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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
BCD icon
76
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$410M
$357K 0.12%
+11,547
New +$408K
CSCO icon
77
Cisco
CSCO
$444B
$357K 0.12%
+4,630
New +$344K
CVX icon
78
Chevron
CVX
$387B
$356K 0.12%
+2,337
New +$356K
HODL icon
79
VanEck Bitcoin Trust
HODL
$1.08B
$354K 0.12%
+14,299
New +$405K
SBUX icon
80
Starbucks
SBUX
$118B
$351K 0.12%
+4,162
New +$351K
MBB icon
81
iShares MBS ETF
MBB
$38.9B
$347K 0.12%
+3,640
New +$347K
ESGU icon
82
iShares ESG Aware MSCI USA ETF
ESGU
$17.6B
$335K 0.12%
+2,247
New +$332K
QQQ icon
83
Invesco QQQ Trust
QQQ
$460B
$333K 0.12%
542
-258
-32% -$158K
ESGD icon
84
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$331K 0.12%
+3,484
New +$328K
BIL icon
85
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$321K 0.11%
+3,511
New +$321K
MTUM icon
86
iShares MSCI USA Momentum Factor ETF
MTUM
$26.2B
$320K 0.11%
+1,278
New +$321K
DIS icon
87
Walt Disney
DIS
$161B
$314K 0.11%
+2,758
New +$304K
QQEW icon
88
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.71B
$308K 0.11%
+2,169
New +$308K
ETN icon
89
Eaton
ETN
$161B
$303K 0.11%
+950
New +$337K
IMCG icon
90
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.9B
$302K 0.11%
+3,786
New +$308K
FDX icon
91
FedEx
FDX
$74.7B
$297K 0.1%
+1,030
New +$271K
ISTB icon
92
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.07B
$292K 0.1%
+5,988
New +$292K
IGSB icon
93
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$287K 0.1%
+5,424
New +$287K
EQAL icon
94
Invesco Russell 1000 Equal Weight ETF
EQAL
$806M
$285K 0.1%
+5,422
New +$283K
MDLZ icon
95
Mondelez International
MDLZ
$77.1B
$281K 0.1%
+5,214
New +$300K
NULV icon
96
Nuveen ESG Large-Cap Value ETF
NULV
$2.14B
$255K 0.09%
+5,662
New +$253K
BNY
97
Bank of New York Mellon
BNY
$109B
$248K 0.09%
+2,140
New +$237K
VZ icon
98
Verizon
VZ
$183B
$247K 0.09%
6,059
-905
-13% -$36.7K
OKE icon
99
Oneok
OKE
$58.7B
$241K 0.08%
+3,281
New +$232K
IEF icon
100
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$235K 0.08%
+2,448
New +$237K
2 3
4
5 6

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KWM
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MRI
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ACP
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MCC
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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
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CC
Checkpoint Capital San Francisco, California $279M AUM 45.74% 1-Year Est. Return

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.