Rede Wealth
Latest statistics and disclosures from Rede Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, TSLA, AAPL, VWO, DVY, and represent 36.34% of Rede Wealth's stock portfolio.
- Added to shares of these 10 stocks: VEA (+$13M), TSLA (+$10M), VWO (+$6.7M), DVY (+$5.5M), UBER, Morgan Stanley Etf Trust, SCHP, IWB, GOOG, ABBV.
- Started 79 new stock positions in APH, Morgan Stanley Etf Trust, GLD, ACLS, AVGO, BX, MO, JEPI, VSS, CMCSA.
- Reduced shares in these 10 stocks: BRK.A (-$158M), ITOT (-$9.6M), JNJ (-$6.1M), NVDA, AMZN, BRK.B, VTEB, COIN, IVV, SCHO.
- Sold out of its positions in T, BCD, ALL, AMAT, CSX, CAT, CVX, CSCO, COIN, GLW.
- Rede Wealth was a net seller of stock by $-161M.
- Rede Wealth has $127M in assets under management (AUM), dropping by -54.04%.
- Central Index Key (CIK): 0001842054
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Portfolio Holdings for Rede Wealth
Rede Wealth holds 109 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard FTSE Developed Markets ETF Etf (VEA) | 9.9 | $13M | NEW | 211k | 59.92 |
|
| Tesla Stock (TSLA) | 8.4 | $11M | +2162% | 24k | 444.72 |
|
| Apple Stock (AAPL) | 8.4 | $11M | -15% | 42k | 254.63 |
|
| Vanguard FTSE Emerging Markets ETF Etf (VWO) | 5.3 | $6.7M | NEW | 124k | 54.18 |
|
| iShares Select Dividend ETF Etf (DVY) | 4.3 | $5.5M | NEW | 39k | 142.10 |
|
| Microsoft Corp Stock (MSFT) | 4.3 | $5.4M | +21% | 11k | 517.94 |
|
| iShares Core S&P 500 ETF Etf (IVV) | 3.5 | $4.5M | -36% | 6.8k | 669.28 |
|
| Uber Technologies Stock (UBER) | 3.2 | $4.0M | NEW | 41k | 97.97 |
|
| Eaton Vance Mortgage Opportunities ETF Etf | 2.5 | $3.2M | NEW | 64k | 50.73 |
|
| Schwab US TIPS ETF Etf (SCHP) | 2.0 | $2.5M | NEW | 93k | 26.95 |
|
| iShares Russell 1000 ETF Etf (IWB) | 1.9 | $2.5M | NEW | 6.8k | 365.48 |
|
| Exxon Mobil Corp Stock (XOM) | 1.8 | $2.2M | 20k | 112.75 |
|
|
| Alphabet Stock (GOOG) | 1.7 | $2.2M | NEW | 8.9k | 243.56 |
|
| AbbVie Stock (ABBV) | 1.6 | $2.0M | +388% | 8.5k | 231.53 |
|
| Amazon.Com Stock (AMZN) | 1.5 | $1.9M | -65% | 8.9k | 219.57 |
|
| Nvidia Corporation Stock (NVDA) | 1.4 | $1.8M | -69% | 9.7k | 186.59 |
|
| Berkshire Hathaway Stock (BRK.B) | 1.2 | $1.6M | -66% | 3.1k | 502.78 |
|
| Vanguard Short-Term Corporate Bond Index Fund Stock (VCSH) | 1.2 | $1.5M | NEW | 19k | 79.93 |
|
| Fidelity MSCI Real Estate ETF Etf (FREL) | 1.1 | $1.4M | NEW | 52k | 27.81 |
|
| Alphabet Stock (GOOGL) | 1.1 | $1.4M | +240% | 5.7k | 243.08 |
|
