Rede Wealth, LLC Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$287.0M
Holdings
109
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (109 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY INC DEL | 208 | $156.0M | 54.36% | |
| 2 | AAPLAPPLE INC | 47,500 | $12.0M | 4.18% | |
| 3 | ITOTISHARES TR | 57,642 | $8.0M | 2.79% | |
| 4 | JNJJOHNSON & JOHNSON | 37,085 | $7.0M | 2.44% | |
| 5 | IVVISHARES TR | 10,906 | $7.0M | 2.44% | |
| 6 | AMZNAMAZON COM INC | 24,447 | $5.0M | 1.74% | |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,116 | $5.0M | 1.74% | |
| 8 | SPYSPDR S&P 500 ETF TR | 5,192 | $3.0M | 1.05% | |
| 9 | MSFTMICROSOFT CORP | 8,270 | $3.0M | 1.05% | |
| 10 | VTEBVANGUARD MUN BD FDS | 67,318 | $3.0M | 1.05% | |
| 11 | NVDANVIDIA CORPORATION | 14,219 | $2.0M | 0.70% | |
| 12 | XOMEXXON MOBIL CORP | 17,609 | $2.0M | 0.70% | |
| 13 | QQQMINVESCO EXCH TRADED FD TR II | 9,703 | $2.0M | 0.70% | |
| 14 | SPYGSPDR SERIES TRUST | 26,193 | $2.0M | 0.70% | |
| 15 | DYNFBLACKROCK ETF TRUST | 36,690 | $2.0M | 0.70% | |
| 16 | IXUSISHARES TR | 29,253 | $2.0M | 0.70% | |
| 17 | VTIPVANGUARD MALVERN FDS | 28,406 | $1.0M | 0.35% | |
| 18 | SCHASCHWAB STRATEGIC TR | 43,430 | $1.0M | 0.35% | |
| 19 | SPHYSPDR SERIES TRUST | 58,782 | $1.0M | 0.35% | |
| 20 | FBNDFIDELITY MERRIMACK STR TR | 36,614 | $1.0M | 0.35% | |
| 21 | AGGISHARES TR | 13,984 | $1.0M | 0.35% | |
| 22 | SCHMSCHWAB STRATEGIC TR | 34,638 | $1.0M | 0.35% | |
| 23 | NFLXNETFLIX INC | 12,802 | $1.0M | 0.35% | |
| 24 | EZBCFRANKLIN TEMPLETON DIGITAL H | 21,261 | $1.0M | 0.35% | |
| 25 | MCDMCDONALDS CORP | 3,558 | $1.0M | 0.35% | |
| 26 | IAUMISHARES GOLD TR | 41,592 | $1.0M | 0.35% | |
| 27 | COINCOINBASE GLOBAL INC | 8,088 | $1.0M | 0.35% | |
| 28 | JPMJPMORGAN CHASE & CO. | 3,338 | $1.0M | 0.35% | |
| 29 | AMATAPPLIED MATLS INC | 7,290 | $1.0M | 0.35% | |
| 30 | SCHRSCHWAB STRATEGIC TR | 72,734 | $1.0M | 0.35% | |
| 31 | VTVVANGUARD INDEX FDS | 5,487 | $1.0M | 0.35% | |
| 32 | IDEVISHARES TR | 9,019 | $0 | 0.00% | |
| 33 | BNDXVANGUARD CHARLOTTE FDS | 7,817 | $0 | 0.00% | |
| 34 | TAT&T INC | 23,020 | $0 | 0.00% | |
| 35 | PWRQUANTA SVCS INC | 500 | $0 | 0.00% | |
| 36 | 4I1PHILIP MORRIS INTL INC | 1,414 | $0 | 0.00% | |
| 37 | QQEWFIRST TR EXCHANGE-TRADED FD | 2,169 | $0 | 0.00% | |
| 38 | SCHFSCHWAB STRATEGIC TR | 18,304 | $0 | 0.00% | |
| 39 | HODLVANECK BITCOIN ETF | 14,299 | $0 | 0.00% | |
| 40 | PGPROCTER AND GAMBLE CO | 6,306 | $0 | 0.00% | |
| 41 | SPEMSPDR INDEX SHS FDS | 17,331 | $0 | 0.00% | |
| 42 | CSXCSX CORP | 13,268 | $0 | 0.00% | |
| 43 | BACVERIZON COMMUNICATIONS INC | 6,059 | $0 | 0.00% | |
| 44 | ADPAUTOMATIC DATA PROCESSING IN | 2,238 | $0 | 0.00% | |
| 45 | GOOGLALPHABET INC | 1,368 | $0 | 0.00% | |
| 46 | RTXRTX CORPORATION | 3,076 | $0 | 0.00% | |
