AI Portfolio Summary
In 2026 Q1, Rede Wealth, LLC maintained a portfolio of 112 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 4.9%. The fund also reduced its exposure to ISHARES GOLD TR by 52.7%.
Total Positions
112
Quarter
2026 Q1
Top Holding
BRK/A (53.7%)
Top 10 Concentration
74.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 112
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 53.73% | 54.56% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
208 | $149,373,120 |
$548124.35
+30.7%
|
2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | ||
|
AAPL
APPLE INC
|
Technology | 4.30% | 4.49% |
#2
Prev: #2
|
3.7 | -407 | -0.9% |
P
S
|
47,093 | $11,951,688 |
$144.49
+77.1%
|
2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | ||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 3.26% | 2.67% |
#3
1
Prev: #4
|
3.3 | no change | no change |
P
S
|
37,085 | $9,065,036 |
$166.72
+45.8%
|
2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | ||
|
ITOT
ISHARES TR
|
ETF | 3.10% | 2.98% |
#4
1
Prev: #3
|
2.2 | 2,829 | 4.9% |
P
S
|
60,471 | $8,612,913 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
IVV
ISHARES TR
|
ETF | 2.77% | 2.60% |
#5
Prev: #5
|
3.6 | 887 | 8.1% |
P
S
|
11,793 | $7,703,151 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.76% | 1.96% |
#6
Prev: #6
|
1.2 | -913 | -3.7% |
P
S
|
23,534 | $4,901,426 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.73% | 1.77% |
#7
Prev: #7
|
1.2 | -73 | -0.7% |
P
S
|
10,043 | $4,812,606 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.21% | 1.23% |
#8
1
Prev: #9
|
1.0 | -3 | -0.1% |
P
S
|
5,189 | $3,374,372 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 1.20% | 1.18% |
#9
1
Prev: #10
|
1.0 | -390 | -0.6% |
P
S
|
66,928 | $3,339,038 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.10% | 1.39% |
#10
2
Prev: #8
|
0.9 | 20 | 0.2% |
P
S
|
8,290 | $3,068,711 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.07% | 0.74% |
#11
5
Prev: #16
|
1.4 | no change | no change |
P
S
|
17,609 | $2,987,518 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.94% | 0.97% |
#12
1
Prev: #11
|
0.9 | 441 | 1.7% |
P
S
|
26,634 | $2,607,709 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 0.92% | 0.85% |
#13
1
Prev: #14
|
2.4 | 1,070 | 11.0% |
P
S
|
10,773 | $2,559,931 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.90% | 0.65% |
#14
3
Prev: #17
|
1.4 | no change | no change |
P
S
|
7,290 | $2,491,649 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.89% | 0.92% |
#15
3
Prev: #12
|
0.9 | -20 | -0.1% |
P
S
|
14,199 | $2,476,349 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
IXUS
ISHARES TR
|
ETF | 0.82% | 0.86% |
#16
3
Prev: #13
|
0.8 | -3,021 | -10.3% |
P
S
|
26,232 | $2,272,740 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 0.66% | 0.78% |
#17
2
Prev: #15
|
0.8 | -5,257 | -14.3% |
P
S
|
31,433 | $1,828,773 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 0.63% | 0.63% |
#18
1
Prev: #19
|
0.8 | -2,280 | -3.1% |
P
S
|
70,454 | $1,755,009 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.60% | 0.49% |
#19
3
Prev: #22
|
2.2 | 4,772 | 16.8% |
P
S
|
33,178 | $1,657,241 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 0.56% | 0.59% |
#20
1
Prev: #21
|
0.7 | -2,609 | -7.1% |
P
S
|
34,005 | $1,551,308 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
IDEV
ISHARES TR
|
Bond/Debt | 0.51% | 0.26% |
#21
24
Prev: #45
|
3.2 | 7,975 | 88.4% |
P
S
|
16,994 | $1,420,189 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
COIN
COINBASE GLOBAL...
|
Financial Services | 0.51% | 0.64% |
#22
4
Prev: #18
|
0.7 | 31 | 0.4% |
P
S
|
8,119 | $1,417,694 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.49% | 0.43% |
#23
2
Prev: #25
|
2.2 | 3,857 | 8.9% |
P
S
|
47,287 | $1,375,106 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
IMCB
ISHARES TR
|
ETF | 0.47% | 0.33% |
#24
10
Prev: #34
|
2.7 | 4,345 | 38.3% |
P
S
|
15,702 | $1,310,018 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
NFLX
NETFLIX INC.
|
ETF | 0.44% | 0.42% |
#25
1
Prev: #26
|
0.7 | -2 | -0.0% |
P
S
|
12,800 | $1,230,720 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SCHO
SCHWAB STRATEGI...
