Rede Wealth, LLC

CIK

1842054

Location

CHARLOTTESVILLE, VA

Portfolio Value

Micro $72,182,431

Diversification

Diversified

Filing Date

Global Rank

#5,959 / 8,232 ▲ 232

Top Industry

Consumer Electronics 18.4%

3Y Alpha vs SPY

-3.6%

Period ended 2 months ago

Filed Apr 10, 2026 · 2mo

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.3%

SPY

+76.5%

Annualised alpha

-3.6%

Max drawdown

−17.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

60 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.6%

−1.0 pts

Top 5

47.2%

−0.7 pts

Top 10

64.5%

+0.3 pts

HHI

639

Diversified−4

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.9%	$23,004,364	10
Financial Services	15.1%	$10,917,768	11
Healthcare	14.0%	$10,117,070	3
Unclassified	10.0%	$7,226,340	7
Consumer Cyclical	9.2%	$6,659,423	4
Energy	7.0%	$5,080,540	5
Industrials	6.2%	$4,458,717	11
Communication Services	4.0%	$2,867,275	5
Consumer Defensive	2.6%	$1,850,934	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
ETH	Grayscale Ethereum Staking Mini ETF	+17,931	53,251	$1,057,564
EZBC	Franklin Templeton Digital Holdings Trust	+6,626	27,887	$1,092,891
EPD	Enterprise Products Partners L.P.	+74	23,331	$882,845
COIN	Coinbase Global, Inc.	+31	8,119	$1,417,658
MSFT	Microsoft Corp	+20	8,290	$3,068,709
GOOGL	Alphabet Inc.	+20	1,388	$399,133
MDLZ	Mondelez International, Inc.	+7	5,221	$300,938
PG	PROCTER & GAMBLE Co	+7	6,313	$911,849
FDX	Fedex Corp	+5	1,035	$368,646
ABBV	AbbVie Inc.	+4	1,662	$361,468
TFC	Truist Financial Corp	+3	8,978	$412,718
BNY	Bank of New York Mellon Corp	+2	2,142	$254,105
ASML	Asml Holding NV	+2	464	$612,865
HXL	Hexcel Corp /De/	+2	3,160	$255,738
CVX	Chevron Corp	+1	2,338	$483,732
MA	Mastercard Inc	+1	1,215	$607,086
DIS	Walt Disney Co	+1	2,759	$265,912
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
IAUM	iShares Gold Trust Micro	−21,915	19,677	$918,915
HODL	VanEck Bitcoin ETF	−2,360	11,939	$228,751
PAA	Plains All American Pipeline LP	−1,433	19,250	$429,852
CSCO	Cisco Systems, Inc.	−1,032	3,598	$279,168
AMZN	Amazon Com Inc	−913	23,534	$4,901,426
V	Visa Inc.	−893	1,291	$390,191
AAPL	Apple Inc.	−407	47,093	$11,951,732
SBUX	Starbucks Corp	−156	4,006	$358,897
TSLA	Tesla, Inc.	−93	789	$293,310
BRK-B	Berkshire Hathaway Inc	−73	10,043	$4,812,605
UNH	Unitedhealth Group Inc	−65	2,552	$690,545
NVDA	Nvidia Corp	−20	14,199	$2,476,305
QQQ	Invesco Qqq Trust, Series 1	−18	524	$302,442
SPY	Spdr S&P 500 ETF Trust	−3	5,189	$3,374,613
NFLX	Netflix Inc	−2	12,800	$1,230,720
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
SLV	iShares Silver Trust	3,686	$251,164
MTZ	Mastec Inc	695	$223,609
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
IBM	International Business Machines Corp	745	$220,676
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

