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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
CDL icon
126
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$399M
– –
-3,371
Closed -$235K
CMCSA icon
127
Comcast
CMCSA
$78.3B
– –
-17,819
Closed -$560K
CNI icon
128
Canadian National Railway
CNI
$79.2B
– –
-5,117
Closed -$483K
COF icon
129
Capital One
COF
$123B
– –
-1,226
Closed -$261K
COST icon
130
Costco
COST
$411B
– –
-374
Closed -$346K
DVY icon
131
iShares Select Dividend ETF
DVY
$23.6B
– –
-38,710
Closed -$5.5M
EW icon
132
Edwards Lifesciences
EW
$48.3B
– –
-2,640
Closed -$205K
FLOT icon
133
iShares Floating Rate Bond ETF
FLOT
$10.1B
– –
-6,446
Closed -$329K
FREL icon
134
Fidelity MSCI Real Estate Index ETF
FREL
$1.5B
– –
-51,758
Closed -$1.44M
GD icon
135
General Dynamics
GD
$103B
– –
-854
Closed -$291K
GE icon
136
GE Aerospace
GE
$362B
– –
-1,382
Closed -$416K
GLD icon
137
SPDR Gold Trust
GLD
$130B
– –
-660
Closed -$235K
GOOG icon
138
Alphabet (Google) Class C
GOOG
$3.89T
– –
-8,936
Closed -$2.18M
GS icon
139
Goldman Sachs
GS
$317B
– –
-406
Closed -$323K
HD icon
140
Home Depot
HD
$324B
– –
-1,747
Closed -$708K
IBIT icon
141
iShares Bitcoin Trust
IBIT
$47.5B
– –
-3,628
Closed -$236K
IBKR icon
142
Interactive Brokers
IBKR
$40.9B
– –
-3,471
Closed -$239K
IJH icon
143
iShares Core S&P Mid-Cap ETF
IJH
$122B
– –
-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
$8.23B
– –
-1,791
Closed -$253K
IWB icon
146
iShares Russell 1000 ETF
IWB
$47.7B
– –
-6,773
Closed -$2.48M
IWF icon
147
iShares Russell 1000 Growth ETF
IWF
$123B
– –
-5,080
Closed -$595K
IWO icon
148
iShares Russell 2000 Growth ETF
IWO
$14.6B
– –
-1,388
Closed -$444K
JEPI icon
149
JPMorgan Equity Premium Income ETF
JEPI
$45B
– –
-3,509
Closed -$200K
LLY icon
150
Eli Lilly
LLY
$1.06T
– –
-639
Closed -$487K
4 5
6
7 8

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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.