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Rede Wealth, LLC

Q4 2025 13F Holdings

  • Location
    charlottesville, VA
  • Num holdings

    109

  • Value ($000)

    $287,764

  • Date Filed
    01/23/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$157M
55 %

208

A
AAPL

APPLE INC

COM
037833100
$12.91M
5 %

47,500

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$8.57M
3 %

57,642

J
JNJ

JOHNSON & JOHNSON

COM
478160104
$7.67M
3 %

37,085

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$7.47M
3 %

10,906

A
AMZN

AMAZON COM INC

COM
023135106
$5.64M
2 %

24,447

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$5.08M
2 %

10,116

M
MSFT

MICROSOFT CORP

COM
594918104
$4M
1 %

8,270

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$3.54M
1 %

5,192

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VANGUARD MUN BD FDS

TAX EXEMPT BD
922907746
$3.39M
1 %

67,318

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