Rede Wealth, LLC

All 13F Filings

Location
Charlottesville, VA
Most recent 13F
Q1 2026
Holdings value ($000)
278,030
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/10/2026 108 278,030 13F-HR Rede Wealth, LLC
Q4 2025 1/23/2026 109 287,764 13F-HR Rede Wealth, LLC
Q3 2025 10/29/2025 109 127,333 13F-HR Rede Wealth, LLC
Q2 2025 8/4/2025 106 277,032 13F-HR Rede Wealth, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 215.7 K 77.6% 0 48.41 K -48.41 K
ETFs 62.37 K 22.4% 38.97 K 0 38.97 K
Other 0 0.0% 0 292 -292
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Fund Snapshot

Q1 2026
Latest filed
4/10/2026
Total value ($000)
278,030
Holdings
108
QoQ value change ($000)
-9,734 (-3.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.