REDE WEALTH, LLC

Filed: 1/28/2025ACC: 0001842054-25-000001

📋 What this filing means

REDE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 102 equity positions with a total reported market value of $261.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

102

Positions

$261.00M

Total AUM (reported)

1.29M

Total Shares

Allocation by class

CL A NEW$142.99M54.8%

COM$52.18M20.0%

CORE S&P TTL STK$8.65M3.3%

CORE S&P500 ETF$6.12M2.3%

CL B NEW$4.36M1.7%

TR UNIT$3.08M1.2%

COM CL A$2.73M1.0%

Portfolio Concentration

Top 3$164.08M62.9%

4–10$32.55M12.5%

11–25$25.88M9.9%

Rest$38.50M14.7%

Top 3 weight

62.9%

Top 10 weight

75.3%

Voting Authority Distribution

Total shares with voting rights: 1.29M

Sole

Full voting authority

720.77K

% of voting shares55.7%

Shared

Joint voting authority

8.45K

% of voting shares0.7%

None

No voting authority

564.79K

% of voting shares43.6%

Investment Discretion (by position count)

Sole68

Shared0

Other34

Dominant voting typeSole · 55.7% of voting shares

Institutional Holdings102

Rows:

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A NEW

Shares210.00

TypeSH

Market value$142.99M

54.79%

Sole

191.00

Shared

0.00

None

19.00

APPLE INC

DFND

COM

Shares49.67K

TypeSH

Market value$12.44M

4.77%

Sole

29.62K

Shared

40.00

None

20.01K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares67.22K

TypeSH

Market value$8.65M

3.31%

Sole

43.33K

Shared

0.00

None

23.89K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares10.40K

TypeSH

Market value$6.12M

2.35%

Sole

7.05K

Shared

0.00

None

3.34K

AMAZON COM INC

DFND

COM

Shares25.78K

TypeSH

Market value$5.66M

2.17%

Sole

14.66K

Shared

35.00

None

11.08K

JOHNSON & JOHNSON

DFND

COM

Shares38.26K

TypeSH

Market value$5.53M

2.12%

Sole

2.69K

Shared

52.00

None

35.52K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares9.62K

TypeSH

Market value$4.36M

1.67%

Sole

2.45K

Shared

0.00

None

7.17K

NVIDIA CORPORATION

DFND

COM

Shares31.07K

TypeSH

Market value$4.17M

1.60%

Sole

24.56K

Shared

390.00

None

6.13K

MICROSOFT CORP

DFND

COM

Shares8.61K

TypeSH

Market value$3.63M

1.39%

Sole

5.11K

Shared

16.00

None

3.49K

SPDR S&P 500 ETF TR

DFND

TR UNIT

Shares5.25K

TypeSH

Market value$3.08M

1.18%

Sole

347.00

Shared

86.00

None

4.82K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares104.40K

TypeSH

Market value$2.51M

0.96%

Sole

71K

Shared

0.00

None

33.40K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares48.85K

TypeSH

Market value$2.45M

0.94%

Sole

33.14K

Shared

0.00

None

15.71K

EXXON MOBIL CORP

DFND

COM

Shares20.82K

TypeSH

Market value$2.24M

0.86%

Sole

6.70K

Shared

269.00

None

13.85K

SPDR SER TR

SOLE

PRTFLO S&P500 GW

Shares24.11K

TypeSH

Market value$2.12M

0.81%

Sole

15.29K

Shared

0.00

None

8.82K

COINBASE GLOBAL INC

SOLE

COM CL A

Shares7.98K

TypeSH

Market value$1.98M

0.76%

Sole

5.22K

Shared

0.00

None

2.76K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares37.35K

TypeSH

Market value$1.81M

0.69%

Sole

24.69K

Shared

0.00

None

12.66K

