Rede Wealth

CHARLOTTESVILLE, VAfiles as Rede Wealth, LLC

$302m in 117 US stocks at the end of 30 June 2026. The top 10 are 73.5% of the money. It changed about 6.0% of the portfolio this quarter.

Value

$302m

Stocks

117

Top 10 share

73.5%

Turnover

6.0%

What changed this quarter

New

Bought for the first time this quarter.

Blackrock ETF TrustIALT
0.4% of the fund
Vaneck ETF TrustRAAX
0.3% of the fund
Simplify Exchange Traded FUNCTA
0.2% of the fund
IntelINTC
0.2% of the fund
Spdr Series TrustSPTI
0.1% of the fund
NavanNAVN
0.1% of the fund
Invesco Exch Traded FD TR IIPZA
<0.1% of the fund
Invesco Exchange Traded FD TRSPT
<0.1% of the fund
AlphabetGOOG
<0.1% of the fund
Global X FDSCPTL
<0.1% of the fund
International Business MachinesIBM
<0.1% of the fund
Fidelity Covington TrustFTEC
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRITOT
3.6% of the fund
+8%
Fidelity Merrimack STR TRFBND
1.4% of the fund
+167%
Invesco Exch Traded FD TR IIQQQM
1.2% of the fund
+8%
Ishares TRIXUS
0.9% of the fund
+5%
Ishares TRIDEV
0.6% of the fund
+14%
Spdr Series TrustSPHY
0.5% of the fund
+46%
Vanguard Index FDSVTV
0.5% of the fund
+10%
Grayscale Ethereum StakingETH
0.4% of the fund
+40%
Schwab Strategic TRSCHM
0.4% of the fund
+11%
Ishares TRAGG
0.3% of the fund
+3%
Spdr Index SHS FDSSPEM
0.3% of the fund
+6%
Vanguard Index FDSVB
0.2% of the fund
+4%
Ishares TRIEI
0.2% of the fund
+12%
Invesco QQQ TRQQQ
0.1% of the fund
+8%
Ishares TRMBB
0.1% of the fund
+11%
Nushares ETF TRNULV
<0.1% of the fund
+4%
Ishares TRESGD
<0.1% of the fund
+24%
Ishares TRIEF
<0.1% of the fund
+13%
Ishares TRXJH
<0.1% of the fund
+6%
Vaneck Bitcoin ETFHODL
<0.1% of the fund
+7%

Cut

Sold some of their stake.

Vanguard MUN BD FDSVTEB
1.1% of the fund
-5%
Spdr Series TrustSPYG
1.0% of the fund
-3%
Blackrock ETF TrustDYNF
0.5% of the fund
-35%
Ishares TRIMCB
0.4% of the fund
-23%
Vanguard Malvern FDSVTIP
0.4% of the fund
-34%
Schwab Strategic TRSCHA
0.3% of the fund
-46%
Spdr Series TrustHYMB
0.3% of the fund
-6%
Franklin Templeton Digital HEZBC
0.3% of the fund
-14%
IsharesEMXC
0.3% of the fund
-38%
Ishares TRDSI
0.2% of the fund
-9%
CaterpillarCAT
0.2% of the fund
-4%
CSXCSX
0.2% of the fund
-3%
Nushares ETF TRNULG
0.2% of the fund
-17%
Ishares TRSUB
0.2% of the fund
-4%
Ishares TRISTB
0.1% of the fund
-2%
Vanguard Charlotte FDSBNDX
0.1% of the fund
-25%
First TR Exchange-Traded FDQQEW
<0.1% of the fund
-18%
Invesco Actvely Mngd ETC FDPDBC
<0.1% of the fund
-47%

Sold out

Sold their entire stake.

