Rede Wealth, LLC
118 holdingsFiling period: 2026-06-30Current AUM: $309.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc Del | 208 | $155.8M | $155.8M | 50.41% | -- | 2026-06-30 |
| 2 | AAPL | Apple Inc | 47.0K | $13.6M | $16.2M | 5.23% | -108 | 2026-06-30 |
| 3 | ITOT | iShares TR | 65.3K | $10.7M | $10.9M | 3.52% | +4.8K | 2026-06-30 |
| 4 | JNJ | Johnson & Johnson | 37.0K | $9.4M | $9.9M | 3.19% | -35 | 2026-06-30 |
| 5 | IVV | iShares TR | 11.7K | $8.7M | $9.0M | 2.90% | -127 | 2026-06-30 |
| 6 | AMZN | Amazon.com Inc | 23.6K | $5.6M | $5.9M | 1.90% | +25 | 2026-06-30 |
| 7 | AMAT | Applied Matls Inc | 7.3K | $5.3M | $2.8M | 0.91% | -- | 2026-06-30 |
| 8 | BRK-B | Berkshire Hathaway Inc Del | 9.9K | $5.0M | $5.0M | 1.61% | -129 | 2026-06-30 |
| 9 | FBND | Fidelity Merrimack Str TR | 90.8K | $4.1M | $4.0M | 1.30% | +56.7K | 2026-06-30 |
| 10 | SPY | State Str Spdr S&P 500 ETF T | 5.2K | $3.9M | $4.0M | 1.28% | -10 | 2026-06-30 |
| 11 | QQQM | Invesco Exch Traded FD TR II | 11.7K | $3.5M | $3.4M | 1.11% | +902 | 2026-06-30 |
| 12 | VTEB | Vanguard Mun BD Fds | 63.6K | $3.2M | $3.1M | 1.00% | -3,355 | 2026-06-30 |
| 13 | MSFT | Microsoft Corp | 8.3K | $3.1M | $4.4M | 1.43% | +19 | 2026-06-30 |
| 14 | SPYG | Spdr Series Trust | 25.8K | $3.1M | $3.1M | 1.00% | -788 | 2026-06-30 |
| 15 | NVDA | NVIDIA Corporation | 14.0K | $2.8M | $3.0M | 0.98% | -164 | 2026-06-30 |
| 16 | IXUS | iShares TR | 27.5K | $2.6M | $2.5M | 0.82% | +1.3K | 2026-06-30 |
| 17 | XOM | Exxon Mobil Corp | 17.5K | $2.4M | $3.2M | 1.04% | -150 | 2026-06-30 |
| 18 | XOM | Exxon Mobil Corp | 17.5K | $2.4M | $3.2M | 1.04% | -150 | 2026-06-30 |
| 19 | IDEV | iShares TR | 19.4K | $1.7M | $1.7M | 0.56% | +2.4K | 2026-06-30 |
| 20 | SPHY | Spdr Series Trust | 66.5K | $1.6M | $1.5M | 0.48% | +20.9K | 2026-06-30 |
| 21 | GLW | Corning Inc | 5.9K | $1.5M | $759K | 0.25% | -- | 2026-06-30 |
| 22 | DYNF | BlackRock ETF Trust | 20.5K | $1.4M | $1.4M | 0.45% | -10,962 | 2026-06-30 |
| 23 | VTV | Vanguard Index Fds | 6.3K | $1.4M | $1.4M | 0.46% | +580 | 2026-06-30 |
| 24 | IYW | iShares TR | 4.9K | $1.2M | $1.2M | 0.40% | -- | 2026-06-30 |
| 25 | COIN | Coinbase Global Inc | 8.1K | $1.2M | $1.3M | 0.42% | +8 | 2026-06-30 |
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