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Latest Ruedi Wealth Management, Inc. Stock Portfolio

$426Million | No. of Holdings #62

Ruedi Wealth Management, Inc. Performance

2026 Q2+7.88%
YTD+8.41%
2025+12.20%

About Ruedi Wealth Management, Inc. and 13F Hedge Fund Stock Holdings

On 2026-07-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ruedi Wealth Management, Inc. reported an equity portfolio of $426.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Ruedi Wealth Management, Inc. are DFAC, DFAC, DFAC. The fund has invested 23.9% of it's portfolio in DIMENSIONAL ETF TRUST and 13.5% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off WALMART INC (WMT) stocks. They significantly reduced their stock positions in VANGUARD BD INDEX FDS (VUSB), VANGUARD CHARLOTTE FDS (BNDX) and MARATHON PETE CORP (MPC). Ruedi Wealth Management, Inc. opened new stock positions in ISHARES TR (IJR), NVIDIA CORPORATION (NVDA) and INTEL CORP (INTC). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), VANGUARD BD INDEX FDS (BIV) and VANGUARD INTL EQUITY INDEX F (VEU).
Ruedi Wealth Management, Inc. Equity Portfolio Value
Last Reported on: 29 Jul, 2026
$426Million
  as of Jul 29, 2026

Ruedi Wealth Management, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Ruedi Wealth Management, Inc. made a return of 7.88% in the last quarter. In trailing 12 months, it's portfolio return was 16.16%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr275,600
nvidia corporation248,645
intel corp213,355
union pac corp206,483
dimensional etf trust201,222
New stocks bought by Ruedi Wealth Management, Inc.

Additions

Ticker% Inc.
dimensional etf trust107
vanguard bd index fds9.93
dimensional etf trust8.7
vanguard intl equity index f8.35
dimensional etf trust6.07
dimensional etf trust4.64
dimensional etf trust4.34
dimensional etf trust4.05
Additions to existing portfolio by Ruedi Wealth Management, Inc.

Reductions

Ticker% Reduced
vanguard bd index fds-34.9
vanguard charlotte fds-14.84
marathon pete corp-9.41
vanguard scottsdale fds-6.22
dimensional etf trust-4.71
vanguard bd index fds-4.05
dimensional etf trust-3.7
microsoft corp-3.53
Ruedi Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
walmart inc-208,662
Ruedi Wealth Management, Inc. got rid off the above stocks

Sector Distribution

Ruedi Wealth Management, Inc. has about 97.4% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others97.4
Technology1.6

Market Cap. Distribution

Ruedi Wealth Management, Inc. has about 2.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED97.4
MEGA-CAP2.5

Stocks belong to which Index?

About 2.6% of the stocks held by Ruedi Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others97.4
S&P 5002.6
Top 5 Winners (%)%
CAT
caterpillar inc
50.3 %
QQQ
invesco qqq tr
27.6 %
GOOG
alphabet inc
24.3 %
GOOG
alphabet inc
23.0 %
AVGO
broadcom inc
21.9 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
12.6 M
DFAC
dimensional etf trust
2.9 M
DFAC
dimensional etf trust
2.1 M
DFAC
dimensional etf trust
1.8 M
DFAC
dimensional etf trust
1.6 M
Top 5 Losers (%)%
XOM
exxon mobil corp
-19.4 %
CEF
sprott asset management lp
-15.7 %
ERIC
telefonaktiebolaget lm erics
-1.1 %
BIV
vanguard bd index fds
-0.6 %
BNDW
vanguard scottsdale fds
-0.6 %
Top 5 Losers ($)$
DFAC
dimensional etf trust
-0.1 M
XOM
exxon mobil corp
-0.1 M
CEF
sprott asset management lp
-0.1 M
BIV
vanguard bd index fds
0.0 M
BNDW
vanguard scottsdale fds
0.0 M

Ruedi Wealth Management, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Ruedi Wealth Management, Inc.

Ruedi Wealth Management, Inc. has 62 stocks in it's portfolio. About 77.5% of the portfolio is in top 10 stocks. DFAC proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Ruedi Wealth Management, Inc. last quarter.

$426.30MTotal Value
63.00Positions
29 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Ruedi Wealth Management, Inc., last reported on 29 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Ruedi Wealth Management, Inc.'s holding in American Centy Etf Tr over time
1.06%35,389
$4.53M
1.06%
decreased 0.62 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Ruedi Wealth Management, Inc.'s holding in American Centy Etf Tr over time
1.01%47,015
$4.29M
1.01%
decreased 0.08 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Ruedi Wealth Management, Inc.'s holding in American Centy Etf Tr over time
0.55%28,513
$2.35M
0.55%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Ruedi Wealth Management, Inc.'s holding in American Centy Etf Tr over time
0.36%15,742
$1.52M
0.36%
decreased 0.49 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Ruedi Wealth Management, Inc.'s holding in American Centy Etf Tr over time
0.34%19,825
$1.45M
0.34%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Ruedi Wealth Management, Inc.'s holding in American Centy Etf Tr over time
0.17%6,914
$712.5K
0.17%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Ruedi Wealth Management, Inc.'s holding in American Centy Etf Tr over time
0.12%6,766
$509.2K
0.12%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Ruedi Wealth Management, Inc.'s holding in American Centy Etf Tr over time
0.1%4,916
$438.5K
0.1%
decreased 2.92 percentreduced
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Ruedi Wealth Management, Inc.'s holding in Vanguard Bd Index Fds over time
0.33%19,331
$1.42M
0.33%
increased 9.93 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Ruedi Wealth Management, Inc.'s holding in Vanguard Bd Index Fds over time
0.11%5,798
$451.7K
0.11%
decreased 4.05 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Ruedi Wealth Management, Inc.'s holding in Vanguard Scottsdale Fds over time
0.12%8,518
$495.7K
0.12%
decreased 6.22 percentreduced
BNDX
Vanguard Charlotte Fds

Vanguard Charlotte Fds

BNDX
Ruedi Wealth Management, Inc.'s holding in Vanguard Charlotte Fds over time
0.98%86,326
$4.18M
0.98%
decreased 14.84 percentreduced
CEF
Sprott Asset Management Lp

Sprott Asset Management Lp

CEF
Ruedi Wealth Management, Inc.'s holding in Sprott Asset Management Lp over time
0.07%7,009
$282.0K
0.07%
unchanged 0 percentunchanged
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Ruedi Wealth Management, Inc.'s holding in Dimensional Etf Trust over time
23.87%2,293,770
$101.75M
23.87%
increased 0.16 percentadded
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Ruedi Wealth Management, Inc.'s holding in Dimensional Etf Trust over time
13.46%1,053,280
$57.36M
13.46%
increased 6.07 percentadded
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Ruedi Wealth Management, Inc.'s holding in Dimensional Etf Trust over time
12.82%1,144,970
$54.67M
12.82%
increased 4.34 percentadded
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Ruedi Wealth Management, Inc.'s holding in Dimensional Etf Trust over time
5.05%262,879
$21.54M
5.05%
decreased 2.53 percentreduced