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Rede Wealth, LLC
CIK:0001842054
Investment Adviser
$313M AUM
106 holdings
Charlottesville, VA, USA
Rede Wealth, LLC is an SEC-registered investment adviser offering financial planning, investment management, and wealth management services.
Latest 13F Filing Activity
Rede Wealth, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 106 equity positions with a total 13F market value of $277M. The fund increased holdings in Nvidia Corporation, Coinbase Global Inc., Ishares TR among other positions. Rede Wealth, LLC reduced exposure to Berkshire Hathaway Inc. Del, Apple Inc., Unitedhealth Group Inc. among others.
Top Buys
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 55.25% | $153.0M | 210 | $691180.00 | $728800.00 | -$14.6M | |
A AAPL | APPLE INC | 3.67% | $10.2M | 49,505 | $135.03 | $205.17 | -$863.2K |
I ITOT | ISHARES TR | 3.48% | $9.6M | 71,293 | $108.33 | $135.04 | +$1.2M |
I IVV | ISHARES TR | 2.37% | $6.6M | 10,552 | $406.74 | $620.90 | +$700.9K |
J JNJ | JOHNSON & JOHNSON | 2.06% | $5.7M | 37,314 | $157.44 | $152.75 | -$569.0K |
Industry Allocation
MOTOR VEHICLES & PASSENGER CAR BODIES
+8.4%
ELECTRONIC COMPUTERS
+8.4%
SERVICES-PREPACKAGED SOFTWARE
+6.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.0%
SERVICES-BUSINESS SERVICES, NEC
+4.0%
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