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CIK: 0001842054
Total reported value
$302.0M
$302.0M
106 檔
61.3%
As reported in its official Q2 2025 Form 13F filing, Rede Wealth, LLC's tracked investment portfolio stood at $302.0M with 106 total positions.
During Q2 2025, Rede Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, AAPL, ITOT) accounted for 61.3% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 55.25% | -2.16% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.67% | +0.20% | -0.22% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.48% | +0.45% | +2.76% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.37% | +0.12% | +1.33% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.06% | -0.14% | -1.28% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.04% | +0.10% | -0.04% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | +0.04% | +0.60% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.62% | -0.09% | -3.65% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.54% | -0.07% | -0.83% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.12% | +0.07% | -3.75% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.04% | -0.14% | -0.39% | |
| 12 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.02% | -0.12% | +0.57% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.90% | -0.42% | EXIT | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.87% | +0.08% | +4.43% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.81% | +0.05% | +8.18% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.28% | -0.54% | |
| 17 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.68% | +0.25% | +2.21% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.65% | -0.23% | +5.90% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 0.64% | -0.14% | — | |
| 20 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.57% | +0.14% | +7.02% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.51% | -0.02% | +8.05% | |
| 22 | AMAT | Applied Materials Inc | Stock-Tech | 0.49% | +0.84% | +1.72% | |
| 23 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.45% | -0.07% | +2.99% | |
| 24 | EZBC | Franklin Bitcoin ETF | ETF-Crypto | 0.44% | -0.12% | -10.02% | |
| 25 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.42% | -0.63% | EXIT | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.41% | -0.18% | +2.05% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.02% | +0.22% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.08% | — | |
| 29 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 0.37% | — | +9.01% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | +0.01% | -0.51% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.36% | +0.06% | +9.12% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.33% | +0.10% | -9.17% | |
| 33 | EPD | Enterprise Products Partners | Stock-Energy | 0.31% | -0.04% | +0.28% | |
| 34 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.30% | +0.09% | — | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.30% | +0.05% | +19.26% | |
| 36 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.30% | -0.08% | +2.99% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | +0.01% | -0.26% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.28% | +0.02% | — | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.27% | -0.03% | — | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.27% | +0.01% | -15.53% | |
| 41 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.27% | -0.01% | -3.37% | |
| 42 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.26% | -0.04% | +16.52% | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.26% | -0.02% | — | |
| 44 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.26% | +0.02% | +22.05% | |
| 45 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.25% | — | — | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.25% | -0.01% | — | |
| 47 | AON | Aon plc | Stock-Financials | 0.24% | -0.01% | — | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.24% | -0.08% | -0.90% | |
| 49 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.24% | -0.01% | -1.11% | |
| 50 | MBB | Ishares Mbs ETF | ETF-Other | 0.23% | +0.01% | +3.28% |
According to official SEC Form 13F filings, Rede Wealth, LLC reported a total U.S. public equity portfolio value of $302.0M across 106 disclosed positions in Q2 2025.
During Q2 2025, Rede Wealth, LLC's top holdings by market value included BRK-A (55.3%)、AAPL (3.7%)、ITOT (3.5%). The largest single position, BRK-A, represented 55.3% of total portfolio value.
In Q2 2025, Rede Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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