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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
VEA icon
1
Vanguard FTSE Developed Markets ETF
VEA
$224B
$12.6M 9.93%
+210,997
New +$12.3M
TSLA icon
2
Tesla
TSLA
$1.39T
$10.7M 8.43%
24,140
+23,073
+2,162% +$8M
AAPL icon
3
Apple
AAPL
$4.8T
$10.7M 8.37%
41,839
-7,666
-15% -$1.73M
VWO icon
4
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$6.74M 5.29%
+124,438
New +$6.41M
DVY icon
5
iShares Select Dividend ETF
DVY
$23.6B
$5.5M 4.32%
+38,710
New +$5.36M
MSFT icon
6
Microsoft
MSFT
$2.99T
$5.42M 4.26%
10,465
+1,878
+22% +$958K
IVV icon
7
iShares Core S&P 500 ETF
IVV
$879B
$4.52M 3.55%
6,752
-3,800
-36% -$2.45M
UBER icon
8
Uber
UBER
$147B
$4.04M 3.17%
+41,195
New +$3.85M
EVMO
9
Eaton Vance Mortgage Opportunities ETF
EVMO
$868M
$3.23M 2.54%
+63,666
New +$3.2M
SCHP icon
10
Schwab US TIPS ETF
SCHP
$16.4B
$2.5M 1.96%
+92,749
New +$2.48M
IWB icon
11
iShares Russell 1000 ETF
IWB
$47.9B
$2.48M 1.94%
+6,773
New +$2.39M
XOM icon
12
ExxonMobil
XOM
$615B
$2.25M 1.77%
19,946
-195
-1% -$21.7K
GOOG icon
13
Alphabet (Google) Class C
GOOG
$4.29T
$2.18M 1.71%
+8,936
New +$1.88M
ABBV icon
14
AbbVie
ABBV
$448B
$1.97M 1.55%
8,528
+6,781
+388% +$1.38M
AMZN icon
15
Amazon
AMZN
$2.69T
$1.95M 1.53%
8,875
-16,837
-65% -$3.81M
NVDA icon
16
NVIDIA
NVDA
$4.92T
$1.81M 1.42%
9,721
-21,685
-69% -$3.78M
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.58M 1.24%
3,142
-6,119
-66% -$2.96M
VCSH icon
18
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$1.52M 1.2%
+19,057
New +$1.52M
FREL icon
19
Fidelity MSCI Real Estate Index ETF
FREL
$1.51B
$1.44M 1.13%
+51,758
New +$1.43M
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$4.3T
$1.39M 1.09%
5,734
+4,051
+241% +$849K
VOO icon
21
Vanguard S&P 500 ETF
VOO
$973B
$1.39M 1.09%
+2,255
New +$1.33M
APH icon
22
Amphenol
APH
$185B
$1.17M 0.92%
+9,459
New +$1.04M
JPM icon
23
JPMorgan Chase
JPM
$901B
$1.14M 0.9%
3,617
+126
+4% +$37.5K
SPY icon
24
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$1.14M 0.89%
1,703
-3,330
-66% -$2.13M
KO icon
25
Coca-Cola
KO
$353B
$1.13M 0.89%
16,874
+11,257
+200% +$775K
1
2 3 4 5

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KWM
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MRI
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ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
MCC
Malaga Cove Capital Pv Estates, California $278M AUM 26.1% 1-Year Est. Return
RWM
RBA Wealth Management Newport Beach, California $278M AUM 18.86% 1-Year Est. Return
EM
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DI
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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.