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Latest Rede Wealth, LLC Stock Portfolio

$304Million | No. of Holdings #116

Rede Wealth, LLC Performance

2026 Q3+0.83%
YTD+4.60%
2025+9.29%

About Rede Wealth, LLC and 13F Hedge Fund Stock Holdings

On 2026-10-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Rede Wealth, LLC reported an equity portfolio of $304.4 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Rede Wealth, LLC are , AAPL, IJR. The fund has invested 51% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 5.1% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), NAVAN INC and MASTEC INC (MTZ) stocks. They significantly reduced their stock positions in BLACKROCK ETF TRUST (BECO), ISHARES TR (AAXJ) and INVESCO EXCH TRADED FD TR II (CGW). Rede Wealth, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP and MERCK & CO INC (MRK). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY MERRIMACK STR TR (FBND), VANECK ETF TRUST (AFK) and INVESCO EXCH TRADED FD TR II (CGW).
Rede Wealth, LLC Equity Portfolio Value
Last Reported on: 22 Oct, 2026
$304Million
  as of Oct 22, 2026

Rede Wealth, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Rede Wealth, LLC made a return of 0.83% in the last quarter. In trailing 12 months, it's portfolio return was 5.09%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp2,626,600
ferguson enterprises inc403,610
oneok inc new279,771
merck & co inc203,870
New stocks bought by Rede Wealth, LLC

Additions

Ticker% Inc.
fidelity merrimack str tr21.37
vaneck etf trust18.27
invesco exch traded fd tr ii16.78
blackrock etf trust16.57
simplify exchange traded fun14.91
vanguard index fds12.45
ishares tr11.29
spdr series trust9.82
Additions to existing portfolio by Rede Wealth, LLC

Reductions

Ticker% Reduced
blackrock etf trust-59.02
ishares tr-28.33
invesco exch traded fd tr ii-25.39
vanguard charlotte fds-17.88
tesla inc-13.76
grayscale ethereum staking-13.42
ishares tr-12.93
franklin templeton digital h-9.37
Rede Wealth, LLC reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-2,386,970
navan inc-340,100
oneok inc new-285,250
international business machs-210,120
mastec inc-289,162
Rede Wealth, LLC got rid off the above stocks

Sector Distribution

Rede Wealth, LLC has about 78.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Consumer Cyclical
  • Financial Services
  • Industrials
Sector%
Others78.9
Technology9.3
Healthcare3.7
Consumer Cyclical2.4
Financial Services1.9
Industrials1.7

Market Cap. Distribution

Rede Wealth, LLC has about 21% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED78.9
MEGA-CAP17
LARGE-CAP4

Stocks belong to which Index?

About 20.1% of the stocks held by Rede Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others79.9
S&P 50020.1
Top 5 Winners (%)%
grayscale ethereum staking
64.9 %
vaneck bitcoin etf
41.9 %
franklin templeton digital h
40.4 %
MSFT
microsoft corp
37.5 %
SHOP
shopify inc
29.4 %
Top 5 Winners ($)$
AAPL
apple inc
2.0 M
MSFT
microsoft corp
1.2 M
grayscale ethereum staking
0.7 M
JNJ
johnson & johnson
0.4 M
NVDA
nvidia corporation
0.4 M
Top 5 Losers (%)%
GLW
corning inc
-39.7 %
AMAT
applied matls inc
-29.2 %
CAT
caterpillar inc
-23.8 %
AON
aon plc
-16.6 %
HXL
hexcel corp new
-16.1 %
Top 5 Losers ($)$
AMAT
applied matls inc
-1.5 M
GLW
corning inc
-0.6 M
berkshire hathaway inc del
-0.4 M
FBND
fidelity merrimack str tr
-0.2 M
VTEB
vanguard mun bd fds
-0.2 M

Rede Wealth, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Rede Wealth, LLC

Rede Wealth, LLC has 116 stocks in it's portfolio. About 73.7% of the portfolio is in top 10 stocks. AMAT proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Rede Wealth, LLC last quarter.

$304.44MTotal Value
121Positions
22 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Rede Wealth, LLC, last reported on 22 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Rede Wealth, LLC's holding in Ishares Tr over time
0.38%12,179
$1.15M
0.38%
increased 1.06 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Rede Wealth, LLC's holding in Ishares Tr over time
0.25%5,178
$756.9K
0.25%
decreased 1.8 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Rede Wealth, LLC's holding in Ishares Tr over time
0.16%4,179
$474.1K
0.16%
decreased 0.02 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Rede Wealth, LLC's holding in Ishares Tr over time
0.12%3,544
$370.5K
0.12%
decreased 28.33 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Rede Wealth, LLC's holding in Ishares Tr over time
0.12%4,024
$360.6K
0.12%
decreased 0.17 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Rede Wealth, LLC's holding in Ishares Tr over time
0.12%3,786
$355.5K
0.12%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Rede Wealth, LLC's holding in Ishares Tr over time
0.11%6,672
$341.8K
0.11%
increased 11.29 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Rede Wealth, LLC's holding in Vaneck Etf Trust over time
0.37%28,420
$1.13M
0.37%
increased 18.27 percentadded
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Rede Wealth, LLC's holding in Simplify Exchange Traded Fun over time
0.31%32,663
$942.0K
0.31%
increased 14.91 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Rede Wealth, LLC's holding in Global X Fds over time
0.07%4,485
$217.7K
0.07%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Rede Wealth, LLC's holding in Ishares Tr over time
0.6%20,435
$1.83M
0.6%
increased 5.53 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Rede Wealth, LLC's holding in Ishares Tr over time
0.12%2,247
$374.8K
0.12%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Rede Wealth, LLC's holding in Ishares Tr over time
0.09%2,569
$264.7K
0.09%
decreased 1.42 percentreduced