| 47 | ALSALLSTATE CORP | 1,000 | $0 | 0.00% | |
| 48 | UNHUNITEDHEALTH GROUP INC | 2,617 | $0 | 0.00% | |
| 49 | DISDISNEY WALT CO | 2,758 | $0 | 0.00% | |
| 50 | MMM3M CO | 2,258 | $0 | 0.00% | |
| 51 | ASMLASML HOLDING N V | 462 | $0 | 0.00% | |
| 52 | CSCOCISCO SYS INC | 4,630 | $0 | 0.00% | |
| 53 | SPLVINVESCO EXCH TRADED FD TR II | 8,447 | $0 | 0.00% | |
| 54 | SUBISHARES TR | 4,804 | $0 | 0.00% | |
| 55 | BKBANK NEW YORK MELLON CORP | 2,140 | $0 | 0.00% | |
| 56 | AONAON PLC | 1,898 | $0 | 0.00% | |
| 57 | BLKBLACKROCK INC | 693 | $0 | 0.00% | |
| 58 | IMCGISHARES TR | 3,786 | $0 | 0.00% | |
| 59 | IEIISHARES TR | 5,313 | $0 | 0.00% | |
| 60 | BILSPDR SERIES TRUST | 3,511 | $0 | 0.00% | |
| 61 | ABBVABBVIE INC | 1,658 | $0 | 0.00% | |
| 62 | SCHXSCHWAB STRATEGIC TR | 31,782 | $0 | 0.00% | |
| 63 | MBBISHARES TR | 3,640 | $0 | 0.00% | |
| 64 | IYWISHARES TR | 4,868 | $0 | 0.00% | |
| 65 | HXLHEXCEL CORP NEW | 3,158 | $0 | 0.00% | |
| 66 | DSIISHARES TR | 6,682 | $0 | 0.00% | |
| 67 | EPDENTERPRISE PRODS PARTNERS L | 23,257 | $0 | 0.00% | |
| 68 | OKEONEOK INC NEW | 3,281 | $0 | 0.00% | |
| 69 | MDLZMONDELEZ INTL INC | 5,214 | $0 | 0.00% | |
| 70 | PAAPLAINS ALL AMERN PIPELINE L | 20,683 | $0 | 0.00% | |
| 71 | XJHISHARES TR | 5,143 | $0 | 0.00% | |
| 72 | IMCBISHARES TR | 11,357 | $0 | 0.00% | |
| 73 | RSPTINVESCO EXCHANGE TRADED FD T | 4,400 | $0 | 0.00% | |
| 74 | EMXCISHARES INC | 8,212 | $0 | 0.00% | |
| 75 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 700 | $0 | 0.00% | |
| 76 | IDUISHARES TR | 2,074 | $0 | 0.00% | |
| 77 | UNPUNION PAC CORP | 1,584 | $0 | 0.00% | |
| 78 | SHOPSHOPIFY INC | 5,262 | $0 | 0.00% | |
| 79 | SBUXSTARBUCKS CORP | 4,162 | $0 | 0.00% | |
| 80 | ICSHISHARES TR | 7,215 | $0 | 0.00% | |
| 81 | HYMBSPDR SERIES TRUST | 31,733 | $0 | 0.00% | |
| 82 | VVISA INC | 2,184 | $0 | 0.00% | |
| 83 | IEFISHARES TR | 2,448 | $0 | 0.00% | |
| 84 | TSLATESLA INC | 882 | $0 | 0.00% | |
| 85 | KLMNINVESCO EXCH TRADED FD TR II | 5,422 | $0 | 0.00% | |
| 86 | NSCNORFOLK SOUTHN CORP | 2,399 | $0 | 0.00% | |
| 87 | IGSBISHARES TR | 5,424 | $0 | 0.00% | |
| 88 | NULVNUSHARES ETF TR | 5,662 | $0 | 0.00% | |
| 89 | ESGDISHARES TR | 3,484 | $0 | 0.00% | |
| 90 | CVXCHEVRON CORP NEW | 2,337 | $0 | 0.00% | |
| 91 | NDQINVESCO QQQ TR | 542 | $0 | 0.00% | |
| 92 | CATCATERPILLAR INC | 646 | $0 | 0.00% | |
| 93 | ESGUISHARES TR | 2,247 | $0 | 0.00% | |
| 94 | SCHOSCHWAB STRATEGIC TR | 37,956 | $0 | 0.00% | |
| 95 | GLWCORNING INC | 5,946 | $0 | 0.00% | |
| 96 | BCDABRDN ETFS | 11,547 | $0 | 0.00% | |
| 97 | NULGNUSHARES ETF TR | 6,033 | $0 | 0.00% | |
| 98 | TFCTRUIST FINL CORP | 8,975 | $0 | 0.00% | |
| 99 | MAMASTERCARD INCORPORATED | 1,214 | $0 | 0.00% | |
| 100 | ETHGRAYSCALE ETHEREUM MINI TR E | 35,320 | $0 | 0.00% |
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