Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Berkshire Hathaway Inc. DelCL A | CL A | $156M | 51.6% |
| Apple Inc.COM | COM | $13.6M | 4.5% |
| iShares TRCORE S&P TTL STK | CORE S&P TTL STK | $10.7M | 3.6% |
| Johnson & JohnsonCOM | COM | $9.41M | 3.1% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $8.74M | 2.9% |
| Amazon Com Inc.COM | COM | $5.62M | 1.9% |
| Applied Matls Inc.COM | COM | $5.27M | 1.7% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $4.96M | 1.6% |
| Fidelity Merrimack Str TRTOTAL BD ETF | TOTAL BD ETF | $4.13M | 1.4% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $3.87M | 1.3% |
| Invesco Exch Traded FD TR IINASDAQ 100 ETF | NASDAQ 100 ETF | $3.54M | 1.2% |
| Vanguard Mun BD FdsTAX EXEMPT BD | TAX EXEMPT BD | $3.22M | 1.1% |
| Microsoft Corp.COM | COM | $3.1M | 1.0% |
| SPDR Series TrustST STR P500GRW | ST STR P500GRW | $3.08M | 1.0% |
| Nvidia CorporationCOM | COM | $2.81M | 0.9% |
| iShares TRCORE MSCI TOTAL | CORE MSCI TOTAL | $2.63M | 0.9% |
| Exxon Mobil Corp.COM | COM | $2.39M | 0.8% |
| iShares TRCORE MSCI INTL | CORE MSCI INTL | $1.72M | 0.6% |
| SPDR Series TrustST PORT HIGH ETF | ST PORT HIGH ETF | $1.56M | 0.5% |
| Corning Inc.COM | COM | $1.52M | 0.5% |
| Blackrock ETF TrustISHARES US EQUIT | ISHARES US EQUIT | $1.39M | 0.5% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $1.38M | 0.5% |
| iShares TRU.S. TECH ETF | U.S. TECH ETF | $1.23M | 0.4% |
| Coinbase Global Inc.COM CL A | COM CL A | $1.19M | 0.4% |
| iShares TRMRGSTR MD CP ETF | MRGSTR MD CP ETF | $1.16M | 0.4% |
| Grayscale Ethereum StakingSHS NEW | SHS NEW | $1.12M | 0.4% |
| Vanguard Malvern FdsSTRM INFPROIDX | STRM INFPROIDX | $1.1M | 0.4% |
| JPMORGAN Chase & COCOM | COM | $1.09M | 0.4% |
| Schwab Strategic TRUS MID-CAP ETF | US MID-CAP ETF | $1.09M | 0.4% |
| Blackrock ETF TrustISHA SYST AL ETF | ISHA SYST AL ETF | $1.06M | 0.4% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $1.05M | 0.3% |
| Unitedhealth Group Inc.COM | COM | $1.04M | 0.3% |
| Mcdonalds Corp.COM | COM | $962K | 0.3% |
| Vaneck ETF TrustREAL ASSETS ETF | REAL ASSETS ETF | $953K | 0.3% |
| SPDR Index Shs FdsST PORT MARK ETF | ST PORT MARK ETF | $946K | 0.3% |
| Schwab Strategic TRUS LRG CAP ETF | US LRG CAP ETF | $935K | 0.3% |
| ASML Hldg NVN Y REGISTRY SHS | N Y REGISTRY SHS | $935K | 0.3% |
| Schwab Strategic TRUS SML CAP ETF | US SML CAP ETF | $931K | 0.3% |
| Procter & Gamble COCOM | COM | $927K | 0.3% |
| Netflix Inc..COM | COM | $921K | 0.3% |
| Enterprise Prods Partners LCOM | COM | $855K | 0.3% |
| SPDR Series TrustST NUVE HIGH ETF | ST NUVE HIGH ETF | $827K | 0.3% |
| Franklin Templeton Digital HBITCOIN ETF SHS | BITCOIN ETF SHS | $817K | 0.3% |
| iShares Gold Trust MicroSHS REPSTG UN TR | SHS REPSTG UN TR | $795K | 0.3% |
| iShares Inc.MSCI EMRG CHN | MSCI EMRG CHN | $759K | 0.3% |
| iShares TRESG MSCI KLD ETF | ESG MSCI KLD ETF | $751K | 0.2% |
| Norfolk Southn Corp.COM | COM | $743K | 0.2% |
| Simplify Exchange Traded FunMANAGED FUTURES | MANAGED FUTURES | $737K | 0.2% |
| Blackrock Inc.COM | COM | $667K | 0.2% |
| Caterpillar Inc.COM | COM | $662K | 0.2% |
Berkshire Hathaway Inc. DelCL A$156M
- Class
- CL A
- Share
- 51.6%
Apple Inc.COM$13.6M
- Class
- COM
- Share
- 4.5%
iShares TRCORE S&P TTL STK$10.7M
- Class
- CORE S&P TTL STK
- Share
- 3.6%
Johnson & JohnsonCOM$9.41M
- Class
- COM
- Share
- 3.1%
iShares TRCORE S&P500 ETF$8.74M
- Class
- CORE S&P500 ETF
- Share
- 2.9%
Amazon Com Inc.COM$5.62M
- Class
- COM
- Share
- 1.9%
Applied Matls Inc.COM$5.27M
- Class
- COM
- Share
- 1.7%
Berkshire Hathaway Inc. DelCL B NEW$4.96M
- Class
- CL B NEW
- Share
- 1.6%
Fidelity Merrimack Str TRTOTAL BD ETF$4.13M
- Class
- TOTAL BD ETF
- Share
- 1.4%
State Str SPDR S&P 500 ETF TTR UNIT$3.87M
- Class
- TR UNIT
- Share
- 1.3%
Invesco Exch Traded FD TR IINASDAQ 100 ETF$3.54M