Schwab Strategic TRSCHR
-100%
Schwab Strategic TRSCHO
-100%
Ishares Silver TRSLV
-100%

Holdings

Berkshire Hathaway INC DELBRK-A
Share
51.6%
Value
$156m
Shares
208
Held
AppleAAPL
Share
4.5%
Value
$14m
Shares
46,985
Held
Ishares TRITOT
Share
3.6%
Value
$11m
Shares
65,308
+8%
Johnson & JohnsonJNJ
Share
3.1%
Value
$9m
Shares
37,050
Held
Ishares TRIVV
Share
2.9%
Value
$9m
Shares
11,666
Held
Amazon.comAMZN
Share
1.9%
Value
$6m
Shares
23,559
Held
Applied MaterialsAMAT
Share
1.7%
Value
$5m
Shares
7,290
Held
Berkshire HathawayBRK-B
Share
1.6%
Value
$5m
Shares
9,914
Held
Fidelity Merrimack STR TRFBND
Share
1.4%
Value
$4m
Shares
90,754
+167%
State STR Spdr S&P 500 ETF TSPY
Share
1.3%
Value
$4m
Shares
5,179
Held
Invesco Exch Traded FD TR IIQQQM
Share
1.2%
Value
$4m
Shares
11,675
+8%
Vanguard MUN BD FDSVTEB
Share
1.1%
Value
$3m
Shares
63,573
-5%
MicrosoftMSFT
Share
1.0%
Value
$3m
Shares
8,309
Held
Spdr Series TrustSPYG
Share
1.0%
Value
$3m
Shares
25,846
-3%
NvidiaNVDA
Share
0.9%
Value
$3m
Shares
14,035
Held
Ishares TRIXUS
Share
0.9%
Value
$3m
Shares
27,536
+5%
ExxonMobil HoldingsXOM
Share
0.8%
Value
$2m
Shares
17,459
Held
Ishares TRIDEV
Share
0.6%
Value
$2m
Shares
19,364
+14%
Spdr Series TrustSPHY
Share
0.5%
Value
$2m
Shares
66,516
+46%
CorningGLW
Share
0.5%
Value
$2m
Shares
5,946
Held
Blackrock ETF TrustDYNF
Share
0.5%
Value
$1m
Shares
20,471
-35%
Vanguard Index FDSVTV
Share
0.5%
Value
$1m
Shares
6,349
+10%
Ishares TRIYW
Share
0.4%
Value
$1m
Shares
4,868
Held
Coinbase GlobalCOIN
Share
0.4%
Value
$1m
Shares
8,127
Held
Ishares TRIMCB
Share
0.4%
Value
$1m
Shares
12,051
-23%
Grayscale Ethereum StakingETH
Share
0.4%
Value
$1m
Shares
74,398
+40%
Vanguard Malvern FDSVTIP
Share
0.4%
Value
$1m
Shares
21,992
-34%
JPMorgan ChaseJPM
Share
0.4%
Value
$1m
Shares
3,338
Held
Schwab Strategic TRSCHM
Share
0.4%
Value
$1m
Shares
29,589
+11%
Blackrock ETF TrustIALT
Share
0.4%
Value
$1m
Shares
37,803
New
Ishares TRAGG
Share
0.3%
Value
$1m
Shares
10,584
+3%
UnitedHealth GroupUNH
Share
0.3%
Value
$1m
Shares
2,514
Held
McDonald'sMCD
Share
0.3%
Value
$961,953
Shares
3,559
Held
Vaneck ETF TrustRAAX
Share
0.3%
Value
$953,230
Shares
24,029
New
Spdr Index SHS FDSSPEM
Share
0.3%
Value
$945,606
Shares
18,262
+6%
Schwab Strategic TRSCHX
Share
0.3%
Value
$935,344
Shares
31,782
Held
ASML Holding NVASML
Share
0.3%
Value
$935,037
Shares
470
Held
Schwab Strategic TRSCHA
Share
0.3%
Value
$930,864
Shares
25,764
-46%
Procter & GamblePG
Share
0.3%
Value
$926,871
Shares
6,321
Held
NetflixNFLX
Share
0.3%
Value
$920,989
Shares
12,899
Held
Enterprise Products Partners L.P.EPD
Share
0.3%
Value
$855,104
Shares
23,262
Held
Spdr Series TrustHYMB
Share
0.3%
Value
$826,978
Shares
32,507
-6%
Franklin Templeton Digital HEZBC
Share
0.3%
Value
$817,231
Shares
24,100
-14%
Ishares Gold Trust MicroIAUM
Share
0.3%
Value
$795,279
Shares
19,877
Held
IsharesEMXC
Share
0.3%
Value
$759,156
Shares
7,421
-38%
Ishares TRDSI
Share
0.2%
Value
$750,822
Shares
5,273
-9%
Norfolk SouthernNSC
Share
0.2%
Value
$742,883
Shares
2,361
Held
Simplify Exchange Traded FUNCTA
Share
0.2%
Value
$737,382
Shares
28,426
New
BlackRockBLK
Share
