Rede Wealth, LLC Q2 2025 Filing

Filed August 4, 2025

Portfolio Value

$277.0B

Holdings

106

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (106 positions)

#StockSharesValue% PortfolioType
1
BRK-BBERKSHIRE HATHAWAY INC DEL
210$153.0B55.25%
2
AAPLAPPLE INC
49,505$10.2B3.67%
3
ITOTISHARES TR
71,293$9.6B3.48%
4
IVVISHARES TR
10,552$6.6B2.37%
5
JNJJOHNSON & JOHNSON
37,314$5.7B2.06%
6
AMZNAMAZON COM INC
25,712$5.6B2.04%
7
NVDANVIDIA CORPORATION
31,406$5.0B1.79%
8
BRK/BBERKSHIRE HATHAWAY INC DEL
9,261$4.5B1.62%
9
MSFTMICROSOFT CORP
8,587$4.3B1.54%
10
SPYSPDR S&P 500 ETF TR
5,033$3.1B1.12%
11
VTEBVANGUARD MUN BD FDS
58,546$2.9B1.04%
12
COINCOINBASE GLOBAL INC
8,073$2.8B1.02%
13
SCHOSCHWAB STRATEGIC TR
102,393$2.5B0.90%
14
SPYGSPDR SERIES TRUST
25,263$2.4B0.87%
15
IXUSISHARES TR
28,893$2.2B0.81%
16
XOMEXXON MOBIL CORP
20,141$2.2B0.78%
17
QQQMINVESCO EXCH TRADED FD TR II
8,270$1.9B0.68%
18
VTIPVANGUARD MALVERN FDS
35,673$1.8B0.65%
19
NFLXNETFLIX INC
1,314$1.8B0.64%
20
SPHYSPDR SERIES TRUST
66,006$1.6B0.57%
21
AGGISHARES TR
14,378$1.4B0.51%
22
AMATAPPLIED MATLS INC
7,390$1.4B0.49%
23
IAUMISHARES GOLD TR
37,625$1.2B0.45%
24
EZBCFRANKLIN TEMPLETON DIGITAL H
19,437$1.2B0.44%
25
SCHRSCHWAB STRATEGIC TR
46,625$1.2B0.42%
26
SCHASCHWAB STRATEGIC TR
44,749$1.1B0.41%
27
PGPROCTER AND GAMBLE CO
6,811$1.1B0.39%
28
MCDMCDONALDS CORP
3,634$1.1B0.38%
29
BCDABRDN ETFS
30,620$1.0B0.37%
30
JPMJPMORGAN CHASE & CO.
3,491$1.0B0.37%
31
SCHMSCHWAB STRATEGIC TR
35,930$1.0B0.36%
32
UNHUNITEDHEALTH GROUP INC
2,892$902.3M0.33%
33
EPDENTERPRISE PRODS PARTNERS L
27,406$849.9M0.31%
34
IYWISHARES TR
4,868$843.5M0.30%
35
VTVVANGUARD INDEX FDS
4,749$839.3M0.30%
36
IMCBISHARES TR
10,445$832.0M0.30%
37
VVISA INC
2,294$814.4M0.29%
38
SCHXSCHWAB STRATEGIC TR
31,782$776.8M0.28%
39
BACVERIZON COMMUNICATIONS INC
17,402$753.0M0.27%
40
ADPAUTOMATIC DATA PROCESSING IN
2,415$744.8M0.27%
41
ETHGRAYSCALE ETHEREUM MINI TR E
31,258$741.4M0.27%
42
HYMBSPDR SERIES TRUST
29,376$727.9M0.26%
43
BLKBLACKROCK INC
693$727.3M0.26%
44
SPEMSPDR INDEX SHS FDS
16,804$718.2M0.26%
45
DSIISHARES TR
6,074$705.6M0.25%
46
MAMASTERCARD INCORPORATED
1,219$685.0M0.25%
47
AONAON PLC
1,898$677.1M0.24%
48
TAT&T INC
