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CIK: 0001842054
Total reported value
$304.4M
$304.4M
117 檔
65.1%
At the close of Q2 2026, Rede Wealth, LLC disclosed equity holdings valued at approximately $304.4M, spread across 117 reported holdings.
In Q2 2026, Rede Wealth, LLC displayed an active expansion posture, initiating 12 new positions and adding to 39 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, AAPL, ITOT) accounted for 65.1% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 51.57% | -0.53% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.50% | +0.58% | -0.23% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.55% | +0.22% | +8.00% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.12% | +0.10% | -0.09% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.89% | +0.02% | -1.08% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | +0.05% | +0.11% | |
| 7 | AMAT | Applied Materials Inc | Stock-Tech | 1.75% | -0.52% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.64% | -0.09% | -1.28% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.37% | +0.20% | +166.88% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.28% | -0.02% | -0.19% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.17% | +0.05% | +8.37% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.06% | -0.07% | -5.01% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | +0.37% | +0.23% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.02% | +0.03% | -2.96% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | +0.12% | -1.16% | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.87% | -0.03% | +4.97% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -0.79% | EXIT | |
| 18 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.57% | +0.03% | +13.95% | |
| 19 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.52% | +0.02% | +45.66% | |
| 20 | GLW | Corning Inc | Stock-Tech | 0.50% | -0.20% | — | |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.46% | -0.27% | -34.87% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.46% | -0.05% | +10.05% | |
| 23 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.41% | +0.01% | — | |
| 24 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.39% | +0.09% | +0.10% | |
| 25 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.39% | -0.01% | -23.25% | |
| 26 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.37% | +0.17% | +39.71% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.37% | -0.02% | -33.72% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | — | — | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.36% | -0.04% | +11.08% | |
| 30 | IALT | Ishrs Sys Alt Act ETF | ETF-Other | 0.35% | +0.08% | — | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.35% | -0.01% | +3.00% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.35% | -0.06% | -1.49% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.32% | -0.05% | +0.03% | |
| 34 | RAAX | Vaneck Real Assets ETF | ETF-Other | 0.32% | +0.05% | — | |
| 35 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.31% | -0.01% | +5.93% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.31% | — | — | |
| 37 | ASML | ASML Holding N.V. | Stock-Tech | 0.31% | -0.03% | +1.29% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.31% | -0.03% | -45.52% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.31% | -0.02% | +0.13% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.30% | -0.01% | +0.77% | |
| 41 | EPD | Enterprise Products Partners | Stock-Energy | 0.28% | -0.01% | -0.30% | |
| 42 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.27% | -0.03% | -6.24% | |
| 43 | EZBC | Franklin Bitcoin ETF | ETF-Crypto | 0.27% | +0.08% | -13.58% | |
| 44 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.26% | +0.01% | +1.02% | |
| 45 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.25% | -0.01% | -37.86% | |
| 46 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.25% | — | -8.79% | |
| 47 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.25% | -0.01% | -1.58% | |
| 48 | CTA | Simplify Managed Futures St | ETF-Other | 0.24% | +0.07% | — | |
| 49 | BLK | Blackrock Inc | Stock-Financials | 0.22% | +0.02% | — | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.22% | -0.05% | -3.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +0.8% | — | Unchanged |
| 2 | FBND | Fidelity Total Bond ETF | +0.8% | +166.88% | Add |
| 3 | ITOT | Ishares Core S&p Total U.s. | +0.5% | +8.00% | Add |
| 4 | IALT | Ishrs Sys Alt Act ETF | +0.4% | NEW | New buy |
| 5 | RAAX | Vaneck Real Assets ETF | +0.3% | NEW | New buy |
| 6 | QQQM | Invesco Nasdaq 100 ETF | +0.3% | +8.37% | Add |
| 7 | CTA | Simplify Managed Futures St | +0.2% | NEW | New buy |
| 8 | GLW | Corning Inc | +0.2% | — | Unchanged |
| 9 | AAPL | Apple Inc | +0.2% | -0.23% | Trim |
| 10 | INTC | Intel CORP | +0.2% | NEW | New buy |
| 11 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +45.66% | Add |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.1% | -1.08% | Trim |
| 13 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.1% | NEW | New buy |
| 14 | NAVN | Navan Inc-cl A | +0.1% | NEW | New buy |
| 15 | AMZN | Amazon.com Inc | +0.1% | +0.11% | Add |
| 16 | UNH | Unitedhealth Group Inc | +0.1% | -1.49% | Trim |
| 17 | PZA | Invesco National Amt-free Mu | +0.1% | NEW | New buy |
| 18 | IYW | Ishares Ustechnology ETF | +0.1% | — | Unchanged |
| 19 | ASML | ASML Holding N.V. | +0.1% | +1.29% | Add |
| 20 | RSPT | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -2.96% | Trim |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.19% | Trim |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | New buy |
| 24 | KRMA | Global X Conscious Companies | +0.1% | NEW | New buy |
| 25 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 26 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | NEW | New buy |
| 27 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +13.95% | Add |
| 28 | SCHM | Schwab US Mid Cap ETF | +0.1% | +11.08% | Add |
| 29 | CAT | Caterpillar Inc | +0.1% | -3.72% | Trim |
| 30 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +4.97% | Add |
| 31 | VTV | Vanguard Value ETF | +0.1% | +10.05% | Add |
| 32 | NVDA | Nvidia CORP | 0% | -1.16% | Trim |
| 33 | CSCO | Cisco Systems Inc | 0% | -1.33% | Trim |
| 34 | MTUM | Ishares Msci USA Momentum Fa | 0% | — | Unchanged |
| 35 | QQQ | Invesco Qqq Trust Series 1 | 0% | +7.63% | Add |
| 36 | GOOGL | Alphabet Inc-cl A | 0% | +0.58% | Add |
| 37 | SPEM | State Street Sp Ptf Em ETF | 0% | +5.93% | Add |
| 38 | SCHX | Schwab US Large-cap ETF | 0% | — | Unchanged |
| 39 | VB | Vanguard Small-cap ETF | 0% | +3.94% | Add |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 41 | PWR | Quanta Services Inc | 0% | — | Unchanged |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | 0% | +23.86% | Add |
| 43 | MTZ | Mastec Inc | 0% | — | Unchanged |
| 44 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 45 | IMCG | Ishares Morningstar Mid-cap | 0% | — | Unchanged |
| 46 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 47 | HXL | Hexcel CORP | 0% | +0.03% | Add |
| 48 | ABBV | Abbvie Inc | 0% | +0.30% | Add |
| 49 | BNY | Bank Of New York Mellon CORP | 0% | +0.05% | Add |
| 50 | SCHF | Schwab Intl Equity ETF | 0% | +0.01% | Add |
According to official SEC Form 13F filings, Rede Wealth, LLC reported a total U.S. public equity portfolio value of $304.4M across 117 disclosed positions in Q2 2026.
During Q2 2026, Rede Wealth, LLC's top holdings by market value included BRK-A (51.6%)、AAPL (4.5%)、ITOT (3.5%). The largest single position, BRK-A, represented 51.6% 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.
Top New Position Initiated
IALT
市值: $1.1M
Top Position Liquidated / Trimmed
SCHR
前期市值: $1.8M
In Q2 2026, Rede Wealth, LLC made 89 total portfolio adjustments, initiating 12 new buys, adding to 39 positions, trimming 35 holdings, and fully liquidating 3 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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