Rede Wealth, LLC

2. Key Holdings

The most striking feature of this portfolio is the extreme concentration in Berkshire Hathaway Inc. (BRK/A), which commands 54.56% of the total portfolio value ($157.00 million). This is an exceptionally high single-stock concentration for a portfolio of this size, indicating a "shadow manager" approach where the firm allocates a majority of its assets to Warren Buffett’s conglomerate effectively outsourcing the majority of active management decisions.

Outside of Berkshire Hathaway, the portfolio features a "who's who" of blue-chip technology and consumer giants. Apple Inc. (AAPL) is the second-largest holding at 4.49% ($12.91 million), followed by a mix of broad market ETFs like ITOT and IVV. Other top individual positions include Johnson & Johnson (JNJ), Amazon (AMZN), and Microsoft (MSFT).