We are live on ! Find out more
RW

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
CDL icon
126
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$409M
– –
-3,371
Closed -$235K
CMCSA icon
127
Comcast
CMCSA
$94B
– –
-17,819
Closed -$560K
CNI icon
128
Canadian National Railway
CNI
$74.6B
– –
-5,117
Closed -$483K
COF icon
129
Capital One
COF
$135B
– –
-1,226
Closed -$261K
COST icon
130
Costco
COST
$406B
– –
-374
Closed -$346K
DVY icon
131
iShares Select Dividend ETF
DVY
$23.9B
– –
-38,710
Closed -$5.5M
EW icon
132
Edwards Lifesciences
EW
$51.8B
– –
-2,640
Closed -$205K
FLOT icon
133
iShares Floating Rate Bond ETF
FLOT
$10.7B
– –
-6,446
Closed -$329K
FREL icon
134
Fidelity MSCI Real Estate Index ETF
FREL
$1.45B
– –
-51,758
Closed -$1.44M
GD icon
135
General Dynamics
GD
$97.2B
– –
-854
Closed -$291K
GE icon
136
GE Aerospace
GE
$350B
– –
-1,382
Closed -$416K
GLD icon
137
SPDR Gold Trust
GLD
$150B
– –
-660
Closed -$235K
GOOG icon
138
Alphabet (Google) Class C
GOOG
$4.1T
– –
-8,936
Closed -$2.18M
GS icon
139
Goldman Sachs
GS
$302B
– –
-406
Closed -$323K
HD icon
140
Home Depot
HD
$320B
– –
-1,747
Closed -$708K
IBIT icon
141
iShares Bitcoin Trust
IBIT
$62.2B
– –
-3,628
Closed -$236K
IBKR icon
142
Interactive Brokers
IBKR
$42B
– –
-3,471
Closed -$239K
IJH icon
143
iShares Core S&P Mid-Cap ETF
IJH
$126B
– –
-6,184
Closed -$404K
IJK icon
144
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
– –
-2,638
Closed -$253K
IJT icon
145
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.25B
– –
-1,791
Closed -$253K
IWB icon
146
iShares Russell 1000 ETF
IWB
$49.4B
– –
-6,773
Closed -$2.48M
IWF icon
147
iShares Russell 1000 Growth ETF
IWF
$126B
– –
-5,080
Closed -$595K
IWO icon
148
iShares Russell 2000 Growth ETF
IWO
$14.7B
– –
-1,388
Closed -$444K
JEPI icon
149
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
– –
-3,509
Closed -$200K
LLY icon
150
Eli Lilly
LLY
$1.02T
– –
-639
Closed -$487K
4 5
6
7 8

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.