MondegarAI
RED REEF ADVISORS LLC

Q4 2025 · 13F-HR

RED REEF ADVISORS LLCholdings as filed

Filed 2026-04-08 · accession 0001398344-26-006256

$98.2M
Reported value
170
Positions
2025-12-31
Period end
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The Brief · RED REEF ADVISORS LLC · Q4 2025

AI · grounded in 13F

RED REEF ADVISORS LLC established a new position in NVDA valued at $6.96M. The fund also initiated new stakes in LLY for $3.32M and GOOGL for $2.21M. Additional new positions include META, TSLA, and AVGO.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$7.0M7.09%37,332CommonNONE
532457108LLYELI LILLY & CO$3.3M3.38%3,092CommonNONE
02079K305GOOGLALPHABET INC$2.2M2.25%7,053CommonNONE
30303M102METAMETA PLATFORMS INC$2.1M2.18%3,238CommonNONE
88160R101TSLATESLA INC$2.1M2.15%4,702CommonNONE
11135F101AVGOBROADCOM INC$2.1M2.13%6,047CommonNONE
46432F339QUALISHARES TR$2.0M2.05%10,121CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$1.9M1.90%43,093CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.8M1.87%68,258CommonNONE
037833100AAPLAPPLE INC$1.6M1.67%6,042CommonNONE
023135106AMZNAMAZON COM INC$1.6M1.65%7,039CommonNONE
594918104MSFTMICROSOFT CORP$1.6M1.65%3,357CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$1.6M1.65%35,792CommonNONE
46434V290SMLFISHARES TR$1.6M1.61%21,178CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$1.5M1.51%40,355CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$1.5M1.50%44,042CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.4M1.44%28,486CommonNONE
464287432TLTISHARES TR$1.4M1.40%15,829CommonNONE
46434V456IQLTISHARES TR$1.4M1.39%30,064CommonNONE
922020805VTIPVANGUARD MALVERN FDS$1.3M1.37%27,209CommonNONE
808524730FNDESCHWAB STRATEGIC TR$1.3M1.35%36,719CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$1.2M1.27%45,750CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$1.2M1.26%27,808CommonNONE
45783Y251ZJULINNOVATOR ETFS TRUST$1.2M1.21%40,985CommonNONE
464287200IVVISHARES TR$1.1M1.16%1,660CommonNONE
922908553VNQVANGUARD INDEX FDS$1.1M1.16%12,820CommonNONE
437076102HDHOME DEPOT INC$1.1M1.13%3,229CommonNONE
46429B655FLOTISHARES TR$1.1M1.10%21,152CommonNONE
46435G516ESGDISHARES TR$1.1M1.09%11,254CommonNONE
46434G764EMXCISHARES INC$1.0M1.05%14,178CommonNONE
79466L302CRMSALESFORCE INC$991,8871.01%3,744CommonNONE
78468R796SPYXSPDR SERIES TRUST$990,1961.01%17,622CommonNONE
697435105PANWPALO ALTO NETWORKS INC$922,6580.94%5,009CommonNONE
45783Y681QFLRINNOVATOR ETFS TRUST$888,6060.90%25,922CommonNONE
922907746VTEBVANGUARD MUN BD FDS$887,5680.90%17,649CommonNONE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$870,9990.89%22,489CommonNONE
464287226AGGISHARES TR$864,6320.88%8,657CommonNONE
78463V107GLDSPDR GOLD TR$850,8780.87%2,147CommonNONE
46432F396MTUMISHARES TR$841,8680.86%3,363CommonNONE
464287655IWMISHARES TR$816,5130.83%3,317CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$801,7560.82%3,170CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$778,1420.79%1,660CommonNONE
464288802SUSAISHARES TR$760,9590.77%5,461CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$756,3280.77%17,300CommonNONE
45782C698BAUGINNOVATOR ETFS TRUST$750,5930.76%15,000CommonNONE
36828A101GEVGE VERNOVA INC$748,9910.76%1,146CommonNONE
46434V407SHYGISHARES TR$736,3880.75%17,177CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$735,2200.75%30,583CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$727,8370.74%1,448CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$719,0220.73%818CommonNONE
512807306LRCXLAM RESEARCH CORP$717,5870.73%4,192CommonNONE
