Rede Wealth, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $284 Million distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $157M, Apple Inc. with a value of $12.7M, Ishares Core S&P Total U.S. St with a value of $8.44M, Johnson & Johnson with a value of $7.4M, and Ishares Core S&P 500 ETF with a value of $7.36M.

Examining the 13F form we can see an increase of $160M in the current position value, from $123M to 284M.

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

Portfolio value $284 Million
Financial Services: $167 Million
ETFs: $61.9 Million
Technology: $26 Million
Healthcare: $8.63 Million
Consumer Cyclical: $7.53 Million
Industrials: $4.36 Million
Energy: $3.76 Million
Communication Services: $2.91 Million
Other: $1.8 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $284 Million
  • Prior Value $123 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 79 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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