|
ETF | 0.42% | 0.32% |
#26
9
Prev: #35
|
2.7 | 9,681 | 25.5% |
P
S
|
47,637 | $1,156,150 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.41% | 0.36% |
#27
3
Prev: #30
|
2.2 | 282 | 5.1% |
P
S
|
5,769 | $1,131,878 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.40% | 0.38% |
#28
1
Prev: #27
|
1.2 | no change | no change |
P
S
|
3,558 | $1,105,896 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
EZBC
FRANKLIN TEMPLE...
|
ETF | 0.39% | 0.37% |
#29
1
Prev: #28
|
2.7 | 6,626 | 31.2% |
P
S
|
27,887 | $1,092,892 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SPHY
SPDR SERIES TRU...
|
ETF | 0.38% | 0.48% |
#30
6
Prev: #24
|
0.2 | -13,118 | -22.3% |
P
S
|
45,664 | $1,064,884 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
ETH
GRAYSCALE ETHER...
|
Unknown | 0.38% | 0.34% |
#31
1
Prev: #32
|
3.2 | 17,931 | 50.8% |
P
S
|
53,251 | $1,057,565 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AGG
ISHARES TR
|
ETF | 0.37% | 0.49% |
#32
9
Prev: #23
|
0.1 | -3,708 | -26.5% |
P
S
|
10,276 | $1,020,099 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.35% | 0.37% |
#33
4
Prev: #29
|
1.1 | no change | no change |
P
S
|
3,338 | $981,875 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
EMXC
ISHARES INC
|
ETF | 0.34% | 0.21% |
#34
18
Prev: #52
|
2.6 | 3,730 | 45.4% |
P
S
|
11,942 | $939,358 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
IAUM
ISHARES GOLD TR
|
Bond/Debt | 0.33% | 0.62% |
#35
15
Prev: #20
|
0.1 | -21,915 | -52.7% |
P
S
|
19,677 | $918,916 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.33% | 0.31% |
#36
Prev: #36
|
0.6 | 7 | 0.1% |
P
S
|
6,313 | $911,796 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
IYW
ISHARES TR
|
ETF | 0.32% | 0.34% |
#37
4
Prev: #33
|
1.1 | no change | no change |
P
S
|
4,868 | $883,153 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
EPD
ENTERPRISE PROD...
|
Energy | 0.32% | 0.26% |
#38
6
Prev: #44
|
0.6 | 74 | 0.3% |
P
S
|
23,331 | $882,835 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
HYMB
SPDR SERIES TRU...
|
ETF | 0.31% | 0.28% |
#39
3
Prev: #42
|
2.1 | 2,939 | 9.3% |
P
S
|
34,672 | $859,866 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 0.30% | 0.36% |
#40
9
Prev: #31
|
0.1 | -8,000 | -23.1% |
P
S
|
26,638 | $824,712 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.29% | 0.30% |
#41
2
Prev: #39
|
1.1 | no change | no change |
P
S
|
31,782 | $814,890 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.29% | 0.28% |
#42
1
Prev: #41
|
0.6 | -91 | -0.5% |
P
S
|
17,240 | $808,728 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
GLW
CORNING INC
|
Technology | 0.29% | 0.18% |
#43
16
Prev: #59
|
1.1 | no change | no change |
P
S
|
5,946 | $808,478 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
DSI
ISHARES TR
|
ETF | 0.25% | 0.30% |
#44
6
Prev: #38
|
0.6 | -901 | -13.5% |
P
S
|
5,781 | $700,599 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.25% | 0.30% |
#45
8
Prev: #37
|
0.6 | -65 | -2.5% |
P
S
|
2,552 | $690,503 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
NSC
NORFOLK SOUTHN ...
|
Industrials | 0.25% | 0.24% |
#46
2
Prev: #48
|
1.1 | no change | no change |
P
S
|
2,399 | $688,637 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
T
AT&T INC
|
Communication Services | 0.24% | 0.20% |
#47
8
Prev: #55
|
1.1 | no change | no change |
P
S
|
23,020 | $667,354 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.24% | 0.26% |
#48
2
Prev: #46
|
1.1 | no change | no change |
P
S
|
693 | $666,621 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SHOP
SHOPIFY INC
|
Technology | 0.22% | 0.29% |
#49
9
Prev: #40
|
1.1 | no change | no change |
P
S
|
5,262 | $624,178 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.22% | 0.17% |
#50
11
Prev: #61
|
0.6 | 2 | 0.4% |
P
S
|
464 | $612,865 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 |
Showing 1-50 of 112 holdings