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Ruedi Wealth Management

Latest statistics and disclosures from Ruedi Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFSD, DFGP, DFUS, DFIC, and represent 59.77% of Ruedi Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$6.8M), DFGP, DFSD, DFIC, DFEM, DFGR, DUSB, CVS, AVGO, BNDX.
Started 5 new stock positions in NVDA, CAT, CVS, AVGO, ERIC.
Reduced shares in these 10 stocks: DFUS, DFUV, DFAT, DFAX, DFAS, DFAI, SPY, AAPL, DISV, DFCF.
Ruedi Wealth Management was a net buyer of stock by $18M.
Ruedi Wealth Management has $382M in assets under management (AUM), dropping by 6.82%.
Central Index Key (CIK): 0001940678

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Portfolio Holdings for Ruedi Wealth Management

Ruedi Wealth Management holds 58 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	24.2	$92M	+7%	2.3M	39.59	View chart
Dimensional Etf Trust Short Duration F (DFSD)	13.1	$50M	+7%	1.0M	47.95	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	13.0	$50M	+8%	919k	54.07	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	5.1	$19M	-5%	261k	74.17	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.4	$17M	+18%	483k	34.46	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	4.3	$16M		496k	32.73	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.1	$16M	-4%	333k	46.59	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.0	$15M		304k	49.90	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.3	$12M	-4%	209k	59.54	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.7	$10M	+9%	309k	33.08	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	2.1	$8.0M	+3%	234k	34.21	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	2.1	$7.9M	+8%	156k	50.65	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.9	$7.2M	-3%	103k	69.67	View chart
Apple (AAPL)	1.3	$5.0M		18k	271.86	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.2	$4.8M	+6%	99k	48.32	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.2	$4.6M	+21%	174k	26.42	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.2	$4.5M		107k	42.56	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.1	$4.1M		109k	38.00	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.0	$4.0M		36k	111.78	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.0	$3.8M		165k	22.90	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.9	$3.6M		47k	75.77	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.6	$2.4M		72k	32.89	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.6	$2.2M		67k	32.94	View chart
American Centy Etf Tr Avantis All Int (AVNV)	0.6	$2.1M		29k	74.79	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$1.3M		16k	77.02	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.3	$1.2M		20k	58.74	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.1M	+21%	15k	74.07	View chart
Microsoft Corporation (MSFT)	0.2	$946k	+8%	2.0k	483.68	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$941k	+8%	13k	73.98	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$937k	-10%	1.4k	681.84	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$865k		9.8k	88.49	View chart
Home Depot (HD)	0.2	$825k		2.4k	344.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$789k		2.5k	313.02	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$781k	-2%	16k	49.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$748k		2.4k	313.80	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$687k	+4%	16k	43.43	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$675k	-4%	12k	58.73	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$650k		6.9k	93.97	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$571k	+3%	9.1k	62.47	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$483k	-5%	6.1k	78.81	View chart
JPMorgan Chase & Co. (JPM)	0.1	$481k		1.5k	322.12	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.1	$472k		6.8k	69.81	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$470k		14k	32.57	View chart
CVS Caremark Corporation (CVS)	0.1	$449k	NEW	5.7k	79.36	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$417k		5.1k	82.32	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$405k	-6%	8.7k	46.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$376k		1.1k	335.29	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$365k	-31%	9.6k	38.11	View chart
Exxon Mobil Corporation (XOM)	0.1	$346k		2.9k	120.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$336k		548.00	613.81	View chart
Dimensional Etf Trust International (DFSI)	0.1	$325k	+3%	7.6k	42.84	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$321k		7.0k	45.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$315k		5.9k	53.76	View chart
Marathon Petroleum Corp (MPC)	0.1	$306k	+4%	1.9k	162.62	View chart
Broadcom (AVGO)	0.1	$284k	NEW	819.00	346.14	View chart
Caterpillar (CAT)	0.1	$220k	NEW	384.00	573.11	View chart
NVIDIA Corporation (NVDA)	0.1	$206k	NEW	1.1k	186.53	View chart
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC)	0.0	$185k	NEW	19k	9.65	View chart

Past Filings by Ruedi Wealth Management

SEC 13F filings are viewable for Ruedi Wealth Management going back to 2022

Ruedi Wealth Management 2025 Q4 filed Feb. 6, 2026
Ruedi Wealth Management 2025 Q3 filed Nov. 13, 2025
Ruedi Wealth Management 2025 Q2 filed July 25, 2025
Ruedi Wealth Management 2025 Q1 filed April 23, 2025
Ruedi Wealth Management 2024 Q4 filed Feb. 13, 2025
Ruedi Wealth Management 2024 Q3 filed Oct. 22, 2024
Ruedi Wealth Management 2024 Q2 filed July 17, 2024
Ruedi Wealth Management 2024 Q1 filed May 6, 2024
Ruedi Wealth Management 2023 Q4 filed Jan. 25, 2024
Ruedi Wealth Management 2023 Q3 filed Oct. 26, 2023
Ruedi Wealth Management 2023 Q2 filed July 27, 2023
Ruedi Wealth Management 2023 Q1 filed May 9, 2023
Ruedi Wealth Management 2022 Q4 filed Feb. 21, 2023

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