Q3 2026 13F · SEC CIK 1842054

Rede Wealth, LLC

Wealth managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $304.4M
Reported positions: 116
Top holdings a year, 3 yrs: +17.7%
Assets under management: $346.1M

Rede Wealth, LLC is a wealth manager that reported 116 positions worth $304.4M in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Berkshire Hathaway Inc Del (BRK-A, 51.0%), Apple Inc (AAPL, 5.1%), Ishares Tr (ITOT, 3.8%). A portfolio copying its top holdings returned 17.7% a year over the last 3 years, against 22.3% for the S&P 500.

Rede Wealth, LLC holdings largest 50 of 116 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Rede Wealth, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
BRK-ABerkshire Hathaway Inc Del	51.0%	51.6%	208	+0.0%	$155.4M
AAPLApple Inc	5.1%	4.5%	46,467	-1.1%	$15.5M
ITOTIshares Tr	3.8%	3.6%	68,988	+5.6%	$11.5M
JNJJohnson & Johnson	3.2%	3.1%	37,051	+0.0%	$9.8M
IVVIshares Tr	2.9%	2.9%	11,581	-0.7%	$8.9M
AMZNAmazon Com Inc	1.9%	1.9%	23,314	-1.0%	$5.8M
FBNDFidelity Merrimack Str Tr	1.6%	1.4%	110,151	+21.4%	$4.8M
BRK-BBerkshire Hathaway Inc Del	1.5%	1.6%	9,463	-4.5%	$4.7M
MSFTMicrosoft Corp	1.4%	1.0%	8,301	-0.1%	$4.3M
SPYState Str Spdr S&p 500 ETF T	1.3%	1.3%	5,032	-2.8%	$3.8M
AMATApplied Matls Inc	1.2%	1.7%	7,258	-0.4%	$3.7M
QQQMInvesco Exch Traded Fd Tr II	1.2%	1.2%	12,174	+4.3%	$3.7M
SPYGState Street Spdr Portfolio S&p 500 Grow	1.1%	1.0%	26,054	+0.8%	$3.2M
NVDANvidia Corporation	1.0%	0.9%	13,948	-0.6%	$3.2M
VTEBVanguard Mun Bd Fds	1.0%	1.1%	63,795	+0.3%	$3.0M
XOMExxonmobil Holdings Corp	0.9%	—	16,139	—	$2.6M
IXUSIshares Tr	0.8%	0.9%	27,057	-1.7%	$2.6M
IDEVIshares Tr	0.6%	0.6%	20,435	+5.5%	$1.8M
SPHYSpdr Series Trust	0.5%	0.5%	73,047	+9.8%	$1.7M
ETHGrayscale Ethereum Staking	0.5%	0.4%	64,411	-13.4%	$1.6M
COINCoinbase Global Inc	0.5%	0.4%	7,828	-3.7%	$1.5M
IALTBlackrock ETF Trust	0.4%	0.4%	44,066	+16.6%	$1.3M
IYWIshares Tr	0.4%	0.4%	4,868	+0.0%	$1.3M
VTVVanguard Index Fds	0.4%	0.5%	5,814	-8.4%	$1.3M
JKGIshares Tr	0.4%	0.4%	12,179	+1.1%	$1.2M
RAAXVaneck ETF Trust	0.4%	0.3%	28,420	+18.3%	$1.1M
JPMJpmorgan Chase & Co	0.4%	0.4%	3,338	+0.0%	$1.1M
VTIPVanguard Malvern Fds	0.3%	0.4%	21,623	-1.7%	$1.1M
EZBCFranklin Templeton Digital H	0.3%	0.3%	21,843	-9.4%	$1.1M
AGGIshares Tr	0.3%	0.3%	10,917	+3.1%	$1.0M
SCHMSchwab Strategic Tr	0.3%	0.4%	28,630	-3.2%	$974K
SCHXSchwab Strategic Tr	0.3%	0.3%	31,782	+0.0%	$953K
CTASimplify Exchange Traded Fun	0.3%	0.2%	32,663	+14.9%	$942K
SPEMSpdr Index Shs Fds	0.3%	0.3%	17,847	-2.3%	$924K
GLWCorning Inc	0.3%	0.5%	5,981	+0.6%	$920K
PGProcter & Gamble Co	0.3%	0.3%	6,172	-2.4%	$897K
UNHUnitedhealth Group Inc	0.3%	0.3%	2,386	-5.1%	$876K
NFLXNetflix Inc.	0.3%	0.3%	12,535	-2.8%	$872K
SCHASchwab Strategic Tr	0.3%	0.3%	26,294	+2.1%	$858K
ASMLAsml Hldg NV	0.3%	0.3%	466	-0.9%	$844K
IAUMIshares Gold Trust Micro	0.3%	0.3%	20,173	+1.5%	$836K
EPDEnterprise Prods Partners L	0.3%	0.3%	23,185	-0.3%	$826K
MCDMcdonalds Corp	0.3%	0.3%	3,561	+0.1%	$822K
DSIIshares Tr	0.2%	0.2%	5,178	-1.8%	$757K
SHOPShopify Inc	0.2%	—	5,096	—	$756K
EMXCIshares Inc	0.2%	0.3%	7,455	+0.5%	$739K
BLKBlackrock Inc	0.2%	0.2%	693	+0.0%	$734K
NSCNorfolk Southn Corporation	0.2%	0.2%	2,361	+0.0%	$730K
HYMBSpdr Series Trust	0.2%	0.3%	30,569	-6.0%	$717K
MAMastercard Incorporated	0.2%	—	1,266	—	$698K

