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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$453B
$153 Million 55.8% of portfolio
210
Q4 2024 Reduced 0.47%
$3.73T
$10.2 Million 3.7% of portfolio
49,505
Q2 2025 Reduced 0.22%
$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%
$463B
$5.7 Million 2.08% of portfolio
37,314
Q2 2025 Reduced 1.28%
$2.33T
$5.64 Million 2.06% of portfolio
25,712
Q2 2025 Reduced 0.04%
$434B
$4.96 Million 1.81% of portfolio
31,406
Q2 2025 Added 0.6%
$654B
$4.5 Million 1.64% of portfolio
9,261
Q2 2025 Reduced 3.65%
$3.78T
$4.27 Million 1.56% of portfolio
8,587
Q2 2025 Reduced 0.83%
$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%
$43.2B
$2.83 Million 1.03% of portfolio
8,073
Q2 2025 Added 0.57%
$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%
$476B
$2.17 Million 0.79% of portfolio
20,141
Q2 2025 Reduced 0.54%
$0
$1.79 Million 0.65% of portfolio
35,673
Q2 2025 Added 5.9%
$538B
$1.76 Million 0.64% of portfolio
1,314
Q1 2025 Reduced 0.3%
$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%
$138B
$1.35 Million 0.49% of portfolio
7,390
Q2 2025 Added 1.72%
$2.08B
$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%
$372B
$1.09 Million 0.4% of portfolio
6,811
Q2 2025 Added 0.22%
$231B
$1.06 Million 0.39% of portfolio
3,634
Q4 2024 Reduced 0.11%
$0
$1.02 Million 0.37% of portfolio
30,620
Q2 2025 Added 9.01%
$884B
$1.01 Million 0.37% of portfolio
3,491
Q2 2025 Reduced 0.51%
$0
$1.01 Million 0.37% of portfolio
35,930
Q2 2025 Added 9.12%
$290B
$902,000 0.33% of portfolio
2,892
Q2 2025 Reduced 9.17%
$0
$839,000 0.31% of portfolio
4,749
Q2 2025 Added 19.26%
$0
$843,000 0.31% of portfolio
4,868
Q4 2020 New
$69.9B
$849,000 0.31% of portfolio
27,406
Q2 2025 Added 0.28%
$0
$832,000 0.3% of portfolio
10,445
Q2 2025 Added 2.99%
$575B
$814,000 0.3% of portfolio
2,294
Q2 2025 Reduced 0.26%
$0
$776,000 0.28% of portfolio
31,782
Q4 2024 Added 200.0%
$186B
$752,000 0.27% of portfolio
17,402
Q1 2025 Reduced 0.57%
$0
$727,000 0.27% of portfolio
29,376
Q2 2025 Added 16.52%
$126B
$744,000 0.27% of portfolio
2,415
Q2 2025 Reduced 15.53%
$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%
$75.9B
$677,000 0.25% of portfolio
1,898
Q4 2020 New
$568B
$685,000 0.25% of portfolio
1,219
Q4 2024 Added 1.16%
$0
$651,000 0.24% of portfolio
8,949
Q2 2025 Reduced 1.11%
$209B
$666,000 0.24% of portfolio
23,020
Q2 2025 Reduced 0.9%
$0
$623,000 0.23% of portfolio
6,640
Q2 2025 Added 3.28%
$64.8B
$614,000 0.22% of portfolio
2,399
Q2 2025 Reduced 3.03%
$168B
$612,000 0.22% of portfolio
5,312
Q4 2024 Reduced 1.02%
$0
$587,000 0.21% of portfolio
4,937
Q2 2025 Reduced 0.46%

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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