13F Filings History of Rede Wealth, LLC

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • Rede Wealth, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • Rede Wealth, LLC reported 117 equity holdings with a total reported market value of $302,040,602 for Q2 2026. Top reported holdings included BRKA, AAPL, ITOT, JNJ, and IVV.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Cody Branson - Compliance Consultant
Manager location
Charlottesville, VA

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q2 2026
Latest value
$302,040,602
Quarter delta
+$24,011,073
Accepted
03 Aug 2026, 13:47
Rows shown
1-23 of 23
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q2 2026 117 $302,040,602 +$10,773,017 -$7,485,905 +$3,287,112 BRKA, AAPL, ITOT, JNJ, IVV 13F-HR 03 Aug 2026, 13:47
Q1 2026 108 $278,029,529 +$4,947,385 -$5,396,773 -$449,388 BRKA, AAPL, JNJ, ITOT, IVV 13F-HR 10 Apr 2026, 14:33
Q4 2025 109 $287,763,916 +$250,225,145 -$90,716,038 +$159,509,107 BRKA, AAPL, ITOT, JNJ, IVV 13F-HR 23 Jan 2026, 15:21
Q3 2025 109 $127,333,321 +$89,592,147 -$250,768,187 -$161,176,040 VEA, TSLA, AAPL, VWO, DVY 13F-HR 29 Oct 2025, 16:42
Q2 2025 106 $277,031,520 +$2,499,026 -$1,677,333 +$821,693 BERKSHIRE HATHAWAY INC DEL, AAPL, ITOT, IVV, JNJ 13F-HR 04 Aug 2025, 16:11
Q1 2025 105 $283,123,754 +$3,152,700 -$2,554,139 +$598,561 BERKSHIRE HATHAWAY INC DEL, AAPL, ITOT, JNJ, IVV 13F-HR 14 May 2025, 13:13
Q4 2024 102 $261,004,913 +$7,866,817 -$4,749,270 +$3,117,547 BRKA, AAPL, ITOT, IVV, AMZN 13F-HR 28 Jan 2025, 15:55
Q3 2024 104 $261,490,450 +$150,157,792 -$3,084,225 +$147,073,567 BRKA, AAPL, ITOT, JNJ, IVV 13F-HR 18 Oct 2024, 13:48
Q2 2024 96 $108,571,886 +$10,999,367 -$140,600,610 -$129,601,243 AAPL, ITOT, IVV, JNJ, AMZN 13F-HR 02 Aug 2024, 18:37
Q1 2024 95 $238,516,281 +$7,526,021 -$6,125,582 +$1,400,439 BRKA, AAPL, ITOT, JNJ, IVV 13F-HR 03 May 2024, 11:16
Q4 2023 90 $210,796,393 +$15,286,678 -$13,935,218 +$1,351,460 BRKA, AAPL, JNJ, ITOT, IVV 13F-HR 17 Jan 2024, 10:24
Q3 2023 81 $199,461,310 +$1,320,643 -$11,752,806 -$10,432,163 BRKA, AAPL, JNJ, VTEB, IVV 13F-HR 08 Nov 2023, 12:21
Q2 2023 98 $210,619,887 +$4,162,841 -$2,411,371 +$1,751,470 BRKA, AAPL, JNJ, VTEB, IVV 13F-HR 07 Aug 2023, 11:37
Q1 2023 91 $191,776,674 +$5,661,104 -$2,546,273 +$3,114,831 BRKA, AAPL, JNJ, VTEB, SPTI 13F-HR 26 Apr 2023, 11:57
Q4 2022 90 $184,989,346 +$8,290,825 -$8,567,237 -$276,412 BRKA, JNJ, AAPL, VTEB, SPTI 13F-HR 17 Jan 2023, 13:30
Q3 2022 89 $168,391,000 +$6,013,854 -$5,087,270 +$926,584 BRKA, AAPL, JNJ, VTEB, SPTI 13F-HR 17 Oct 2022, 16:14
Q2 2022 99 $172,277,000 +$19,040,392 -$18,504,741 +$535,651 BRKA, JNJ, AAPL, VTEB, SPY 13F-HR 21 Jul 2022, 14:32
Q1 2022 105 $212,848,000 +$4,389,399 -$3,830,127 +$559,272 BRKA, AAPL, JNJ, AMZN, SPY 13F-HR 18 Apr 2022, 16:14
Q4 2021 106 $198,951,000 +$1,693,154 -$7,026,805 -$5,333,651 BRKA, AAPL, JNJ, SPY, AMZN 13F-HR 07 Feb 2022, 09:17
Q3 2021 109 $187,629,000 +$6,212,325 -$2,967,759 +$3,244,566 BRKA, AAPL, JNJ, LMBS, SPY 13F-HR 08 Oct 2021, 14:17
Q2 2021 109 $187,371,000 +$15,363,598 -$1,307,541 +$14,056,057 BRKA, AAPL, JNJ, LMBS, SPY 13F-HR 22 Jul 2021, 15:45
Q1 2021 101 $164,451,208 +$7,983,615 -$1,153,305 +$6,830,310 BRKA, JNJ, AAPL, LMBS, SPY 13F-HR 12 May 2021, 14:02
Q4 2020 92 $146,235,000 $0 $0 $0 BRKA, AAPL, JNJ, LMBS, AMZN 13F-HR 12 Feb 2021, 17:54
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