REDE WEALTH, LLC

Filed: 1/23/2026ACC: 0001842054-26-000001

📋 What this filing means

REDE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 109 equity positions with a total reported market value of $287.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

109

Positions

$287.76M

Total AUM (reported)

1.35M

Total Shares

Allocation by class

CL A$157.97M54.9%

COM$53.63M18.6%

CORE S&P TTL STK$8.57M3.0%

CORE S&P500 ETF$7.47M2.6%

STATE STREET SPD$5.30M1.8%

CL B NEW$5.08M1.8%

TR UNIT$3.54M1.2%

Portfolio Concentration

Top 3$178.48M62.0%

4–10$36.80M12.8%

11–25$29.16M10.1%

Rest$43.33M15.1%

Top 3 weight

62.0%

Top 10 weight

74.8%

Voting Authority Distribution

Total shares with voting rights: 1.35M

Sole

Full voting authority

741.78K

% of voting shares54.9%

Shared

Joint voting authority

3.52K

% of voting shares0.3%

None

No voting authority

605.07K

% of voting shares44.8%

Investment Discretion (by position count)

Sole109

Shared0

Other0

Dominant voting typeSole · 54.9% of voting shares

Institutional Holdings109

Rows:

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares208.00

TypeSH

Market value$157.00M

54.56%

Sole

91.00

Shared

0.00

None

117.00

APPLE INC

SOLE

COM

Shares47.50K

TypeSH

Market value$12.91M

4.49%

Sole

26.25K

Shared

0.00

None

21.25K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares57.64K

TypeSH

Market value$8.57M

2.98%

Sole

38.12K

Shared

0.00

None

19.53K

JOHNSON & JOHNSON

SOLE

COM

Shares37.09K

TypeSH

Market value$7.67M

2.67%

Sole

2.17K

Shared

0.00

None

34.91K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares10.91K

TypeSH

Market value$7.47M

2.60%

Sole

7.40K

Shared

0.00

None

3.51K

AMAZON COM INC

SOLE

COM

Shares24.45K

TypeSH

Market value$5.64M

1.96%

Sole

13.81K

Shared

0.00

None

10.63K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares10.12K

TypeSH

Market value$5.08M

1.77%

Sole

3.24K

Shared

0.00

None

6.87K

MICROSOFT CORP

SOLE

COM

Shares8.27K

TypeSH

Market value$4.00M

1.39%

Sole

4.98K

Shared

0.00

None

3.29K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares5.19K

TypeSH

Market value$3.54M

1.23%

Sole

178.00

Shared

67.00

None

4.95K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares67.32K

TypeSH

Market value$3.39M

1.18%

Sole

36.97K

Shared

0.00

None

30.34K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares26.19K

TypeSH

Market value$2.79M

0.97%

Sole

16.90K

Shared

0.00

None

9.29K

NVIDIA CORPORATION

SOLE

COM

Shares14.22K

TypeSH

Market value$2.65M

0.92%

Sole

8.92K

Shared

0.00

None

5.30K

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares29.25K

TypeSH

Market value$2.48M

0.86%

Sole

18.06K

Shared

0.00

None

11.20K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares9.70K

TypeSH

Market value$2.45M

0.85%

Sole

6.29K

Shared

0.00

None

3.42K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares36.69K

TypeSH

Market value$2.23M

0.78%

Sole

22.01K

Shared

0.00

None

14.68K

EXXON MOBIL CORP

SOLE

COM

Shares17.61K

TypeSH

Market value$2.12M

0.74%

Sole

4.84K

Shared

0.00

None

12.77K

APPLIED MATLS INC

SOLE

COM

Shares7.29K

TypeSH

