Rede Wealth, LLC

CHARLOTTESVILLE, VA · CIK 1842054 · 13F filing filed 2026-08-03

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCharlottesville, VA

$302.0m reported value +8.6% vs Q1 2026

117positions

73.5%in top 10

12 new 39 added 35 reduced 3 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

EquityCompass Investment Management – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	208	$155.8m51.57%	51.57%	Unchanged
2	APPLE INC COM AAPL	AAPL	46,985	$13.6m4.50%	4.50%	Reduced -108	-108 -0.2%
3	ISHARES TR CORE S&P TTL STK ITOT	ITOT	65,308	$10.7m3.55%	3.55%	Added +4.8k	+4,837 8.0%
4	JOHNSON & JOHNSON COM JNJ	JNJ	37,050	$9.4m3.12%	3.12%	Reduced -35	-35 -0.1%
5	ISHARES TR CORE S&P500 ETF IVV	IVV	11,666	$8.7m2.89%	2.89%	Reduced -127	-127 -1.1%
6	AMAZON COM INC COM AMZN	AMZN	23,559	$5.6m1.86%	1.86%	Added +25	+25 0.1%
7	APPLIED MATLS INC COM AMAT	AMAT	7,290	$5.3m1.75%	1.75%	Unchanged
8	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	9,914	$5.0m1.64%	1.64%	Reduced -129	-129 -1.3%
9	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	90,754	$4.1m1.37%	1.37%	Added +56.7k	+56,749 166.9%
10	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	5,179	$3.9m1.28%	1.28%	Reduced -10	-10 -0.2%
11	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	11,675	$3.5m1.17%	1.17%	Added +902	+902 8.4%
12	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	63,573	$3.2m1.06%	1.06%	Reduced -3.4k	-3,355 -5.0%
13	MICROSOFT CORP COM MSFT	MSFT	8,309	$3.1m1.03%	1.03%	Added +19	+19 0.2%
14	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	25,846	$3.1m1.02%	1.02%	Reduced -788	-788 -3.0%
15	NVIDIA CORPORATION COM NVDA	NVDA	14,035	$2.8m0.93%	0.93%	Reduced -164	-164 -1.2%
16	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	27,536	$2.6m0.87%	0.87%	Added +1.3k	+1,304 5.0%
17	EXXON MOBIL CORP COM XOM	XOM	17,459	$2.4m0.79%	0.79%	Reduced -150	-150 -0.8%
18	ISHARES TR CORE MSCI INTL IDEV	IDEV	19,364	$1.7m0.57%	0.57%	Added +2.4k	+2,370 13.9%
19	SPDR SERIES TRUST PORTFLI HIGH YLD SPHY	SPHY	66,516	$1.6m0.52%	0.52%	Added +20.9k	+20,852 45.7%
20	CORNING INC COM GLW	GLW	5,946	$1.5m0.50%	0.50%	Unchanged
21	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	20,471	$1.4m0.46%	0.46%	Reduced -11.0k	-10,962 -34.9%
22	VANGUARD INDEX FDS VALUE ETF VTV	VTV	6,349	$1.4m0.46%	0.46%	Added +580	+580 10.1%
23	ISHARES TR U.S. TECH ETF IYW	IYW	4,868	$1.2m0.41%	0.41%	Unchanged
24	COINBASE GLOBAL INC COM CL A COIN	COIN	8,127	$1.2m0.39%	0.39%	Added +8	+8 0.1%
25	ISHARES TR MRGSTR MD CP ETF IMCB	IMCB	12,051	$1.2m0.39%	0.39%	Reduced -3.7k	-3,651 -23.2%
26	GRAYSCALE ETHEREUM MINI TR E SHS NEW ETH	ETH	74,398	$1.1m0.37%	0.37%	Added +21.1k	+21,147 39.7%
27	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	21,992	$1.1m0.37%	0.37%	Reduced -11.2k	-11,186 -33.7%
28	JPMORGAN CHASE & CO COM JPM	JPM	3,338	$1.1m0.36%	0.36%	Unchanged
29	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	29,589	$1.1m0.36%	0.36%	Added +3.0k	+2,951 11.1%
30	BLACKROCK ETF TRUST ISHA SYST AL ETF IALT	IALT	37,803	$1.1m0.35%	0.35%	New
