Ruedi Wealth Management, Inc.

CIK

1940678

Location

CHAMPAIGN, IL

Portfolio Value

Small $426,303,016

Diversification

Highly concentrated

Filing Date

Global Rank

#4,171 / 8,814 ▼ 84

Top Industry

Consumer Electronics 44.7%

Period ended 4 months ago

Filed Jul 29, 2026 · 3mo

15 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 98.6% of the book (60%+)

Turnover

Low turnover

4.9% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 14.2 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 95.5%; sector active share 87.9% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

62 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

90.7%

+0.1 pts

Top 5

97.2%

−0.2 pts

Top 10

98.6%

−0.0 pts

HHI

8,252

Highly concentrated+19

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	97.2%	$414,526,257	47
Technology	1.6%	$6,958,176	6
Communication Services	0.4%	$1,754,578	2
Consumer Cyclical	0.2%	$847,137	1
Energy	0.2%	$831,151	2
Financial Services	0.2%	$770,348	2
Industrials	0.1%	$615,369	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
DFGP	Dimensional Global Core Plus Fixed Income ETF	+60,240	1,053,280	$57,361,628
DFSD	Dimensional Short-Duration Fixed Income ETF	+47,663	1,144,966	$54,672,126
DFIC	Dimensional International Core Equity 2 ETF	+18,576	477,389	$17,787,514
DFAW	Dimensional World Equity ETF	+14,332	27,691	$2,292,537
DUSB	Dimensional Ultrashort Fixed Income ETF	+13,141	164,162	$8,336,146
DFGR	Dimensional Global Real Estate ETF	+8,862	199,828	$5,789,017
DFAR	Dimensional US Real Estate ETF	+3,760	172,857	$4,521,939
DFAC	Dimensional U.S. Core Equity 2 ETF	+3,639	2,293,774	$101,751,814
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+1,746	19,331	$1,419,088
DFIS	Dimensional International Small Cap ETF	+1,394	72,845	$2,551,760
DISV	Dimensional International Small Cap Value ETF	+701	101,599	$4,077,167
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+455	5,904	$352,409
EUIG	iShares Euro Investment Grade Corporate Bond USD Hedged ETF	+402	16,954	$852,870
DFCF	Dimensional Core Fixed Income ETF	+252	101,925	$4,302,254
DFSV	Dimensional US Small Cap Value ETF	+241	72,735	$2,821,390
DFSI	Dimensional International Sustainability Core 1 ETF	+172	7,640	$344,564
DFAI	Dimensional International Core Equity Market ETF	+164	9,220	$380,325
VNQ	VANGUARD REAL ESTATE INDEX FUND	+35	9,579	$923,702
GOOG	Alphabet Inc.	+30	2,415	$853,291
HD	Home Depot, Inc.	+2	2,402	$847,137
AVGO	Broadcom Inc.	+1	820	$309,755
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
BNDX	Vanguard Total International Bond ETF	−15,045	86,326	$4,180,768
DFIV	Dimensional International Value ETF	−7,155	280,259	$15,139,591
DFUS	Dimensional U.S. Equity Market ETF	−6,820	262,879	$21,540,305
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−5,799	465,556	$17,151,083
VUSB	VANGUARD ULTRA-SHORT BOND ETF	−5,502	10,263	$510,892
DFLV	Dimensional US Large Cap Value ETF	−4,816	255,378	$10,097,646
DFUV	Dimensional U.S. Marketwide Value ETF	−3,837	325,745	$17,919,232
DFAT	Dimensional U.S. Targeted Value ETF	−3,809	212,725	$14,869,477
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	−729	301,960	$12,271,654
DFAS	Dimensional U.S. Small Cap ETF	−704	108,722	$8,952,169
DFSU	Dimensional US Sustainability Core 1 ETF	−647	16,816	$784,130
DFAE	Dimensional Emerging Core Equity Market ETF	−601	12,148	$488,471
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	−565	8,518	$495,747
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−245	5,798	$451,722
AVUS	Avantis U.S. Equity ETF	−221	35,389	$4,532,623
MPC	Marathon Petroleum Corp	−178	1,714	$438,218
AVDE	Avantis International Equity ETF	−148	4,916	$438,507
AAPL	Apple Inc.	−123	18,207	$5,268,377
AVEM	Avantis Emerging Markets Equity ETF	−78	15,742	$1,518,945
VEA	Vanguard FTSE Developed Markets ETF	−72	8,119	$578,478
MSFT	Microsoft Corp	−69	1,887	$703,888
AVLV	Avantis U.S. Large Cap Value ETF	−36	47,015	$4,288,238
DFAU	Dimensional US Core Equity Market ETF	−10	8,641	$446,653
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−4	1,164	$430,726
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
IVV	iShares Core S&P 500 ETF	368	$275,591
NVDA	Nvidia Corp	1,243	$248,711
INTC	Intel Corp	1,528	$213,354
UNP	Union Pacific Corp	759	$206,448
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	4,117	$201,238
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
WMT	Walmart Inc.	1,679	$208,666
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

62 tracked positions · $426,303,016 total · filing declares 62 positions · $426,302,897 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Industrials Technology