Market value$1.87M

0.65%

Sole

7.17K

Shared

0.00

None

117.00

COINBASE GLOBAL INC

SOLE

COM CL A

Shares8.09K

TypeSH

Market value$1.83M

0.64%

Sole

5.30K

Shared

0.00

None

2.79K

SCHWAB STRATEGIC TR

SOLE

INT-TRM U.S TRES

Shares72.73K

TypeSH

Market value$1.82M

0.63%

Sole

46.07K

Shared

0.00

None

26.67K

ISHARES GOLD TR

SOLE

SHARES REPRESENT

Shares41.59K

TypeSH

Market value$1.79M

0.62%

Sole

26.07K

Shared

0.00

None

15.53K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares36.61K

TypeSH

Market value$1.69M

0.59%

Sole

23.32K

Shared

0.00

None

13.30K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares28.41K

TypeSH

Market value$1.40M

0.49%

Sole

20K

Shared

0.00

None

8.40K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares13.98K

TypeSH

Market value$1.40M

0.49%

Sole

10.33K

Shared

0.00

None

3.66K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares58.78K

TypeSH

Market value$1.39M

0.48%

Sole

38.82K

Shared

0.00

None

19.97K

SCHWAB STRATEGIC TR

SOLE

US SML CAP ETF

Shares43.43K

TypeSH

Market value$1.24M

0.43%

Sole

27.24K

Shared

0.00

None

16.19K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
BERKSHIRE HATHAWAY INC DELSOLE	CL A	208.00	SH	$157.00M 54.56%	91.00	0.00	117.00
APPLE INCSOLE	COM	47.50K	SH	$12.91M 4.49%	26.25K	0.00	21.25K
ISHARES TRSOLE	CORE S&P TTL STK	57.64K	SH	$8.57M 2.98%	38.12K	0.00	19.53K
JOHNSON & JOHNSONSOLE	COM	37.09K	SH	$7.67M 2.67%	2.17K	0.00	34.91K
ISHARES TRSOLE	CORE S&P500 ETF	10.91K	SH	$7.47M 2.60%	7.40K	0.00	3.51K
AMAZON COM INCSOLE	COM	24.45K	SH	$5.64M 1.96%	13.81K	0.00	10.63K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	10.12K	SH	$5.08M 1.77%	3.24K	0.00	6.87K
MICROSOFT CORPSOLE	COM	8.27K	SH	$4.00M 1.39%	4.98K	0.00	3.29K
SPDR S&P 500 ETF TRSOLE	TR UNIT	5.19K	SH	$3.54M 1.23%	178.00	67.00	4.95K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	67.32K	SH	$3.39M 1.18%	36.97K	0.00	30.34K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	26.19K	SH	$2.79M 0.97%	16.90K	0.00	9.29K
NVIDIA CORPORATIONSOLE	COM	14.22K	SH	$2.65M 0.92%	8.92K	0.00	5.30K
ISHARES TRSOLE	CORE MSCI TOTAL	29.25K	SH	$2.48M 0.86%	18.06K	0.00	11.20K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	9.70K	SH	$2.45M 0.85%	6.29K	0.00	3.42K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	36.69K	SH	$2.23M 0.78%	22.01K	0.00	14.68K
EXXON MOBIL CORPSOLE	COM	17.61K	SH	$2.12M 0.74%	4.84K	0.00	12.77K
APPLIED MATLS INCSOLE	COM	7.29K	SH	$1.87M 0.65%	7.17K	0.00	117.00
COINBASE GLOBAL INCSOLE	COM CL A	8.09K	SH	$1.83M 0.64%	5.30K	0.00	2.79K
SCHWAB STRATEGIC TRSOLE	INT-TRM U.S TRES	72.73K	SH	$1.82M 0.63%	46.07K	0.00	26.67K
ISHARES GOLD TRSOLE	SHARES REPRESENT	41.59K	SH	$1.79M 0.62%	26.07K	0.00	15.53K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	36.61K	SH	$1.69M 0.59%	23.32K	0.00	13.30K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	28.41K	SH	$1.40M 0.49%	20K	0.00	8.40K
ISHARES TRSOLE	CORE US AGGBD ET	13.98K	SH	$1.40M 0.49%	10.33K	0.00	3.66K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	58.78K	SH	$1.39M 0.48%	38.82K	0.00	19.97K
SCHWAB STRATEGIC TRSOLE	US SML CAP ETF	43.43K	SH	$1.24M 0.43%	27.24K	0.00	16.19K

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