Rede Wealth, LLC

Q4 2025 13F-HR Holdings

Location
Charlottesville, VA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$287,764
Net value change ($000)
+160,431 (126.0%)
New positions
79
Sold out positions
79
Turnover %
49.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/29/2025 Next filing: 4/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
BRK-B 156,244 20722.0%
ITOT 8,571 NEW
JNJ 6,870 853.4%
AMZN 3,694 189.5%
BRK-B 3,505 221.8%
VTEB 3,385 NEW
IVV 2,951 65.3%
SPYG 2,795 NEW
IXUS 2,476 NEW
QQQM 2,454 NEW
Top Reduces (Value $000, Stocks/ETFs)
VEA -12,643 -100.0%
TSLA -10,339 -96.3%
VWO -6,742 -100.0%
DVY -5,501 -100.0%
UBER -4,036 -100.0%
EVMO -3,230 -100.0%
SCHP -2,500 -100.0%
IWB -2,475 -100.0%
GOOGL -2,176 -100.0%
ABBV -1,596 -80.8%
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