23,020$666.2M0.24%
49
SPLVINVESCO EXCH TRADED FD TR II
8,949$651.7M0.24%
50
MBBISHARES TR
6,640$623.4M0.23%
51
NSCNORFOLK SOUTHN CORP
2,399$614.2M0.22%
52
SHOPSHOPIFY INC
5,312$612.7M0.22%
53
IEIISHARES TR
4,937$587.9M0.21%
54
IDEVISHARES TR
7,265$552.4M0.20%
55
CBCHUBB LIMITED
1,897$549.6M0.20%
56
BILSPDR SERIES TRUST
5,918$542.9M0.20%
57
NULGNUSHARES ETF TR
5,584$524.6M0.19%
58
VBVANGUARD INDEX FDS
2,044$484.4M0.17%
59
IGSBISHARES TR
8,984$474.0M0.17%
60
SUBISHARES TR
4,432$471.3M0.17%
61
RTXRTX CORPORATION
3,159$461.3M0.17%
62
FLINFRANKLIN TEMPLETON ETF TR
11,413$454.6M0.16%
63
SBUXSTARBUCKS CORP
4,763$436.4M0.16%
64
CSXCSX CORP
13,268$432.9M0.16%
65
ASMLASML HOLDING N V
539$431.9M0.16%
66
EMXCISHARES INC
6,738$425.4M0.15%
67
SCHFSCHWAB STRATEGIC TR
18,354$405.6M0.15%
68
CSCOCISCO SYS INC
5,802$402.5M0.15%
69
MDLZMONDELEZ INTL INC
5,909$398.5M0.14%
70
KOCOCA COLA CO
5,617$397.4M0.14%
71
TFCTRUIST FINL CORP
9,189$395.0M0.14%
72
KLMNINVESCO EXCH TRADED FD TR II
7,769$382.5M0.14%
73
PAAPLAINS ALL AMERN PIPELINE L
20,622$377.8M0.14%
74
UNPUNION PAC CORP
1,628$374.6M0.14%
75
ETNEATON CORP PLC
1,004$358.4M0.13%
76
DISDISNEY WALT CO
2,858$354.5M0.13%
77
MMM3M CO
2,258$343.7M0.12%
78
TSLATESLA INC
1,067$338.9M0.12%
79
SPTISPDR SERIES TRUST
11,734$337.6M0.12%
80
BNDXVANGUARD CHARLOTTE FDS
6,797$336.5M0.12%
81
CVXCHEVRON CORP NEW
2,335$334.4M0.12%
82
ABBVABBVIE INC
1,747$324.3M0.12%
83
OKEONEOK INC NEW
3,952$322.6M0.12%
84
IEFISHARES TR
3,331$319.0M0.12%
85
GLWCORNING INC
5,946$312.7M0.11%
86
MTUMISHARES TR
1,285$308.8M0.11%
87
CATCATERPILLAR INC
795$308.5M0.11%
88
ESGUISHARES TR
2,261$305.9M0.11%
89
IMCGISHARES TR
3,786$303.8M0.11%
90
XLFISELECT SECTOR SPDR TR
3,732$302.2M0.11%
91
NDQINVESCO QQQ TR
546$301.2M0.11%
92
GOOGLALPHABET INC
1,683$296.6M0.11%
93
QQEWFIRST TR EXCHANGE-TRADED FD
2,169$296.0M0.11%
94
NULVNUSHARES ETF TR
6,712$281.3M0.10%
95
ESGDISHARES TR
3,105$277.0M0.10%
96
PZAINVESCO EXCH TRADED FD TR II
12,082$270.5M0.10%
97
ISTBISHARES TR
5,409$263.1M0.09%
98
IGIBISHARES TR
4,916$262.0M0.09%
99
4I1PHILIP MORRIS INTL INC
1,414$257.5M0.09%
100
ICEINTERCONTINENTAL EXCHANGE IN
1,398$256.5M0.09%
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