account_balance

Investment manager · 13F filer · SEC CIK 1842054

Rede Wealth, LLC

Reported value$304Mas of Sep 30, 2026
Positions116 2 new, 3 sold out
Top 10 weight73.7%Berkshire Hathaway Inc alone is 51%
FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
Berkshire Hathaway Inc 51.0% Held
AAPL Apple Inc. 5.1% Held
ITOT iShares Tr 3.8% Added +6%
JNJ Johnson & Johnson 3.2% Held
IVV iShares Tr 2.9% Held
AMZN Amazon.com Inc 1.9% Held
FBND Fidelity Merrimack STR Tr 1.6% Added +21%
BRK-B Berkshire Hathaway Inc 1.5% Trimmed −5%MSFT Microsoft Corp 1.4% HeldSPY SPDR S&P 500 ETF Trust 1.3% Trimmed −3%AMAT Applied Materials Inc 1.2% Held
QQQM Invesco Exch Traded Fd Tr II 1.2% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Aug 3, 2026 filing
add_circleNew
arrow_upwardAdded
  • FBND +21%
  • RAAX +18%
  • IALT +17%
  • CTA +15%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist