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☆Rede Wealth, LLC

CIK 0001842054 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.714
AUM ($M)
302
Positions
117
Turnover
0.06
Top-10 wt
74%
Herfindahl
0.274
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 120 positions · portfolio value $302M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 51.6% -2.2% 155.8 208 +0 2 —
☆AAPL funds › APPLE INC TRIM — 4.5% +0.2% 13.6 46,985 -108 2 —
☆ITOT funds › ISHARES TR ADD — 3.6% +0.5% 10.7 65,308 +4,837 2 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 3.1% -0.1% 9.4 37,050 -35 2 —
☆IVV funds › ISHARES TR TRIM — 2.9% +0.1% 8.7 11,666 -127 2 —
☆AMZN funds › AMAZON COM INC ADD — 1.9% +0.1% 5.6 23,559 +25 2 —
☆AMAT funds › APPLIED MATLS INC HOLD — 1.7% +0.8% 5.3 7,290 +0 2 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 1.6% -0.1% 5.0 9,914 -129 2 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 1.4% +0.8% 4.1 90,754 +56,749 2 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 1.3% +0.1% 3.9 5,179 -10 2 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II ADD — 1.2% +0.3% 3.5 11,675 +902 2 —
☆VTEB funds › VANGUARD MUN BD FDS TRIM — 1.1% -0.1% 3.2 63,573 -3,355 2 —
☆MSFT funds › MICROSOFT CORP ADD — 1.0% -0.1% 3.1 8,309 +19 2 —
☆SPYG funds › SPDR SERIES TRUST TRIM — 1.0% +0.1% 3.1 25,846 -788 2 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 0.9% +0.0% 2.8 14,035 -164 2 —
☆IXUS funds › ISHARES TR ADD — 0.9% +0.1% 2.6 27,536 +1,304 2 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.8% -0.3% 2.4 17,459 -150 2 —
☆IDEV funds › ISHARES TR ADD — 0.6% +0.1% 1.7 19,364 +2,370 2 —
☆SPHY funds › SPDR SERIES TRUST ADD — 0.5% +0.1% 1.6 66,516 +20,852 2 —
☆GLW funds › CORNING INC HOLD — 0.5% +0.2% 1.5 5,946 +0 2 —
☆DYNF funds › BLACKROCK ETF TRUST TRIM — 0.5% -0.2% 1.4 20,471 -10,962 2 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.5% +0.1% 1.4 6,349 +580 2 —
☆IYW funds › ISHARES TR HOLD — 0.4% +0.1% 1.2 4,868 +0 2 —
☆COIN funds › COINBASE GLOBAL INC ADD — 0.4% -0.1% 1.2 8,127 +8 2 —
☆IMCB funds › ISHARES TR TRIM — 0.4% -0.1% 1.2 12,051 -3,651 2 —
☆ETH funds › GRAYSCALE ETHEREUM STAKING ADD — 0.4% -0.0% 1.1 74,398 +21,147 2 —
☆VTIP funds › VANGUARD MALVERN FDS TRIM — 0.4% -0.2% 1.1 21,992 -11,186 2 —
☆JPM funds › JPMORGAN CHASE & CO HOLD — 0.4% +0.0% 1.1 3,338 +0 2 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 0.4% +0.1% 1.1 29,589 +2,951 2 —
☆IALT funds › BLACKROCK ETF TRUST NEW — 0.4% +0.4% 1.1 37,803 +37,803 1 —
☆AGG funds › ISHARES TR ADD — 0.3% -0.0% 1.0 10,584 +308 2 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.3% +0.1% 1.0 2,514 -38 2 —
☆MCD funds › MCDONALDS CORP ADD — 0.3% -0.1% 1.0 3,559 +1 2 —
☆RAAX funds › VANECK ETF TRUST NEW — 0.3% +0.3% 1.0 24,029 +24,029 1 —
☆SPEM funds › SPDR INDEX SHS FDS ADD — 0.3% +0.0% 0.9 18,262 +1,022 2 —
☆SCHX funds › SCHWAB STRATEGIC TR HOLD — 0.3% +0.0% 0.9 31,782 +0 2 —
☆ASML funds › ASML HLDG NV ADD — 0.3% +0.1% 0.9 470 +6 2 —