31	ISHARES TR CORE US AGGBD ET AGG	AGG	10,584	$1.0m0.35%	0.35%	Added +308	+308 3.0%
32	UNITEDHEALTH GROUP INC COM UNH	UNH	2,514	$1.0m0.35%	0.35%	Reduced -38	-38 -1.5%
33	MCDONALDS CORP COM MCD	MCD	3,559	$962.0k0.32%	0.32%	Added +1	+1 0.0%
34	VANECK ETF TRUST REAL ASSETS ETF RAAX	RAAX	24,029	$953.2k0.32%	0.32%	New
35	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	18,262	$945.6k0.31%	0.31%	Added +1.0k	+1,022 5.9%
36	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	31,782	$935.3k0.31%	0.31%	Unchanged
37	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	470	$935.0k0.31%	0.31%	Added +6	+6 1.3%
38	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	25,764	$930.9k0.31%	0.31%	Reduced -21.5k	-21,523 -45.5%
39	PROCTER AND GAMBLE CO COM PG	PG	6,321	$926.9k0.31%	0.31%	Added +8	+8 0.1%
40	NETFLIX INC COM NFLX	NFLX	12,899	$921.0k0.30%	0.30%	Added +99	+99 0.8%
41	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	23,262	$855.1k0.28%	0.28%	Reduced -69	-69 -0.3%
42	SPDR SER TR NUVEEN BLOOMBERG HYMB	HYMB	32,507	$827.0k0.27%	0.27%	Reduced -2.2k	-2,165 -6.2%
43	FRANKLIN TEMPLETON DIGITAL H BITCOIN ETF SHS EZBC	EZBC	24,100	$817.2k0.27%	0.27%	Reduced -3.8k	-3,787 -13.6%
44	ISHARES GOLD TR SHARES REPRESENT IAUM	IAUM	19,877	$795.3k0.26%	0.26%	Added +200	+200 1.0%
45	ISHARES INC MSCI EMRG CHN EMXC	EMXC	7,421	$759.2k0.25%	0.25%	Reduced -4.5k	-4,521 -37.9%
46	ISHARES TR MSCI KLD400 SOC DSI	DSI	5,273	$750.8k0.25%	0.25%	Reduced -508	-508 -8.8%
47	NORFOLK SOUTHN CORP COM NSC	NSC	2,361	$742.9k0.25%	0.25%	Reduced -38	-38 -1.6%
48	SIMPLIFY EXCHANGE TRADED FUN MANAGED FUTURES CTA	CTA	28,426	$737.4k0.24%	0.24%	New
49	BLACKROCK INC COM BLK	BLK	693	$666.5k0.22%	0.22%	Unchanged
50	CATERPILLAR INC COM CAT	CAT	622	$661.9k0.22%	0.22%	Reduced -24	-24 -3.7%
51	AON PLC SHS CL A AON	AON	1,898	$629.5k0.21%	0.21%	Unchanged
52	MASTERCARD INCORPORATED CL A MA	MA	1,216	$624.3k0.21%	0.21%	Added +1	+1 0.1%
53	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,056	$623.2k0.21%	0.21%	Added +78	+78 3.9%
54	CSX CORP COM CSX	CSX	12,843	$610.4k0.20%	0.20%	Reduced -425	-425 -3.2%
55	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	5,262	$600.8k0.20%	0.20%	Unchanged
56	RTX CORPORATION COM RTX	RTX	3,076	$583.6k0.19%	0.19%	Unchanged
57	CHUBB LIMITED COM CB	CB	1,703	$580.3k0.19%	0.19%	Unchanged
58	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	7,612	$570.1k0.19%	0.19%	Unchanged
59	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	4,514	$528.4k0.17%	0.17%	Reduced -923	-923 -17.0%
60	ISHARES TR SHRT NAT MUN ETF SUB	SUB	4,945	$526.5k0.17%	0.17%	Reduced -225	-225 -4.3%
61	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	18,479	$511.9k0.17%	0.17%	Added +1	+1 0.0%
62	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	2,236	$500.8k0.17%	0.17%	Reduced -2	-2 -0.1%
63	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,396	$498.9k0.17%	0.17%	Added +8	+8 0.6%
64	ISHARES TR 3 7 YR TREAS BD IEI	IEI	4,180	$490.9k0.16%	0.16%	Added +434	+434 11.6%
