REDE WEALTH, LLC

Filed: 5/14/2025ACC: 0001842054-25-000003

📋 What this filing means

REDE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 105 equity positions with a total reported market value of $283.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

105

Positions

$283.12M

Total AUM (reported)

1.32M

Total Shares

Allocation by class

CL A$169.25M59.8%

COM$49.95M17.6%

CORE S&P TTL STK$8.47M3.0%

CORE S&P500 ETF$5.85M2.1%

CL B NEW$5.12M1.8%

TR UNIT$2.93M1.0%

TAX EXEMPT BD$2.92M1.0%

Portfolio Concentration

Top 3$187.16M66.1%

4–10$31.69M11.2%

11–25$25.24M8.9%

Rest$39.04M13.8%

Top 3 weight

66.1%

Top 10 weight

77.3%

Voting Authority Distribution

Total shares with voting rights: 1.32M

Sole

Full voting authority

735.99K

% of voting shares55.6%

Shared

Joint voting authority

7.21K

% of voting shares0.5%

None

No voting authority

579.49K

% of voting shares43.8%

Investment Discretion (by position count)

Sole71

Shared0

Other34

Dominant voting typeSole · 55.6% of voting shares

Institutional Holdings105

Rows:

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares210.00

TypeSH

Market value$167.67M

59.22%

Sole

94.00

Shared

0.00

None

116.00

APPLE INC

DFND

COM

Shares49.61K

TypeSH

Market value$11.02M

3.89%

Sole

29.67K

Shared

32.00

None

19.91K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares69.38K

TypeSH

Market value$8.47M

2.99%

Sole

44.64K

Shared

0.00

None

24.74K

JOHNSON & JOHNSON

DFND

COM

Shares37.80K

TypeSH

Market value$6.27M

2.21%

Sole

2.69K

Shared

43.00

None

35.07K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares10.41K

TypeSH

Market value$5.85M

2.07%

Sole

7.06K

Shared

0.00

None

3.35K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares9.61K

TypeSH

Market value$5.12M

1.81%

Sole

2.45K

Shared

0.00

None

7.16K

AMAZON COM INC

DFND

COM

Shares25.72K

TypeSH

Market value$4.89M

1.73%

Sole

14.68K

Shared

29.00

None

11.01K

NVIDIA CORPORATION

DFND

COM

Shares31.22K

TypeSH

Market value$3.38M

1.20%

Sole

24.71K

Shared

374.00

None

6.13K

MICROSOFT CORP

DFND

COM

Shares8.66K

TypeSH

Market value$3.25M

1.15%

Sole

5.16K

Shared

13.00

None

3.49K

SPDR S&P 500 ETF TR

DFND

TR UNIT

Shares5.23K

TypeSH

Market value$2.93M

1.03%

Sole

347.00

Shared

72.00

None

4.81K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares58.77K

TypeSH

Market value$2.92M

1.03%

Sole

35.57K

Shared

0.00

None

23.20K

EXXON MOBIL CORP

DFND

COM

Shares20.25K

TypeSH

Market value$2.41M

0.85%

Sole

6.70K

Shared

255.00

None

13.29K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares98.23K

TypeSH

Market value$2.39M

0.84%

Sole

68.60K

Shared

0.00

None

29.63K

SPDR SER TR

SOLE

PRTFLO S&P500 GW

Shares24.19K

TypeSH

Market value$1.94M

0.69%

Sole

15.29K

Shared

0.00

None

8.90K

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares26.71K

TypeSH

Market value$1.86M

0.66%

Sole

16.09K

Shared

0.00

None

10.62K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares33.69K

TypeSH

Market value$1.68M

0.59%

Sole

22.27K

Shared