60 positions · $72,182,431 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 60 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	47,093	-407	$11,951,732	−7.4%	16.56%
JNJ	Johnson & Johnson Healthcare	Held	37,085	0	$9,065,057	+18.1%	12.56%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	23,534	-913	$4,901,426	−13.1%	6.79%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	10,043	-73	$4,812,605	−5.4%	6.67%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,189	-3	$3,374,613	−4.7%	4.68%
MSFT	Microsoft Corp Technology	Added	8,290	+20	$3,068,709	−23.3%	4.25%
XOM	Exxon Mobil Corp Energy	Held	17,609	0	$2,987,542	+41.0%	4.14%
AMAT	Applied Materials Inc /De Technology	Held	7,290	0	$2,491,649	+33.0%	3.45%
NVDA	Nvidia Corp Technology	Reduced	14,199	-20	$2,476,305	−6.6%	3.43%
COIN	Coinbase Global, Inc. Financial Services	Added	8,119	+31	$1,417,658	−22.5%	1.96%
NFLX	Netflix Inc Communication Services	Reduced	12,800	-2	$1,230,720	+2.5%	1.71%
MCD	Mcdonalds Corp Consumer Cyclical	Held	3,558	0	$1,105,790	+1.7%	1.53%
EZBC	Franklin Templeton Digital Holdings Trust	Added	27,887	+6,626	$1,092,891	+1.6%	1.51%
ETH	Grayscale Ethereum Staking Mini ETF	Added	53,251	+17,931	$1,057,564	+6.7%	1.47%
JPM	Jpmorgan Chase & Co Financial Services	Held	3,338	0	$981,906	−8.7%	1.36%
IAUM	iShares Gold Trust Micro	Reduced	19,677	-21,915	$918,915	−48.6%	1.27%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	6,313	+7	$911,849	+0.9%	1.26%
EPD	Enterprise Products Partners L.P. Energy	Added	23,331	+74	$882,845	+18.4%	1.22%
GLW	Corning Inc /Ny Technology	Held	5,946	0	$808,477	+55.3%	1.12%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,552	-65	$690,545	−20.1%	0.96%
NSC	Norfolk Southern Corp Industrials	Held	2,399	0	$688,513	−0.6%	0.95%
T	At&T Inc. Communication Services	Held	23,020	0	$667,349	+16.7%	0.92%
BLK	BlackRock, Inc. Financial Services	Held	693	0	$666,465	−10.1%	0.92%
SHOP	Shopify Inc. Technology	Held	5,262	0	$624,178	−26.3%	0.86%
ASML	Asml Holding NV Technology	Added	464	+2	$612,865	+24.0%	0.85%
AON	Aon plc Financial Services	Held	1,898	0	$612,636	−8.5%	0.85%
MA	Mastercard Inc Financial Services	Added	1,215	+1	$607,086	−12.4%	0.84%
RTX	RTX Corp Industrials	Held	3,076	0	$593,360	+5.2%	0.82%
CB	Chubb Ltd Financial Services	Held	1,703	0	$555,058	+4.4%	0.77%
CSX	Csx Corp Industrials	Held	13,268	0	$544,651	+13.2%	0.75%
CVX	Chevron Corp Energy	Added	2,338	+1	$483,732	+35.8%	0.67%
CAT	Caterpillar Inc Industrials	Held	646	0	$457,665	+23.7%	0.63%
ADP	Automatic Data Processing Inc Technology	Held	2,238	0	$454,716	−21.0%	0.63%
PAA	Plains All American Pipeline LP Energy	Reduced	19,250	-1,433	$429,852	+15.7%	0.60%
TFC	Truist Financial Corp Financial Services	Added	8,978	+3	$412,718	−6.6%	0.57%
KO	Coca Cola Co Consumer Defensive	Held	5,317	0	$404,357	+8.8%	0.56%
GOOGL	Alphabet Inc. Communication Services	Added	1,388	+20	$399,133	−6.8%	0.55%
V	Visa Inc. Financial Services	Reduced	1,291	-893	$390,191	−49.1%	0.54%
UNP	Union Pacific Corp Industrials	Held	1,584	0	$384,310	+4.9%	0.53%
FDX	Fedex Corp Industrials	Added	1,035	+5	$368,646	+23.9%	0.51%
ABBV	AbbVie Inc. Healthcare	Added	1,662	+4	$361,468	−4.6%	0.50%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	4,006	-156	$358,897	+2.4%	0.50%
ETN	Eaton Corp plc Industrials	Held	950	0	$339,786	+12.3%	0.47%
MMM	3M Co Industrials	Held	2,258	0	$327,929	−9.3%	0.45%
VZ	Verizon Communications Inc Communication Services	Held	6,059	0	$304,161	+23.3%	0.42%
QQQ	Invesco Qqq Trust, Series 1	Reduced	524	-18	$302,442	−9.2%	0.42%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	5,221	+7	$300,938	+7.2%	0.42%
OKE	Oneok Inc /New/ Energy	Held	3,281	0	$296,569	+23.0%	0.41%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	789	-93	$293,310	−26.1%	0.41%
CSCO	Cisco Systems, Inc. Technology	Reduced	3,598	-1,032	$279,168	−21.7%	0.39%