Rede Wealth, LLC Portfolio Holdings

Rede Wealth, LLC

  • $274 Million
  • Q2 2025

Rede Wealth, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $274 Million distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $153M, Apple Inc. with a value of $10.2M, Ishares Core S&P Total U.S. St with a value of $9.63M, Ishares Core S&P 500 ETF with a value of $6.55M, and Johnson & Johnson with a value of $5.7M.

Examining the 13F form we can see an decrease of $6.53M in the current position value, from $281M to 274M.

Below you can find more details about Rede Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $274 Million
Financial Services: $162 Million
ETFs: $58.1 Million
Technology: $25.5 Million
Consumer Cyclical: $7.48 Million
Healthcare: $6.93 Million
Energy: $4.05 Million
Communication Services: $4.04 Million
Industrials: $3.87 Million
Other: $2.14 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.63 Million 3.51% of portfolio
71,293
Q2 2025 Added 2.76%
$0
$6.55 Million 2.39% of portfolio
10,552
Q2 2025 Added 1.33%
$0
$3.11 Million 1.13% of portfolio
5,033
Q2 2025 Reduced 3.75%
$0
$2.87 Million 1.05% of portfolio
58,546
Q2 2025 Reduced 0.39%
$0
$2.5 Million 0.91% of portfolio
102,393
Q2 2025 Added 4.24%
$0
$2.41 Million 0.88% of portfolio
25,263
Q2 2025 Added 4.43%
$0
$2.23 Million 0.81% of portfolio
28,893
Q2 2025 Added 8.18%
$0
$1.88 Million 0.68% of portfolio
8,270
Q2 2025 Added 2.21%
$0
$1.79 Million 0.65% of portfolio
35,673
Q2 2025 Added 5.9%
$0
$1.57 Million 0.57% of portfolio
66,006
Q2 2025 Added 7.02%
$0
$1.43 Million 0.52% of portfolio
14,378
Q2 2025 Added 8.05%
$2.02B
$1.24 Million 0.45% of portfolio
37,625
Q2 2025 Added 2.99%
$0
$1.17 Million 0.43% of portfolio
46,625
Q2 2025 Added 5.82%
$0
$1.13 Million 0.41% of portfolio
44,749
Q2 2025 Added 2.05%
$0
$1.02 Million 0.37% of portfolio
30,620
Q2 2025 Added 9.01%
$0
$1.01 Million 0.37% of portfolio
35,930
Q2 2025 Added 9.12%
$0
$843,000 0.31% of portfolio
4,868
Q4 2020 New
$0
$832,000 0.3% of portfolio
10,445
Q2 2025 Added 2.99%
$0
$776,000 0.28% of portfolio
31,782
Q4 2024 Added 200.0%
$0
$727,000 0.27% of portfolio
29,376
Q2 2025 Added 16.52%
$0
$705,000 0.26% of portfolio
6,074
Q1 2025 Reduced 9.8%
$0
$718,000 0.26% of portfolio
16,804
Q2 2025 Added 22.05%
$0
$651,000 0.24% of portfolio
8,949
Q2 2025 Reduced 1.11%
$0
$623,000 0.23% of portfolio
6,640
Q2 2025 Added 3.28%
$0
$587,000 0.21% of portfolio
4,937
Q2 2025 Reduced 0.46%
$0
$552,000 0.2% of portfolio
7,265
Q2 2025 Added 0.43%
$0
$542,000 0.2% of portfolio
5,918
Q2 2025 Reduced 7.83%
$0
$524,000 0.19% of portfolio
5,584
Q1 2025 Reduced 6.96%
$0
$484,000 0.18% of portfolio
2,044
Q2 2025 Reduced 4.58%
$0
$471,000 0.17% of portfolio
4,432
Q2 2025 Reduced 24.83%
$0
$454,000 0.17% of portfolio
11,413
Q2 2025 Added 1.25%
$0
$473,000 0.17% of portfolio
8,984
Q2 2025 Reduced 1.18%
$0
$405,000 0.15% of portfolio
18,354
Q4 2024 Added 100.02%
$0
$425,000 0.15% of portfolio
6,738
Q2 2025 Added 2.28%
$0
$382,000 0.14% of portfolio
7,769
Q2 2025 Added 17.98%
$0
$337,000 0.12% of portfolio
11,734
Q2 2025 Reduced 5.06%
$0
$336,000 0.12% of portfolio
6,797
Q2 2025 Added 31.11%
$0
$319,000 0.12% of portfolio
3,331
Q2 2025 Reduced 0.57%
$0
$305,000 0.11% of portfolio
2,261
Q4 2024 Reduced 3.21%
$0
$303,000 0.11% of portfolio
3,786
Q4 2023 Reduced 3.81%
$0
$296,000 0.11% of portfolio
2,169
Q4 2023 Reduced 6.06%
$0
$301,000 0.11% of portfolio
546
Q1 2025 Reduced 0.55%
$0
$308,000 0.11% of portfolio
1,285
Q2 2025 Reduced 1.31%
$0
$261,000 0.1% of portfolio
4,916
Q2 2025 Added 0.12%
$0
$277,000 0.1% of portfolio
3,105
Q1 2025 Reduced 5.51%
$0
$281,000 0.1% of portfolio
6,712
Q2 2025 Reduced 4.48%
$0
$283,000 0.1% of portfolio
3,732
Q2 2025 Added 14.37%
$0
$270,000 0.1% of portfolio
12,082
Q4 2024 Reduced 13.95%
$0
$263,000 0.1% of portfolio
5,409
Q2 2025 Reduced 7.27%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $274 Million
  • Prior Value $281 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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