65	AT&T INC COM T	T	23,020	$476.5k0.16%	0.16%	Unchanged
66	INTEL CORP COM INTC	INTC	3,344	$467.0k0.15%	0.15%	New
67	TRUIST FINL CORP COM TFC	TFC	8,981	$447.5k0.15%	0.15%	Added +3	+3 0.0%
68	VISA INC COM CL A V	V	1,297	$444.8k0.15%	0.15%	Added +6	+6 0.5%
69	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	9,058	$437.0k0.14%	0.14%	Reduced -224	-224 -2.4%
70	COCA COLA CO COM KO	KO	5,317	$432.1k0.14%	0.14%	Unchanged
71	UNION PAC CORP COM UNP	UNP	1,584	$430.8k0.14%	0.14%	Unchanged
72	ISHARES TR MSCI USA MMENTM MTUM	MTUM	1,253	$429.6k0.14%	0.14%	Unchanged
73	PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN PAA	PAA	19,250	$428.5k0.14%	0.14%	Unchanged
74	ABBVIE INC COM ABBV	ABBV	1,667	$419.5k0.14%	0.14%	Added +5	+5 0.3%
75	CISCO SYS INC COM CSCO	CSCO	3,550	$417.0k0.14%	0.14%	Reduced -48	-48 -1.3%
76	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	564	$415.3k0.14%	0.14%	Added +40	+40 7.6%
77	EATON CORP PLC SHS ETN	ETN	950	$404.8k0.13%	0.13%	Unchanged
78	STARBUCKS CORP COM SBUX	SBUX	3,941	$402.8k0.13%	0.13%	Reduced -65	-65 -1.6%
79	CHEVRON CORP NEW COM CVX	CVX	2,339	$387.6k0.13%	0.13%	Added +1	+1 0.0%
80	ISHARES TR MBS ETF MBB	MBB	4,031	$381.0k0.13%	0.13%	Added +406	+406 11.2%
81	ISHARES TR MRGSTR MD CP GRW IMCG	IMCG	3,786	$372.2k0.12%	0.12%	Unchanged
82	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	2,247	$367.8k0.12%	0.12%	Unchanged
83	3M CO COM MMM	MMM	2,258	$365.7k0.12%	0.12%	Unchanged
84	QUANTA SVCS INC COM PWR	PWR	500	$360.0k0.12%	0.12%	Unchanged
85	SPDR SER TR PORTFLI INTRMDIT SPTI	SPTI	12,395	$351.9k0.12%	0.12%	New
86	NAVAN INC CL A NAVN	NAVN	14,871	$340.1k0.11%	0.11%	New
87	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	700	$334.3k0.11%	0.11%	Unchanged
88	TESLA INC COM TSLA	TSLA	785	$330.2k0.11%	0.11%	Reduced -4	-4 -0.5%
89	FEDEX CORP COM FDX	FDX	1,039	$325.2k0.11%	0.11%	Added +4	+4 0.4%
90	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	3,488	$319.6k0.11%	0.11%	Reduced -10	-10 -0.3%
91	INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL EQAL	EQAL	5,386	$319.1k0.11%	0.11%	Reduced -20	-20 -0.4%
92	HEXCEL CORP NEW COM HXL	HXL	3,161	$316.3k0.10%	0.10%	Added +1	+1 0.0%
93	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	5,995	$314.2k0.10%	0.10%	Reduced -26	-26 -0.4%
94	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	6,458	$312.8k0.10%	0.10%	Reduced -2.1k	-2,149 -25.0%
95	BANK NEW YORK MELLON CORP COM BNY	BNY	2,143	$309.9k0.10%	0.10%	Added +1	+1 0.1%
96	MONDELEZ INTL INC CL A MDLZ	MDLZ	5,227	$302.4k0.10%	0.10%	Added +6	+6 0.1%
97	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	6,033	$301.6k0.10%	0.10%	Added +245	+245 4.2%
98	INVESCO EXCH TRADED FD TR II NATL AMT MUNI PZA	PZA	12,780	$300.6k0.10%	0.10%	New
99	MASTEC INC COM MTZ	MTZ	695	$289.2k0.10%	0.10%	Unchanged
100	ONEOK INC NEW COM OKE	OKE	3,281	$285.2k0.09%	0.09%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SCHWAB STRATEGIC TR SCHR	SCHR	70,454	$1.8m70.5k shares
SCHWAB STRATEGIC TR SCHO	SCHO	47,637	$1.2m47.6k shares
ISHARES SILVER TR SLV	SLV	3,686	$251.2k3.7k shares