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CIK: 0001842054
Total reported value
$302.0M
$302.0M
108 檔
61.8%
According to the latest 13F quarterly dataset, Rede Wealth, LLC managed an equity portfolio of $302.0M at the end of Q1 2026, spanning 108 distinct U.S. exchange-listed positions.
Rede Wealth, LLC executed strategic sector rebalancing during Q1 2026, establishing 3 new positions while fully exiting 4 holdings and trimming 36 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 53.73% | -2.16% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.30% | +0.20% | -0.86% | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.26% | -0.14% | — | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.10% | +0.45% | +4.91% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.77% | +0.12% | +8.13% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | +0.10% | -3.73% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.73% | -0.09% | -0.72% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.21% | +0.07% | -0.06% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.20% | -0.14% | -0.58% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.10% | -0.07% | +0.24% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.07% | -0.28% | — | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.94% | +0.08% | +1.68% | |
| 13 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.92% | +0.25% | +11.03% | |
| 14 | AMAT | Applied Materials Inc | Stock-Tech | 0.90% | +0.84% | — | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | +0.04% | -0.14% | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.82% | +0.05% | -10.33% | |
| 17 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.66% | -0.20% | -14.33% | |
| 18 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.63% | -0.63% | EXIT | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.60% | -0.23% | +16.80% | |
| 20 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.56% | +0.81% | -7.13% | |
| 21 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.51% | +0.06% | +88.42% | |
| 22 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.51% | -0.12% | +0.38% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.49% | -0.18% | +8.88% | |
| 24 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.47% | -0.08% | +38.26% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 0.44% | -0.14% | -0.02% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.42% | -0.42% | EXIT | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.41% | +0.05% | +5.14% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.08% | — | |
| 29 | EZBC | Franklin Bitcoin ETF | ETF-Crypto | 0.39% | -0.12% | +31.16% | |
| 30 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.38% | +0.14% | -22.32% | |
| 31 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.38% | -0.01% | +50.77% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.37% | -0.02% | -26.52% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | +0.01% | — | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.34% | -0.09% | +45.42% | |
| 35 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.33% | -0.07% | -52.69% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.02% | +0.11% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.32% | +0.09% | — | |
| 38 | EPD | Enterprise Products Partners | Stock-Energy | 0.32% | -0.04% | +0.32% | |
| 39 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.31% | -0.04% | +9.26% | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.30% | +0.06% | -23.10% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.29% | +0.02% | — | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.29% | +0.02% | -0.53% | |
| 43 | GLW | Corning Inc | Stock-Tech | 0.29% | +0.21% | — | |
| 44 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.25% | — | -13.48% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.25% | +0.10% | -2.48% | |
| 46 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.25% | — | — | |
| 47 | T | At&t Inc | Stock-Comm Services | 0.24% | -0.08% | — | |
| 48 | BLK | Blackrock Inc | Stock-Financials | 0.24% | -0.02% | — | |
| 49 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.22% | -0.02% | — | |
| 50 | ASML | ASML Holding N.V. | Stock-Tech | 0.22% | +0.09% | +0.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.6% | — | Unchanged |
| 2 | XOM | Exxon Mobil CORP | +0.3% | — | Unchanged |
| 3 | IDEV | Ishares Core Msci Dev Mkts | +0.3% | +88.42% | Add |
| 4 | AMAT | Applied Materials Inc | +0.3% | — | Unchanged |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.2% | +8.13% | Add |
| 6 | IMCB | Ishares Morningstar Mid-cap | +0.1% | +38.26% | Add |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +45.42% | Add |
| 8 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +4.91% | Add |
| 9 | GLW | Corning Inc | +0.1% | — | Unchanged |
| 10 | VTIP | Vanguard Short-term Tips | +0.1% | +16.80% | Add |
| 11 | SCHO | Schwab Short-term US Treas | +0.1% | +25.51% | Add |
| 12 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +11.03% | Add |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.1% | +55.01% | Add |
| 14 | SCHA | Schwab US Small-cap ETF | +0.1% | +8.88% | Add |
| 15 | EPD | Enterprise Products Partners | +0.1% | +0.32% | Add |
| 16 | CVX | Chevron CORP | +0.1% | +0.04% | Add |
| 17 | ASML | ASML Holding N.V. | +0.1% | +0.43% | Add |
| 18 | VTV | Vanguard Value ETF | +0.1% | +5.14% | Add |
| 19 | T | At&t Inc | 0% | — | Unchanged |
| 20 | ETH | Grayscale Ethereum Staking M | 0% | +50.77% | Add |
| 21 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 22 | FDX | Fedex CORP | 0% | +0.49% | Add |
| 23 | HYMB | Ss Spdr N Ice Hy Muni ETF | 0% | +9.26% | Add |
| 24 | CSX | Csx CORP | 0% | — | Unchanged |
| 25 | PWR | Quanta Services Inc | 0% | — | Unchanged |
| 26 | OKE | Oneok Inc | 0% | — | Unchanged |
| 27 | PAA | Plains All Amer Pipeline LP | 0% | -6.93% | Trim |
| 28 | VZ | Verizon Communications Inc | 0% | — | Unchanged |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | -0.58% | Trim |
| 30 | SUB | Ishares Short-term National | 0% | +7.62% | Add |
| 31 | BNDX | Vanguard Total Intl Bond ETF | 0% | +10.11% | Add |
| 32 | PDBC | Invesco Optimum Yield Divers | 0% | -18.34% | Trim |
| 33 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 34 | VB | Vanguard Small-cap ETF | 0% | +5.05% | Add |
| 35 | NFLX | Netflix Inc | 0% | -0.02% | Trim |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 37 | CB | Chubb Limited | 0% | — | Unchanged |
| 38 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 39 | EZBC | Franklin Bitcoin ETF | 0% | +31.16% | Add |
| 40 | PG | Procter & Gamble Co/the | 0% | +0.11% | Add |
| 41 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +11.01% | Add |
| 43 | RTX | Rtx CORP | 0% | — | Unchanged |
| 44 | HXL | Hexcel CORP | 0% | +0.06% | Add |
| 45 | MDLZ | Mondelez International Inc-a | 0% | +0.13% | Add |
| 46 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 47 | SCHF | Schwab Intl Equity ETF | 0% | +0.95% | Add |
| 48 | IDU | Ishares US Utilities ETF | 0% | — | Unchanged |
| 49 | EQAL | Invesco Russell 1000 Equal W | 0% | -0.30% | Trim |
| 50 | SBUX | Starbucks CORP | 0% | -3.75% | Trim |
According to official SEC Form 13F filings, Rede Wealth, LLC reported a total U.S. public equity portfolio value of $302.0M across 108 disclosed positions in Q1 2026.
During Q1 2026, Rede Wealth, LLC's top holdings by market value included BRK-A (53.7%)、AAPL (4.3%)、JNJ (3.3%). The largest single position, BRK-A, represented 53.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, AAPL, JNJ) accounted for 61.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
SLV
市值: $251.2K
Top Position Liquidated / Trimmed
ICSH
前期市值: $364.9K
In Q1 2026, Rede Wealth, LLC made 79 total portfolio adjustments, initiating 3 new buys, adding to 36 positions, trimming 36 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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