Rede Wealth, LLC

Q4 2025 13F-HR Detailed Holdings

Location
Charlottesville, VA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
111
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)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 10/29/2025 Next filing: 4/10/2026 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None