Latest Rede Wealth, LLC Stock Portfolio
$278Million | No. of Holdings #108
Rede Wealth, LLC Performance
2026 Q1-3.23%
YTD-3.23%
2025+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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 10 Apr, 2026
$278Million
as of Apr 10, 2026Rede 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 tr | 251,164 |
| mastec inc | 223,609 |
| select sector spdr tr | 208,721 |
New stocks bought by Rede Wealth, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 88.42 |
| ishares tr | 55.01 |
| grayscale ethereum staking | 50.77 |
| ishares inc | 45.42 |
| ishares tr | 38.26 |
| franklin templeton digital h | 31.17 |
| schwab strategic tr | 25.51 |
| vanguard malvern fds | 16.8 |
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.
- Others
- Technology
- Healthcare
- Consumer Cyclical
- Financial Services
- Industrials
- Energy
| Sector | % |
|---|---|
| Others | 79.1 |
| Technology | 7.6 |
| Healthcare | 3.6 |
| Consumer Cyclical | 2.4 |
| Financial Services | 2 |
| Industrials | 1.8 |
| Energy | 1.8 |
Market Cap. Distribution
Rede Wealth, LLC has about 20.7% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 79.1 |
| MEGA-CAP | 17 |
| LARGE-CAP | 3.7 |
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.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 80.3 |
| S&P 500 | 19.7 |
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.
$278.03MTotal Value
112Positions
10 Apr, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 4.3% | 47,093 | $11.95M 4.3% | 0.86%decreased 0.86 percentreduced | ||
 AAXJ Ishares TrIshares TrAAXJ | 0.47% | 15,702 | $1.31M 0.47% | 38.26%increased 38.26 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.25% | 5,781 | $700.6K 0.25% | 13.48%decreased 13.48 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.2% | 5,170 | $550.6K 0.2% | 7.62%increased 7.62 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.16% | 3,746 | $444.3K 0.16% | 29.49%decreased 29.49 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.12% | 3,625 | $344.2K 0.12% | 0.41%decreased 0.41 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.11% | 6,021 | $316.5K 0.11% | 11.01%increased 11.01 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.11% | 3,786 | $298.2K 0.11% | 0%unchanged 0 percentunchanged | |
 Abbvie Inc Abbvie IncABBV Rede Wealth, LLC's holding in Abbvie Inc over time | 0.13% | 1,662 | $361.5K 0.13% | 0.24%increased 0.24 percentadded | |
 ACWF Ishares TrIshares TrACWF | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Automatic Data Processing In Rede Wealth, LLC's holding in Automatic Data Processing In over time | 0.16% | 2,238 | $454.7K 0.16% | 0%unchanged 0 percentunchanged | |
 AGT Ishares TrIshares TrAGT | 0.51% | 16,994 | $1.42M 0.51% | 88.42%increased 88.42 percentadded | |
AGT Ishares TrIshares TrAGT | 0.11% | 2,247 | $317.8K 0.11% | 0%unchanged 0 percentunchanged | |
AGT Ishares TrIshares TrAGT | 0.07% | 2,104 | $201.2K 0.07% | 39.61%decreased 39.61 percentreduced | |
 Allstate Corp Rede Wealth, LLC's holding in Allstate Corp over time | 0.07% | 1,000 | $207.3K 0.07% | 0%unchanged 0 percentunchanged | |
 Applied Matls Inc Rede Wealth, LLC's holding in Applied Matls Inc over time | 0.9% | 7,290 | $2.49M 0.9% | 0%unchanged 0 percentunchanged | |
 Amazon Com Inc Amazon Com IncAMZN Rede Wealth, LLC's holding in Amazon Com Inc over time | 1.76% | 23,534 | $4.90M 1.76% | 3.73%decreased 3.73 percentreduced | |
| 0.22% | 1,898 | $612.6K 0.22% | 0%unchanged 0 percentunchanged | ||
 ASML Asml Hldg NvAsml Hldg NvASML | 0.22% | 464 | $612.9K 0.22% | 0.43%increased 0.43 percentadded | |
 BAB Invesco Exch Traded Fd Tr IiInvesco Exch Traded Fd Tr IiBAB | 0.92% | 10,773 | $2.56M 0.92% | 11.03%increased 11.03 percentadded | |
