§ 13F · FUND PROFILE
Rede Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $127M (13F)Positions · 109Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$683K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 208 | $149M | 53.7% | ±0% |
| 2 | AAPL | APPLE INC | 47K | $12M | 4.3% | −1% |
| 3 | JNJ | JOHNSON & JOHNSON | 37K | $9M | 3.3% | ±0% |
| 4 | ITOT | ISHARES TR | 60K | $9M | 3.1% | +5% |
| 5 | IVV | ISHARES TR | 12K | $8M | 2.8% | +8% |
| 6 | AMZN | AMAZON COM INC | 24K | $5M | 1.8% | −4% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 10K | $5M | 1.7% | −1% |
| 8 | VTEB | VANGUARD MUN BD FDS | 67K | $3M | 1.2% | −1% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 5K | $3M | 1.1% | ±0% |
| 10 | MSFT | MICROSOFT CORP | 8K | $3M | 1.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REDE SIGNAL
AC read
Rede Wealth, LLC is a Other fund managing $127 million in assets. The fund runs a portfolio of 109 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed