Rede Wealth, LLC

All 13F Filings

Location
Charlottesville, VA
Most recent 13F
Q2 2026
Holdings value ($000)
302,041
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
Q2 2026 8/3/2026 117 302,041 13F-HR Rede Wealth, LLC
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 230.8 K 76.4% 15.17 K 0 15.17 K
ETFs 71.21 K 23.6% 8.845 K 0 8.845 K
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Fund Snapshot

Q2 2026
Latest filed
8/3/2026
Total value ($000)
302,041
Holdings
117
QoQ value change ($000)
24,011 (8.6%)
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.