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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
(+126%)
Cap. Flow
+$158M
Cap. Flow
% of AUM
54.89%
Top 10 Holdings %
Top 10 Hldgs %
74.81%
Holding
188
New
79
Increased
18
Reduced
12
Closed
79
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$155M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$8.51M |
| 3 |
Johnson & Johnson
JNJ
|
+$6.47M |
| 4 |
Amazon
AMZN
|
+$3.56M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$3.47M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$12.6M |
| 2 |
Tesla
TSLA
|
+$10.3M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$6.74M |
| 4 |
iShares Select Dividend ETF
DVY
|
+$5.5M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
| – | – |
-2,503
| Closed | -$439K |
|
177
Vanguard S&P 500 ETF
VOO
$1.05T
| – | – |
-2,255
| Closed | -$1.39M |
|
178
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$12.1B
| – | – |
-3,920
| Closed | -$559K |
|
179
Vanguard Morningstar Growth ETF
VUG
$228B
| – | – |
-9,654
| Closed | -$773K |
|
|
180
Vanguard FTSE Emerging Markets ETF
VWO
$129B
| – | – |
-124,438
| Closed | -$6.74M |
|
181
Vanguard High Dividend Yield ETF
VYM
$83.3B
| – | – |
-3,407
| Closed | -$480K |
|
182
Wells Fargo
WFC
$272B
| – | – |
-2,390
| Closed | -$200K |
|
183
Williams Companies
WMB
$90.7B
| – | – |
-4,654
| Closed | -$295K |
|
184
Walmart Inc
WMT
$850B
| – | – |
-7,976
| Closed | -$822K |
|
185
W.R. Berkley
WRB
$25.7B
| – | – |
-2,739
| Closed | -$210K |
|
186
Zebra Technologies
ZBRA
$17.2B
| – | – |
-722
| Closed | -$215K |
|
187
GE Vernova
GEV
$251B
| – | – |
-335
| Closed | -$206K |
|
|
EVMO
188
Eaton Vance Mortgage Opportunities ETF
EVMO
$870M
| – | – |
-63,666
| Closed | -$3.23M |
|
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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 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.