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	2,293,774	+3,639	$101,751,814	+14.3%	15	before history	23.87%
DFGP	Dimensional Global Core Plus Fixed Income ETF	Added	1,053,280	+60,240	$57,361,628	+7.0%	11	$53.84	13.46%
DFSD	Dimensional Short-Duration Fixed Income ETF	Added	1,144,966	+47,663	$54,672,126	+4.1%	15	before history	12.82%
DFUS	Dimensional U.S. Equity Market ETF	Reduced	262,879	-6,820	$21,540,305	+12.6%	15	before history	5.05%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	325,745	-3,837	$17,919,232	+12.2%	15	before history	4.20%
DFIC	Dimensional International Core Equity 2 ETF	Added	477,389	+18,576	$17,787,514	+9.1%	15	before history	4.17%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	465,556	-5,799	$17,151,083	+7.1%	15	before history	4.02%
DFIV	Dimensional International Value ETF	Reduced	280,259	-7,155	$15,139,591	−0.2%	15	before history	3.55%
DFAT	Dimensional U.S. Targeted Value ETF	Reduced	212,725	-3,809	$14,869,477	+10.0%	15	before history	3.49%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Reduced	301,960	-729	$12,271,654	+17.3%	15	before history	2.88%
DFLV	Dimensional US Large Cap Value ETF	Reduced	255,378	-4,816	$10,097,646	+8.7%	15	before history	2.37%
DFAS	Dimensional U.S. Small Cap ETF	Reduced	108,722	-704	$8,952,169	+15.0%	15	before history	2.10%
DUSB	Dimensional Ultrashort Fixed Income ETF	Added	164,162	+13,141	$8,336,146	+8.9%	11	$50.66	1.96%
DFGR	Dimensional Global Real Estate ETF	Added	199,828	+8,862	$5,789,017	+14.0%	15	before history	1.36%
AAPL	Apple Inc. Technology	Reduced	18,207	-123	$5,268,377	+13.3%	15	before history	1.24%
AVUS	Avantis U.S. Equity ETF	Reduced	35,389	-221	$4,532,623	+14.5%	15	before history	1.06%
DFAR	Dimensional US Real Estate ETF	Added	172,857	+3,760	$4,521,939	+13.1%	15	before history	1.06%
DFCF	Dimensional Core Fixed Income ETF	Added	101,925	+252	$4,302,254	+0.2%	15	before history	1.01%
AVLV	Avantis U.S. Large Cap Value ETF	Reduced	47,015	-36	$4,288,238	+13.1%	15	before history	1.01%
BNDX	Vanguard Total International Bond ETF	Reduced	86,326	-15,045	$4,180,768	−14.2%	15	before history	0.98%
DISV	Dimensional International Small Cap Value ETF	Added	101,599	+701	$4,077,167	+2.5%	15	before history	0.96%
DFSV	Dimensional US Small Cap Value ETF	Added	72,735	+241	$2,821,390	+11.1%	15	before history	0.66%
DFIS	Dimensional International Small Cap ETF	Added	72,845	+1,394	$2,551,760	+6.1%	15	before history	0.60%
AVNV	Avantis All International Markets Value ETF	Held	28,513	0	$2,353,463	+5.2%	5	$61.88	0.55%
DFAW	Dimensional World Equity ETF	Added	27,691	+14,332	$2,292,537	+132.6%	11	$71.40	0.54%
AVEM	Avantis Emerging Markets Equity ETF	Reduced	15,742	-78	$1,518,945	+19.2%	15	before history	0.36%
AVSC	Avantis U.S. Small Cap Equity ETF	Held	19,825	0	$1,453,965	+17.7%	13	$47.72	0.34%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	19,331	+1,746	$1,419,088	+9.6%	15	before history	0.33%
SPY	Spdr S&P 500 ETF Trust	Held	1,374	0	$1,026,061	+14.8%	15	before history	0.24%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	9,579	+35	$923,702	+9.1%	15	before history	0.22%
GOOGL	Alphabet Inc. Communication Services	Held	2,522	0	$901,287	+24.3%	15	before history	0.21%
GOOG	Alphabet Inc. Communication Services	Added	2,415	+30	$853,291	+24.7%	15	before history	0.20%
EUIG	iShares Euro Investment Grade Corporate Bond USD Hedged ETF	Added	16,954	+402	$852,870	+4.4%	2	unpriced	0.20%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,402	+2	$847,137	+7.3%	15	before history	0.20%
DFSU	Dimensional US Sustainability Core 1 ETF	Reduced	16,816	-647	$784,130	+9.3%	14	$31.38	0.18%
AVDV	Avantis International Small Cap Value ETF	Held	6,914	0	$712,487	+3.2%	5	$73.96	0.17%
MSFT	Microsoft Corp Technology	Reduced	1,887	-69	$703,888	−2.8%	15	before history	0.17%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	8,119	-72	$578,478	+10.2%	15	before history	0.14%
VUSB	VANGUARD ULTRA-SHORT BOND ETF	Reduced	10,263	-5,502	$510,892	−34.9%	15	before history	0.12%
AVDS	Avantis International Small Cap Equity ETF	Held	6,766	0	$509,209	+4.7%	5	$57.68	0.12%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Reduced	8,518	-565	$495,747	−6.8%	15	before history	0.12%
DFAE	Dimensional Emerging Core Equity Market ETF	Reduced	12,148	-601	$488,471	+13.2%	15	before history	0.11%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,492	0	$488,376	+11.3%	15	before history	0.11%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Reduced	5,798	-245	$451,722	−4.7%	15	before history	0.11%
DFAU	Dimensional US Core Equity Market ETF	Reduced	8,641	-10	$446,653	+14.4%	15	before history	0.10%
AVDE	Avantis International Equity ETF	Reduced	4,916	-148	$438,507	+2.1%	15	before history	0.10%
MPC	Marathon Petroleum Corp Energy	Reduced	1,714	-178	$438,218	−5.1%	12	$142.07	0.10%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	1,164	-4	$430,726	+15.0%	15	before history	0.10%
CAT	Caterpillar Inc Industrials	Held	384	0	$408,921	+50.3%	3	$555.79	0.10%
XOM	ExxonMobil Holdings Corp Energy	Held	2,874	0	$392,933	−19.4%	15	before history	0.09%

Showing the top 50 of 62 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.