Latest Rede Wealth, LLC Stock Portfolio

Rede Wealth, LLC Performance:

2025 Q4: -1.81%YTD: 6.81%2024: 15.3%

Performance for 2025 Q4 is -1.81%, and YTD is 6.81%, and 2024 is 15.3%.

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 $287.8 Millions as of 31 Dec, 2025.

The top stock holdings of Rede Wealth, LLC are , AAPL, IJR. The fund has invested 54.6% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 4.5% of portfolio in APPLE INC.

The fund managers got completely rid off VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) (VEA), VANGUARD FTSE EMERGING MARKETS ETF (VWO) (VEU) and ISHARES SELECT DIVIDEND ETF (DVY) (IJR) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), ABBVIE INC (ABBV) and INTERNATIONAL BUSINESS MACHS (IBM). Rede Wealth, LLC opened new stock positions in ISHARES TR (IJR), VANGUARD MUN BD FDS (VTEB) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to BERKSHIRE HATHAWAY INC DEL, NETFLIX INC (NFLX) and JOHNSON & JOHNSON (JNJ).

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

Our best estimate is that Rede Wealth, LLC made a return of -1.81% in the last quarter. In trailing 12 months, it's portfolio return was 6.81%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	8,570,810
vanguard mun bd fds	3,385,420
spdr series trust	2,794,760
ishares tr	2,475,970
invesco exch traded fd tr ii	2,454,160
blackrock etf trust	2,231,120
applied matls inc	1,873,460
coinbase global inc	1,829,120

New stocks bought by Rede Wealth, LLC

Additions

Ticker	% Inc.
berkshire hathaway inc del	20,700
netflix inc	3,913
johnson & johnson	754
procter and gamble co	338
vanguard malvern fds	309
blackrock inc	298
berkshire hathaway inc del	221
unitedhealth group inc	208

Additions to existing portfolio by Rede Wealth, LLC

Reductions

Ticker	% Reduced
tesla inc	-96.35
abbvie inc	-80.56
international business machs	-76.54
alphabet inc	-76.14
coca cola co	-68.49
automatic data processing in	-40.54
philip morris intl inc	-36.68
invesco qqq tr	-32.25

Rede Wealth, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
vanguard ftse developed markets etf (vea)	-12,642,900
vanguard ftse emerging markets etf (vwo)	-6,742,070
schwab us tips etf (schp)	-2,499,580
eaton vance mortgage opportunities etf (evmo)	-3,229,900
fidelity msci real estate etf (frel)	-1,439,390
uber technologies, inc. (uber)	-4,035,910
ishares select dividend etf (dvy)	-5,500,690
braze inc (brze)	-864,491

Rede Wealth, LLC got rid off the above stocks

Sector Distribution

Rede Wealth, LLC has about 79.8% of it's holdings in Others sector.

Sector	%
Others	79.8
Technology	7.8
Healthcare	3.1
Consumer Cyclical	2.6
Financial Services	2.2
Industrials	1.5
Energy	1.3

Market Cap. Distribution

Rede Wealth, LLC has about 20.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	79.8
MEGA-CAP	14.7
LARGE-CAP	5.4

Stocks belong to which Index?

About 19.1% of the stocks held by Rede Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	80.9
S&P 500	19.1

Top 5 Winners (%)		%
GOOG	alphabet inc	17.8 %
AAPL	apple inc	6.3 %
XOM	exxon mobil corp	6.3 %
JNJ	johnson & johnson	6.2 %
AMZN	amazon com inc	3.4 %

Top 5 Winners ($)		$
AAPL	apple inc	0.8 M
JNJ	johnson & johnson	0.4 M
GOOG	alphabet inc	0.2 M
AMZN	amazon com inc	0.2 M
XOM	exxon mobil corp	0.1 M

Top 5 Losers (%)		%
NFLX	netflix inc	-85.8 %
ADP	automatic data processing in	-10.2 %
VZ	verizon communications inc	-6.8 %
MSFT	microsoft corp	-5.9 %
	blackrock inc	-5.3 %

Top 5 Losers ($)		$
NFLX	netflix inc	-7.2 M
MSFT	microsoft corp	-0.3 M
ADP	automatic data processing in	-0.1 M
	blackrock inc	0.0 M
PG	procter and gamble co	0.0 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 109 stocks in it's portfolio. About 74.8% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Rede Wealth, LLC last quarter.

Last Reported on: 23 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.49	47,500	12,913,300	added	13.53

AAXJ	ishares tr	0.33	11,357	939,565	new

AAXJ	ishares tr	0.30	6,682	860,842	new

AAXJ	ishares tr	0.22	5,313	634,107	new

AAXJ	ishares tr	0.18	4,804	512,587	new

AAXJ	ishares tr	0.12	3,640	346,601	new

AAXJ	ishares tr	0.10	3,786	302,274	new

AAXJ	ishares tr	0.10	5,424	286,821	new

ABBV	abbvie inc	0.13	1,658	378,803	reduced	-80.56

ABT	abbott laboratories (abt)	0.00	0.00	0.00	sold off	-100

ACLS	axcelis technologies (acls)	0.00	0.00	0.00	sold off	-100

ACN	accenture plc (acn)	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	0.13	7,215	364,935	added	72.53

ADBE	adobe inc (adbe)	0.00	0.00	0.00	sold off	-100

ADP	automatic data processing in	0.20	2,238	575,691	reduced	-40.54

AGT	ishares tr	0.26	9,019	743,887	new

AGT	ishares tr	0.12	2,247	334,758	new

AGT	ishares tr	0.12	3,484	331,294	new

ALL	allstate corp	0.07	1,000	208,150	new

AMAT	applied matls inc	0.65	7,290	1,873,460	new