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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 4 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHF SCHWAB STRATEGIC TR 18,479.0 $512K 0.17% $27.70 +0.9%
62 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,236.0 $501K 0.17% $223.95 +26.6%
63 GOOGL ALPHABET INC Communication Services 1,396.0 $499K 0.17% +8.0 +0.6% $357.37 -6.3%
64 IEI ISHARES TR 4,180.0 $491K 0.16% +434.0 +11.6% $117.45 -1.6%
65 T AT&T INC Communication Services 23,020.0 $477K 0.16% $20.70 +25.6%
66 INTC INTEL CORP Technology 3,344.0 $467K 0.15% NEW $139.65 -36.3%
67 TFC TRUIST FINL CORP Financial Services 8,981.0 $447K 0.15% $49.82 -0.8%
68 V VISA INC Financial Services 1,297.0 $445K 0.15% $342.97 +8.7%
69 ISTB ISHARES TR 9,058.0 $437K 0.14% -224.0 -2.4% $48.25 -1.1%
70 KO COCA COLA CO Consumer Defensive 5,317.0 $432K 0.14% $81.27 +8.3%
71 UNP UNION PAC CORP Industrials 1,584.0 $431K 0.14% $272.00 +6.8%
72 MTUM ISHARES TR 1,253.0 $430K 0.14% $342.83 -13.5%
73 PAA PLAINS ALL AMERN PIPELINE L Energy 19,250.0 $429K 0.14% $22.26 +16.2%
74 ABBV ABBVIE INC Healthcare 1,667.0 $420K 0.14% $251.67 +3.3%
75 CSCO CISCO SYS INC Technology 3,550.0 $417K 0.14% -48.0 -1.3% $117.46 -6.6%
76 QQQ INVESCO QQQ TR Financial Services 564.0 $415K 0.14% +40.0 +7.6% $736.40 -3.9%
77 ETN EATON CORP PLC Industrials 950.0 $405K 0.13% $426.12 -8.3%
78 SBUX STARBUCKS CORP Consumer Cyclical 3,941.0 $403K 0.13% -65.0 -1.6% $102.20 +3.9%
79 CVX CHEVRON CORPORATION Energy 2,339.0 $388K 0.13% $165.73 +27.3%
80 MBB ISHARES TR 4,031.0 $381K 0.13% +406.0 +11.2% $94.52 -2.2%
Page 4 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%