Institutional Manager · CIK 0001842054
Rede Wealth, LLC
CHARLOTTESVILLE, VA · File #028-20795
Latest AUM
$287.8M
Positions
111
Top-10 Concentration
80.8%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | BERKSHIRE HATHAWAY INC DEL | BRK-A | +207 | +$156.2M | +$600 |
| EXITED | Vanguard FTSE Developed Markets ETF (VEA) | 921943858 | -210,997 | -$12.6M | $0 |
| REDUCE | TESLA INC | TSLA | -23,258 | -$10.5M | +$120,671 |
| NEW | ISHARES TR | 464287150 | +57,642 | +$8.6M | $0 |
| ADD | JOHNSON & JOHNSON | JNJ | +32,743 | +$6.8M | +$93,467 |
| EXITED | Vanguard FTSE Emerging Markets ETF (VWO) | 922042858 | -124,438 | -$6.7M | $0 |
| EXITED | iShares Select Dividend ETF (DVY) | 464287168 | -38,710 | -$5.5M | $0 |
| EXITED | Uber Technologies, Inc. (UBER) | 90353T100 | -41,195 | -$4.0M | $0 |
| ADD | AMAZON COM INC | AMZN | +15,572 | +$3.6M | +$99,850 |
| ADD | BERKSHIRE HATHAWAY INC DEL | BRK-A | +6,974 | +$3.5M | -$404 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025111 pos · $287.8M
- 13F HOLDINGS REPORTQ/E Sep 2025109 pos · $127.3M
- 13F COMBINATION REPORTQ/E Jun 2025159 pos · $277.0M
- 13F HOLDINGS REPORTQ/E Mar 2025143 pos · $283.1M
- 13F HOLDINGS REPORTQ/E Dec 202441 pos · $261.0M
- 13F HOLDINGS REPORTQ/E Sep 2024143 pos · $261.2M
- 13F HOLDINGS REPORTQ/E Jun 202435 pos · $237.8M
- 13F HOLDINGS REPORTQ/E Mar 2024159 pos · $238.5M
- 13F COMBINATION REPORTQ/E Dec 2023101 pos · $199.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 208 | $157.0M | 59.01% |
| 2 | APPLE INC | AAPL | 47,500 | $12.9M | 4.85% |
| 3 | ISHARES TR | 464287150 | 57,642 | $8.6M | 3.22% |
| 4 | JOHNSON & JOHNSON | JNJ | 37,085 | $7.7M | 2.88% |
| 5 | ISHARES TR | 464287200 | 10,906 | $7.5M | 2.81% |
| 6 | AMAZON COM INC | AMZN | 24,447 | $5.6M | 2.12% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 10,116 | $5.1M | 1.91% |
| 8 | MICROSOFT CORP | MSFT | 8,270 | $4.0M | 1.50% |
| 9 | VANGUARD MUN BD FDS | 922907746 | 67,318 | $3.4M | 1.27% |
| 10 | SPDR S&P 500 ETF TR | SPY | 4,721 | $3.2M | 1.21% |
| 11 | SPDR SERIES TRUST | 78464A409 | 26,193 | $2.8M | 1.05% |
| 12 | NVIDIA CORPORATION | NVDA | 14,219 | $2.7M | 1.00% |
| 13 | ISHARES TR | 46432F834 | 29,253 | $2.5M | 0.93% |
| 14 | INVESCO EXCH TRADED FD TR II | IVZ | 9,703 | $2.5M | 0.92% |
| 15 | BLACKROCK ETF TRUST | BLK | 36,690 | $2.2M | 0.84% |
| 16 | EXXON MOBIL CORP | XOM | 17,609 | $2.1M | 0.80% |
| 17 | APPLIED MATLS INC | 038222105 | 7,290 | $1.9M | 0.70% |
| 18 | COINBASE GLOBAL INC | COIN | 8,088 | $1.8M | 0.69% |
| 19 | SCHWAB STRATEGIC TR | 808524854 | 72,734 | $1.8M | 0.69% |
| 20 | ISHARES GOLD TR | IAU | 41,592 | $1.8M | 0.67% |