Rede Wealth, LLC

CIK 0001842054 • 6 13F filings • May 14, 2025 – Aug 3, 2026

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Filer information

Filed by: Rede Wealth, LLC, Compliance Consultant
Address: 600 PETER JEFFERSON PARKWAY, SUITE 250, CHARLOTTESVILLE, VA, 22911
Phone: 7202633776
AUM: $287.8M

AUM over time

$302.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $287.8M106 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$362K	0.1%	2,258 SH	New
ABBVIE INC	COM	$379K	0.1%	1,658 SH	New
ABRDN ETFS	BBRG ALL COMMDY	$357K	0.1%	11,547 SH	New
ALLSTATE CORP	COM	$208K	0.1%	1,000 SH	New
ALPHABET INC	CAP STK CL A	$428K	0.1%	1,368 SH	New
AMAZON COM INC	COM	$5.6M	2.0%	24,447 SH	New
AON PLC	SHS CL A	$670K	0.2%	1,898 SH	New
APPLE INC	COM	$12.9M	4.5%	47,500 SH	New
APPLIED MATLS INC	COM	$1.9M	0.7%	7,290 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$494K	0.2%	462 SH	New
AT&T INC	COM	$572K	0.2%	23,020 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$576K	0.2%	2,238 SH	New
BANK NEW YORK MELLON CORP	COM	$248K	0.1%	2,140 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$157.0M	54.6%	208 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.1M	1.8%	10,116 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.2M	0.8%	36,690 SH	New
BLACKROCK INC	COM	$742K	0.3%	693 SH	New
CATERPILLAR INC	COM	$370K	0.1%	646 SH	New
CHEVRON CORP NEW	COM	$356K	0.1%	2,337 SH	New
CHUBB LIMITED	COM	$532K	0.2%	1,703 SH	New
CISCO SYS INC	COM	$357K	0.1%	4,630 SH	New
COCA COLA CO	COM	$372K	0.1%	5,317 SH	New
COINBASE GLOBAL INC	COM CL A	$1.8M	0.6%	8,088 SH	New
CORNING INC	COM	$521K	0.2%	5,946 SH	New
CSX CORP	COM	$481K	0.2%	13,268 SH	New
DISNEY WALT CO	COM	$314K	0.1%	2,758 SH	New
EATON CORP PLC	SHS	$303K	0.1%	950 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$746K	0.3%	23,257 SH	New
EXXON MOBIL CORP	COM	$2.1M	0.7%	17,609 SH	New
FEDEX CORP	COM	$297K	0.1%	1,030 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$1.7M	0.6%	36,614 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDAQ-100 SEL	$308K	0.1%	2,169 SH	New
FRANKLIN TEMPLETON DIGITAL H	BITCOIN ETF SHS	$1.1M	0.4%	21,261 SH	New
GRAYSCALE ETHEREUM MINI TR E	SHS NEW	$991K	0.3%	35,320 SH	New
HEXCEL CORP NEW	COM	$233K	0.1%	3,158 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$221K	0.1%	745 SH	New
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$528K	0.2%	39,886 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.5M	0.9%	9,703 SH	New
INVESCO EXCH TRADED FD TR II	RUSEL 1000 EQL	$285K	0.1%	5,422 SH	New
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$603K	0.2%	8,447 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$200K	0.1%	4,400 SH	New
INVESCO QQQ TR	UNIT SER 1	$333K	0.1%	542 SH	New
ISHARES GOLD TR	SHARES REPRESENT	$1.8M	0.6%	41,592 SH	New
ISHARES INC	MSCI EMRG CHN	$597K	0.2%	8,212 SH	New
ISHARES TR	3 7 YR TREAS BD	$634K	0.2%	5,313 SH	New
ISHARES TR	7-10 YR TRSY BD	$235K	0.1%	2,448 SH	New
ISHARES TR	CORE 1 5 YR USD	$292K	0.1%	5,988 SH	New
ISHARES TR	CORE MSCI INTL	$744K	0.3%	9,019 SH	New
ISHARES TR	CORE MSCI TOTAL	$2.5M	0.9%	29,253 SH	New
ISHARES TR	CORE S&P TTL STK	$8.6M	3.0%	57,642 SH	New
ISHARES TR	CORE S&P500 ETF	$7.5M	2.6%	10,906 SH	New
ISHARES TR	CORE US AGGBD ET	$1.4M	0.5%	13,984 SH	New
ISHARES TR	ESG AW MSCI EAFE	$331K	0.1%	3,484 SH	New
ISHARES TR	ESG AWR MSCI USA	$335K	0.1%	2,247 SH	New
ISHARES TR	ESG MSCI KLD 400	$861K	0.3%	6,682 SH	New
ISHARES TR	ESG SELECT SCRE	$230K	0.1%	5,143 SH	New
ISHARES TR	ISHS 1-5YR INVS	$287K	0.1%	5,424 SH	New
ISHARES TR	MBS ETF	$347K	0.1%	3,640 SH	New
