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CIK: 0001842054
Total reported value
$302.0M
$302.0M
109 檔
64.1%
As reported in its official Q4 2025 Form 13F filing, Rede Wealth, LLC's tracked investment portfolio stood at $302.0M with 109 total positions.
In Q4 2025, Rede Wealth, LLC displayed an active expansion posture, initiating 22 new positions and adding to 8 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, AAPL, ITOT) accounted for 64.1% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 54.56% | -2.16% | +20700.00% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.49% | +0.20% | +13.53% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.98% | +0.45% | — | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.67% | -0.14% | +754.10% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.60% | +0.12% | +61.52% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.96% | +0.10% | +175.46% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.77% | -0.09% | +221.96% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.39% | -0.07% | -20.97% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.23% | +0.07% | +204.87% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.18% | -0.14% | — | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.97% | +0.08% | — | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | +0.04% | +46.27% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.86% | +0.05% | — | |
| 14 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.85% | +0.25% | — | |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.78% | -0.20% | — | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.28% | -11.72% | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 0.65% | +0.84% | — | |
| 18 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.64% | -0.12% | — | |
| 19 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.63% | -0.63% | EXIT | |
| 20 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.62% | -0.07% | — | |
| 21 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.59% | +0.81% | — | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.49% | -0.23% | +309.78% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.49% | -0.02% | — | |
| 24 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.48% | +0.14% | — | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.43% | -0.18% | — | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.42% | -0.14% | +3913.17% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.08% | +180.82% | |
| 28 | EZBC | Franklin Bitcoin ETF | ETF-Crypto | 0.37% | -0.12% | — | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | +0.01% | -7.71% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.36% | +0.05% | — | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.36% | +0.06% | — | |
| 32 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.34% | -0.01% | — | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.34% | +0.09% | — | |
| 34 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.33% | -0.08% | — | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.32% | -0.42% | EXIT | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.31% | -0.02% | +338.83% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.30% | +0.10% | +208.25% | |
| 38 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.30% | — | — | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.30% | +0.02% | — | |
| 40 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.29% | -0.02% | — | |
| 41 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.28% | +0.02% | — | |
| 42 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.28% | -0.04% | — | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.27% | +0.01% | +33.82% | |
| 44 | EPD | Enterprise Products Partners | Stock-Energy | 0.26% | -0.04% | — | |
| 45 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.26% | +0.06% | — | |
| 46 | BLK | Blackrock Inc | Stock-Financials | 0.26% | -0.02% | +298.28% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.24% | -0.01% | — | |
| 48 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.24% | — | — | |
| 49 | AON | Aon plc | Stock-Financials | 0.23% | -0.01% | — | |
| 50 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.22% | — | — |
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 Q4 2025.
During Q4 2025, Rede Wealth, LLC's top holdings by market value included BRK-A (54.6%)、AAPL (4.5%)、ITOT (3.0%). The largest single position, BRK-A, represented 54.6% of total portfolio value.
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Top New Position Initiated
ITOT
市值: $8.6M
Top Position Liquidated / Trimmed
VEA
前期市值: $12.6M
In Q4 2025, Rede Wealth, LLC made 50 total portfolio adjustments, initiating 22 new buys, adding to 8 positions, trimming 4 holdings, and fully liquidating 16 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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