Rede Wealth, LLC

CIK 0001842054 · CHARLOTTESVILLE, VA · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source

Rede Wealth, LLC reported 117 positions worth $302.0M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: BRK-A (51.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$302.0M
2026 Q2
Positions
117
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
73.5%
Est. Net Flow (Q)
2026 Q2
10 / 117 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BRK-ABERKSHIRE HATHAWAY INC DELSH$155.8M51.57%208
2AAPLAPPLE INCSH$13.6M4.50%46,985
3ITOTISHARES TRSH$10.7M3.55%65,308
4JNJJOHNSON & JOHNSONSH$9.4M3.12%37,050
5IVVISHARES TRSH$8.7M2.89%11,666
6AMZNAMAZON COM INCSH$5.6M1.86%23,559
7AMATAPPLIED MATLS INCSH$5.3M1.75%7,290
8BRK-BBERKSHIRE HATHAWAY INC DELSH$5.0M1.64%9,914
9FBNDFIDELITY MERRIMACK STR TRSH$4.1M1.37%90,754
10SPYSTATE STR SPDR S&P 500 ETF TSH$3.9M1.28%5,179

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Rede Wealth, LLC hold as of Q2 2026?

Rede Wealth, LLC reported 117 positions worth $302.0M in its Q2 2026 13F filing. Largest positions: BRK-A (51.6%), AAPL (4.5%), ITOT (3.6%), JNJ (3.1%) and IVV (2.9%).

What did Rede Wealth, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Rede Wealth, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.