0.2%
Value
$666,517
Shares
693
Held
CaterpillarCAT
Share
0.2%
Value
$661,934
Shares
622
-4%
AonAON
Share
0.2%
Value
$629,548
Shares
1,898
Held
MastercardMA
Share
0.2%
Value
$624,287
Shares
1,216
Held
Vanguard Index FDSVB
Share
0.2%
Value
$623,215
Shares
2,056
+4%
CSXCSX
Share
0.2%
Value
$610,415
Shares
12,843
-3%
ShopifySHOP
Share
0.2%
Value
$600,815
Shares
5,262
Held
RTXRTX
Share
0.2%
Value
$583,609
Shares
3,076
Held
ChubbCB
Share
0.2%
Value
$580,280
Shares
1,703
Held
Invesco Exch Traded FD TR IISPLV
Share
0.2%
Value
$570,139
Shares
7,612
Held
Nushares ETF TRNULG
Share
0.2%
Value
$528,409
Shares
4,514
-17%
Ishares TRSUB
Share
0.2%
Value
$526,494
Shares
4,945
-4%
Schwab Strategic TRSCHF
Share
0.2%
Value
$511,870
Shares
18,479
Held
Automatic Data ProcessingADP
Share
0.2%
Value
$500,752
Shares
2,236
Held
AlphabetGOOGL
Share
0.2%
Value
$498,892
Shares
1,396
Held
Ishares TRIEI
Share
0.2%
Value
$490,941
Shares
4,180
+12%
AT&TT
Share
0.2%
Value
$476,517
Shares
23,020
Held
IntelINTC
Share
0.2%
Value
$466,979
Shares
3,344
New
Truist FinancialTFC
Share
0.1%
Value
$447,451
Shares
8,981
Held
VisaV
Share
0.1%
Value
$444,836
Shares
1,297
Held
Ishares TRISTB
Share
0.1%
Value
$437,049
Shares
9,058
-2%
Coca-ColaKO
Share
0.1%
Value
$432,113
Shares
5,317
Held
Union PacificUNP
Share
0.1%
Value
$430,848
Shares
1,584
Held
Ishares TRMTUM
Share
0.1%
Value
$429,566
Shares
1,253
Held
Plains ALL Amern Pipeline LPAA
Share
0.1%
Value
$428,505
Shares
19,250
Held
AbbVieABBV
Share
0.1%
Value
$419,532
Shares
1,667
Held
Cisco SystemsCSCO
Share
0.1%
Value
$416,980
Shares
3,550
Held
Invesco QQQ TRQQQ
Share
0.1%
Value
$415,330
Shares
564
+8%
EatonETN
Share
0.1%
Value
$404,814
Shares
950
Held
StarbucksSBUX
Share
0.1%
Value
$402,766
Shares
3,941
Held
ChevronCVX
Share
0.1%
Value
$387,641
Shares
2,339
Held
Ishares TRMBB
Share
0.1%
Value
$381,010
Shares
4,031
+11%
Ishares TRIMCG
Share
0.1%
Value
$372,164
Shares
3,786
Held
Ishares TRESGU
Share
0.1%
Value
$367,766
Shares
2,247
Held
3MMMM
Share
0.1%
Value
$365,667
Shares
2,258
Held
Quanta ServicesPWR
Share
0.1%
Value
$360,020
Shares
500
Held
Spdr Series TrustSPTI
Share
0.1%
Value
$351,894
Shares
12,395
New
NavanNAVN
Share
0.1%
Value
$340,100
Shares
14,871
New
Taiwan Semiconductor ManufacturingTSM
Share
0.1%
Value
$334,299
Shares
700
Held
TeslaTSLA
Share
0.1%
Value
$330,171
Shares
785
Held
FedExFDX
Share
0.1%
Value
$325,233
Shares
1,039
Held
Spdr Series TrustBIL
Share
0.1%
Value
$319,640
Shares
3,488
Held
Invesco Exch Traded FD TR IIEQAL
Share
0.1%
Value
$319,141
Shares
5,386
Held
HexcelHXL
Share
0.1%
Value
$316,334
Shares
3,161
Held
Ishares TRIGSB
Share
0.1%
Value
$314,198
Shares
5,995
Held
Vanguard Charlotte FDSBNDX
Share
0.1%
Value
$312,761
Shares
6,458
-25%
Bank of New York MellonBNY
Share
0.1%
Value
$309,943
Shares
2,143
Held
Mondelez InternationalMDLZ
Share
0.1%
Value
$302,355
Shares
5,227
Held
Nushares ETF TRNULV
Share
<0.1%
Value
$301,590
Shares
6,033
+4%
Invesco Exch Traded FD TR IIPZA
Share
<0.1%
Value
$300,586
Shares
12,780
New
MastecMTZ
Share
<0.1%
Value
$289,162
Shares
695
Held
OneokOKE
Share
<0.1%
Value
$285,250
Shares
3,281
Held

