Rede Wealth, LLC
- SEC CIK
- 0001842054
- Latest filing
- Aug 3, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 4, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 106
- +1 vs. Q1 2025
- Portfolio value
- $277.0M
- −$6.09M (−2.2%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 25,712 | $5.64M | 2.0% | −100.0% | Reduced | History |
| JNJJohnson & Johnson | Stock | 37,314 | $5.70M | 2.1% | −485−1.3% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 10,552 | $6.55M | 2.4% | +139+1.3% | Added | – |
| iShares Tr464287150 | CORE S&P TTL STK | 71,293 | $9.63M | 3.5% | +1,913+2.8% | Added | – |
| AAPLApple Inc. | Stock | 49,505 | $10.2M | 3.7% | −107−0.2% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 210 | $153.0M | 55.2% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| iShares MSCI Eafe ETF464287465 | ETF | 2,452 | $200.4K | 0.1% | – |