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Rede Wealth Portfolio holdings

AUM $278M
1-Year Est. Return 9.19%
This Fund
S&P 500
This Quarter Est. Return
+0.84%
1 Year Est. Return
+9.19%
3 Year Est. Return
+80.55%
5 Year Est. Return
+109.59%
10 Year Est. Return
–
AUM
$288M
AUM Growth
+$160M
Cap. Flow
+$158M
Cap. Flow %
54.89%
Top 10 Hldgs %
74.81%
Holding
188
New
79
Increased
18
Reduced
12
Closed
79

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$155M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$8.51M
3
JNJ icon
Johnson & Johnson
JNJ
+$6.47M
4
AMZN icon
Amazon
AMZN
+$3.56M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.47M

Top Sells

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$12.6M
2
TSLA icon
Tesla
TSLA
+$10.3M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.74M
4
DVY icon
iShares Select Dividend ETF
DVY
+$5.5M
5
UBER icon
Uber
UBER
+$4.04M

Sector Composition

Rank Sector Weight
1 Financials 58.83%
2 Technology 8.57%
3 Healthcare 3.1%
4 Consumer Discretionary 2.6%
5 Industrials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NFLX icon
26
Netflix
NFLX
$286B
$1.2M 0.42%
12,802
+9,612
+301% +$1.04M
MCD icon
27
McDonald's
MCD
$187B
$1.09M 0.38%
3,558
+2,291
+181% +$702K
EZBC icon
28
Franklin Bitcoin ETF
EZBC
$383M
$1.08M 0.37%
+21,261
New +$1.23M
JPM icon
29
JPMorgan Chase
JPM
$925B
$1.08M 0.37%
3,338
-279
-8% -$86.4K
VTV icon
30
Vanguard Value ETF
VTV
$188B
$1.05M 0.36%
+5,487
New +$1.03M
SCHM icon
31
Schwab US Mid-Cap ETF
SCHM
$14.7B
$1.04M 0.36%
+34,638
New +$1.03M
ETH
32
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.72B
$991K 0.34%
+35,320
New +$1.15M
IYW icon
33
iShares US Technology ETF
IYW
$24B
$972K 0.34%
+4,868
New +$974K
IMCB icon
34
iShares Morningstar Mid-Cap ETF
IMCB
$1.64B
$940K 0.33%
+11,357
New +$938K
SCHO icon
35
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$925K 0.32%
+37,956
New +$925K
PG icon
36
Procter & Gamble
PG
$341B
$904K 0.31%
6,306
+4,869
+339% +$718K
UNH icon
37
UnitedHealth
UNH
$382B
$864K 0.3%
2,617
+1,768
+208% +$599K
DSI icon
38
iShares MSCI KLD 400 Social ETF
DSI
$5.19B
$861K 0.3%
+6,682
New +$854K
SCHX icon
39
Schwab US Large- Cap ETF
SCHX
$70.8B
$855K 0.3%
+31,782
New +$849K
SHOP icon
40
Shopify
SHOP
$146B
$847K 0.29%
+5,262
New +$845K
SPEM icon
41
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.1B
$811K 0.28%
+17,331
New +$816K
HYMB icon
42
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.06B
$791K 0.28%
+31,733
New +$795K
V icon
43
Visa
V
$666B
$766K 0.27%
2,184
+552
+34% +$188K
EPD icon
44
Enterprise Products Partners
EPD
$84B
$746K 0.26%
+23,257
New +$735K
IDEV icon
45
iShares Core MSCI International Developed Markets ETF
IDEV
$30.9B
$744K 0.26%
+9,019
New +$733K
BLK icon
46
Blackrock
BLK
$162B
$742K 0.26%
693
+519
+298% +$567K
MA icon
47
Mastercard
MA
$466B
$693K 0.24%
+1,214
New +$679K
NSC icon
48
Norfolk Southern
NSC
$78B
$693K 0.24%
+2,399
New +$694K
AON icon
49
Aon
AON
$75.2B
$670K 0.23%
+1,898
New +$663K
IEI icon
50
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$634K 0.22%
+5,313
New +$636K
1
2
3 4 5

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ACP
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MCC
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RWM
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AIA
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Rede Wealth's Q4 2025 Portfolio in Review

As of Q4 2025, Rede Wealth held 188 positions worth $288M, up 126% from $127M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Rede Wealth deployed $158M of net new capital in Q4 2025, opening 79 new positions and adding to 18 existing holdings. Its largest new stake was iShares Core S&P Total US Stock Market ETF: 57,642 shares worth $8.57M.

By sector, the portfolio is most concentrated in Financials at 59% of assets, up from 6.1% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Tesla, an estimated $10.3M trimmed.

  • Rede Wealth's largest Q4 2025 buy was iShares Core S&P Total US Stock Market ETF: 57,642 shares worth $8.57M.
  • Rede Wealth added most to Berkshire Hathaway Class A in Q4 2025, an estimated $155M increase.
  • Rede Wealth's biggest Q4 2025 reduction was Tesla, cutting an estimated $10.3M.
  • Rede Wealth fully exited Vanguard FTSE Developed Markets ETF in Q4 2025, selling an estimated $12.6M.
  • Rede Wealth's ten largest holdings make up 75% of its $288M portfolio in Q4 2025.
  • Rede Wealth opened 79 new positions and closed 79 in Q4 2025.
  • Rede Wealth's portfolio value rose 126% quarter-over-quarter to $288M.

Based on Rede Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.