Skip to content

13F-HR filed by Rede Wealth, LLC

Rede Wealth, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-23, with 109 holding rows worth $287,763,916.

Accession
0001842054-26-000001
Filed
2026-01-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 111 entries on the cover page, a total value of $287,763,916 stated on the cover page (in dollars after the unit check, H1), rows summing to $287,763,916 with VALUE read as dollars as filed, 13F file number 028-20795. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
BERKSHIRE HATHAWAY INC DEL084670108CL A208$156,998,400dollars as filed
Apple Inc037833100COM47,500$12,913,298dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS57,642$8,570,807dollars as filed
Johnson & Johnson478160104COM37,085$7,674,659dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS10,906$7,470,223dollars as filed
Amazon.com, Inc023135106COM24,447$5,642,857dollars as filed
Berkshire Hathaway Inc084670702COM10,116$5,084,807dollars as filed
Microsoft Corp594918104COM8,270$3,999,463dollars as filed
SPY78462F103SHS5,192$3,540,235dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF67,318$3,385,422dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS26,193$2,794,765dollars as filed
NVIDIA Corp67066G104COM14,219$2,651,821dollars as filed
ISHARES TR46432F834COM29,253$2,475,974dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM9,703$2,454,161dollars as filed
BLACKROCK ETF TRUST09290C103ISHARES US EQUIT36,690$2,231,119dollars as filed
EXXON MOBIL CORP30231G102COM17,609$2,119,049dollars as filed
Applied Materials,Inc.038222105COM7,290$1,873,457dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock8,088$1,829,120dollars as filed
Schwab Intermediate-Term US Treasury ETF808524854SHS72,734$1,824,169dollars as filed
iShares Gold Trust Micro ETF of Benef Interest46436F103SHS41,592$1,788,040dollars as filed
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF36,614$1,685,709dollars as filed
VANGUARD MALVERN FDS922020805SHS28,406$1,404,961dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS13,984$1,396,722dollars as filed
SPDR Portfolio High Yield Bond ETF78468R606SHS58,782$1,391,370dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS43,430$1,236,886dollars as filed
Netflix, Inc64110L106COM12,802$1,200,316dollars as filed
McDonalds Corporation580135101COM3,558$1,087,438dollars as filed
FRANKLIN TEMPLETON DIGITAL H354921108BITCOIN ETF SHS21,261$1,075,807dollars as filed
JPMorgan Chase & Co46625H100COM3,338$1,075,536dollars as filed
Vanguard Value ETF922908744SHS5,487$1,047,962dollars as filed
Schwab US Mid-Cap ETF808524508SHS34,638$1,041,565dollars as filed
GRAYSCALE ETHEREUM STAKING38964R203SHS NEW35,320$991,079dollars as filed
iShares U.S. Technology ETF464287721SHS4,868$972,042dollars as filed
ISHARES TR464288208MRGSTR MD CP ETF11,357$939,565dollars as filed
Schwab Short Term US Treasury ETF808524862SHS37,956$924,988dollars as filed
Procter & Gamble Co742718109COM6,306$903,667dollars as filed
UnitedHealth Group Inc91324P102COM2,617$863,958dollars as filed
iShares MSCI KLD 400 Social ETF464288570SHS6,682$860,842dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS31,782$855,254dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS5,262$847,024dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS17,331$811,264dollars as filed
SPDR SERIES TRUST78464A284NUVEEN ICE HIGH31,733$791,421dollars as filed
Visa Inc92826C839COM2,184$765,879dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM23,257$745,627dollars as filed
ISHARES TR46435G326CORE MSCI INTL9,019$743,887dollars as filed
BlackRock,Inc.09290D101COM693$741,919dollars as filed
MasterCard, Inc57636Q104COM1,214$693,128dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock2,399$692,764dollars as filed
AON PLC SHS CL AG0403H108Stock1,898$669,766dollars as filed
ISHARES TR4642886613 7 YR TREAS BD5,313$634,107dollars as filed
