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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
HXL icon
101
Hexcel
HXL
$8.29B
$233K 0.08%
+3,158
New +$223K
XJH icon
102
iShares ESG Screened S&P Mid-Cap ETF
XJH
$418M
$230K 0.08%
+5,143
New +$227K
PM icon
103
Philip Morris
PM
$298B
$227K 0.08%
1,414
-819
-37% -$127K
IDU icon
104
iShares US Utilities ETF
IDU
$1.41B
$225K 0.08%
+2,074
New +$232K
IBM icon
105
IBM
IBM
$194B
$221K 0.08%
745
-2,431
-77% -$728K
TSM icon
106
TSMC
TSM
$2.16T
$213K 0.07%
+700
New +$205K
PWR icon
107
Quanta Services
PWR
$98.1B
$211K 0.07%
+500
New +$220K
ALL icon
108
Allstate
ALL
$65.5B
$208K 0.07%
+1,000
New +$205K
RSPT icon
109
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.42B
$200K 0.07%
+4,400
New +$200K
ABT icon
110
Abbott
ABT
$175B
– –
-8,208
Closed -$1.1M
ACLS icon
111
Axcelis
ACLS
$4.35B
– –
-11,495
Closed -$1.12M
ACN icon
112
Accenture
ACN
$84.9B
– –
-1,032
Closed -$254K
ADBE icon
113
Adobe
ADBE
$84.3B
– –
-1,902
Closed -$671K
AMD icon
114
Advanced Micro Devices
AMD
$880B
– –
-1,261
Closed -$204K
AMGN icon
115
Amgen
AMGN
$201B
– –
-1,072
Closed -$303K
APD icon
116
Air Products & Chemicals
APD
$65.5B
– –
-1,969
Closed -$537K
APH icon
117
Amphenol
APH
$194B
– –
-9,459
Closed -$1.17M
ATO icon
118
Atmos Energy
ATO
$29.7B
– –
-1,184
Closed -$202K
AVGO icon
119
Broadcom
AVGO
$1.87T
– –
-1,877
Closed -$619K
AXP icon
120
American Express
AXP
$233B
– –
-869
Closed -$288K
BKLN icon
121
Invesco Senior Loan ETF
BKLN
$7.09B
– –
-19,513
Closed -$408K
BMY icon
122
Bristol-Myers Squibb
BMY
$126B
– –
-6,182
Closed -$279K
BR icon
123
Broadridge
BR
$16.7B
– –
-1,063
Closed -$254K
BRZE icon
124
Braze
BRZE
$2.39B
– –
-30,397
Closed -$864K
BX icon
125
Blackstone
BX
$152B
– –
-1,341
Closed -$229K
3 4
5
6 7

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ACP
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MCC
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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.