- Class
- NASDAQ 100 ETF
- Share
- 1.2%
Vanguard Mun BD FdsTAX EXEMPT BD$3.22M
- Class
- TAX EXEMPT BD
- Share
- 1.1%
Microsoft Corp.COM$3.1M
- Class
- COM
- Share
- 1.0%
SPDR Series TrustST STR P500GRW$3.08M
- Class
- ST STR P500GRW
- Share
- 1.0%
Nvidia CorporationCOM$2.81M
- Class
- COM
- Share
- 0.9%
iShares TRCORE MSCI TOTAL$2.63M
- Class
- CORE MSCI TOTAL
- Share
- 0.9%
Exxon Mobil Corp.COM$2.39M
- Class
- COM
- Share
- 0.8%
iShares TRCORE MSCI INTL$1.72M
- Class
- CORE MSCI INTL
- Share
- 0.6%
SPDR Series TrustST PORT HIGH ETF$1.56M
- Class
- ST PORT HIGH ETF
- Share
- 0.5%
Corning Inc.COM$1.52M
- Class
- COM
- Share
- 0.5%
Blackrock ETF TrustISHARES US EQUIT$1.39M
- Class
- ISHARES US EQUIT
- Share
- 0.5%
Vanguard Index FdsVALUE ETF$1.38M
- Class
- VALUE ETF
- Share
- 0.5%
iShares TRU.S. TECH ETF$1.23M
- Class
- U.S. TECH ETF
- Share
- 0.4%
Coinbase Global Inc.COM CL A$1.19M
- Class
- COM CL A
- Share
- 0.4%
iShares TRMRGSTR MD CP ETF$1.16M
- Class
- MRGSTR MD CP ETF
- Share
- 0.4%
Grayscale Ethereum StakingSHS NEW$1.12M
- Class
- SHS NEW
- Share
- 0.4%
Vanguard Malvern FdsSTRM INFPROIDX$1.1M
- Class
- STRM INFPROIDX
- Share
- 0.4%
JPMORGAN Chase & COCOM$1.09M
- Class
- COM
- Share
- 0.4%
Schwab Strategic TRUS MID-CAP ETF$1.09M
- Class
- US MID-CAP ETF
- Share
- 0.4%
Blackrock ETF TrustISHA SYST AL ETF$1.06M
- Class
- ISHA SYST AL ETF
- Share
- 0.4%
iShares TRCORE US AGGBD ET$1.05M
- Class
- CORE US AGGBD ET
- Share
- 0.3%
Unitedhealth Group Inc.COM$1.04M
- Class
- COM
- Share
- 0.3%
Mcdonalds Corp.COM$962K
- Class
- COM
- Share
- 0.3%
Vaneck ETF TrustREAL ASSETS ETF$953K
- Class
- REAL ASSETS ETF
- Share
- 0.3%
SPDR Index Shs FdsST PORT MARK ETF$946K
- Class
- ST PORT MARK ETF
- Share
- 0.3%
Schwab Strategic TRUS LRG CAP ETF$935K
- Class
- US LRG CAP ETF
- Share
- 0.3%
ASML Hldg NVN Y REGISTRY SHS$935K
- Class
- N Y REGISTRY SHS
- Share
- 0.3%
Schwab Strategic TRUS SML CAP ETF$931K
- Class
- US SML CAP ETF
- Share
- 0.3%
Procter & Gamble COCOM$927K
- Class
- COM
- Share
- 0.3%
Netflix Inc..COM$921K
- Class
- COM
- Share
- 0.3%
Enterprise Prods Partners LCOM$855K
- Class
- COM
- Share
- 0.3%
SPDR Series TrustST NUVE HIGH ETF$827K
- Class
- ST NUVE HIGH ETF
- Share
- 0.3%
Franklin Templeton Digital HBITCOIN ETF SHS$817K
- Class
- BITCOIN ETF SHS
- Share
- 0.3%
iShares Gold Trust MicroSHS REPSTG UN TR$795K
- Class
- SHS REPSTG UN TR
- Share
- 0.3%
iShares Inc.MSCI EMRG CHN$759K
- Class
- MSCI EMRG CHN
- Share
- 0.3%
iShares TRESG MSCI KLD ETF$751K
- Class
- ESG MSCI KLD ETF
- Share
- 0.2%
Norfolk Southn Corp.COM$743K
- Class
- COM
- Share
- 0.2%
Simplify Exchange Traded FunMANAGED FUTURES$737K
- Class
- MANAGED FUTURES
- Share
- 0.2%
Blackrock Inc.COM$667K
- Class
- COM
- Share
- 0.2%
Caterpillar Inc.COM$662K
- Class
- COM
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 117 positions by value, with holdings of the same security combined. The 117 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1842054
- File number
- 028-20795
- Options
- 0 call, 0 put
- In the 25 largest
- 84.1%
- Prior quarter
- $278M at 31 March 2026
- Positions opened
- 12
- Positions closed
- 3
Common questions
What are Rede Wealth’s 13F holdings worth?
$302 million across 117 positions for the quarter ended 30 June 2026.
What is Rede Wealth’s largest 13F holding?
BERKSHIRE HATHAWAY INC DEL (CL A) was the largest position at $156 million, or 51.6% of reported 13F value, as of 30 June 2026.
How concentrated is Rede Wealth’s 13F portfolio?
The ten largest positions accounted for 73.5% of reported value and the twenty-five largest for 84.1%, across 117 positions as of 30 June 2026.
Does Form 13F show everything Rede Wealth manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Rede Wealth file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.