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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
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.05T
$157M 54.56%
208
+207
+20,700% +$155M
AAPL icon
2
Apple
AAPL
$4.81T
$12.9M 4.49%
47,500
+5,661
+14% +$1.52M
ITOT icon
3
iShares Core S&P Total US Stock Market ETF
ITOT
$94.4B
$8.57M 2.98%
+57,642
New +$8.51M
JNJ icon
4
Johnson & Johnson
JNJ
$603B
$7.67M 2.67%
37,085
+32,743
+754% +$6.47M
IVV icon
5
iShares Core S&P 500 ETF
IVV
$887B
$7.47M 2.6%
10,906
+4,154
+62% +$2.82M
AMZN icon
6
Amazon
AMZN
$2.66T
$5.64M 1.96%
24,447
+15,572
+175% +$3.56M
BRK.B icon
7
Berkshire Hathaway Class B
BRK.B
$1.06T
$5.08M 1.77%
10,116
+6,974
+222% +$3.47M
MSFT icon
8
Microsoft
MSFT
$2.95T
$4M 1.39%
8,270
-2,195
-21% -$1.1M
SPY icon
9
State Street SPDR S&P 500 ETF Trust
SPY
$787B
$3.54M 1.23%
5,192
+3,489
+205% +$2.36M
VTEB icon
10
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.4B
$3.39M 1.18%
+67,318
New +$3.39M
SPYG icon
11
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$52.1B
$2.79M 0.97%
+26,193
New +$2.78M
NVDA icon
12
NVIDIA
NVDA
$5.02T
$2.65M 0.92%
14,219
+4,498
+46% +$837K
IXUS icon
13
iShares Core MSCI Total International Stock ETF
IXUS
$58.3B
$2.48M 0.86%
+29,253
New +$2.45M
QQQM icon
14
Invesco NASDAQ 100 ETF
QQQM
$98.5B
$2.45M 0.85%
+9,703
New +$2.45M
DYNF icon
15
BlackRock US Equity Factor Rotation ETF
DYNF
$38.5B
$2.23M 0.78%
+36,690
New +$2.21M
XOM icon
16
ExxonMobil
XOM
$629B
$2.12M 0.74%
17,609
-2,337
-12% -$271K
AMAT icon
17
Applied Materials
AMAT
$448B
$1.87M 0.65%
+7,290
New +$1.75M
COIN icon
18
Coinbase
COIN
$46.3B
$1.83M 0.64%
+8,088
New +$2.41M
SCHR
19
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$1.82M 0.63%
+72,734
New +$1.83M
IAUM icon
20
iShares Gold Trust Micro
IAUM
$6.41B
$1.79M 0.62%
+41,592
New +$1.72M
FBND icon
21
Fidelity Total Bond ETF
FBND
$27B
$1.69M 0.59%
+36,614
New +$1.7M
VTIP icon
22
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$1.4M 0.49%
28,406
+21,474
+310% +$1.07M
AGG icon
23
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.4M 0.49%
+13,984
New +$1.4M
SPHY icon
24
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.5B
$1.39M 0.48%
+58,782
New +$1.39M
SCHA icon
25
Schwab U.S Small- Cap ETF
SCHA
$23B
$1.24M 0.43%
+43,430
New +$1.23M
1
2 3 4 5

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MRI
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ACP
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MCC
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RWM
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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.