Latest Rede Wealth, LLC Stock Portfolio
Rede Wealth, LLC Performance:
2025 Q2: 1.99%YTD: 0.7%2024: 10.16%
Performance for 2025 Q2 is 1.99%, and YTD is 0.7%, and 2024 is 10.16%.
About Rede Wealth, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Rede Wealth, LLC reported an equity portfolio of $277 Millions as of 30 Jun, 2025.
The top stock holdings of Rede Wealth, LLC are , AAPL, IJR. The fund has invested 55.2% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 3.7% of portfolio in APPLE INC.
The fund managers got completely rid off ISHARES TR (IJR) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), ISHARES TR (AAXJ) and AUTOMATIC DATA PROCESSING IN (ADP). Rede Wealth, LLC opened new stock positions in INTERNATIONAL BUSINESS MACHS (IBM) and META PLATFORMS INC (META). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD CHARLOTTE FDS (BNDX), SPDR INDEX SHS FDS (CWI) and VANGUARD INDEX FDS (VB).
The top stock holdings of Rede Wealth, LLC are , AAPL, IJR. The fund has invested 55.2% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 3.7% of portfolio in APPLE INC.
The fund managers got completely rid off ISHARES TR (IJR) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), ISHARES TR (AAXJ) and AUTOMATIC DATA PROCESSING IN (ADP). Rede Wealth, LLC opened new stock positions in INTERNATIONAL BUSINESS MACHS (IBM) and META PLATFORMS INC (META). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD CHARLOTTE FDS (BNDX), SPDR INDEX SHS FDS (CWI) and VANGUARD INDEX FDS (VB).
Rede Wealth, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Rede Wealth, LLC made a return of 1.99% in the last quarter. In trailing 12 months, it's portfolio return was 5.11%.
New Buys
| Ticker | $ Bought |
|---|---|
| international business machs | 219,140 |
| meta platforms inc | 211,832 |
New stocks bought by Rede Wealth, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard charlotte fds | 31.11 |
| spdr index shs fds | 22.05 |
| vanguard index fds | 19.26 |
| invesco exch traded fd tr ii | 17.98 |
| spdr series trust | 16.52 |
| select sector spdr tr | 14.37 |
| schwab strategic tr | 9.12 |
| abrdn etfs | 9.01 |
Additions to existing portfolio by Rede Wealth, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| tesla inc | -36.6 |
| ishares tr | -24.83 |
| automatic data processing in | -15.53 |
| franklin templeton digital h | -10.02 |
| unitedhealth group inc | -9.17 |
| rtx corporation | -8.94 |
| spdr series trust | -7.83 |
| ishares tr | -7.27 |
Rede Wealth, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -200,402 |
Rede Wealth, LLC got rid off the above stocks
Sector Distribution
Rede Wealth, LLC has about 79.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 79.2 |
| Technology | 7.8 |
| Financial Services | 2.7 |
| Consumer Cyclical | 2.7 |
| Healthcare | 2.5 |
| Energy | 1.5 |
| Communication Services | 1.5 |
| Industrials | 1.4 |
Market Cap. Distribution
Rede Wealth, LLC has about 20.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 79.2 |
| MEGA-CAP | 14.8 |
| LARGE-CAP | 6 |
Stocks belong to which Index?
About 19.3% of the stocks held by Rede Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 80.7 |
| S&P 500 | 19.3 |
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 106 stocks in it's portfolio. About 74.9% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Rede Wealth, LLC last quarter.
Last Reported on: 04 Aug, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| berkshire hathaway inc del | 55.25 | 210 | 153,048,000 | unchanged | 0.00 | |||
| AAPL | apple inc | 3.67 | 49,505 | 10,157,000 | reduced | -0.22 | ||
| IJR | ishares tr | 3.48 | 71,293 | 9,627,400 | added | 2.76 | ||
| IJR | ishares tr | 2.37 | 10,552 | 6,552,040 | added | 1.33 | ||
| JNJ | johnson & johnson | 2.06 | 37,314 | 5,699,690 | reduced | -1.28 | ||
| AMZN | amazon com inc | 2.04 | 25,712 | 5,640,960 | reduced | -0.04 | ||
| NVDA | nvidia corporation | 1.79 | 31,406 | 4,961,810 | added | 0.6 | ||
| berkshire hathaway inc del | 1.62 | 9,261 | 4,498,720 | reduced | -3.65 | |||
| MSFT | microsoft corp | 1.54 | 8,587 | 4,271,080 | reduced | -0.83 | ||
| SPY | spdr s&p 500 etf tr | 1.12 | 5,033 | 3,109,930 | reduced | -3.75 | ||
| VTEB | vanguard mun bd fds | 1.04 | 58,546 | 2,870,510 | reduced | -0.39 | ||
| COIN | coinbase global inc | 1.02 | 8,073 | 2,829,510 | added | 0.57 | ||
| FNDA | schwab strategic tr | 0.90 | 102,393 | 2,496,340 | added | 4.24 | ||
| BIL | spdr series trust | 0.87 | 25,263 | 2,408,030 | added | 4.43 | ||
| IBCE | ishares tr | 0.81 | 28,893 | 2,233,720 | added | 8.18 | ||
| XOM | exxon mobil corp | 0.78 | 20,141 | 2,171,180 | reduced | -0.54 | ||
| BAB | invesco exch traded fd tr ii | 0.68 | 8,270 | 1,878,150 | added | 2.21 | ||
| VTIP | vanguard malvern fds | 0.65 | 35,673 | 1,793,280 | added | 5.9 | ||
| NFLX | netflix inc | 0.64 | 1,314 | 1,759,620 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.57 | 66,006 | 1,570,940 | added | 7.02 | ||