0.00

None

11.42K

UNITEDHEALTH GROUP INC

DFND

COM

Shares3.18K

TypeSH

Market value$1.67M

0.59%

Sole

2.15K

Shared

7.00

None

1.03K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares8.09K

TypeSH

Market value$1.56M

0.55%

Sole

4.93K

Shared

0.00

None

3.16K

SPDR SER TR

SOLE

PORTFLI HIGH YLD

Shares61.68K

TypeSH

Market value$1.44M

0.51%

Sole

40.07K

Shared

0.00

None

21.61K

COINBASE GLOBAL INC

SOLE

COM CL A

Shares8.03K

TypeSH

Market value$1.38M

0.49%

Sole

5.27K

Shared

0.00

None

2.76K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares13.31K

TypeSH

Market value$1.32M

0.46%

Sole

9.58K

Shared

0.00

None

3.73K

NETFLIX INC

SOLE

COM

Shares1.31K

TypeSH

Market value$1.23M

0.43%

Sole

485.00

Shared

0.00

None

829.00

PROCTER AND GAMBLE CO

DFND

COM

Shares6.80K

TypeSH

Market value$1.16M

0.41%

Sole

4.71K

Shared

34.00

None

2.05K

ISHARES GOLD TR

SOLE

SHARES REPRESENT

Shares36.53K

TypeSH

Market value$1.14M

0.40%

Sole

23.98K

Shared

0.00

None

12.55K

MCDONALDS CORP

SOLE

COM

Shares3.63K

TypeSH

Market value$1.14M

0.40%

Sole

3.56K

Shared

0.00

None

74.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
BERKSHIRE HATHAWAY INC DELSOLE	CL A	210.00	SH	$167.67M 59.22%	94.00	0.00	116.00
APPLE INCDFND	COM	49.61K	SH	$11.02M 3.89%	29.67K	32.00	19.91K
ISHARES TRSOLE	CORE S&P TTL STK	69.38K	SH	$8.47M 2.99%	44.64K	0.00	24.74K
JOHNSON & JOHNSONDFND	COM	37.80K	SH	$6.27M 2.21%	2.69K	43.00	35.07K
ISHARES TRSOLE	CORE S&P500 ETF	10.41K	SH	$5.85M 2.07%	7.06K	0.00	3.35K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	9.61K	SH	$5.12M 1.81%	2.45K	0.00	7.16K
AMAZON COM INCDFND	COM	25.72K	SH	$4.89M 1.73%	14.68K	29.00	11.01K
NVIDIA CORPORATIONDFND	COM	31.22K	SH	$3.38M 1.20%	24.71K	374.00	6.13K
MICROSOFT CORPDFND	COM	8.66K	SH	$3.25M 1.15%	5.16K	13.00	3.49K
SPDR S&P 500 ETF TRDFND	TR UNIT	5.23K	SH	$2.93M 1.03%	347.00	72.00	4.81K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	58.77K	SH	$2.92M 1.03%	35.57K	0.00	23.20K
EXXON MOBIL CORPDFND	COM	20.25K	SH	$2.41M 0.85%	6.70K	255.00	13.29K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	98.23K	SH	$2.39M 0.84%	68.60K	0.00	29.63K
SPDR SER TRSOLE	PRTFLO S&P500 GW	24.19K	SH	$1.94M 0.69%	15.29K	0.00	8.90K
ISHARES TRSOLE	CORE MSCI TOTAL	26.71K	SH	$1.86M 0.66%	16.09K	0.00	10.62K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	33.69K	SH	$1.68M 0.59%	22.27K	0.00	11.42K
UNITEDHEALTH GROUP INCDFND	COM	3.18K	SH	$1.67M 0.59%	2.15K	7.00	1.03K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	8.09K	SH	$1.56M 0.55%	4.93K	0.00	3.16K
SPDR SER TRSOLE	PORTFLI HIGH YLD	61.68K	SH	$1.44M 0.51%	40.07K	0.00	21.61K
COINBASE GLOBAL INCSOLE	COM CL A	8.03K	SH	$1.38M 0.49%	5.27K	0.00	2.76K
ISHARES TRSOLE	CORE US AGGBD ET	13.31K	SH	$1.32M 0.46%	9.58K	0.00	3.73K
NETFLIX INCSOLE	COM	1.31K	SH	$1.23M 0.43%	485.00	0.00	829.00
PROCTER AND GAMBLE CODFND	COM	6.80K	SH	$1.16M 0.41%	4.71K	34.00	2.05K
ISHARES GOLD TRSOLE	SHARES REPRESENT	36.53K	SH	$1.14M 0.40%	23.98K	0.00	12.55K
MCDONALDS CORPSOLE	COM	3.63K	SH	$1.14M 0.40%	3.56K	0.00	74.00

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