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
$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%
$114B
$549,000 0.2% of portfolio
1,897
Q2 2025 Added 0.05%
$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%
$233B
$461,000 0.17% of portfolio
3,159
Q2 2025 Reduced 8.94%
$0
$473,000 0.17% of portfolio
8,984
Q2 2025 Reduced 1.18%
$101B
$436,000 0.16% of portfolio
4,763
Q2 2025 Reduced 3.8%
$68.3B
$432,000 0.16% of portfolio
13,268
Q2 2025 Reduced 1.49%
$295B
$431,000 0.16% of portfolio
539
Q2 2025 Added 6.94%
$0
$405,000 0.15% of portfolio
18,354
Q4 2024 Added 100.02%
$284B
$402,000 0.15% of portfolio
5,802
Q2 2025 Reduced 2.86%
$84.2B
$398,000 0.15% of portfolio
5,909
Q2 2025 Reduced 0.4%
$0
$425,000 0.15% of portfolio
6,738
Q2 2025 Added 2.28%
$62.1B
$395,000 0.14% of portfolio
9,189
Q2 2025 Added 0.04%
$298B
$397,000 0.14% of portfolio
5,617
Q1 2025 Reduced 1.58%
$12.6B
$377,000 0.14% of portfolio
20,622
Q2 2025 Added 0.14%
$137B
$374,000 0.14% of portfolio
1,628
Q1 2025 Reduced 4.4%
$139B
$358,000 0.13% of portfolio
1,004
Q1 2025 Added 0.8%
$216B
$354,000 0.13% of portfolio
2,858
Q2 2025 Reduced 3.38%
$86B
$343,000 0.13% of portfolio
2,258
Q2 2025 Reduced 2.04%
$314B
$334,000 0.12% of portfolio
2,335
Q2 2025 Added 0.04%
$1.05T
$338,000 0.12% of portfolio
1,067
Q2 2025 Reduced 36.6%
$372B
$324,000 0.12% of portfolio
1,747
Q2 2025 Reduced 0.68%
$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%
$34.1B
$322,000 0.12% of portfolio
3,952
Q1 2025 Reduced 1.25%
$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%
$1.27T
$296,000 0.11% of portfolio
1,683
Q2 2025 Reduced 0.12%
$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%
$221B
$308,000 0.11% of portfolio
795
Q2 2025 Reduced 1.85%
$56.7B
$312,000 0.11% of portfolio
5,946
Q1 2025 Reduced 0.42%
$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%
$98.6B
$256,000 0.09% of portfolio
1,398
Q1 2025 Reduced 0.71%
$259B
$257,000 0.09% of portfolio
1,414
Q1 2025 New
$60.1B
$231,000 0.08% of portfolio
1,017
Q2 2025 Added 0.59%
$1.66T
$211,000 0.08% of portfolio
287
Q2 2025 New
$0
$216,000 0.08% of portfolio
2,074
Q1 2025 New

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
Track This Portfolio

Track Rede Wealth, LLC Portfolio

Follow Rede Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rede Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rede Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email