What Rede Wealth, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

FBND Fidelity Merrimack Str Tr+21.4% shares
RAAX Vaneck ETF Trust+18.3% shares
IALT Blackrock ETF Trust+16.6% shares
CTA Simplify Exchange Traded Fun+14.9% shares
SPHY Spdr Series Trust+9.8% shares
ITOT Ishares Tr+5.6% shares
IDEV Ishares Tr+5.5% shares

Reduced

ETH Grayscale Ethereum Staking-13.4% shares
EZBC Franklin Templeton Digital H-9.4% shares
VTV Vanguard Index Fds-8.4% shares
HYMB Spdr Series Trust-6.0% shares
UNH Unitedhealth Group Inc-5.1% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.5% /yr; S&P 500 +11.7%
3 years: +17.7% /yr; S&P 500 +22.3%
5 years: +12.0% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$304.4M	116
Q2 2026	$302.0M	117
Q1 2026	$278.0M	108
Q4 2025	$287.8M	109
Q3 2025	$127.3M	109
Q2 2025	$277.0M	106
Q1 2025	$283.1M	105
Q4 2024	$261.0M	102
Q3 2024	$261.5M	104
Q2 2024	$108.6M	96
Q1 2024	$238.5M	95
Q4 2023	$210.8M	90

Questions about Rede Wealth, LLC's portfolio

What stocks does Rede Wealth, LLC own?

Rede Wealth, LLC's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 116 positions worth $304.4M. The largest are Berkshire Hathaway Inc Del (BRK-A) at 51.0%, Apple Inc (AAPL) at 5.1%, Ishares Tr (ITOT) at 3.8%, Johnson & Johnson (JNJ) at 3.2% and Ishares Tr (IVV) at 2.9%.

What did Rede Wealth, LLC buy last quarter?

In Q3 2026, Rede Wealth, LLC added Fidelity Merrimack Str Tr (FBND) (+21.4% shares), Vaneck ETF Trust (RAAX) (+18.3% shares) and Blackrock ETF Trust (IALT) (+16.6% shares), compared with its Q2 2026 filing.

What did Rede Wealth, LLC sell last quarter?

In Q3 2026, Rede Wealth, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Blackrock ETF Trust (DYNF), cut from its top 50 Caterpillar Inc (CAT), Grayscale Ethereum Staking (ETH) (-13.4% shares), Franklin Templeton Digital H (EZBC) (-9.4% shares) and Vanguard Index Fds (VTV) (-8.4% shares), compared with its Q2 2026 filing.

How has Rede Wealth, LLC's portfolio performed?

A portfolio copying Rede Wealth, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.7% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +13.5% against +11.7%. Over 5 years: +12.0% a year against +10.6%.

When is Rede Wealth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Rede Wealth, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Rede Wealth, LLC manage?

Rede Wealth, LLC reported $346.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $304.4M.