☆SCHA funds › SCHWAB STRATEGIC TR TRIM — 0.3% -0.2% 0.9 25,764 -21,523 2 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.3% -0.0% 0.9 6,321 +8 2 —
☆NFLX funds › NETFLIX INC. ADD — 0.3% -0.1% 0.9 12,899 +99 2 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L TRIM — 0.3% -0.0% 0.9 23,262 -69 2 —
☆HYMB funds › SPDR SERIES TRUST TRIM — 0.3% -0.0% 0.8 32,507 -2,165 2 —
☆EZBC funds › FRANKLIN TEMPLETON DIGITAL H TRIM — 0.3% -0.1% 0.8 24,100 -3,787 2 —
☆IAUM funds › ISHARES GOLD TRUST MICRO ADD — 0.3% -0.1% 0.8 19,877 +200 2 —
☆EMXC funds › ISHARES INC TRIM — 0.3% -0.1% 0.8 7,421 -4,521 2 —
☆DSI funds › ISHARES TR TRIM — 0.2% -0.0% 0.8 5,273 -508 2 —
☆NSC funds › NORFOLK SOUTHN CORP TRIM — 0.2% -0.0% 0.7 2,361 -38 2 —
☆CTA funds › SIMPLIFY EXCHANGE TRADED FUN NEW — 0.2% +0.2% 0.7 28,426 +28,426 1 —
☆BLK funds › BLACKROCK INC HOLD — 0.2% -0.0% 0.7 693 +0 2 —
☆CAT funds › CATERPILLAR INC TRIM — 0.2% +0.1% 0.7 622 -24 2 —
☆AON funds › AON PLC HOLD — 0.2% -0.0% 0.6 1,898 +0 2 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.2% -0.0% 0.6 1,216 +1 2 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 0.6 2,056 +78 2 —
☆CSX funds › CSX CORP TRIM — 0.2% +0.0% 0.6 12,843 -425 2 —
☆SHOP funds › SHOPIFY INC HOLD — 0.2% -0.0% 0.6 5,262 +0 2 —
☆RTX funds › RTX CORPORATION HOLD — 0.2% -0.0% 0.6 3,076 +0 2 —
☆CB funds › CHUBB LIMITED HOLD — 0.2% -0.0% 0.6 1,703 +0 2 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II HOLD — 0.2% -0.0% 0.6 7,612 +0 2 —
☆NULG funds › NUSHARES ETF TR TRIM — 0.2% -0.0% 0.5 4,514 -923 2 —
☆SUB funds › ISHARES TR TRIM — 0.2% -0.0% 0.5 4,945 -225 2 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.0% 0.5 18,479 +1 2 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.2% +0.0% 0.5 2,236 -2 2 —
☆GOOGL funds › ALPHABET INC ADD — 0.2% +0.0% 0.5 1,396 +8 2 —
☆IEI funds › ISHARES TR ADD — 0.2% +0.0% 0.5 4,180 +434 2 —
☆T funds › AT&T INC HOLD — 0.2% -0.1% 0.5 23,020 +0 2 —
☆INTC funds › INTEL CORP NEW — 0.2% +0.2% 0.5 3,344 +3,344 1 —
☆TFC funds › TRUIST FINL CORP ADD — 0.1% -0.0% 0.4 8,981 +3 2 —
☆V funds › VISA INC ADD — 0.1% +0.0% 0.4 1,297 +6 2 —
☆ISTB funds › ISHARES TR TRIM — 0.1% -0.0% 0.4 9,058 -224 2 —
☆KO funds › COCA COLA CO HOLD — 0.1% -0.0% 0.4 5,317 +0 2 —
☆UNP funds › UNION PAC CORP HOLD — 0.1% +0.0% 0.4 1,584 +0 2 —
☆MTUM funds › ISHARES TR HOLD — 0.1% +0.0% 0.4 1,253 +0 2 —
☆PAA funds › PLAINS ALL AMERN PIPELINE L HOLD — 0.1% -0.0% 0.4 19,250 +0 2 —
☆ABBV funds › ABBVIE INC ADD — 0.1% +0.0% 0.4 1,667 +5 2 —
☆CSCO funds › CISCO SYS INC TRIM — 0.1% +0.0% 0.4 3,550 -48 2 —
☆QQQ funds › INVESCO QQQ TR ADD — 0.1% +0.0% 0.4 564 +40 2 —
☆ETN funds › EATON CORP PLC HOLD — 0.1% +0.0% 0.4 950 +0 2 —
☆SBUX funds › STARBUCKS CORP TRIM — 0.1% +0.0% 0.4 3,941 -65 2 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.1% -0.0% 0.4 2,339 +1 2 —
☆MBB funds › ISHARES TR ADD — 0.1% +0.0% 0.4 4,031 +406 2 —
☆IMCG funds › ISHARES TR HOLD — 0.1% +0.0% 0.4 3,786 +0 2 —
☆ESGU funds › ISHARES TR HOLD — 0.1% +0.0% 0.4 2,247 +0 2 —
