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 Market Cap. of Under $50 Millions

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

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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