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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
SPLV icon
51
Invesco S&P 500 Low Volatility ETF
SPLV
$7.12B
$603K 0.21%
+8,447
New +$607K
EMXC icon
52
iShares MSCI Emerging Markets ex China ETF
EMXC
$24B
$597K 0.21%
+8,212
New +$582K
NULG icon
53
Nuveen ESG Large-Cap Growth ETF
NULG
$2.69B
$590K 0.21%
+6,033
New +$596K
ADP icon
54
Automatic Data Processing
ADP
$97.1B
$576K 0.2%
2,238
-1,526
-41% -$406K
T icon
55
AT&T
T
$160B
$572K 0.2%
+23,020
New +$583K
RTX icon
56
RTX Corp
RTX
$282B
$564K 0.2%
+3,076
New +$534K
CB icon
57
Chubb
CB
$137B
$532K 0.18%
+1,703
New +$498K
PDBC icon
58
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.85B
$528K 0.18%
+39,886
New +$540K
GLW icon
59
Corning
GLW
$134B
$521K 0.18%
+5,946
New +$512K
SUB icon
60
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$513K 0.18%
+4,804
New +$512K
ASML icon
61
ASML
ASML
$693B
$494K 0.17%
+462
New +$482K
VB icon
62
Vanguard Small-Cap ETF
VB
$79.3B
$486K 0.17%
1,883
+363
+24% +$93K
CSX icon
63
CSX Corp
CSX
$98.1B
$481K 0.17%
+13,268
New +$475K
TFC icon
64
Truist Financial
TFC
$62.5B
$442K 0.15%
+8,975
New +$413K
SCHF icon
65
Schwab International Equity ETF
SCHF
$65.7B
$440K 0.15%
+18,304
New +$435K
GOOGL icon
66
Alphabet (Google) Class A
GOOGL
$3.88T
$428K 0.15%
1,368
-4,366
-76% -$1.25M
TSLA icon
67
Tesla
TSLA
$1.2T
$397K 0.14%
882
-23,258
-96% -$10.3M
ABBV icon
68
AbbVie
ABBV
$454B
$379K 0.13%
1,658
-6,870
-81% -$1.56M
BNDX icon
69
Vanguard Total International Bond ETF
BNDX
$81.8B
$378K 0.13%
+7,817
New +$386K
KO icon
70
Coca-Cola
KO
$349B
$372K 0.13%
5,317
-11,557
-68% -$806K
PAA icon
71
Plains All American Pipeline
PAA
$17.4B
$371K 0.13%
+20,683
New +$351K
CAT icon
72
Caterpillar
CAT
$412B
$370K 0.13%
+646
New +$359K
UNP icon
73
Union Pacific
UNP
$181B
$366K 0.13%
+1,584
New +$362K
ICSH icon
74
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.96B
$365K 0.13%
7,215
+3,033
+73% +$154K
MMM icon
75
3M
MMM
$87.5B
$362K 0.13%
2,258
+363
+19% +$59.4K
1 2
3
4 5

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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.