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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
+11.48%
1 Year Est. Return
+9.19%
3 Year Est. Return
+80.55%
5 Year Est. Return
+109.59%
10 Year Est. Return
–
AUM
$127M
AUM Growth
-$150M
Cap. Flow
-$159M
Cap. Flow %
-125.11%
Top 10 Hldgs %
51.82%
Holding
185
New
79
Increased
11
Reduced
19
Closed
76

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$12.3M
2
TSLA icon
Tesla
TSLA
+$8M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.41M
4
DVY icon
iShares Select Dividend ETF
DVY
+$5.36M
5
UBER icon
Uber
UBER
+$3.85M

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$152M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$9.63M
3
JNJ icon
Johnson & Johnson
JNJ
+$5.65M
4
AMZN icon
Amazon
AMZN
+$3.81M
5
NVDA icon
NVIDIA
NVDA
+$3.78M

Sector Composition

Rank Sector Weight
1 Technology 24.66%
2 Consumer Discretionary 11.24%
3 Financials 6.05%
4 Healthcare 4.85%
5 Communication Services 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMGN icon
76
Amgen
AMGN
$201B
$303K 0.24%
+1,072
New +$311K
WMB icon
77
Williams Companies
WMB
$92B
$295K 0.23%
+4,654
New +$273K
MMM icon
78
3M
MMM
$87.5B
$294K 0.23%
1,895
-363
-16% -$56K
UNH icon
79
UnitedHealth
UNH
$385B
$293K 0.23%
849
-2,043
-71% -$618K
GD icon
80
General Dynamics
GD
$103B
$291K 0.23%
+854
New +$269K
AXP icon
81
American Express
AXP
$233B
$288K 0.23%
+869
New +$276K
SYK icon
82
Stryker
SYK
$122B
$287K 0.23%
+775
New +$299K
BMY icon
83
Bristol-Myers Squibb
BMY
$126B
$279K 0.22%
+6,182
New +$289K
NEE icon
84
NextEra Energy
NEE
$187B
$273K 0.21%
+3,620
New +$264K
QCOM icon
85
Qualcomm
QCOM
$180B
$270K 0.21%
+1,626
New +$258K
COF icon
86
Capital One
COF
$123B
$261K 0.2%
+1,226
New +$268K
ACN icon
87
Accenture
ACN
$84.9B
$254K 0.2%
+1,032
New +$269K
BR icon
88
Broadridge
BR
$16.7B
$254K 0.2%
+1,063
New +$265K
IJT icon
89
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.23B
$253K 0.2%
+1,791
New +$247K
IJK icon
90
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$253K 0.2%
+2,638
New +$249K
IBKR icon
91
Interactive Brokers
IBKR
$40.9B
$239K 0.19%
+3,471
New +$218K
IBIT icon
92
iShares Bitcoin Trust
IBIT
$47.5B
$236K 0.19%
+3,628
New +$236K
GLD icon
93
SPDR Gold Trust
GLD
$130B
$235K 0.18%
+660
New +$210K
CDL icon
94
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$399M
$235K 0.18%
+3,371
New +$230K
BX icon
95
Blackstone
BX
$152B
$229K 0.18%
+1,341
New +$230K
SONY icon
96
Sony
SONY
$122B
$221K 0.17%
+7,693
New +$207K
PG icon
97
Procter & Gamble
PG
$342B
$221K 0.17%
1,437
-5,374
-79% -$839K
ZBRA icon
98
Zebra Technologies
ZBRA
$12.2B
$215K 0.17%
+722
New +$231K
STX icon
99
Seagate
STX
$207B
$213K 0.17%
+900
New +$154K
ICSH icon
100
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.96B
$212K 0.17%
+4,182
New +$212K
2 3
4
5 6

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KWM
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MRI
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ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
MCC
Malaga Cove Capital Pv Estates, California $278M AUM 26.1% 1-Year Est. Return
EM
Excalibur Management Waltham, Massachusetts $278M AUM 20.09% 1-Year Est. Return
DI
Disciplined Investments Tulsa, Oklahoma $279M AUM 18.21% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
CC
Checkpoint Capital San Francisco, California $279M AUM 45.74% 1-Year Est. Return

Rede Wealth's Q3 2025 Portfolio in Review

As of Q3 2025, Rede Wealth held 185 positions worth $127M, down 54% from $277M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Rede Wealth withdrew a net $159M in Q3 2025, closing 76 positions and reducing 19 holdings. Its most notable exit was iShares Core S&P Total US Stock Market ETF, an estimated $9.63M position sold in full.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 8.5% a quarter earlier, followed by Consumer Discretionary and Financials.

Against the trend, Rede Wealth opened a new position in Vanguard FTSE Developed Markets ETF worth $12.6M.

  • Rede Wealth's largest Q3 2025 buy was Vanguard FTSE Developed Markets ETF: 210,997 shares worth $12.6M.
  • Rede Wealth added most to Tesla in Q3 2025, an estimated $8M increase.
  • Rede Wealth's biggest Q3 2025 reduction was Berkshire Hathaway Class A, cutting an estimated $152M.
  • Rede Wealth fully exited iShares Core S&P Total US Stock Market ETF in Q3 2025, selling an estimated $9.63M.
  • Rede Wealth's ten largest holdings make up 52% of its $127M portfolio in Q3 2025.
  • Rede Wealth opened 79 new positions and closed 76 in Q3 2025.
  • Rede Wealth's portfolio value fell 54% quarter-over-quarter to $127M.

Based on Rede Wealth's 13F filing for Q3 2025, filed 29 Oct 2025.