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Rede Wealth Portfolio holdings

AUM $302M
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
+0.84%
1 Year Est. Return
+20.14%
3 Year Est. Return
+80.95%
5 Year Est. Return
+114.73%
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 Miscellaneous 22.64%
3 Technology 8.57%
4 Healthcare 3.1%
5 Consumer Discretionary 2.6%
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
$441M
$357K 0.12%
+11,547
New +$408K
CSCO icon
77
Cisco
CSCO
$431B
$357K 0.12%
+4,630
New +$344K
CVX icon
78
Chevron
CVX
$409B
$356K 0.12%
+2,337
New +$356K
HODL icon
79
VanEck Bitcoin Trust
HODL
$1.33B
$354K 0.12%
+14,299
New +$405K
SBUX icon
80
Starbucks
SBUX
$119B
$351K 0.12%
+4,162
New +$351K
MBB icon
81
iShares MBS ETF
MBB
$39.5B
$347K 0.12%
+3,640
New +$347K
ESGU icon
82
iShares ESG Aware MSCI USA ETF
ESGU
$18.2B
$335K 0.12%
+2,247
New +$332K
QQQ icon
83
Invesco QQQ Trust
QQQ
$490B
$333K 0.12%
542
-258
-32% -$158K
ESGD icon
84
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$331K 0.12%
+3,484
New +$328K
BIL icon
85
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.5B
$321K 0.11%
+3,511
New +$321K
MTUM icon
86
iShares MSCI USA Momentum Factor ETF
MTUM
$24.6B
$320K 0.11%
+1,278
New +$321K
DIS icon
87
Walt Disney
DIS
$182B
$314K 0.11%
+2,758
New +$304K
QQEW icon
88
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.86B
$308K 0.11%
+2,169
New +$308K
ETN icon
89
Eaton
ETN
$160B
$303K 0.11%
+950
New +$337K
IMCG icon
90
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.07B
$302K 0.11%
+3,786
New +$308K
FDX icon
91
FedEx
FDX
$76.3B
$297K 0.1%
+1,030
New +$271K
ISTB icon
92
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
$292K 0.1%
+5,988
New +$292K
IGSB icon
93
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
$287K 0.1%
+5,424
New +$287K
EQAL icon
94
Invesco Russell 1000 Equal Weight ETF
EQAL
$845M
$285K 0.1%
+5,422
New +$283K
MDLZ icon
95
Mondelez International
MDLZ
$78.2B
$281K 0.1%
+5,214
New +$300K
NULV icon
96
Nuveen ESG Large-Cap Value ETF
NULV
$2.54B
$255K 0.09%
+5,662
New +$253K
BNY
97
Bank of New York Mellon
BNY
$112B
$248K 0.09%
+2,140
New +$237K
VZ icon
98
Verizon
VZ
$208B
$247K 0.09%
6,059
-905
-13% -$36.7K
OKE icon
99
Oneok
OKE
$60.2B
$241K 0.08%
+3,281
New +$232K
IEF icon
100
iShares 7-10 Year Treasury Bond ETF
IEF
$42.1B
$235K 0.08%
+2,448
New +$237K
2 3
4
5 6

Similar funds

4WM
44 Wealth Management Eugene, Oregon $302M AUM 27.88% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 16.89% 1-Year Est. Return
JCIA
Jackson Creek Investment Advisors Castle Rock, Colorado $302M AUM 74.64% 1-Year Est. Return
OFS
OMC Financial Services Dewitt, New York $302M AUM 47.18% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $302M AUM 117.41% 1-Year Est. Return
EFMH
E Fund Management (HK) Central, Hong Kong $302M AUM 64.42% 1-Year Est. Return
FDS
First Dallas Securities Dallas, Texas $303M AUM 47.81% 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 Miscellaneous and Technology.

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.