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Rede Wealth, LLC

Q1 2026 13F Holdings

  • Location
    charlottesville, VA
  • Num holdings

    108

  • Value ($000)

    $278,030

  • Date Filed
    04/10/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$149.37M
54 %

208

A
AAPL

APPLE INC

COM
037833100
$11.95M
4 %

47,093

J
JNJ

JOHNSON & JOHNSON

COM
478160104
$9.07M
3 %

37,085

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$8.61M
3 %

60,471

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$7.7M
3 %

11,793

A
AMZN

AMAZON COM INC

COM
023135106
$4.9M
2 %

23,534

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$4.81M
2 %

10,043

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$3.37M
1 %

5,189

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
922907746
$3.34M
1 %

66,928

M
MSFT

MICROSOFT CORP

COM
594918104
$3.07M
1 %

8,290

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