INVESCO EXCH TRADED FD TR II46138E354S&P500 LOW VOL8,447$603,285dollars as filed
ISHARES INC46434G764MSCI EMRG CHN8,212$596,848dollars as filed
NUVEEN ESG LARGE-CAP GROWTH ETF67092P201ETF6,033$590,027dollars as filed
Automatic Data Processing,Inc.053015103COM2,238$575,691dollars as filed
AT&T Inc00206R102COM23,020$571,820dollars as filed
Raytheon Technologies Corporation75513E101COM3,076$564,138dollars as filed
Chubb LimitedH1467J104COM1,703$531,540dollars as filed
INVESCO ACTVELY MNGD ETC FD46090F100OPTIMUM YIELD39,886$528,490dollars as filed
CORNING INC219350105COM5,946$520,632dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF4,804$512,587dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK462$494,275dollars as filed
Vanguard Small-Cap ETF922908751SHS1,883$485,720dollars as filed
CSX Corporation126408103COM13,268$480,955dollars as filed
TRUIST FINL CORP COM89832Q109Stock8,975$441,645dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF18,304$440,028dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,368$428,184dollars as filed
Tesla Motors, Inc88160R101COM882$396,653dollars as filed
AbbVie,Inc.00287Y109COM1,658$378,803dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS7,817$377,717dollars as filed
Coca-Cola Company191216100COM5,317$371,711dollars as filed
PLAINS ALL AMERN PIPELINE L726503105UNIT LTD PARTN20,683$371,469dollars as filed
Caterpillar Inc.149123101COM646$370,235dollars as filed
Union Pacific Corporation907818108COM1,584$366,411dollars as filed
BlackRock Ultra Short-Term Bond ETF46434V878SHS7,215$364,935dollars as filed
3M CO COM88579Y101Stock2,258$361,533dollars as filed
ABRDN ETFS003261203BBRG ALL COMMDY11,547$357,495dollars as filed
Cisco Systems,Inc.17275R102COM4,630$356,633dollars as filed
Chevron Corporation166764100COM2,337$356,173dollars as filed
VanEck Bitcoin Trust92189K105SHS14,299$353,614dollars as filed
Starbucks Corporation855244109COM4,162$350,523dollars as filed
iShares MBS ETF464288588SHS3,640$346,601dollars as filed
ISHARES TR46435G425COM2,247$334,758dollars as filed
INVESCO QQQ TR46090E103COM542$332,956dollars as filed
ISHARES TR46435G516COM3,484$331,294dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS3,511$320,835dollars as filed
iShares MSCI USA Momentum Factor ETF46432F396SHS1,278$319,896dollars as filed
Walt Disney Co254687106COM2,758$313,826dollars as filed
FIRST TR NAS100 EQ WEIGHTED337344105SHS2,169$308,278dollars as filed
Eaton Corp. PlcG29183103COM950$302,585dollars as filed
ISHARES MORNINGSTAR MID-CAP GROWTH ETF464288307ETF3,786$302,274dollars as filed
FEDEX CORP COM31428X106Stock1,030$297,408dollars as filed
ISHARES TR46432F859CORE 1 5 YR USD5,988$291,915dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF5,424$286,821dollars as filed
INVESCO EXCH TRADED FD TR II46138E420CMN5,422$285,414dollars as filed
Mondelez International,Inc. Class A609207105COM5,214$280,670dollars as filed
NUSHARES ETF TR67092P300NUVEEN ESG LRGVL5,662$255,073dollars as filed
BANK OF NY MELLON CORP COM064058100Stock2,140$248,481dollars as filed
Verizon Communications Inc92343V104COM6,059$246,783dollars as filed
ONEOK INC NEW682680103COM3,281$241,154dollars as filed
ISHARES TR4642874407-10 YR TRSY BD2,448$235,400dollars as filed
HEXCEL CORP NEW428291108COM3,158$233,353dollars as filed
ISHARES TR46436E551ESG SELECT SCRE5,143$229,635dollars as filed
Philip Morris International Inc.718172109COM1,414$226,808dollars as filed
ISHARES TR464287697U.S. UTILITS ETF2,074$224,739dollars as filed
International Business Machines Corporation459200101COM745$220,743dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS700$212,723dollars as filed
QUANTA SVCS INC74762E102COM500$211,030dollars as filed
ALLSTATE CORP COM020002101Stock1,000$208,150dollars as filed
INVESCO EXCHANGE TRADED FD T46137V282S&P500 EQL TEC4,400$200,244dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001842054-26-000001this filing2026-01-23acceptance time not in the bulk data set