Institutional Fund
Rede Wealth, LLC
Charlottesville, VACIK 18420545 filings on record
Portfolio Value
$278.03M
Q1 2026
Holdings
108
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-3.4%
from $287.76M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del53.7%
- Apple Inc4.3%
- Johnson & Johnson3.3%
- Ishares Tr3.1%
- Ishares Tr2.8%
- Amazon Com Inc1.8%
- Other31.1%
Portfolio Holdings
108 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 208 | $149.37M | 53.7% | 0 | Held |
| 2 | Apple Inc | 47.1K | $11.95M | 4.3% | −407 | Reduced |
| 3 | Johnson & Johnson | 37.1K | $9.07M | 3.3% | 0 | Held |
| 4 | Ishares Tr | 60.5K | $8.61M | 3.1% | +2.8K | Added |
| 5 | Ishares Tr | 11.8K | $7.70M | 2.8% | +887 | Added |
| 6 | Amazon Com Inc | 23.5K | $4.90M | 1.8% | −913 | Reduced |
| 7 | Berkshire Hathaway Inc Del | 10.0K | $4.81M | 1.7% | −73 | Reduced |
| 8 | Spdr S&P 500 ETF Tr | 5.2K | $3.37M | 1.2% | −3 | Reduced |
| 9 | Vanguard Mun Bd Fds | 66.9K | $3.34M | 1.2% | −390 | Reduced |
| 10 | Microsoft Corp | 8.3K | $3.07M | 1.1% | +20 | Added |
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