Institutional Manager · CIK 0001842054
Rede Wealth, LLC
Charlottesville, VA · File #028-20795
Latest AUM
$287.8M
Positions
111
Top-10 Concentration
80.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 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
- 13F COMBINATION REPORTQ/E Sep 202398 pos · $210.6M
- 13F COMBINATION REPORTQ/E Jun 2023150 pos · $191.8M
- 13F COMBINATION REPORTQ/E Mar 2023123 pos · $187.1M
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% |