| Vanguard S&P 500 ETF Etf (VOO) | 1.1 | $1.4M | NEW | 2.3k | 614.23 |
|
| Amphenol Corp Stock (APH) | 0.9 | $1.2M | NEW | 9.5k | 123.92 |
|
| JPMorgan Chase & Co Stock (JPM) | 0.9 | $1.1M | +3% | 3.6k | 315.39 |
|
| SPDR S&P 500 ETF Trust Etf (SPY) | 0.9 | $1.1M | -66% | 1.7k | 667.06 |
|
| Coca-Cola Company Stock (KO) | 0.9 | $1.1M | +200% | 17k | 66.84 |
|
| Axcelis Technologies Stock (ACLS) | 0.9 | $1.1M | NEW | 12k | 97.64 |
|
| Automatic Data Processing Stock (ADP) | 0.9 | $1.1M | +55% | 3.8k | 295.04 |
|
| Abbott Laboratories Stock (ABT) | 0.9 | $1.1M | NEW | 8.2k | 133.94 |
|
| PNC Financial Services Group Stock (PNC) | 0.8 | $1.1M | NEW | 5.3k | 200.93 |
|
| International Business Machines Corporation Stock (IBM) | 0.7 | $896k | +327% | 3.2k | 282.14 |
|
| Braze Stock (BRZE) | 0.7 | $865k | NEW | 30k | 28.44 |
|
| Vanguard Global ex-US Real Estate ETF Etf (VNQI) | 0.6 | $828k | NEW | 17k | 47.74 |
|
| Walmart Stock (WMT) | 0.6 | $822k | NEW | 8.0k | 103.06 |
|
| Johnson & Johnson Stock (JNJ) | 0.6 | $805k | -88% | 4.3k | 185.42 |
|
| Vanguard Growth ETF Etf (VUG) | 0.6 | $773k | NEW | 1.6k | 480.19 |
|
| Berkshire Hathaway Stock (BRK.A) | 0.6 | $754k | -99% | 1.00 | 754200.00 |
|
| Vanguard Mid-Cap Index Fund ETF Shares Stock (VO) | 0.6 | $748k | NEW | 2.5k | 294.77 |
|
| Oracle Corp Stock (ORCL) | 0.6 | $736k | NEW | 2.6k | 281.19 |
|
| Home Depot Stock (HD) | 0.6 | $708k | NEW | 1.7k | 405.19 |
|
| Adobe Stock (ADBE) | 0.5 | $671k | NEW | 1.9k | 352.81 |
|
| M & T Bank Corp Stock (MTB) | 0.5 | $665k | NEW | 3.4k | 197.62 |
|
| Broadcom Stock (AVGO) | 0.5 | $619k | NEW | 1.9k | 329.95 |
|
| iShares TR Russell 1000 Etf (IWF) | 0.5 | $595k | NEW | 1.3k | 468.41 |
|
| Meta Platforms Stock (META) | 0.4 | $566k | +168% | 770.00 | 734.71 |
|
| Comcast Corp Stock (CMCSA) | 0.4 | $560k | NEW | 18k | 31.42 |
|
| Vanguard FTSE All-World ex-US Small Capital Index ETF Etf (VSS) | 0.4 | $559k | NEW | 3.9k | 142.55 |
|
| Visa Stock (V) | 0.4 | $557k | -28% | 1.6k | 341.38 |
|
| Sonoco Products Stock (SON) | 0.4 | $540k | NEW | 13k | 43.09 |
|
| Air Products & Chemicals Stock (APD) | 0.4 | $537k | NEW | 2.0k | 272.72 |
|
| Eli Lilly And Stock (LLY) | 0.4 | $487k | NEW | 639.00 | 762.76 |
|
| Canadian National Railway Stock (CNI) | 0.4 | $483k | NEW | 5.1k | 94.30 |
|
| Invesco QQQ Trust Etf (QQQ) | 0.4 | $481k | +46% | 800.00 | 601.06 |
|
| Vanguard High Dividend Yield ETF Etf (VYM) | 0.4 | $480k | NEW | 3.4k | 140.95 |
|
