Rede Wealth, LLC

Q1 2026 13F-HR Holdings

Location
Charlottesville, VA
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$278,030
Net value change ($000)
-9,734 (-3.4%)
New positions
3
Sold out positions
4
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JNJ 1,390 18.1%
XOM 869 41.0%
IDEV 676 90.9%
AMAT 619 33.0%
IMCB 370 39.4%
EMXC 342 57.3%
GLW 287 55.1%
VTIP 252 17.9%
SLV 251 NEW
IVV 233 3.1%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -7,625 -4.9%
AAPL -961 -7.4%
MSFT -930 -23.3%
IAUM -869 -48.6%
AMZN -742 -13.1%
COIN -411 -22.5%
DYNF -402 -18.0%
AGG -377 -27.0%
V -376 -49.1%
ICSH -365 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type