Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Rede Wealth, LLC (CIK 1842054) reported $278.0M across 108 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/A ($149.4M, 53.73%), AAPL ($12.0M, 4.30%), JNJ ($9.1M, 3.26%), ITOT ($8.6M, 3.10%), IVV ($7.7M, 2.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.4M | 53.73% | 208 | Hold |
| 2 | AAPL | APPLE INC | $12.0M | 4.30% | 47,093 | Trimmed |
| 3 | JNJ | JOHNSON & JOHNSON | $9.1M | 3.26% | 37,085 | Hold |
| 4 | ITOT | ISHARES TR | $8.6M | 3.10% | 60,471 | Added |
| 5 | IVV | ISHARES TR | $7.7M | 2.77% | 11,793 | Added |
| 6 | AMZN | AMAZON COM INC | $4.9M | 1.76% | 23,534 | Trimmed |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.8M | 1.73% | 10,043 | Trimmed |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $3.4M | 1.21% | 5,189 | Trimmed |
| 9 | VTEB | VANGUARD MUN BD FDS | $3.3M | 1.20% | 66,928 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $3.1M | 1.10% | 8,290 | Added |
| 11 | XOM | EXXON MOBIL CORP | $3.0M | 1.07% | 17,609 | Hold |
| 12 | SPYG | SPDR SERIES TRUST | $2.6M | 0.94% | 26,634 | Added |
| 13 | QQQM | INVESCO EXCH TRADED FD TR II | $2.6M | 0.92% | 10,773 | Added |
| 14 | AMAT | APPLIED MATLS INC | $2.5M | 0.90% | 7,290 | Hold |
| 15 | NVDA | NVIDIA CORPORATION | $2.5M | 0.89% | 14,199 | Trimmed |
| 16 | IXUS | ISHARES TR | $2.3M | 0.82% | 26,232 | Trimmed |
| 17 | DYNF | BLACKROCK ETF TRUST | $1.8M | 0.66% | 31,433 | Trimmed |
| 18 | SCHR | SCHWAB STRATEGIC TR | $1.8M | 0.63% | 70,454 | Trimmed |
| 19 | VTIP | VANGUARD MALVERN FDS | $1.7M | 0.60% | 33,178 | Added |
| 20 | FBND | FIDELITY MERRIMACK STR TR | $1.6M | 0.56% | 34,005 | Trimmed |
| 21 | IDEV | ISHARES TR | $1.4M | 0.51% | 16,994 | Added |
| 22 | COIN | COINBASE GLOBAL INC | $1.4M | 0.51% | 8,119 | Added |
| 23 | SCHA | SCHWAB STRATEGIC TR | $1.4M | 0.49% | 47,287 | Added |
| 24 | IMCB | ISHARES TR | $1.3M | 0.47% | 15,702 | Added |
| 25 | NFLX | NETFLIX INC. | $1.2M | 0.44% | 12,800 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31