Rede Wealth, LLC

RIA/Wealth

Rede Wealth, LLC is a RIA/Wealth based in Charlottesville, VA led by Stephen James Mcnaughton, reporting $313.3M in AUM as of Q3 2025 with 40% ETF concentration and 53% concentrated in top 10 holdings.

CEOStephen James Mcnaughton

Portfolio Value: $124.1M
Positions: 108
Top Holding: VEA at 10.19%
Last Reported: Q3 2025

Address600 Peter Jefferson Parkway, Suite 250, Charlottesville, VA, 22911, United States

Top Holdings

Largest long holdings in Rede Wealth, LLC's portfolio (52.6% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard FTSE Developed Markets VEA	ETF ETF	$12.6M	10.19%	+$12.6M New	— 211.0K shares	Q3 2025 Held for 2 months
2 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$10.7M	8.65%	+$10.3M Bought	0.00% 24.1K shares	Q4 2020 Held for 4y 11m
3 Apple AAPL	Consumer Electronics Technology	$10.7M	8.58%	-$2.0M Sold	0.00% 41.8K shares	Q4 2020 Held for 4y 11m
4 Vanguard FTSE Emerging Markets VWO	ETF ETF	$6.7M	5.43%	+$6.7M Bought	— 124.4K shares	Q3 2025 Held for 2 months
5 iShares Select Dividend DVY	ETF ETF	$5.5M	4.43%	+$5.5M New	— 38.7K shares	Q3 2025 Held for 2 months
6 Microsoft MSFT	Software - Infrastructure Technology	$5.4M	4.37%	+$972.7K Bought	0.00% 10.5K shares	Q4 2020 Held for 4y 11m
7 iShares Core S&P 500 ETF IVV	ETF ETF	$4.5M	3.64%	-$2.5M Sold	— 6.8K shares	Q4 2020 Held for 4y 11m
8 Uber Technologies UBER	Software - Application Technology	$4.0M	3.25%	+$4.0M New	0.00% 41.2K shares	Q3 2025 Held for 2 months
9 Schwab U.S. TIPS SCHP	ETF ETF	$2.5M	2.01%	+$2.5M New	— 92.7K shares	Q3 2025 Held for 2 months
10 iShares Russell 1000 IWB	ETF ETF	$2.5M	1.99%	+$2.5M New	— 6.8K shares	Q3 2025 Held for 2 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Rede Wealth, LLC's latest filing

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GthenC

Market Value

$124.1M

Prior: $277.0M

Q/Q Change

-55.2%

-$152.9M

Net Flows % of MV

-140.17%

Turnover Ratio

72.62%

New Purchases

72 stocks

$60.5M

Added To

11 stocks

+$16.3M

Sold Out Of

76 stocks

$63.1M

Reduced Holdings

19 stocks

-$187.7M

Increased Positions

Position	Shares Δ	Change
1 Vanguard FTSE Developed Markets VEA	New	0 → 211.0K +$12.6M
2 iShares Select Dividend DVY	New	0 → 38.7K +$5.5M
3 Uber Technologies UBER	New	0 → 41.2K +$4.0M
4 Schwab U.S. TIPS SCHP	New	0 → 92.7K +$2.5M
5 iShares Russell 1000 IWB	New	0 → 6.8K +$2.5M

Decreased Positions

Position	Shares Δ	Change
1 iShares Core S&P Total U.S. Stock Market ITOT	Sold	71.3K → 0 −$9.6M
2 Vanguard Tax-Exempt Bond Index Fund VTEB	Sold	58.5K → 0 −$2.9M
3 Coinbase Global, Inc. COIN	Sold	8.1K → 0 −$2.8M
4 SCHO Schwab Short-Term U.S. Treasury SCHO	Sold	102.4K → 0 −$2.5M
5 SPDR Portfolio S&P 500 Growth ETF SPYG	Sold	25.3K → 0 −$2.4M