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Rede Wealth, LLC
Period ended Sep 30, 2026 · Latest filing Oct 22, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $304,444,693
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BERKSHIRE HATHAWAY INC DEL · CL A · 084670108 · shares: $155,377,040
- APPLE INC · COM · 037833100 · shares: $15,474,400
- ISHARES TR · CORE S&P TTL STK · 464287150 · shares: $11,471,316
- JOHNSON & JOHNSON · COM · 478160104 · shares: $9,808,757
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $8,869,302
- AMAZON COM INC · COM · 023135106 · shares: $5,808,608
- FIDELITY MERRIMACK STR TR · TOTAL BD ETF · 316188309 · shares: $4,769,540
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $4,712,194
- MICROSOFT CORP · COM · 594918104 · shares: $4,257,832
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $3,837,425
Reported holdings
117 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 208 shares | $155,377,040 |
| APPLE INC | COM | 037833100 | — | 46,467 shares | $15,474,400 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 68,988 shares | $11,471,316 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 37,051 shares | $9,808,757 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 11,581 shares | $8,869,302 |
| AMAZON COM INC | COM | 023135106 | — | 23,314 shares | $5,808,608 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | — | 110,151 shares | $4,769,540 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 9,463 shares | $4,712,194 |
| MICROSOFT CORP | COM | 594918104 | — | 8,301 shares | $4,257,832 |
| APPLIED MATLS INC | COM | 038222105 | — | 7,258 shares | $3,711,596 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | — | 12,174 shares | $3,708,554 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 4,579 shares | $3,491,954 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 26,054 shares | $3,206,758 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 13,948 shares | $3,185,367 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 63,795 shares | $3,021,331 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 16,139 shares | $2,626,598 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | — | 27,057 shares | $2,570,103 |
| ISHARES TR | CORE MSCI INTL | 46435G326 | — | 20,435 shares | $1,828,482 |
| SPDR SERIES TRUST | ST PORT HIGH ETF | 78468R606 | — | 73,047 shares | $1,650,127 |
| GRAYSCALE ETHEREUM STAKING | SHS NEW | 38964R203 | — | 64,411 shares | $1,641,826 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | — | 7,828 shares | $1,459,229 |
| BLACKROCK ETF TRUST | ISHA SYST AL ETF | 09290C665 | — | 44,066 shares | $1,315,799 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 4,868 shares | $1,289,533 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 5,814 shares | $1,256,222 |
| ISHARES TR | MRGSTR MD CP ETF | 464288208 | — | 12,179 shares | $1,150,674 |
| VANECK ETF TRUST | REAL ASSETS ETF | 92189F130 | — | 28,420 shares | $1,131,970 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 3,338 shares | $1,104,275 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 21,623 shares | $1,064,290 |
| FRANKLIN TEMPLETON DIGITAL H | BITCOIN ETF SHS | 354921108 | — | 21,843 shares | $1,054,814 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 10,917 shares | $1,032,119 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 28,630 shares | $973,984 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 31,782 shares | $953,460 |
| SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 82889N699 | — | 32,663 shares | $942,001 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | — | 17,847 shares | $923,786 |
| CORNING INC | COM | 219350105 | — | 5,981 shares | $919,639 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 6,172 shares | $896,642 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 2,386 shares | $875,906 |
| NETFLIX INC. | COM | 64110L106 | — | 12,535 shares | $872,185 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 26,294 shares | $857,967 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 466 shares | $844,238 |
| ISHARES GOLD TRUST MICRO | SHS REPSTG UN TR | 46436F103 | — | 20,173 shares | $835,584 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 23,185 shares | $825,616 |
| MCDONALDS CORP | COM | 580135101 | — | 3,561 shares | $822,410 |
| ISHARES TR | ESG MSCI KLD ETF | 464288570 | — | 5,178 shares | $756,925 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 5,096 shares | $755,737 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 7,455 shares | $738,649 |
| BLACKROCK INC | COM | 09290D101 | — | 693 shares | $733,612 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 2,361 shares | $729,683 |
| SPDR SERIES TRUST | ST NUVE HIGH ETF | 78464A284 | — | 30,569 shares | $717,446 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 1,266 shares | $698,236 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 2,312 shares | $657,699 |
| CSX CORP | COM | 126408103 | — | 12,843 shares | $597,315 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | — | 8,390 shares | $581,105 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 2,236 shares | $577,022 |
| RTX CORPORATION | COM | 75513E101 | — | 3,046 shares | $565,490 |
| AT&T INC | COM | 00206R102 | — | 23,020 shares | $561,692 |
| CHUBB LIMITED | COM | H1467J104 | — | 1,703 shares | $553,901 |
| AON PLC | SHS CL A | G0403H108 | — | 1,898 shares | $525,309 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 | — | 4,514 shares | $513,197 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 18,479 shares | $507,620 |
| CATERPILLAR INC | COM | 149123101 | — | 622 shares | $504,116 |
| VISA INC | COM CL A | 92826C839 | — | 1,372 shares | $492,946 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 1,398 shares | $481,031 |
| CHEVRON CORPORATION | COM | 166764100 | — | 2,339 shares | $477,709 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 | — | 4,179 shares | $474,066 |
| COCA COLA CO | COM | 191216100 | — | 5,317 shares | $457,687 |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 | — | 19,250 shares | $456,610 |
| UNION PAC CORP | COM | 907818108 | — | 1,584 shares | $431,054 |
| ABBVIE INC | COM | 00287Y109 | — | 1,602 shares | $419,167 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 8,985 shares | $415,990 |
| EATON CORP PLC | SHS | G29183103 | — | 950 shares | $408,225 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | — | 1,813 shares | $403,610 |
| INTEL CORP | COM | 458140100 | — | 3,344 shares | $402,098 |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | — | 5,679 shares | $400,426 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 1,238 shares | $392,867 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 529 shares | $391,105 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 2,247 shares | $374,800 |
| CISCO SYS INC | COM | 17275R102 | — | 3,463 shares | $372,710 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 | — | 7,887 shares | $372,661 |
| 3M CO | COM | 88579Y101 | — | 2,259 shares | $370,748 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 3,544 shares | $370,490 |
| ISHARES TR | MBS ETF | 464288588 | — | 4,024 shares | $360,631 |
| STARBUCKS CORP | COM | 855244109 | — | 3,829 shares | $359,772 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 | — | 3,786 shares | $355,468 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 453 shares | $345,471 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 6,672 shares | $341,807 |
| SPDR SERIES TRUST | ST INTER ETF | 78464A672 | — | 12,379 shares | $337,689 |
| QUANTA SVCS INC | COM | 74762E102 | — | 500 shares | $321,255 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 700 shares | $319,333 |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 46138E537 | — | 14,924 shares | $319,223 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | — | 3,469 shares | $317,899 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 | — | 6,033 shares | $317,637 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 | — | 16,137 shares | $311,444 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 2,145 shares | $310,184 |
| INVESCO EXCH TRADED FD TR II | RUSEL 1000 EQL | 46138E420 | — | 5,350 shares | $306,395 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 5,234 shares | $302,633 |
| VANECK BITCOIN ETF | SH BEN INT | 92189K105 | — | 12,603 shares | $297,683 |
| FEDEX CORP | COM | 31428X106 | — | 1,043 shares | $297,267 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ-100 SEL | 337344105 | — | 1,784 shares | $290,310 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 46137V282 | — | 4,400 shares | $289,784 |