Company	Share of fund	Value	Shares	Change
Berkshire Hathaway INC DELBRK-A	51.6%	$156m	208	Held
AppleAAPL	4.5%	$14m	46,985	Held
Ishares TRITOT	3.6%	$11m	65,308	+8%
Johnson & JohnsonJNJ	3.1%	$9m	37,050	Held
Ishares TRIVV	2.9%	$9m	11,666	Held
Amazon.comAMZN	1.9%	$6m	23,559	Held
Applied MaterialsAMAT	1.7%	$5m	7,290	Held
Berkshire HathawayBRK-B	1.6%	$5m	9,914	Held
Fidelity Merrimack STR TRFBND	1.4%	$4m	90,754	+167%
State STR Spdr S&P 500 ETF TSPY	1.3%	$4m	5,179	Held
Invesco Exch Traded FD TR IIQQQM	1.2%	$4m	11,675	+8%
Vanguard MUN BD FDSVTEB	1.1%	$3m	63,573	-5%
MicrosoftMSFT	1.0%	$3m	8,309	Held
Spdr Series TrustSPYG	1.0%	$3m	25,846	-3%
NvidiaNVDA	0.9%	$3m	14,035	Held
Ishares TRIXUS	0.9%	$3m	27,536	+5%
ExxonMobil HoldingsXOM	0.8%	$2m	17,459	Held
Ishares TRIDEV	0.6%	$2m	19,364	+14%
Spdr Series TrustSPHY	0.5%	$2m	66,516	+46%
CorningGLW	0.5%	$2m	5,946	Held
Blackrock ETF TrustDYNF	0.5%	$1m	20,471	-35%
Vanguard Index FDSVTV	0.5%	$1m	6,349	+10%
Ishares TRIYW	0.4%	$1m	4,868	Held
Coinbase GlobalCOIN	0.4%	$1m	8,127	Held
Ishares TRIMCB	0.4%	$1m	12,051	-23%
Grayscale Ethereum StakingETH	0.4%	$1m	74,398	+40%
Vanguard Malvern FDSVTIP	0.4%	$1m	21,992	-34%
JPMorgan ChaseJPM	0.4%	$1m	3,338	Held
Schwab Strategic TRSCHM	0.4%	$1m	29,589	+11%
Blackrock ETF TrustIALT	0.4%	$1m	37,803	New
Ishares TRAGG	0.3%	$1m	10,584	+3%
UnitedHealth GroupUNH	0.3%	$1m	2,514	Held
McDonald'sMCD	0.3%	$961,953	3,559	Held
Vaneck ETF TrustRAAX	0.3%	$953,230	24,029	New
Spdr Index SHS FDSSPEM	0.3%	$945,606	18,262	+6%
Schwab Strategic TRSCHX	0.3%	$935,344	31,782	Held
ASML Holding NVASML	0.3%	$935,037	470	Held
Schwab Strategic TRSCHA	0.3%	$930,864	25,764	-46%
Procter & GamblePG	0.3%	$926,871	6,321	Held
NetflixNFLX	0.3%	$920,989	12,899	Held
Enterprise Products Partners L.P.EPD	0.3%	$855,104	23,262	Held
Spdr Series TrustHYMB	0.3%	$826,978	32,507	-6%
Franklin Templeton Digital HEZBC	0.3%	$817,231	24,100	-14%
Ishares Gold Trust MicroIAUM	0.3%	$795,279	19,877	Held
IsharesEMXC	0.3%	$759,156	7,421	-38%
Ishares TRDSI	0.2%	$750,822	5,273	-9%
Norfolk SouthernNSC	0.2%	$742,883	2,361	Held
Simplify Exchange Traded FUNCTA	0.2%	$737,382	28,426	New
BlackRockBLK	0.2%	$666,517	693	Held
CaterpillarCAT	0.2%	$661,934	622	-4%
AonAON	0.2%	$629,548	1,898	Held
MastercardMA	0.2%	$624,287	1,216	Held
Vanguard Index FDSVB	0.2%	$623,215	2,056	+4%