808524607SCHASCHWAB STRATEGIC TR$709,0940.72%24,898CommonNONE
46434V266ISCFISHARES TR$701,7330.71%16,917CommonNONE
922908538VOTVANGUARD INDEX FDS$686,6840.70%2,460CommonNONE
949746101WMT2WELLS FARGO CO NEW$675,7000.69%7,250CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$663,6820.68%3,099CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$661,5860.67%3,722CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$653,4420.67%26,054CommonNONE
595112103MUMICRON TECHNOLOGY INC$647,0240.66%2,267CommonNONE
78464A839MDYVSPDR SERIES TRUST$636,3890.65%7,518CommonNONE
G29183103ETNEATON CORP PLC$635,1090.65%1,994CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$629,7600.64%11,714CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$627,4630.64%12,425CommonNONE
464287630IWNISHARES TR$624,4500.64%3,446CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$588,7590.60%19,580CommonNONE
09290D101BLKBLACKROCK INC$529,8180.54%495CommonNONE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$524,1330.53%18,679CommonNONE
260003108DOVDOVER CORP$505,0860.51%2,587CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$499,2480.51%21,363CommonNONE
038222105AMATAPPLIED MATLS INC$483,3980.49%1,881CommonNONE
808524763FNDASCHWAB STRATEGIC TR$470,7300.48%14,939CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$463,1130.47%3,679CommonNONE
78463X434QEFASPDR INDEX SHS FDS$461,0220.47%5,085CommonNONE
040413205ANETARISTA NETWORKS INC$457,2950.47%3,490CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$425,4260.43%8,409CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$423,0300.43%4,978CommonNONE
438516106HONHONEYWELL INTL INC$420,1710.43%2,154CommonNONE
922908744VTVVANGUARD INDEX FDS$406,8740.41%2,130CommonNONE
149123101CATCATERPILLAR INC$392,9890.40%686CommonNONE
617446448MSMORGAN STANLEY$386,1280.39%2,175CommonNONE
45782C474KJANINNOVATOR ETFS TRUST$384,2530.39%9,277CommonNONE
548661107LOWLOWES COS INC$383,9270.39%1,592CommonNONE
500767306KWEBKRANESHARES TRUST$376,0480.38%11,044CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$375,2960.38%5,490CommonNONE
594972408MSTRSTRATEGY INC$370,7580.38%2,440CommonNONE
14040H105COFCAPITAL ONE FINL CORP$368,6300.38%1,521CommonNONE
46090E103QQQINVESCO QQQ TR$367,5030.37%598CommonNONE
877619106TSHATAYSHA GENE THERAPIES INC$362,7250.37%65,950CommonNONE
46435G243SUSBISHARES TR$356,3580.36%14,119CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$340,6240.35%395CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$332,7530.34%12,561CommonNONE
46434G863ESGEISHARES INC$326,3800.33%7,389CommonNONE
45782C532UDECINNOVATOR ETFS TRUST$317,6750.32%8,014CommonNONE
46435G193SUSCISHARES TR$316,8550.32%13,550CommonNONE
75734B100RDDTREDDIT INC$294,4630.30%1,281CommonNONE
922908363VOOVANGUARD INDEX FDS$288,4800.29%460CommonNONE
21873S108CRWVCOREWEAVE INC$281,1410.29%3,926CommonNONE
46438R105ETHAISHARES ETHEREUM TR$270,8650.28%12,076CommonNONE
G54950103LINLINDE PLC$270,7580.28%635CommonNONE
808524706SCHESCHWAB STRATEGIC TR$269,5330.27%8,230CommonNONE
17275R102CSCOCISCO SYS INC$268,4500.27%3,485CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$266,7930.27%1,843CommonNONE
235851102DHRDANAHER CORPORATION$266,4630.27%1,164CommonNONE
65339F101NEENEXTERA ENERGY INC$259,4650.26%3,232CommonNONE
46429B291QLTAISHARES TR$255,4830.26%5,313CommonNONE
69374H881COWZPACER FDS TR$244,1410.25%4,058CommonNONE
921910709EDVVANGUARD WORLD FD$239,0040.24%3,676CommonNONE
808513105SCHWSCHWAB CHARLES CORP$235,1880.24%2,354CommonNONE
