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Latest Ruedi Wealth Management, Inc. Stock Portfolio

$388Million | No. of Holdings #58

Ruedi Wealth Management, Inc. Performance

2026 Q1+0.49%
YTD+0.49%
2025+12.20%

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

On 2026-05-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ruedi Wealth Management, Inc. reported an equity portfolio of $388.3 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Ruedi Wealth Management, Inc. are DFAC, DFAC, DFAC. The fund has invested 22.9% of it's portfolio in DIMENSIONAL ETF TRUST and 13.8% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off CVS HEALTH CORP (CVS) and NVIDIA CORPORATION (NVDA) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), DIMENSIONAL ETF TRUST (DFAC) and VANGUARD TAX-MANAGED FDS (VEA). Ruedi Wealth Management, Inc. opened new stock positions in ISHARES TR and WALMART INC (WMT). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), DIMENSIONAL ETF TRUST (DFAC) and VANGUARD INDEX FDS (VB).
Ruedi Wealth Management, Inc. Equity Portfolio Value
Last Reported on: 04 May, 2026
$388Million
  as of May 04, 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 0.49% in the last quarter. In trailing 12 months, it's portfolio return was 13.51%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr817,089
walmart inc208,662
New stocks bought by Ruedi Wealth Management, Inc.

Additions

Ticker% Inc.
vanguard bd index fds17.98
dimensional etf trust11.3
dimensional etf trust10.33
dimensional etf trust10.08
dimensional etf trust8.07
dimensional etf trust7.01
dimensional etf trust5.78
dimensional etf trust5.22
Additions to existing portfolio by Ruedi Wealth Management, Inc.

Reductions

Ticker% Reduced
vanguard scottsdale fds-20.99
dimensional etf trust-11.72
vanguard tax-managed fds-10.37
invesco qqq tr-8.58
dimensional etf trust-7.53
vanguard intl equity index f-7.11
dimensional etf trust-5.55
dimensional etf trust-5.46
Ruedi Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
cvs health corp-449,257
nvidia corporation-206,119
Ruedi Wealth Management, Inc. got rid off the above stocks

Sector Distribution

Ruedi Wealth Management, Inc. has about 97.5% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others97.5
Technology1.4

Market Cap. Distribution

Ruedi Wealth Management, Inc. has about 2.4% of it's portfolio invested in the large-cap and mega-cap stocks.

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

Stocks belong to which Index?

About 2.5% of the stocks held by Ruedi Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others97.5
S&P 5002.5
Top 5 Winners (%)%
MPC
marathon pete corp
50.0 %
XOM
exxon mobil corp
41.0 %
CAT
caterpillar inc
23.7 %
ERIC
telefonaktiebolaget lm erics
16.8 %
DFAC
dimensional etf trust
6.5 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
0.9 M
DFAC
dimensional etf trust
0.6 M
DFAC
dimensional etf trust
0.6 M
DFAC
dimensional etf trust
0.6 M
DFAC
dimensional etf trust
0.5 M
Top 5 Losers (%)%
MSFT
microsoft corp
-23.5 %
AVGO
broadcom inc
-10.5 %
JPM
jpmorgan chase & co
-8.7 %
GOOG
alphabet inc
-8.6 %
GOOG
alphabet inc
-8.1 %
Top 5 Losers ($)$
DFAC
dimensional etf trust
-1.7 M
DFAC
dimensional etf trust
-0.9 M
AAPL
apple inc
-0.3 M
MSFT
microsoft corp
-0.2 M
DFAC
dimensional etf trust
-0.1 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 58 stocks in it's portfolio. About 77.7% 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.

$388.28MTotal Value
60.00Positions
04 May, 2026Last Reported
Current holdings of Current Stock Holdings of Ruedi Wealth Management, Inc., last reported on 04 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
1.02%35,610
$3.96M
1.02%
increased 0.11 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Ruedi Wealth Management, Inc.'s holding in American Centy Etf Tr over time
0.98%47,051
$3.79M
0.98%
decreased 0.28 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Ruedi Wealth Management, Inc.'s holding in American Centy Etf Tr over time
0.58%28,513
$2.24M
0.58%
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
0.33%15,820
$1.27M
0.33%
decreased 3.38 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Ruedi Wealth Management, Inc.'s holding in American Centy Etf Tr over time
0.32%19,825
$1.24M
0.32%
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
0.18%6,914
$690.4K
0.18%
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
$486.1K
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
0.11%5,064
$429.6K
0.11%
decreased 0.02 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%17,585
$1.29M
0.33%
increased 17.98 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Ruedi Wealth Management, Inc.'s holding in Vanguard Bd Index Fds over time
0.12%6,043
$473.8K
0.12%
decreased 1.4 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Ruedi Wealth Management, Inc.'s holding in Vanguard Scottsdale Fds over time
0.14%9,083
$531.7K
0.14%
decreased 20.99 percentreduced
BNDX
Vanguard Charlotte Fds

Vanguard Charlotte Fds

BNDX
Ruedi Wealth Management, Inc.'s holding in Vanguard Charlotte Fds over time
1.25%101,371
$4.87M
1.25%
increased 2.89 percentadded
CEF
Sprott Asset Management Lp

Sprott Asset Management Lp

CEF
Ruedi Wealth Management, Inc.'s holding in Sprott Asset Management Lp over time
0.09%7,009
$334.5K
0.09%
unchanged 0 percentunchanged
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Ruedi Wealth Management, Inc.'s holding in Dimensional Etf Trust over time
22.92%2,290,140
$88.99M
22.92%
decreased 1.85 percentreduced
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Ruedi Wealth Management, Inc.'s holding in Dimensional Etf Trust over time
13.81%993,040
$53.61M
13.81%
increased 8.07 percentadded
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Ruedi Wealth Management, Inc.'s holding in Dimensional Etf Trust over time
13.53%1,097,300
$52.54M
13.53%
increased 5.22 percentadded