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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
Page 3 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EPD ENTERPRISE PRODS PARTNERS L 23,262.0 $855K 0.28% $36.76
42 HYMB SPDR SERIES TRUST 32,507.0 $827K 0.27% -2K -6.2% $25.44 -3.7%
43 EZBC FRANKLIN TEMPLETON DIGITAL H Financial Services 24,100.0 $817K 0.27% -4K -13.6% $33.91 +31.6%
44 IAUM ISHARES GOLD TRUST MICRO Financial Services 19,877.0 $795K 0.26% +200.0 +1.0% $40.01 +7.8%
45 EMXC ISHARES INC 7,421.0 $759K 0.25% -5K -37.9% $102.30 -4.2%
46 DSI ISHARES TR 5,273.0 $751K 0.25% -508.0 -8.8% $142.39 +2.0%
47 NSC NORFOLK SOUTHN CORP Industrials 2,361.0 $743K 0.25% -38.0 -1.6% $314.65 +5.8%
48 CTA SIMPLIFY EXCHANGE TRADED FUN 28,426.0 $737K 0.24% NEW $25.94 +12.1%
49 BLK BLACKROCK INC Financial Services 693.0 $667K 0.22% $961.78 +17.3%
50 CAT CATERPILLAR INC Industrials 622.0 $662K 0.22% -24.0 -3.7% $1064.20 -26.8%
51 AON AON PLC Financial Services 1,898.0 $630K 0.21% $331.69 -1.6%
52 MA MASTERCARD INCORPORATED Financial Services 1,216.0 $624K 0.21% $513.39 +13.2%
53 VB VANGUARD INDEX FDS 2,056.0 $623K 0.21% +78.0 +3.9% $303.12 -2.4%
54 CSX CSX CORP Industrials 12,843.0 $610K 0.20% -425.0 -3.2% $47.53 +2.5%
55 SHOP SHOPIFY INC Technology 5,262.0 $601K 0.20% $114.18 +22.5%
56 RTX RTX CORPORATION Industrials 3,076.0 $584K 0.19% $189.73 +8.1%
57 CB CHUBB LIMITED Financial Services 1,703.0 $580K 0.19% $340.74 -0.6%
58 SPLV INVESCO EXCH TRADED FD TR II 7,612.0 $570K 0.19% $74.90 -0.5%
59 NULG NUSHARES ETF TR 4,514.0 $528K 0.17% -923.0 -17.0% $117.06 -3.9%
60 SUB ISHARES TR 4,945.0 $526K 0.17% -225.0 -4.3% $106.47 -0.5%
Page 3 of 6  ·  117 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%