StockDriftsStockDriftsTop 50 Rede Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 51.57% | 208 | $155.8M | +0.00%(+0) | $752510.31(-0.68%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.5% | 47.0K | $13.6M | -0.23%(-108) | $140.68(+117.08%) | 2026-06-30 | |
| ITOT | ISHARES TR | 3.55% | 65.3K | $10.7M | +8.00%(+4.84K) | $108.98(+55.83%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.12% | 37.0K | $9.4M | -0.09%(-35) | $191.17(+36.24%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.89% | 11.7K | $8.7M | -1.08%(-127) | $513.35(+51.74%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.86% | 23.6K | $5.6M | +0.11%(+25) | $199.68(+31.48%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 1.75% | 7.3K | $5.3M | +0.00%(+0) | $111.45(+377.18%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.64% | 9.9K | $5.0M | -1.28%(-129) | $434.76(+15.31%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 1.37% | 90.8K | $4.1M | +166.88%(+56.75K) | $45.73(-1.88%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.28% | 5.2K | $3.9M | -0.19%(-10) | $575.85(+34.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.66% | +42.97% | +10.25% | +62.86% |
| Top 20 Holdings Unweighted | +18.69% | +67.22% | +10.56% | +65.18% |
Rede Wealth, LLC reports $302.04M in US-listed equity holdings across 117 positions in its most recent 13F filing. Its largest disclosed positions are BRK.A (51.6%), AAPL (4.5%) and ITOT (3.5%). The top 20 holdings account for 81.99% of reported assets. Its disclosed equity book has returned +42.97% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rede Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1842054). View Rede Wealth, LLC’s 13F filings on SEC