1y return+11.3%S&P 500 +20.9%
3y return+44.4%S&P 500 +68.5%
5y return+60.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $182 against $200 in the S&P 500.2
Rede Wealth, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRK/ABerkshire Hathaway Inc Del | $155.8M | 51.6% | |
| AAPLApple Inc | $13.6M | 4.5% | |
| ITOTIshares Tr | $10.7M | 3.6% | +8.0% |
| JNJJohnson & Johnson | $9.4M | 3.1% | |
| IVVIshares Tr | $8.7M | 2.9% | −1.1% |
| AMZNAmazon Com Inc | $5.6M | 1.9% | |
| AMATApplied Matls Inc | $5.3M | 1.7% | |
| BRK/BBerkshire Hathaway Inc Del | $5.0M | 1.6% | −1.3% |
| FBNDFidelity Merrimack Str Tr | $4.1M | 1.4% | +166.9% |
| SPYState Str Spdr S&p 500 Etf T | $3.9M | 1.3% | |
| QQQMInvesco Exch Traded Fd Tr II | $3.5M | 1.2% | +8.4% |
| VTEBVanguard Mun Bd Fds | $3.2M | 1.1% | −5.0% |
| MSFTMicrosoft Corp | $3.1M | 1.0% | |
| SPYGSpdr Series Trust | $3.1M | 1.0% | −3.0% |
| NVDANvidia Corporation | $2.8M | 0.9% | −1.2% |
| IXUSIshares Tr | $2.6M | 0.9% | +5.0% |
| Exxon Mobil CorpCUSIP 30231G102 | $2.4M | 0.8% | |
| IDEVIshares Tr | $1.7M | 0.6% | +13.9% |
| SPHYSpdr Series Trust | $1.6M | 0.5% | +45.7% |
| GLWCorning Inc | $1.5M | 0.5% | |
| DYNFBlackrock Etf Trust | $1.4M | 0.5% | −34.9% |
| VTVVanguard Index Fds | $1.4M | 0.5% | +10.1% |
| IYWIshares Tr | $1.2M | 0.4% | |
| COINCoinbase Global Inc | $1.2M | 0.4% | |
| IMCBIshares Tr | $1.2M | 0.4% | −23.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $2.8M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2020 | +231.7% | $2.4M |
| GLWCorning Inc | December 31, 2025 | +191.7% | $1.5M |
| AMATApplied Matls Inc | December 31, 2025 | +181.3% | $5.3M |
| JPMJpmorgan Chase & Co | December 31, 2020 | +157.6% | $1.1M |
| AAPLApple Inc | December 31, 2020 | +118.1% | $13.6M |
| BRK/BBerkshire Hathaway Inc Del | December 31, 2020 | +115.8% | $5.0M |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2020 | +99.7% | $3.9M |
| IVVIshares Tr | December 31, 2020 | +99.5% | $8.7M |
| Asml Hldg NvCUSIP N07059210 | December 31, 2025 | +86.0% | $935K |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.4% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +5.5% | +7.8% |
| June 30, 2025 | −2.4% | +10.5% |
| March 31, 2025 | +8.2% | −4.6% |
| December 31, 2024 | −0.0% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | −0.8% | +4.0% |
| March 31, 2024 | +12.5% | +10.0% |
| December 31, 2023 | +5.0% | +11.2% |
| September 30, 2023 | −0.5% | −3.6% |
| June 30, 2023 | +8.9% | +8.3% |
| March 31, 2023 | +2.0% | +7.0% |
| December 31, 2022 | +10.0% | +7.1% |
| September 30, 2022 | −2.7% | −5.3% |
| June 30, 2022 | −18.6% | −16.5% |
| March 31, 2022 | +6.6% | −4.9% |
| December 31, 2021 | +8.9% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Rede Wealth, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1842054&type=13F-HR&dateb=&owner=include&count=40CIK 1842054
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1842054/000184205426000004/Filed August 3, 2026 · accession 0001842054-26-000004