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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
META icon
151
Meta Platforms (Facebook)
META
$1.57T
– –
-770
Closed -$566K
MO icon
152
Altria Group
MO
$115B
– –
-3,115
Closed -$209K
MRK icon
153
Merck
MRK
$371B
– –
-5,269
Closed -$447K
MTB icon
154
M&T Bank
MTB
$34.6B
– –
-3,366
Closed -$665K
NEE icon
155
NextEra Energy
NEE
$174B
– –
-3,620
Closed -$273K
NOBL icon
156
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
– –
-9,200
Closed -$474K
ORCL icon
157
Oracle
ORCL
$457B
– –
-2,617
Closed -$736K
PDP icon
158
Invesco Dorsey Wright Momentum ETF
PDP
$1.47B
– –
-3,519
Closed -$415K
PH icon
159
Parker-Hannifin
PH
$121B
– –
-591
Closed -$448K
PLTR icon
160
Palantir
PLTR
$419B
– –
-1,875
Closed -$342K
PNC icon
161
PNC Financial Services
PNC
$98B
– –
-5,259
Closed -$1.06M
PWB icon
162
Invesco Large Cap Growth ETF
PWB
$2.48B
– –
-3,301
Closed -$414K
QCOM icon
163
Qualcomm
QCOM
$180B
– –
-1,626
Closed -$270K
SCHP icon
164
Schwab US TIPS ETF
SCHP
$16.1B
– –
-92,749
Closed -$2.5M
SON icon
165
Sonoco
SON
$5.14B
– –
-12,526
Closed -$540K
SONY icon
166
Sony
SONY
$143B
– –
-7,693
Closed -$221K
STX icon
167
Seagate
STX
$192B
– –
-900
Closed -$213K
SYK icon
168
Stryker
SYK
$116B
– –
-775
Closed -$287K
TDY icon
169
Teledyne Technologies
TDY
$28.3B
– –
-534
Closed -$313K
UBER icon
170
Uber
UBER
$155B
– –
-41,195
Closed -$4.04M
UL icon
171
Unilever
UL
$138B
– –
-4,712
Closed -$314K
VCSH icon
172
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
– –
-19,057
Closed -$1.52M
VEA icon
173
Vanguard FTSE Developed Markets ETF
VEA
$241B
– –
-210,997
Closed -$12.6M
VNQI icon
174
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
– –
-17,334
Closed -$828K
VO icon
175
Vanguard Morningstar Mid-Cap ETF
VO
$108B
– –
-10,144
Closed -$748K
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.