| ProShares S&P 500 Dividend Aristocrats ETF Etf (NOBL) | 0.4 | $474k | NEW | 4.6k | 103.07 |
|
| Parker-Hannifin Corp Stock (PH) | 0.4 | $448k | NEW | 591.00 | 757.48 |
|
| Merck & Co Stock (MRK) | 0.4 | $447k | NEW | 5.3k | 84.82 |
|
| iShares Russell 2000 Growth ETF Etf (IWO) | 0.3 | $444k | NEW | 1.4k | 320.04 |
|
| Vanguard Mid-Cap Value ETF Etf (VOE) | 0.3 | $439k | NEW | 2.5k | 175.45 |
|
| General Electric Stock (GE) | 0.3 | $416k | NEW | 1.4k | 301.19 |
|
| Invesco DWA Momentum ETF Etf (PDP) | 0.3 | $415k | NEW | 3.5k | 118.05 |
|
| Invesco Dynamic Large Cap Growth ETF Etf (PWB) | 0.3 | $414k | NEW | 3.3k | 125.42 |
|
| Invesco Senior Loan ETF Etf (BKLN) | 0.3 | $408k | NEW | 20k | 20.93 |
|
| iShares Core S&P Mid-Cap ETF Etf (IJH) | 0.3 | $404k | NEW | 6.2k | 65.26 |
|
| Vanguard Small-Cap ETF Etf (VB) | 0.3 | $388k | -25% | 1.5k | 255.09 |
|
| McDonald's Corporation Stock (MCD) | 0.3 | $385k | -65% | 1.3k | 303.79 |
|
| Netflix Stock (NFLX) | 0.3 | $382k | -75% | 319.00 | 1197.38 |
|
| Philip Morris Stock (PM) | 0.3 | $362k | +57% | 2.2k | 162.23 |
|
| Vanguard Short Term Inflation Protected Securities ETF Etf (VTIP) | 0.3 | $351k | -80% | 6.9k | 50.63 |
|
| Costco Wholesale Stock (COST) | 0.3 | $346k | NEW | 374.00 | 925.29 |
|
| Palantir Stock (PLTR) | 0.3 | $342k | NEW | 1.9k | 182.42 |
|
| iShares Floating Rate Bond ETF Etf (FLOT) | 0.3 | $329k | NEW | 6.4k | 51.08 |
|
| Goldman Sachs Group Stock (GS) | 0.3 | $323k | NEW | 406.00 | 796.10 |
|
| Unilever Stock (UL) | 0.2 | $314k | NEW | 5.3k | 59.28 |
|
| Teledyne Stock (TDY) | 0.2 | $313k | NEW | 534.00 | 586.29 |
|
| Verizon Communications Stock (VZ) | 0.2 | $306k | -59% | 7.0k | 43.95 |
|
| Amgen Stock (AMGN) | 0.2 | $303k | NEW | 1.1k | 282.29 |
|
| Williams Companies Stock (WMB) | 0.2 | $295k | NEW | 4.7k | 63.35 |
|
| 3M Stock (MMM) | 0.2 | $294k | -16% | 1.9k | 155.17 |
|
| UnitedHealth Group Stock (UNH) | 0.2 | $293k | -70% | 849.00 | 345.09 |
|
| General Dynamics Stock (GD) | 0.2 | $291k | NEW | 854.00 | 341.11 |
|
| American Express Stock (AXP) | 0.2 | $289k | NEW | 869.00 | 331.99 |
|
| Stryker Corporation Stock (SYK) | 0.2 | $287k | NEW | 775.00 | 370.65 |
|
| Bristol-Myers Squibb Stock (BMY) | 0.2 | $279k | NEW | 6.2k | 45.10 |
|
| Nextera Energy Stock (NEE) | 0.2 | $273k | NEW | 3.6k | 75.48 |
|
| QUALCOMM Incorporated Stock (QCOM) | 0.2 | $271k | NEW | 1.6k | 166.35 |
|
| Capital One Stock (COF) | 0.2 | $261k | NEW | 1.2k | 212.53 |
|
| Accenture Stock (ACN) | 0.2 | $255k | NEW | 1.0k | 246.60 |
