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Rede Wealth, LLC
Period ended Sep 30, 2026 · Latest filing Oct 22, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $304,444,693
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BERKSHIRE HATHAWAY INC DEL · CL A · 084670108 · shares: $155,377,040
- APPLE INC · COM · 037833100 · shares: $15,474,400
- ISHARES TR · CORE S&P TTL STK · 464287150 · shares: $11,471,316
- JOHNSON & JOHNSON · COM · 478160104 · shares: $9,808,757
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $8,869,302
- AMAZON COM INC · COM · 023135106 · shares: $5,808,608
- FIDELITY MERRIMACK STR TR · TOTAL BD ETF · 316188309 · shares: $4,769,540
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $4,712,194
- MICROSOFT CORP · COM · 594918104 · shares: $4,257,832
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $3,837,425
Reported holdings
117 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DISNEY WALT CO | COM | 254687106 | — | 2,759 shares | $289,379 |
| ONEOK INC NEW | COM | 30609A109 | — | 3,281 shares | $279,771 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 6,059 shares | $277,926 |
| HEXCEL CORP NEW | COM | 428291108 | — | 3,163 shares | $265,449 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | — | 2,569 shares | $264,735 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 1,383 shares | $263,906 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 5,303 shares | $248,548 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | — | 2,759 shares | $246,406 |
| TESLA INC | COM | 88160R101 | — | 677 shares | $240,206 |
| ISHARES TR | ESG SELECT SCRE | 46436E551 | — | 4,864 shares | $237,266 |
| ALLSTATE CORP | COM | 020002101 | — | 1,000 shares | $221,860 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 650 shares | $221,481 |
| GLOBAL X FDS | MORNINGSTAR CAP | 37954Y731 | — | 4,485 shares | $217,730 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | — | 717 shares | $215,143 |
| ISHARES TR | U.S. UTILITS ETF | 464287697 | — | 2,074 shares | $209,142 |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | 81369Y308 | — | 2,546 shares | $205,208 |
| MERCK & CO INC | COM | 58933Y105 | — | 1,403 shares | $203,870 |