1%
94BNDXVANGUARD CHARLOTTE FDS6,458$312,7610.1%
95BNYBANK OF NY MELLON CORP2,143$309,9430.1%
96MDLZMONDELEZ INTL INC5,227$302,3550.1%
97NULVNUSHARES ETF TR6,033$301,5900.1%
98PZAINVESCO EXCH TRADED FD TR II12,780$300,5860.1%
99MTZMASTEC INC695$289,1620.1%
100OKEONEOK INC NEW3,281$285,2500.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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