464287119ILCGISHARES TR$222,3330.23%2,137CommonNONE
002824100ABTABBOTT LABS$212,5990.22%1,697CommonNONE
808524748FNDCSCHWAB STRATEGIC TR$210,4350.21%4,724CommonNONE
78464A474SPSBSPDR SERIES TRUST$165,3280.17%5,474CommonNONE
45782C599KOCTINNOVATOR ETFS TRUST$159,1240.16%4,726CommonNONE
46434G889EMGFISHARES INC$150,0020.15%2,593CommonNONE
46429B697USMVISHARES TR$135,2830.14%1,437CommonNONE
464287804IJRISHARES TR$129,0730.13%1,074CommonNONE
45784N510DDTLINNOVATOR ETFS TRUST$127,2710.13%6,081CommonNONE
922042676VNQIVANGUARD INTL EQUITY INDEX F$119,9860.12%2,618CommonNONE
45784N536DDFLINNOVATOR ETFS TRUST$117,2910.12%5,708CommonNONE
46434G103IEMGISHARES INC$116,9920.12%1,740CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$116,8640.12%2,517CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$113,4480.12%2,900CommonNONE
45783Y541TJULINNOVATOR ETFS TRUST$112,0870.11%3,788CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$111,2490.11%2,366CommonNONE
464288562REZISHARES TR$96,5930.10%1,169CommonNONE
464287507IJHISHARES TR$86,3940.09%1,309CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$86,0670.09%2,060CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$74,5880.08%1,781CommonNONE
42328V876HSDTSOLANA CO$70,5330.07%24,406CommonNONE
45784N304KSEPINNOVATOR ETFS TRUST$69,7250.07%2,500CommonNONE
45782C334NAPRINNOVATOR ETFS TRUST$64,8700.07%1,208CommonNONE
46434V621DGROISHARES TR$59,8400.06%862CommonNONE
02079K107GOOGALPHABET INC$56,0910.06%179CommonNONE
45784N858ZDEKINNOVATOR ETFS TRUST$51,4740.05%2,000CommonNONE
45783Y434LOCTINNOVATOR ETFS TRUST$50,1510.05%2,101CommonNONE
464288257ACWIISHARES TR$48,9560.05%346CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$43,3730.04%953CommonNONE
464287622IWBISHARES TR$39,5850.04%106CommonNONE
922908769VTIVANGUARD INDEX FDS$37,8860.04%113CommonNONE
464287614IWFISHARES TR$37,8640.04%80CommonNONE
464287440IEFISHARES TR$32,4060.03%337CommonNONE
45783Y798QTJAINNOVATOR ETFS TRUST$30,0490.03%1,008CommonNONE
464287887IJTISHARES TR$29,7830.03%211CommonNONE
45782C789BJULINNOVATOR ETFS TRUST$29,6960.03%585CommonNONE
45784N205NSEPINNOVATOR ETFS TRUST$29,2200.03%1,000CommonNONE
45782C466NJANINNOVATOR ETFS TRUST$27,4600.03%500CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$24,3870.02%616CommonNONE
464288687PFFISHARES TR$21,1080.02%682CommonNONE
45784N833KDECINNOVATOR ETFS TRUST$20,1020.02%787CommonNONE
464288414MUBISHARES TR$15,7450.02%147CommonNONE
922908736VUGVANGUARD INDEX FDS$15,1240.02%31CommonNONE
45782C714EJULINNOVATOR ETFS TRUST$14,8240.02%500CommonNONE
46429B598INDAISHARES TR$13,5130.01%250CommonNONE
45782C326BMAYINNOVATOR ETFS TRUST$12,9960.01%290CommonNONE
46434V878ICSHISHARES TR$12,1390.01%240CommonNONE
74765K105QSIQUANTUM SI INC$11,0000.01%10,000CommonNONE
78468R747SHESPDR SERIES TRUST$10,4520.01%79CommonNONE
46432F842IEFAISHARES TR$9,9540.01%111CommonNONE
45783Y871QTJLINNOVATOR ETFS TRUST$7,4720.01%190CommonNONE
45782C516EJANINNOVATOR ETFS TRUST$7,1300.01%211CommonNONE
78468R739SHMSPDR SERIES TRUST$5,5670.01%116CommonNONE
45783Y244JAJLINNOVATOR ETFS TRUST$5,2310.01%180CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$4,9990.01%239CommonNONE
46434V381XTISHARES TR$2,4410.00%35CommonNONE
464288281EMBISHARES TR$2,2650.00%24CommonNONE
46434G822EWJISHARES INC$1,6150.00%20CommonNONE
45783Y509QTAPINNOVATOR ETFS TRUST$9410.00%21CommonNONE
45782C128QTOCINNOVATOR ETFS TRUST$6840.00%20CommonNONE
78463X426QEMMSPDR INDEX SHS FDS$5460.00%8CommonNONE
46138G631QQQJINVESCO EXCH TRADED FD TR II$2950.00%8CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.