Rede Wealth, LLC
CIK 1842054 · Holdings on Jun 30, 2026 · First reported Aug 3, 2026
Top ten holdings
Q2 2026- BRK.A51.57%
- AAPL4.50%
- ITOT3.55%
- JNJ3.12%
- IVV2.89%
- AMZN1.86%
- AMAT1.75%
- BRK.B1.64%
- FBND1.37%
- SPY1.28%
Share classes counted separately73.53%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BRK.AWeight decreased · -2.16 pp53.73% → 51.57%Shares 0 (0.00%)
- AMATWeight increased · +0.85 pp0.90% → 1.75%Shares 0 (0.00%)
- FBNDWeight increased · +0.81 pp0.56% → 1.37%Shares +56.75K (+166.88%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.ABERKSHIRE HATHAWAY INC-CL ACL A View history and evidence | $155.76M | 51.57% | 208 shares | 53.73% → 51.57%-2.16 pp 0 (0.00%) | Unchanged | ▾ |
| 02 | AAPLAPPLE INC View history and evidence | $13.60M | 4.50% | 46.98K shares | 4.30% → 4.50%+0.20 pp -108 (-0.23%) | Reduced | ▾ |
| 03 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $10.73M | 3.55% | 65.31K shares | 3.10% → 3.55%+0.45 pp +4.84K (+8.00%) | Added | ▾ |
| 04 | JNJJOHNSON & JOHNSON View history and evidence | $9.41M | 3.12% | 37.05K shares | 3.26% → 3.12%-0.14 pp -35 (-0.09%) | Reduced | ▾ |
| 05 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $8.74M | 2.89% | 11.67K shares | 2.77% → 2.89%+0.12 pp -127 (-1.08%) | Reduced | ▾ |
| 06 | AMZNAMAZON.COM INC View history and evidence | $5.62M | 1.86% | 23.56K shares | 1.76% → 1.86%+0.10 pp +25 (+0.11%) | Added | ▾ |
| 07 | AMATAPPLIED MATERIALS INC View history and evidence | $5.27M | 1.75% | 7.29K shares | 0.90% → 1.75%+0.85 pp 0 (0.00%) | Unchanged | ▾ |
| 08 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $4.96M | 1.64% | 9.91K shares | 1.73% → 1.64%-0.09 pp -129 (-1.28%) | Reduced | ▾ |
| 09 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $4.13M | 1.37% | 90.75K shares | 0.56% → 1.37%+0.81 pp +56.75K (+166.88%) | Added | ▾ |
| 10 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $3.87M | 1.28% | 5.18K shares | 1.21% → 1.28%+0.07 pp -10 (-0.19%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SCHR SCHWAB INTERMEDIATE-TERM US | Non-derivative | -70,454 | -$1.76M | SEC filing ↗ | SEC filing ↗ |
| SCHO SCHWAB SHORT-TERM US TREAS | Non-derivative | -47,637 | -$1.16M | SEC filing ↗ | SEC filing ↗ |
| SLV ISHARES SILVER TRUST | Non-derivative | -3,686 | -$251.16K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1842054 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-03
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 302040602
}Research all 117 reported holdings.
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