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares26.54K

TypeSH

Market value$1.76M

0.67%

Sole

15.94K

Shared

0.00

None

10.60K

UNITEDHEALTH GROUP INC

DFND

COM

Shares3.37K

TypeSH

Market value$1.70M

0.65%

Sole

2.20K

Shared

9.00

None

1.16K

FRANKLIN TEMPLETON DIGITAL H

SOLE

BITCOIN ETF SHS

Shares29.61K

TypeSH

Market value$1.60M

0.61%

Sole

19.13K

Shared

0.00

None

10.47K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares7.58K

TypeSH

Market value$1.60M

0.61%

Sole

4.69K

Shared

0.00

None

2.89K

SPDR SER TR

SOLE

PORTFLI HIGH YLD

Shares56.57K

TypeSH

Market value$1.33M

0.51%

Sole

37.15K

Shared

0.00

None

19.42K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares13.31K

TypeSH

Market value$1.29M

0.49%

Sole

9.55K

Shared

0.00

None

3.77K

APPLIED MATLS INC

DFND

COM

Shares7.26K

TypeSH

Market value$1.18M

0.45%

Sole

7.10K

Shared

100.00

None

67.00

NETFLIX INC

SOLE

COM

Shares1.32K

TypeSH

Market value$1.17M

0.45%

Sole

485.00

Shared

0.00

None

833.00

PROCTER AND GAMBLE CO

DFND

COM

Shares6.80K

TypeSH

Market value$1.14M

0.44%

Sole

4.71K

Shared

41.00

None

2.05K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
BERKSHIRE HATHAWAY INC DELSOLE	CL A NEW	210.00	SH	$142.99M 54.79%	191.00	0.00	19.00
APPLE INCDFND	COM	49.67K	SH	$12.44M 4.77%	29.62K	40.00	20.01K
ISHARES TRSOLE	CORE S&P TTL STK	67.22K	SH	$8.65M 3.31%	43.33K	0.00	23.89K
ISHARES TRSOLE	CORE S&P500 ETF	10.40K	SH	$6.12M 2.35%	7.05K	0.00	3.34K
AMAZON COM INCDFND	COM	25.78K	SH	$5.66M 2.17%	14.66K	35.00	11.08K
JOHNSON & JOHNSONDFND	COM	38.26K	SH	$5.53M 2.12%	2.69K	52.00	35.52K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	9.62K	SH	$4.36M 1.67%	2.45K	0.00	7.17K
NVIDIA CORPORATIONDFND	COM	31.07K	SH	$4.17M 1.60%	24.56K	390.00	6.13K
MICROSOFT CORPDFND	COM	8.61K	SH	$3.63M 1.39%	5.11K	16.00	3.49K
SPDR S&P 500 ETF TRDFND	TR UNIT	5.25K	SH	$3.08M 1.18%	347.00	86.00	4.82K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	104.40K	SH	$2.51M 0.96%	71K	0.00	33.40K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	48.85K	SH	$2.45M 0.94%	33.14K	0.00	15.71K
EXXON MOBIL CORPDFND	COM	20.82K	SH	$2.24M 0.86%	6.70K	269.00	13.85K
SPDR SER TRSOLE	PRTFLO S&P500 GW	24.11K	SH	$2.12M 0.81%	15.29K	0.00	8.82K
COINBASE GLOBAL INCSOLE	COM CL A	7.98K	SH	$1.98M 0.76%	5.22K	0.00	2.76K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	37.35K	SH	$1.81M 0.69%	24.69K	0.00	12.66K
ISHARES TRSOLE	CORE MSCI TOTAL	26.54K	SH	$1.76M 0.67%	15.94K	0.00	10.60K
UNITEDHEALTH GROUP INCDFND	COM	3.37K	SH	$1.70M 0.65%	2.20K	9.00	1.16K
FRANKLIN TEMPLETON DIGITAL HSOLE	BITCOIN ETF SHS	29.61K	SH	$1.60M 0.61%	19.13K	0.00	10.47K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	7.58K	SH	$1.60M 0.61%	4.69K	0.00	2.89K
SPDR SER TRSOLE	PORTFLI HIGH YLD	56.57K	SH	$1.33M 0.51%	37.15K	0.00	19.42K
ISHARES TRSOLE	CORE US AGGBD ET	13.31K	SH	$1.29M 0.49%	9.55K	0.00	3.77K
APPLIED MATLS INCDFND	COM	7.26K	SH	$1.18M 0.45%	7.10K	100.00	67.00
NETFLIX INCSOLE	COM	1.32K	SH	$1.17M 0.45%	485.00	0.00	833.00
PROCTER AND GAMBLE CODFND	COM	6.80K	SH	$1.14M 0.44%	4.71K	41.00	2.05K

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