Rede Wealth, LLC
CIK: 0001842054Latest portfolio: $287.0M · Q4 2025
Holdings
109
Total Value
$287.0M
New Positions
109
Closed Positions
0
Top Holdings
View All 109 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY INC DEL | 208 | $156.0M | 54.36% | NEW | |
| 2 | AAPLAPPLE INC | 47,500 | $12.0M | 4.18% | NEW | |
| 3 | ITOTISHARES TR | 57,642 | $8.0M | 2.79% | NEW | |
| 4 | IVVISHARES TR | 10,906 | $7.0M | 2.44% | NEW | |
| 5 | JNJJOHNSON & JOHNSON | 37,085 | $7.0M | 2.44% | NEW | |
| 6 | AMZNAMAZON COM INC | 24,447 | $5.0M | 1.74% | NEW | |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,116 | $5.0M | 1.74% | NEW | |
| 8 | VTEBVANGUARD MUN BD FDS | 67,318 | $3.0M | 1.05% | NEW | |
| 9 | MSFTMICROSOFT CORP | 8,270 | $3.0M | 1.05% | NEW | |
| 10 | SPYSPDR S&P 500 ETF TR | 5,192 | $3.0M | 1.05% | NEW | |
| 11 | NVDANVIDIA CORPORATION | 14,219 | $2.0M | 0.70% | NEW | |
| 12 | SPYGSPDR SERIES TRUST | 26,193 | $2.0M | 0.70% | NEW | |
| 13 | XOMEXXON MOBIL CORP | 17,609 | $2.0M | 0.70% | NEW | |
| 14 | QQQMINVESCO EXCH TRADED FD TR II | 9,703 | $2.0M | 0.70% | NEW | |
| 15 | IXUSISHARES TR | 29,253 | $2.0M | 0.70% | NEW | |
| 16 | DYNFBLACKROCK ETF TRUST | 36,690 | $2.0M | 0.70% | NEW | |
| 17 | NFLXNETFLIX INC | 12,802 | $1.0M | 0.35% | NEW | |
| 18 | FBNDFIDELITY MERRIMACK STR TR | 36,614 | $1.0M | 0.35% | NEW | |
| 19 | AGGISHARES TR | 13,984 | $1.0M | 0.35% | NEW | |
| 20 | SPHYSPDR SERIES TRUST | 58,782 | $1.0M | 0.35% | NEW | |
| 21 | EZBCFRANKLIN TEMPLETON DIGITAL H | 21,261 | $1.0M | 0.35% | NEW | |
| 22 | VTIPVANGUARD MALVERN FDS | 28,406 | $1.0M | 0.35% | NEW | |
| 23 | IAUMISHARES GOLD TR | 41,592 | $1.0M | 0.35% | NEW | |
| 24 | SCHASCHWAB STRATEGIC TR | 43,430 | $1.0M | 0.35% | NEW | |
| 25 | SCHRSCHWAB STRATEGIC TR | 72,734 | $1.0M | 0.35% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($8.000700030003e+113T)
Technology0.0% ($12000300020001.0T)
Unknown0.0% ($15600.0T)
Consumer Cyclical0.0% ($5.0T)
Energy0.0% ($20.0B)
Communication Services0.0% ($1.0B)
Healthcare0.0% ($700.0M)
Industrials0.0% ($0)
Consumer Defensive0.0% ($0)
Filing History
Fund Information
Rede Wealth, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $287.0M across 109 holdings. The largest position is BERKSHIRE HATHAWAY INC DEL (BRK-B), representing 54.4% of the portfolio. Compared to the previous quarter, the fund opened 109 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.