Rede Wealth, LLC
SEC Form 13F institutional filer · CIK 0001842054
13F-HR · 58 reported holdings · 2026-03-31
Reported long-US-equity value
$0.25B
Top-10 concentration
86.6%
Rede Wealth, LLC — $250M AUM allocation strategy
Rede Wealth, LLC files SEC Form 13F and reports $250M of long US equity value across 58 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 59.8%, followed by Information Technology 8.0% and Financials 5.5%.
The top 10 holdings account for 87% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Rede Wealth, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$250M
total across 58 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
87% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +8.26K sh · +$529K+$BEN +6.63K sh · +$17.1K+$VOO +4.77K sh · +$252K
Biggest trims (shares)
−$IVZ −12.6K sh · −$211K−$SCHW −6.25K sh · −$171K−$CSCO −1.03K sh · −$77.5K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Aerospace & Defense59.8%—
- Technology Hardware, Storage & Peripherals4.7%—
- Pharmaceuticals3.6%—
- Investment Banking & Brokerage2.0%—
- Broadline Retail2.0%—
- Multi-Sector Holdings2.0%—
- Systems Software1.2%—
- Integrated Oil & Gas1.2%—
- Other holdings23.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $HONA | Honeywell Aerospace Inc | 208 | $149M | +0 | 59.8% |
| $AAPL | Apple Inc | 47.1K | $12M | -407 | 4.8% |
| $JNJ | Johnson & Johnson | 37.1K | $9.07M | +0 | 3.6% |
| $SCHW | Charles Schwab Corporation | 195K | $5.23M | -6.25K | 2.1% |
| $AMZN | Amazon.com Inc | 23.5K | $4.9M | -913 | 2.0% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 10K | $4.81M | -73 | 1.9% |
| $MSFT | Microsoft Corporation | 8.29K | $3.07M | +20 | 1.2% |
| $XOM | ExxonMobil Holdings Corporation | 17.6K | $2.99M | +0 | 1.2% |
…and 50 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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