Rede Wealth, LLC

Q2 2025 13F Holdings

  • Location
    charlottesville, VA
  • Num holdings

    106

  • Value ($000)

    $277,032

  • Date Filed
    08/04/2025
  • Form type
    13F-HR
  • CIK
    0001842054
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRK.A
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$153.05M
55 %

210

AAPL
AAPL

APPLE INC

COM
037833100
$10.16M
4 %

49,505

ITOT
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$9.63M
4 %

71,293

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$6.55M
2 %

10,552

JNJ
JNJ

JOHNSON & JOHNSON

COM
478160104
$5.70M
2 %

37,314

AMZN
AMZN

AMAZON COM INC

COM
023135106
$5.64M
2 %

25,712

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$4.96M
2 %

31,406

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$4.50M
2 %

9,261

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$4.27M
2 %

8,587

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$3.11M
1 %

5,033

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