ISHARES TR	MRGSTR MD CP ETF	$940K	0.3%	11,357 SH	New
ISHARES TR	MRGSTR MD CP GRW	$302K	0.1%	3,786 SH	New
ISHARES TR	MSCI USA MMENTM	$320K	0.1%	1,278 SH	New
ISHARES TR	SHRT NAT MUN ETF	$513K	0.2%	4,804 SH	New
ISHARES TR	U.S. TECH ETF	$972K	0.3%	4,868 SH	New
ISHARES TR	U.S. UTILITS ETF	$225K	0.1%	2,074 SH	New
ISHARES TR	ULTRA SHORT DUR	$365K	0.1%	7,215 SH	New
JOHNSON & JOHNSON	COM	$7.7M	2.7%	37,085 SH	New
JPMORGAN CHASE & CO.	COM	$1.1M	0.4%	3,338 SH	New
MASTERCARD INCORPORATED	CL A	$693K	0.2%	1,214 SH	New
MCDONALDS CORP	COM	$1.1M	0.4%	3,558 SH	New
MICROSOFT CORP	COM	$4.0M	1.4%	8,270 SH	New
MONDELEZ INTL INC	CL A	$281K	0.1%	5,214 SH	New
NETFLIX INC	COM	$1.2M	0.4%	12,802 SH	New
NORFOLK SOUTHN CORP	COM	$693K	0.2%	2,399 SH	New
NUSHARES ETF TR	NUVEEN ESG LRGCP	$590K	0.2%	6,033 SH	New
NUSHARES ETF TR	NUVEEN ESG LRGVL	$255K	0.1%	5,662 SH	New
NVIDIA CORPORATION	COM	$2.7M	0.9%	14,219 SH	New
ONEOK INC NEW	COM	$241K	0.1%	3,281 SH	New
PHILIP MORRIS INTL INC	COM	$227K	0.1%	1,414 SH	New
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$371K	0.1%	20,683 SH	New
PROCTER AND GAMBLE CO	COM	$904K	0.3%	6,306 SH	New
QUANTA SVCS INC	COM	$211K	0.1%	500 SH	New
RTX CORPORATION	COM	$564K	0.2%	3,076 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$1.8M	0.6%	72,734 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$440K	0.2%	18,304 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$925K	0.3%	37,956 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$855K	0.3%	31,782 SH	New
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.0M	0.4%	34,638 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.2M	0.4%	43,430 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$847K	0.3%	5,262 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$811K	0.3%	17,331 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$3.5M	1.2%	5,192 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$5.3M	1.8%	120,219 SH	New
STARBUCKS CORP	COM	$351K	0.1%	4,162 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$213K	0.1%	700 SH	New
TESLA INC	COM	$397K	0.1%	882 SH	New
TRUIST FINL CORP	COM	$442K	0.2%	8,975 SH	New
UNION PAC CORP	COM	$366K	0.1%	1,584 SH	New
UNITEDHEALTH GROUP INC	COM	$864K	0.3%	2,617 SH	New
VANECK BITCOIN ETF	SH BEN INT	$354K	0.1%	14,299 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$378K	0.1%	7,817 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$486K	0.2%	1,883 SH	New
VANGUARD INDEX FDS	VALUE ETF	$1.0M	0.4%	5,487 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.4M	0.5%	28,406 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.4M	1.2%	67,318 SH	New
VERIZON COMMUNICATIONS INC	COM	$247K	0.1%	6,059 SH	New
VISA INC	COM CL A	$766K	0.3%	2,184 SH	New

Sold (vs prior filing)

3M Co (MMM) — $294K
Abbott Laboratories (ABT) — $1.1M
AbbVie Inc (ABBV) — $2.0M
Accenture Plc (ACN) — $254K
Adobe Inc (ADBE) — $671K
Advanced Micro Devices Inc (AMD) — $204K
Air Products & Chemicals Inc (APD) — $537K
Alphabet Inc (GOOG) — $2.2M
Alphabet Inc (GOOGL) — $1.4M
Altria Group Inc (MO) — $209K
Amazon.Com Inc (AMZN) — $1.9M
American Express Co (AXP) — $288K
Amgen Inc (AMGN) — $303K
Amphenol Corp (APH) — $1.2M
Apple Inc (AAPL) — $10.7M
Atmos Energy Corporation (ATO) — $202K
Automatic Data Processing Inc (ADP) — $1.1M
Axcelis Technologies (ACLS) — $1.1M
Berkley W R Corp Com (WRB) — $210K
Berkshire Hathaway (BRK-A) — $754K
… and 89 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR	0001842054-26-000001	$287.8M	View
Oct 29, 2025	Q3 2025	13F-HR	0001842054-25-000007	$127.3M	View
Aug 3, 2026	Q2 2026