☆MMM funds › 3M CO HOLD — 0.1% +0.0% 0.4 2,258 +0 2 —
☆PWR funds › QUANTA SVCS INC HOLD — 0.1% +0.0% 0.4 500 +0 2 —
☆SPTI funds › SPDR SERIES TRUST NEW — 0.1% +0.1% 0.4 12,395 +12,395 1 —
☆NAVN funds › NAVAN INC NEW — 0.1% +0.1% 0.3 14,871 +14,871 1 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC HOLD — 0.1% +0.0% 0.3 700 +0 2 —
☆TSLA funds › TESLA INC TRIM — 0.1% +0.0% 0.3 785 -4 2 —
☆FDX funds › FEDEX CORP ADD — 0.1% -0.0% 0.3 1,039 +4 2 —
☆BIL funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 0.3 3,488 -10 2 —
☆EQAL funds › INVESCO EXCH TRADED FD TR II TRIM — 0.1% -0.0% 0.3 5,386 -20 2 —
☆HXL funds › HEXCEL CORP NEW ADD — 0.1% +0.0% 0.3 3,161 +1 2 —
☆IGSB funds › ISHARES TR TRIM — 0.1% -0.0% 0.3 5,995 -26 2 —
☆BNDX funds › VANGUARD CHARLOTTE FDS TRIM — 0.1% -0.0% 0.3 6,458 -2,149 2 —
☆BNY funds › BANK OF NY MELLON CORP ADD — 0.1% +0.0% 0.3 2,143 +1 2 —
☆MDLZ funds › MONDELEZ INTL INC ADD — 0.1% -0.0% 0.3 5,227 +6 2 —
☆NULV funds › NUSHARES ETF TR ADD — 0.1% +0.0% 0.3 6,033 +245 2 —
☆PZA funds › INVESCO EXCH TRADED FD TR II NEW — 0.1% +0.1% 0.3 12,780 +12,780 1 —
☆MTZ funds › MASTEC INC HOLD — 0.1% +0.0% 0.3 695 +0 2 —
☆OKE funds › ONEOK INC NEW HOLD — 0.1% -0.0% 0.3 3,281 +0 2 —
☆QQEW funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 0.3 1,784 -385 2 —
☆RSPT funds › INVESCO EXCHANGE TRADED FD T NEW — 0.1% +0.1% 0.3 4,400 +4,400 1 —
☆PDBC funds › INVESCO ACTVELY MNGD ETC FD TRIM — 0.1% -0.1% 0.3 17,369 -15,202 2 —
☆ESGD funds › ISHARES TR ADD — 0.1% +0.0% 0.3 2,606 +502 2 —
☆DIS funds › DISNEY WALT CO HOLD — 0.1% -0.0% 0.3 2,759 +0 2 —
☆IEF funds › ISHARES TR ADD — 0.1% +0.0% 0.3 2,768 +326 2 —
☆VZ funds › VERIZON COMMUNICATIONS INC HOLD — 0.1% -0.0% 0.3 6,059 +0 2 —
☆PM funds › PHILIP MORRIS INTL INC HOLD — 0.1% +0.0% 0.3 1,414 +0 2 —
☆XJH funds › ISHARES TR ADD — 0.1% +0.0% 0.3 4,864 +255 2 —
☆ALL funds › ALLSTATE CORP HOLD — 0.1% +0.0% 0.2 1,000 +0 2 —
☆IDU funds › ISHARES TR HOLD — 0.1% -0.0% 0.2 2,074 +0 2 —
☆GOOG funds › ALPHABET INC NEW — 0.1% +0.1% 0.2 635 +635 1 —
☆HODL funds › VANECK BITCOIN ETF ADD — 0.1% -0.0% 0.2 12,793 +854 2 —
☆XLP funds › SELECT SECTOR SPDR TR HOLD — 0.1% -0.0% 0.2 2,546 +0 2 —
☆KRMA funds › GLOBAL X FDS NEW — 0.1% +0.1% 0.2 4,485 +4,485 1 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS NEW — 0.1% +0.1% 0.2 747 +747 1 —
☆FTEC funds › FIDELITY COVINGTON TRUST NEW — 0.1% +0.1% 0.2 726 +726 1 —
☆SCHO funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.4% 0.0 0 -47,637 0 —
☆SCHR funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.6% 0.0 0 -70,454 0 —
☆SLV funds › ISHARES SILVER TR EXIT — 0.0% -0.1% 0.0 0 -3,686 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 302 117 0.06 74% 0.274 0.713 — in
2026Q1 278 108 0.04 74% 0.295 0.752 — entered
2025Q4 288 109 0.81 75% 0.304 0.000 — out
2025Q3 127 109 0.82 52% 0.038 0.000 — left
2025Q2 277 106 0.05 75% 0.311 0.734 — entered
2025Q1 283 105 0.00 77% 0.356 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status