|
| Broadridge Financial Solutions Stock (BR) | 0.2 | $254k | NEW | 1.1k | 239.06 |
|
| iShares S&P Small-Cap 600 Growth ETF Etf (IJT) | 0.2 | $253k | NEW | 1.8k | 141.50 |
|
| iShares S&P Mid-Cap 400 Growth ETF Etf (IJK) | 0.2 | $253k | NEW | 2.6k | 95.89 |
|
| Interactive Brokers Stock (IBKR) | 0.2 | $239k | NEW | 3.5k | 68.82 |
|
| iShares Bitcoin Trust Etf (IBIT) | 0.2 | $236k | NEW | 3.6k | 65.00 |
|
| SPDR Gold Shares Etf (GLD) | 0.2 | $235k | NEW | 660.00 | 355.47 |
|
| VictoryShares US Large Cap High Div Volatility Wtd ETF Etf (CDL) | 0.2 | $235k | NEW | 3.4k | 69.59 |
|
| Blackstone Group Stock (BX) | 0.2 | $229k | NEW | 1.3k | 170.79 |
|
| Sony Group Stock (SONY) | 0.2 | $222k | NEW | 7.7k | 28.79 |
|
| Procter & Gamble Company Stock (PG) | 0.2 | $221k | -78% | 1.4k | 153.65 |
|
| Zebra Technologies Corp Stock (ZBRA) | 0.2 | $215k | NEW | 722.00 | 297.16 |
|
| Seagate Technology Stock (STX) | 0.2 | $213k | NEW | 900.00 | 236.78 |
|
| iShares Ultra Short-Term Bond ETF Etf (ICSH) | 0.2 | $212k | NEW | 4.2k | 50.75 |
|
| Berkley W R Corp Stock (WRB) | 0.2 | $210k | NEW | 2.7k | 76.62 |
|
| Altria Group Stock (MO) | 0.2 | $209k | NEW | 3.1k | 67.12 |
|
| GE Vernova Stock (GEV) | 0.2 | $206k | NEW | 335.00 | 614.01 |
|
| Edwards Lifesciences Corp Stock (EW) | 0.2 | $205k | NEW | 2.6k | 77.77 |
|
| Advanced Micro Devices Stock (AMD) | 0.2 | $204k | NEW | 1.3k | 161.85 |
|
| BlackRock FNDG Stock (BLK) | 0.2 | $203k | -74% | 174.00 | 1165.87 |
|
| Atmos Energy Corporation Stock (ATO) | 0.2 | $202k | NEW | 1.2k | 170.81 |
|
| JPMorgan Equity Premium Income ETF Etf (JEPI) | 0.2 | $200k | NEW | 3.5k | 57.10 |
|
| Wells Fargo & Co Stock (WFC) | 0.2 | $200k | NEW | 2.4k | 83.83 |
|
Past Filings by Rede Wealth
SEC 13F filings are viewable for Rede Wealth going back to 2020
- Rede Wealth 2025 Q3 filed Oct. 29, 2025
- Rede Wealth 2025 Q2 filed Aug. 4, 2025
- Rede Wealth 2025 Q1 filed May 14, 2025
- Rede Wealth 2024 Q4 filed Jan. 28, 2025
- Rede Wealth 2024 Q3 filed Oct. 18, 2024
- Rede Wealth 2024 Q2 filed Aug. 5, 2024
- Rede Wealth 2024 Q1 filed May 3, 2024
- Rede Wealth 2023 Q4 filed Jan. 17, 2024
- Rede Wealth 2023 Q3 filed Nov. 8, 2023
- Rede Wealth 2023 Q2 filed Aug. 7, 2023
- Rede Wealth 2023 Q1 filed April 26, 2023
- Rede Wealth 2022 Q4 filed Jan. 17, 2023
- Rede Wealth 2022 Q3 filed Oct. 17, 2022
- Rede Wealth 2022 Q2 filed July 21, 2022
- Rede Wealth 2022 Q1 filed April 18, 2022
- Rede Wealth 2021 Q4 filed Feb. 7, 2022