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Latest Rede Wealth, LLC Stock Portfolio

$302Million | No. of Holdings #117

Rede Wealth, LLC Performance

2026 Q2+7.20%
YTD+3.74%
2025+9.29%

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

On 2026-08-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, Rede Wealth, LLC reported an equity portfolio of $302 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Rede Wealth, LLC are , AAPL, IJR. The fund has invested 51.6% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 4.5% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA) and ISHARES SILVER TR (SLV) stocks. They significantly reduced their stock positions in INVESCO ACTVELY MNGD ETC FD (PDBC), SCHWAB STRATEGIC TR (FNDA) and ISHARES INC (EMGF). Rede Wealth, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), VANECK ETF TRUST (AFK) and SIMPLIFY EXCHANGE TRADED FUN (AGGH). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY MERRIMACK STR TR (FBND), SPDR SERIES TRUST (BIL) and GRAYSCALE ETHEREUM STAKING.
Rede Wealth, LLC Equity Portfolio Value
Last Reported on: 03 Aug, 2026
$302Million
  as of Aug 03, 2026

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

Our best estimate is that Rede Wealth, LLC made a return of 7.2% in the last quarter. In trailing 12 months, it's portfolio return was 7.44%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust1,060,370
vaneck etf trust953,230
simplify exchange traded fun737,382
intel corp466,979
spdr series trust351,894
navan inc340,100
invesco exch traded fd tr ii300,586
invesco exchange traded fd t283,800
New stocks bought by Rede Wealth, LLC

Additions

Ticker% Inc.
fidelity merrimack str tr166
spdr series trust45.66
grayscale ethereum staking39.71
ishares tr23.86
ishares tr13.95
ishares tr13.35
ishares tr11.59
ishares tr11.2
Additions to existing portfolio by Rede Wealth, LLC

Reductions

Ticker% Reduced
invesco actvely mngd etc fd-46.67
schwab strategic tr-45.52
ishares inc-37.86
blackrock etf trust-34.87
vanguard malvern fds-33.72
vanguard charlotte fds-24.97
ishares tr-23.25
first tr exchange-traded fd-17.75
Rede Wealth, LLC reduced stake in above stock

Sold off

Ticker$ Sold
schwab strategic tr-1,755,010
schwab strategic tr-1,156,150
ishares silver tr-251,164
Rede Wealth, LLC got rid off the above stocks

Sector Distribution

Rede Wealth, LLC has about 78.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Consumer Cyclical
  • Industrials
  • Financial Services
  • Energy
Sector%
Others78.3
Technology9.1
Healthcare3.6
Consumer Cyclical2.4
Industrials1.9
Financial Services1.8
Energy1.4

Market Cap. Distribution

Rede Wealth, LLC has about 21.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED78.3
MEGA-CAP17.3
LARGE-CAP4.4

Stocks belong to which Index?

About 20.7% of the stocks held by Rede Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others79.3
S&P 50020.7
Top 5 Winners (%)%
AMAT
applied matls inc
111.5 %
GLW
corning inc
87.9 %
UNH
unitedhealth group inc
53.2 %
CSCO
cisco sys inc
51.1 %
ASML
asml hldg nv
50.1 %
Top 5 Winners ($)$
berkshire hathaway inc del
6.4 M
AMAT
applied matls inc
2.8 M
AAPL
apple inc
1.7 M
IJR
ishares tr
1.4 M
IJR
ishares tr
1.1 M
Top 5 Losers (%)%
T
at&t inc
-28.6 %
NFLX
netflix inc.
-25.7 %
grayscale ethereum staking
-21.6 %
CVX
chevron corporation
-19.9 %
XOM
exxon mobil corp
-19.3 %
Top 5 Losers ($)$
XOM
exxon mobil corp
-0.6 M
NFLX
netflix inc.
-0.3 M
grayscale ethereum staking
-0.3 M
COIN
coinbase global inc
-0.2 M
T
at&t inc
-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 117 stocks in it's portfolio. About 73.5% of the portfolio is in top 10 stocks. XOM proved to be the most loss making stock for the portfolio. was the most profitable stock for Rede Wealth, LLC last quarter.

$302.04MTotal Value
120Positions
03 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Rede Wealth, LLC, last reported on 03 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Rede Wealth, LLC's holding in Ishares Tr over time
0.38%12,051
$1.16M
0.38%
decreased 23.25 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Rede Wealth, LLC's holding in Ishares Tr over time
0.25%5,273
$750.8K
0.25%
decreased 8.79 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Rede Wealth, LLC's holding in Ishares Tr over time
0.17%4,945
$526.5K
0.17%
decreased 4.35 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Rede Wealth, LLC's holding in Ishares Tr over time
0.16%4,180
$490.9K
0.16%
increased 11.59 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Rede Wealth, LLC's holding in Ishares Tr over time
0.13%4,031
$381.0K
0.13%
increased 11.2 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Rede Wealth, LLC's holding in Ishares Tr over time
0.12%3,786
$372.2K
0.12%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Rede Wealth, LLC's holding in Ishares Tr over time
0.1%5,995
$314.2K
0.1%
decreased 0.43 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Rede Wealth, LLC's holding in Vaneck Etf Trust over time
0.32%24,029
$953.2K
0.32%
new position
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Rede Wealth, LLC's holding in Simplify Exchange Traded Fun over time
0.24%28,426
$737.4K
0.24%
new position
AGNG
Global X Fds

Global X Fds

AGNG
Rede Wealth, LLC's holding in Global X Fds over time
0.07%4,485
$210.7K
0.07%
new position
AGT
Ishares Tr

Ishares Tr

AGT
Rede Wealth, LLC's holding in Ishares Tr over time
0.57%19,364
$1.72M
0.57%
increased 13.95 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Rede Wealth, LLC's holding in Ishares Tr over time
0.12%2,247
$367.8K
0.12%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Rede Wealth, LLC's holding in Ishares Tr over time
0.09%2,606
$267.9K
0.09%
increased 23.86 percentadded