Ruedi Wealth Management, Inc.

CIK

1940678

Location

CHAMPAIGN, IL

Portfolio Value

Micro $10,746,860

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,096 / 8,605 ▲ 42 · as of Mar 2026

Top Industry

Consumer Electronics 48.6%

3Y Alpha vs SPY

-1.1%

Period ended 3 months ago

Filed May 4, 2026 · 2mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+72.2%

SPY

+76.5%

Annualised alpha

-1.0%

Max drawdown

−20.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

43.3%

+0.3 pts

Top 5

72.4%

−0.6 pts

Top 10

91.2%

+1.5 pts

HHI

2,180

Moderately concentrated+26

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	54.4%	$5,845,905	4
Unclassified	11.0%	$1,182,734	2
Energy	8.8%	$949,590	2
Consumer Cyclical	7.3%	$789,336	1
Financial Services	7.2%	$773,355	2
Communication Services	6.7%	$725,226	1
Industrials	2.5%	$272,048	1
Consumer Defensive	1.9%	$208,666	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
MPC	Marathon Petroleum Corp	+8	1,892	$461,988
MSFT	Microsoft Corp	+1	1,956	$724,052
HD	Home Depot, Inc.	+1	2,400	$789,336
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−61	18,330	$4,651,970
QQQ	Invesco Qqq Trust, Series 1	−47	501	$289,167
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

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

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CVS	CVS HEALTH Corp	5,661	$449,256
NVDA	Nvidia Corp	1,105	$206,082
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $10,746,860 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	18,330	-61	$4,651,970	−7.0%	43.29%
SPY	Spdr S&P 500 ETF Trust	Held	1,374	0	$893,567	−4.6%	8.31%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,400	+1	$789,336	−4.4%	7.34%
GOOGL	Alphabet Inc. Communication Services	Held	2,522	0	$725,226	−8.1%	6.75%
MSFT	Microsoft Corp Technology	Added	1,956	+1	$724,052	−23.4%	6.74%
XOM	Exxon Mobil Corp Energy	Held	2,874	0	$487,602	+41.0%	4.54%
MPC	Marathon Petroleum Corp Energy	Added	1,892	+8	$461,988	+50.8%	4.30%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,492	0	$438,886	−8.7%	4.08%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Held	7,009	0	$334,469	+4.2%	3.11%
QQQ	Invesco Qqq Trust, Series 1	Reduced	501	-47	$289,167	−14.1%	2.69%
CAT	Caterpillar Inc Industrials	Held	384	0	$272,048	+23.7%	2.53%
AVGO	Broadcom Inc. Technology	Held	819	0	$253,488	−10.6%	2.36%
ERIC	Ericsson Lm Telephone Co Technology	Held	19,201	0	$216,395	+16.8%	2.01%
WMT	Walmart Inc. Consumer Defensive	NEW	1,679	NEW	$208,666	NEW	1.94%