Universe · entity

Rede Wealth, LLC

Institutional manager (13F) · CIK 1842054
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $257M
#IssuerValueShares
1BERKSHIRE HATHAWAY INC DEL$149M208
2APPLE INC$12M47,093
3JOHNSON & JOHNSON$9M37,085
4ISHARES TR$9M60,471
5ISHARES TR$8M11,793
6AMAZON COM INC$5M23,534
7BERKSHIRE HATHAWAY INC DEL$5M10,043
8STATE STR SPDR S&P 500 ETF T$3M5,189
9VANGUARD MUN BD FDS$3M66,928
10MICROSOFT CORP$3M8,290
11EXXON MOBIL CORP$3M17,609
12SPDR SERIES TRUST$3M26,634
13INVESCO EXCH TRADED FD TR II$3M10,773
14APPLIED MATLS INC$2M7,290
15NVIDIA CORPORATION$2M14,199
16ISHARES TR$2M26,232
17BLACKROCK ETF TRUST$2M31,433
18SCHWAB STRATEGIC TR$2M70,454
19VANGUARD MALVERN FDS$2M33,178
20FIDELITY MERRIMACK STR TR$2M34,005
21ISHARES TR$1M16,994
22COINBASE GLOBAL INC$1M8,119
23SCHWAB STRATEGIC TR$1M47,287
24ISHARES TR$1M15,702
25NETFLIX INC.$1M12,800
26SCHWAB STRATEGIC TR$1M47,637
27VANGUARD INDEX FDS$1M5,769
28MCDONALDS CORP$1M3,558
29FRANKLIN TEMPLETON DIGITAL H$1M27,887
30SPDR SERIES TRUST$1M45,664
31GRAYSCALE ETHEREUM STAKING$1M53,251
32ISHARES TR$1M10,276
33JPMORGAN CHASE & CO$982k3,338
34ISHARES INC$939k11,942
35ISHARES GOLD TR$919k19,677
36PROCTER & GAMBLE CO$912k6,313
37ISHARES TR$883k4,868
38ENTERPRISE PRODS PARTNERS L$883k23,331
39SPDR SERIES TRUST$860k34,672
40SCHWAB STRATEGIC TR$825k26,638
41SCHWAB STRATEGIC TR$815k31,782
42SPDR INDEX SHS FDS$809k17,240
43CORNING INC$808k5,946
44ISHARES TR$701k5,781
45UNITEDHEALTH GROUP INC$691k2,552
46NORFOLK SOUTHN CORP$689k2,399
47AT&T INC$667k23,020
48BLACKROCK INC$667k693
49SHOPIFY INC$624k5,262
50ASML HLDG NV$613k464
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.