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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
EMXC icon
126
iShares MSCI Emerging Markets ex China ETF
EMXC
$24B
– –
-6,738
Closed -$425K
EPD icon
127
Enterprise Products Partners
EPD
$83.9B
– –
-27,406
Closed -$850K
EQAL icon
128
Invesco Russell 1000 Equal Weight ETF
EQAL
$806M
– –
-7,769
Closed -$383K
ESGD icon
129
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
– –
-3,105
Closed -$277K
ESGU icon
130
iShares ESG Aware MSCI USA ETF
ESGU
$17.6B
– –
-2,261
Closed -$306K
ETN icon
131
Eaton
ETN
$161B
– –
-1,004
Closed -$358K
EZBC icon
132
Franklin Bitcoin ETF
EZBC
$384M
– –
-19,437
Closed -$1.21M
FDX icon
133
FedEx
FDX
$74.7B
– –
-1,017
Closed -$231K
FLIN icon
134
Franklin FTSE India ETF
FLIN
$2.66B
– –
-11,413
Closed -$455K
GLW icon
135
Corning
GLW
$134B
– –
-5,946
Closed -$313K
HYMB icon
136
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.06B
– –
-29,376
Closed -$728K
IAUM icon
137
iShares Gold Trust Micro
IAUM
$6.35B
– –
-37,625
Closed -$1.24M
ICE icon
138
Intercontinental Exchange
ICE
$81B
– –
-1,398
Closed -$256K
IDEV icon
139
iShares Core MSCI International Developed Markets ETF
IDEV
$30.8B
– –
-7,265
Closed -$552K
IDU icon
140
iShares US Utilities ETF
IDU
$1.41B
– –
-2,074
Closed -$217K
IEF icon
141
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
– –
-3,331
Closed -$319K
IEI icon
142
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
– –
-4,937
Closed -$588K
IGIB icon
143
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.3B
– –
-4,916
Closed -$262K
IGSB icon
144
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
– –
-8,984
Closed -$474K
IMCB icon
145
iShares Morningstar Mid-Cap ETF
IMCB
$1.64B
– –
-10,445
Closed -$832K
IMCG icon
146
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.9B
– –
-3,786
Closed -$304K
ISTB icon
147
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.07B
– –
-5,409
Closed -$263K
ITOT icon
148
iShares Core S&P Total US Stock Market ETF
ITOT
$93.1B
– –
-71,293
Closed -$9.63M
IXUS icon
149
iShares Core MSCI Total International Stock ETF
IXUS
$57.6B
– –
-28,893
Closed -$2.23M
IYW icon
150
iShares US Technology ETF
IYW
$24B
– –
-4,868
Closed -$843K
4 5
6
7 8

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AIA
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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.