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Latest Rede Wealth, LLC Stock Portfolio

Rede Wealth, LLC Performance:
2026 Q1: -3.23%YTD: -3.23%2025: 9.29%
Performance for 2026 Q1 is -3.23%, and YTD is -3.23%, and 2025 is 9.29%.

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

On 2026-04-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Rede Wealth, LLC reported an equity portfolio of $278 Millions as of 31 Mar, 2026.

The top stock holdings of Rede Wealth, LLC are , AAPL, JNJ. The fund has invested 53.7% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 4.3% of portfolio in APPLE INC.

The fund managers got completely rid off ISHARES TR (ACWF), ABRDN ETFS (BCD) and INTERNATIONAL BUSINESS MACHS (IBM) stocks. They significantly reduced their stock positions in ISHARES GOLD TR (IAUM), VISA INC (V) and ISHARES TR (AGT). Rede Wealth, LLC opened new stock positions in ISHARES SILVER TR (SLV), MASTEC INC (MTZ) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGT), ISHARES TR (IBCE) and GRAYSCALE ETHEREUM STAKING.

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

Our best estimate is that Rede Wealth, LLC made a return of -3.23% in the last quarter. In trailing 12 months, it's portfolio return was -2.19%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares silver tr251,164
mastec inc223,609
select sector spdr tr208,721
New stocks bought by Rede Wealth, LLC

Additions

Ticker% Inc.
ishares tr88.42
ishares tr55.01
grayscale ethereum staking50.77
ishares inc45.42
ishares tr38.26
franklin templeton digital h31.17
schwab strategic tr25.51
vanguard malvern fds16.8
Additions to existing portfolio by Rede Wealth, LLC

Reductions

Ticker% Reduced
ishares gold tr-52.69
visa inc-40.89
ishares tr-39.61
ishares tr-29.49
ishares tr-26.52
schwab strategic tr-23.1
spdr series trust-22.32
cisco sys inc-22.29
Rede Wealth, LLC reduced stake in above stock

Sold off

Ticker$ Sold
abrdn etfs-357,495
ishares tr-364,935
invesco exchange traded fd t-200,244
international business machs-220,743
Rede Wealth, LLC got rid off the above stocks

Sector Distribution

Rede Wealth, LLC has about 79.1% of it's holdings in Others sector.

Sector%
Others79.1
Technology7.6
Healthcare3.6
Consumer Cyclical2.4
Financial Services2
Industrials1.8
Energy1.8

Market Cap. Distribution

Rede Wealth, LLC has about 20.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED79.1
MEGA-CAP17
LARGE-CAP3.7

Stocks belong to which Index?

About 19.7% of the stocks held by Rede Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others80.3
S&P 50019.7
Top 5 Winners (%)%
GLW
corning inc
55.3 %
XOM
exxon mobil corp
41.0 %
CVX
chevron corporation
35.7 %
AMAT
applied matls inc
33.0 %
PWR
quanta svcs inc
30.1 %
Top 5 Winners ($)$
JNJ
johnson & johnson
1.4 M
XOM
exxon mobil corp
0.9 M
AMAT
applied matls inc
0.6 M
GLW
corning inc
0.3 M
PDBC
invesco actvely mngd etc fd
0.1 M
Top 5 Losers (%)%
SHOP
shopify inc
-26.3 %
grayscale ethereum staking
-25.6 %
MSFT
microsoft corp
-23.4 %
COIN
coinbase global inc
-22.8 %
ADP
automatic data processing in
-21.0 %
Top 5 Losers ($)$
berkshire hathaway inc del
-7.6 M
MSFT
microsoft corp
-0.9 M
AAPL
apple inc
-0.9 M
AMZN
amazon com inc
-0.5 M
COIN
coinbase global inc
-0.4 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 108 stocks in it's portfolio. About 74.2% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. JNJ was the most profitable stock for Rede Wealth, LLC last quarter.

Last Reported on: 10 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions