Rede Wealth, LLC

Q3 2025 13F-HR Holdings

Location
Charlottesville, VA
Holdings as of
9/30/2025
Date filed
10/29/2025
Form type
13F-HR
Num holdings
109
Total value ($000)
$127,333
Net value change ($000)
-149,699 (-54.0%)
New positions
79
Sold out positions
76
Turnover %
107.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 12,643 NEW
TSLA 10,397 3067.0%
VWO 6,742 NEW
DVY 5,501 NEW
UBER 4,036 NEW
EVMO 3,230 NEW
SCHP 2,500 NEW
IWB 2,475 NEW
GOOGL 2,176 NEW
ABBV 1,651 509.6%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -152,294 -99.5%
ITOT -9,627 -100.0%
JNJ -4,895 -85.9%
AMZN -3,692 -65.4%
NVDA -3,148 -63.4%
BRK-B -2,919 -64.9%
VTEB -2,871 -100.0%
COIN -2,830 -100.0%
SCHO -2,496 -100.0%
SPYG -2,408 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type