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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 5 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IMCG ISHARES TR 3,786.0 $372K 0.12% $98.30 -3.1%
82 ESGU ISHARES TR 2,247.0 $368K 0.12% $163.67 +2.0%
83 MMM 3M CO Industrials 2,258.0 $366K 0.12% $161.94 +5.1%
84 PWR QUANTA SVCS INC Industrials 500.0 $360K 0.12% $720.04 -15.1%
85 SPTI SPDR SERIES TRUST 12,395.0 $352K 0.12% NEW $28.39 -1.9%
86 NAVN NAVAN INC Technology 14,871.0 $340K 0.11% NEW $22.87 +19.4%
87 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 700.0 $334K 0.11% $477.57 -13.3%
88 TSLA TESLA INC Consumer Cyclical 785.0 $330K 0.11% -4.0 -0.5% $420.60 -15.3%
89 FDX FEDEX CORP Industrials 1,039.0 $325K 0.11% $313.02 +3.8%
90 BIL SPDR SERIES TRUST 3,488.0 $320K 0.11% $91.64 -0.3%
91 EQAL INVESCO EXCH TRADED FD TR II 5,386.0 $319K 0.11% $59.25 +2.3%
92 HXL HEXCEL CORP NEW Industrials 3,161.0 $316K 0.10% $100.07 -8.0%
93 IGSB ISHARES TR 5,995.0 $314K 0.10% $52.41 -1.2%
94 BNDX VANGUARD CHARLOTTE FDS 6,458.0 $313K 0.10% -2K -25.0% $48.43 -2.4%
95 BK BANK OF NY MELLON CORP Financial Services 2,143.0 $310K 0.10% $144.63 -0.6%
96 MDLZ MONDELEZ INTL INC Consumer Defensive 5,227.0 $302K 0.10% $57.84 +6.5%
97 NULV NUSHARES ETF TR 6,033.0 $302K 0.10% +245.0 +4.2% $49.99 +6.8%
98 PZA INVESCO EXCH TRADED FD TR II 12,780.0 $301K 0.10% NEW $23.52 -4.6%
99 MTZ MASTEC INC Industrials 695.0 $289K 0.10% $416.06 -42.9%
100 OKE ONEOK INC NEW Energy 3,281.0 $285K 0.09% $86.94 +10.1%
Page 5 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%