CSXCSX	0.2%	$610,415	12,843	-3%
ShopifySHOP	0.2%	$600,815	5,262	Held
RTXRTX	0.2%	$583,609	3,076	Held
ChubbCB	0.2%	$580,280	1,703	Held
Invesco Exch Traded FD TR IISPLV	0.2%	$570,139	7,612	Held
Nushares ETF TRNULG	0.2%	$528,409	4,514	-17%
Ishares TRSUB	0.2%	$526,494	4,945	-4%
Schwab Strategic TRSCHF	0.2%	$511,870	18,479	Held
Automatic Data ProcessingADP	0.2%	$500,752	2,236	Held
AlphabetGOOGL	0.2%	$498,892	1,396	Held
Ishares TRIEI	0.2%	$490,941	4,180	+12%
AT&TT	0.2%	$476,517	23,020	Held
IntelINTC	0.2%	$466,979	3,344	New
Truist FinancialTFC	0.1%	$447,451	8,981	Held
VisaV	0.1%	$444,836	1,297	Held
Ishares TRISTB	0.1%	$437,049	9,058	-2%
Coca-ColaKO	0.1%	$432,113	5,317	Held
Union PacificUNP	0.1%	$430,848	1,584	Held
Ishares TRMTUM	0.1%	$429,566	1,253	Held
Plains ALL Amern Pipeline LPAA	0.1%	$428,505	19,250	Held
AbbVieABBV	0.1%	$419,532	1,667	Held
Cisco SystemsCSCO	0.1%	$416,980	3,550	Held
Invesco QQQ TRQQQ	0.1%	$415,330	564	+8%
EatonETN	0.1%	$404,814	950	Held
StarbucksSBUX	0.1%	$402,766	3,941	Held
ChevronCVX	0.1%	$387,641	2,339	Held
Ishares TRMBB	0.1%	$381,010	4,031	+11%
Ishares TRIMCG	0.1%	$372,164	3,786	Held
Ishares TRESGU	0.1%	$367,766	2,247	Held
3MMMM	0.1%	$365,667	2,258	Held
Quanta ServicesPWR	0.1%	$360,020	500	Held
Spdr Series TrustSPTI	0.1%	$351,894	12,395	New
NavanNAVN	0.1%	$340,100	14,871	New
Taiwan Semiconductor ManufacturingTSM	0.1%	$334,299	700	Held
TeslaTSLA	0.1%	$330,171	785	Held
FedExFDX	0.1%	$325,233	1,039	Held
Spdr Series TrustBIL	0.1%	$319,640	3,488	Held
Invesco Exch Traded FD TR IIEQAL	0.1%	$319,141	5,386	Held
HexcelHXL	0.1%	$316,334	3,161	Held
Ishares TRIGSB	0.1%	$314,198	5,995	Held
Vanguard Charlotte FDSBNDX	0.1%	$312,761	6,458	-25%
Bank of New York MellonBNY	0.1%	$309,943	2,143	Held
Mondelez InternationalMDLZ	0.1%	$302,355	5,227	Held
Nushares ETF TRNULV	<0.1%	$301,590	6,033	+4%
Invesco Exch Traded FD TR IIPZA	<0.1%	$300,586	12,780	New
MastecMTZ	<0.1%	$289,162	695	Held
OneokOKE	<0.1%	$285,250	3,281	Held

Showing the largest 100 of 117.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 9.0% since 30 June 2025.

Where the money is

Technology9.5%

Financial services3.7%

Health care3.6%

Retail & consumer2.4%

Industrials2.2%

Energy1.0%

Media & telecom0.9%

Everyday goods0.6%

Utilities0.3%

Other75.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.