Rede Wealth, LLC holds a concentrated book of 117 stocks worth $302.0M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Apple Inc. Their largest long position is Berkshire Hathaway Inc-CL A at 52% of the equity book. Cloning the disclosed picks since 2024 would be +27% (+14.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Rede Wealth, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Rede Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
77% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL A | $155.8M | 208 | 51.6% | —Held | |
| 2 | Apple Inc COM | $13.6M | 47.0K | 4.5% | ▼−0.2% Reduced · −108 sh | |
| 3 | Ishares TR CORE S&P TTL STK | $10.7M | 65.3K | 3.6% | ▲+8.0% Added · +5K sh | |
| 4 | Johnson & Johnson COM | $9.4M | 37.0K | 3.1% | ▼−0.1% Reduced · −35 sh | |
| 5 | Ishares TR CORE S&P500 ETF | $8.7M | 11.7K | 2.9% | ▼−1.1% Reduced · −127 sh | |
| 6 | Amazon Com Inc COM | $5.6M | 23.6K | 1.9% | ▲+0.1% Added · +25 sh | |
| 7 | Applied Matls Inc COM | $5.3M | 7.3K | 1.7% | —Held | |
| 8 | Berkshire Hathaway Inc Del CL B NEW | $5.0M | 9.9K | 1.6% | ▼−1.3% Reduced · −129 sh | |
| 9 | Fidelity Merrimack STR TR TOTAL BD ETF | $4.1M | 90.8K | 1.4% | ▲+167% Added · +57K sh | |
| 10 | State STR SPDR S&P 500 ETF T TR UNIT | $3.9M | 5.2K | 1.3% | ▼−0.2% Reduced · −10 sh | |
| 11 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $3.5M | 11.7K | 1.2% | ▲+8.4% Added · +902 sh | |
| 12 | Vanguard Mun BD FDS TAX EXEMPT BD | $3.2M | 63.6K | 1.1% | ▼−5.0% Reduced · −3K sh | |
| 13 | Microsoft Corp COM | $3.1M | 8.3K | 1.0% | ▲+0.2% Added · +19 sh | |
| 14 | SPDR Series Trust ST STR P500GRW | $3.1M | 25.8K | 1.0% | ▼−3.0% Reduced · −788 sh | |
| 15 | Nvidia Corporation COM | $2.8M | 14.0K | 0.9% | ▼−1.1% Reduced · −164 sh | |
| 16 | Ishares TR CORE MSCI TOTAL | $2.6M | 27.5K | 0.9% | ▲+5.0% Added · +1K sh | |
| 17 | Exxon Mobil Corp COM | $2.4M | 17.5K | 0.8% | ▼−0.8% Reduced · −150 sh | |
| 18 | Ishares TR CORE MSCI INTL | $1.7M | 19.4K | 0.6% | ▲+14% Added · +2K sh | |
| 19 | SPDR Series Trust ST PORT HIGH ETF | $1.6M | 66.5K | 0.5% | ▲+46% Added · +21K sh | |
| 20 | Corning Inc COM | $1.5M | 5.9K | 0.5% | —Held | |
| 21 | BlackRock ETF Trust ISHARES US EQUIT | $1.4M | 20.5K | 0.5% | ▼−35% Reduced · −11K sh | |
| 22 | Vanguard Index FDS VALUE ETF | $1.4M | 6.3K | 0.5% | ▲+10% Added · +580 sh | |
| 23 | Ishares TR U.S. TECH ETF | $1.2M | 4.9K | 0.4% | —Held | |
| 24 | Coinbase Global Inc COM CL A | $1.2M | 8.1K | 0.4% | ▲+0.1% Added · +8 sh | |
| 25 | Ishares TR MRGSTR MD CP ETF | $1.2M | 12.1K | 0.4% | ▼−23% Reduced · −4K sh | |
| 26 | Grayscale Ethereum Staking SHS NEW | $1.1M | 74.4K | 0.4% | ▲+40% Added · +21K sh | |
| 27 | Vanguard Malvern FDS STRM INFPROIDX | $1.1M | 22.0K | 0.4% | ▼−34% Reduced · −11K sh | |
| 28 | JPMorgan Chase & Co COM | $1.1M | 3.3K | 0.4% | —Held | |
| 29 | Schwab Strategic TR US MID-CAP ETF | $1.1M | 29.6K | 0.4% | ▲+11% Added · +3K sh | |
| 30 | BlackRock ETF Trust ISHA SYST AL ETF | $1.1M | 37.8K | 0.4% | ▲New New position | |
| 31 | Ishares TR CORE US AGGBD ET | $1.0M | 10.6K | 0.3% | ▲+3.0% Added · +308 sh | |
| 32 | Unitedhealth Group Inc COM | $1.0M | 2.5K | 0.3% | ▼−1.5% Reduced · −38 sh | |
| 33 | McDonalds Corp COM | $962K | 3.6K | 0.3% | ▲~0% Added · +1 sh | |
| 34 | Vaneck ETF Trust REAL ASSETS ETF | $953K | 24.0K | 0.3% | ▲New New position | |
| 35 | SPDR Index SHS FDS ST PORT MARK ETF | $946K | 18.3K | 0.3% | ▲+5.9% Added · +1K sh | |
| 36 | Schwab Strategic TR US LRG CAP ETF | $935K | 31.8K | 0.3% | —Held | |
| 37 | ASML Hldg NV N Y REGISTRY SHS | $935K | 470 | 0.3% | ▲+1.3% Added · +6 sh | |
| 38 | Schwab Strategic TR US SML CAP ETF | $931K | 25.8K | 0.3% | ▼−46% Reduced · −22K sh | |
| 39 | Procter & Gamble Co COM | $927K | 6.3K | 0.3% | ▲+0.1% Added · +8 sh | |
| 40 | Netflix Inc. COM | $921K | 12.9K | 0.3% | ▲+0.8% Added · +99 sh | |
| 41 | Enterprise Prods Partners L COM | $855K | 23.3K | 0.3% | ▼−0.3% Reduced · −69 sh | |
| 42 | SPDR Series Trust ST NUVE HIGH ETF | $827K | 32.5K | 0.3% | ▼−6.2% Reduced · −2K sh | |
| 43 | Franklin Templeton Digital H BITCOIN ETF SHS | $817K | 24.1K | 0.3% | ▼−14% Reduced · −4K sh | |
| 44 | Ishares Gold Trust Micro SHS REPSTG UN TR | $795K | 19.9K | 0.3% | ▲+1.0% Added · +200 sh | |
| 45 | Ishares Inc MSCI EMRG CHN | $759K | 7.4K | 0.3% | ▼−38% Reduced · −5K sh | |
| 46 | Ishares TR ESG MSCI KLD ETF | $751K | 5.3K | 0.2% | ▼−8.8% Reduced · −508 sh | |
| 47 | Norfolk Southn Corp COM | $743K | 2.4K | 0.2% | ▼−1.6% Reduced · −38 sh | |
| 48 | Simplify Exchange Traded Fun MANAGED FUTURES | $737K | 28.4K | 0.2% | ▲New New position | |
| 49 | BlackRock Inc COM | $667K | 693 | 0.2% | —Held | |
| 50 | Caterpillar Inc COM | $662K | 622 | 0.2% | ▼−3.7% Reduced · −24 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 118 | $302.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 109 | $278.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 111 | $287.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 109 | $127.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 159 | $277.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 143 | $283.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 141 | $261.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 143 | $261.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.