Data as of Q4 2025 (Dec 31, 2025)

Rede Wealth, LLC

•CIK: 1842054•Filing: Q4 2025

**Rede Wealth, LLC** manages $288M across a diversified portfolio of 109 positions. The fund exhibits a significant conviction in established value names, highlighted by a dominant $157.0M allocation to BRK/A. Further core holdings include substantial positions in AAPL ($12.9M), ITOT ($8.6M), and JNJ ($7.7M). This concentration suggests a disciplined, large-cap value orientation within its current mandate.

Total AUM
$287.8M
QoQ Performance
+126.0%
Positions
76
Top 10 Concentration
74.8%
Latest Filing
Q4 2025

Top Holdings Allocation

BRK/A
BRK/A54.6%
AAPL4.5%
ITOT3.0%
JNJ2.7%
IVV2.6%
AMZN2.0%
BRK/B1.8%
MSFT1.4%

📈 Biggest Buys

BRK/A
BERKSHIRE HATHAWAY INC DEL
+20700.0%
54.6% of portfolio
ITOT
ISHARES TR
NEW
3.0% of portfolio
JNJ
JOHNSON & JOHNSON
+754.1%
2.7% of portfolio
AMZN
AMAZON COM INC
+175.5%
2.0% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
+222.0%
1.8% of portfolio

📉 Biggest Sells

TSLA
TESLA INC
-96.3%
0.1% of portfolio
ABBV
ABBVIE INC
-80.6%
0.1% of portfolio
GOOGL
ALPHABET INC
-76.1%
0.1% of portfolio
MSFT
MICROSOFT CORP
-21.0%
1.4% of portfolio
KO
COCA COLA CO
-68.5%
0.1% of portfolio

Sector Breakdown

Financial58.0%
Other23.0%
Technology7.1%
ETF3.8%
Healthcare3.1%
Consumer2.6%
Energy0.7%
Communication0.7%

🚪 Exited Positionssold since Q3 2025

VEA
Vanguard FTSE Developed Markets ETF (VEA)
SOLD
$12.6M
VWO
Vanguard FTSE Emerging Markets ETF (VWO)
SOLD
$6.7M
DVY
iShares Select Dividend ETF (DVY)
SOLD
$5.5M
UBER
Uber Technologies, Inc. (UBER)
SOLD
$4.0M
EVMO
Eaton Vance Mortgage Opportunities ETF (EVMO)
SOLD
$3.2M
+74 more exited positions

Changes from Q3 2025

NEW79 new positions
↑18 increased
↓12 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

BRK/A54.6%
BERKSHIRE HATHAWAY INC DEL
$157.0M
AAPL4.5%
APPLE INC
$12.9M
ITOT3.0%
ISHARES TR
$8.6M
JNJ2.7%
JOHNSON & JOHNSON
$7.7M
IVV2.6%
ISHARES TR
$7.5M

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.