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Portfolio (Quarterly) Guide ↗

Rede Wealth, LLC

· CIK 0001842054
13F Portfolio $302M AUM 118 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 24 Added 27 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 SCHR SCHWAB STRATEGIC TR 70,454 $1.8M 0.63% SOLD
2 SCHO SCHWAB STRATEGIC TR 47,637 $1.2M 0.42% SOLD
3 SLV ISHARES SILVER TR Financial Services 3,686 $251K 0.09% SOLD
Sector Allocation
Technology 39.8%
Financial Services 17.8%
Healthcare 14.6%
Consumer Cyclical 9.8%
Industrials 7.5%
Energy 4.7%
Communication Services 3.2%
Consumer Defensive 2.6%