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CIK: 0001842054
Total reported value
$302.0M
$302.0M
109 檔
15.3%
The Q3 2025 SEC filing reveals that Rede Wealth, LLC held a total portfolio value of $302.0M, covering 109 public equity positions.
Rede Wealth, LLC executed strategic sector rebalancing during Q3 2025, establishing 18 new positions while fully exiting 17 holdings and trimming 11 positions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, TSLA, AAPL) accounted for 15.3% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.93% | — | — | |
| 2 | TSLA | Tesla Inc | Stock-Consumer Disc | 8.43% | — | +2162.42% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 8.37% | +0.20% | -15.49% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.29% | — | — | |
| 5 | DVY | Ishares Select Dividend ETF | ETF-Other | 4.32% | — | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.26% | -0.07% | +21.87% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.55% | +0.12% | -36.01% | |
| 8 | UBER | Uber Technologies Inc | Stock-Industrials | 3.17% | — | — | |
| 9 | EVMO | Eaton Vance Mortgage Opp ETF | ETF-Other | 2.54% | — | — | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.96% | — | — | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.94% | — | — | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.77% | -0.28% | -0.97% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.71% | +0.07% | NEW | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.55% | +0.01% | +388.15% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.53% | +0.10% | -65.48% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.42% | +0.04% | -69.05% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | -0.09% | -66.07% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.20% | — | — | |
| 19 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 1.13% | — | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | +0.03% | +240.70% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | — | — | |
| 22 | APH | Amphenol Corp-cl A | Stock-Tech | 0.92% | — | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | +0.01% | +3.61% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | +0.07% | -66.16% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.89% | -0.01% | +200.41% | |
| 26 | ACLS | Axcelis Technologies Inc | Stock-Tech | 0.88% | — | — | |
| 27 | ADP | Automatic Data Processing | Stock-Tech | 0.87% | +0.01% | +55.86% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 0.86% | — | — | |
| 29 | PNC | Pnc Financial Services Group | Stock-Financials | 0.83% | — | — | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.70% | +0.07% | NEW | |
| 31 | BRZE | Braze Inc-a | Stock-Other | 0.68% | — | — | |
| 32 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.65% | — | — | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | — | — | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.14% | -88.36% | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | — | — | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.59% | -2.16% | -99.52% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.59% | — | — | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.58% | — | — | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | — | — | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.53% | — | — | |
| 41 | MTB | M & T Bank CORP | Stock-Financials | 0.52% | — | — | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | — | — | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.47% | — | — | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | — | +168.29% | |
| 45 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.44% | — | — | |
| 46 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.44% | — | — | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | +0.01% | -28.86% | |
| 48 | SON | Sonoco Products Co | Stock-Consumer Disc | 0.42% | — | — | |
| 49 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.42% | — | — | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | — | — |
According to official SEC Form 13F filings, Rede Wealth, LLC reported a total U.S. public equity portfolio value of $302.0M across 109 disclosed positions in Q3 2025.
During Q3 2025, Rede Wealth, LLC's top holdings by market value included VEA (9.9%)、TSLA (8.4%)、AAPL (8.4%). The largest single position, VEA, represented 9.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
VEA
市值: $12.6M
Top Position Liquidated / Trimmed
ITOT
前期市值: $8.5M
In Q3 2025, Rede Wealth, LLC made 50 total portfolio adjustments, initiating 18 new buys, adding to 4 positions, trimming 11 holdings, and fully liquidating 17 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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