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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, DFGP, DFSD, DFUS, DFIC, and represent 59.38% of Ruedi Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFGP, DFSD, DFLV, EUIG, DFUS, DFAT, DFGR, DFAS, WMT, BND.
Started 2 new stock positions in EUIG, WMT.
Reduced shares in these 10 stocks: DFAC, DFIV, DFAX, DFIC, CVS, DISV, DUSB, DFEM, DFCF, NVDA.
Sold out of its positions in CVS, NVDA.
Ruedi Wealth Management was a net buyer of stock by $4.7M.
Ruedi Wealth Management has $388M in assets under management (AUM), dropping by 1.76%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	22.9	$89M		2.3M	38.86	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	13.8	$54M	+8%	993k	53.99	View chart
Dimensional Etf Trust Short Duration F (DFSD)	13.5	$53M	+5%	1.1M	47.88	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	4.9	$19M	+3%	270k	70.91	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.2	$16M	-4%	459k	35.53	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	4.1	$16M	-5%	471k	33.97	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.1	$16M		330k	48.46	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.9	$15M	-5%	287k	52.78	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.5	$14M	+3%	217k	62.45	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.7	$11M	-2%	303k	34.55	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	2.4	$9.3M	+11%	260k	35.71	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.0	$7.8M	+5%	109k	71.13	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	2.0	$7.7M	-3%	151k	50.71	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.3	$5.1M	+10%	191k	26.58	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.3	$4.9M	+2%	101k	48.05	View chart
Apple (AAPL)	1.2	$4.7M		18k	253.79	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.1	$4.3M	-4%	102k	42.22	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.0	$4.0M	+2%	169k	23.65	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.0	$4.0M	-7%	101k	39.44	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.0	$4.0M		36k	111.18	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.0	$3.8M		47k	80.61	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.7	$2.5M		73k	35.04	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.6	$2.4M	+7%	72k	33.67	View chart
American Centy Etf Tr Avantis All Int (AVNV)	0.6	$2.2M		29k	78.43	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.3M	+17%	18k	73.64	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$1.3M	-3%	16k	80.58	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.3	$1.2M		20k	62.30	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.3	$986k	+5%	13k	73.78	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$894k		1.4k	650.33	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$847k	-2%	9.5k	88.70	View chart
Ishares Tr Euro Investment (EUIG)	0.2	$817k	NEW	17k	49.37	View chart
Home Depot (HD)	0.2	$789k		2.4k	328.92	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$785k		16k	49.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$725k		2.5k	287.58	View chart
Microsoft Corporation (MSFT)	0.2	$724k		2.0k	370.08	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$718k	+10%	18k	41.09	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$690k		6.9k	99.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$684k		2.4k	286.86	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$532k	-20%	9.1k	58.54	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$525k	-10%	8.2k	64.08	View chart
Exxon Mobil Corporation (XOM)	0.1	$488k		2.9k	169.64	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.1	$486k		6.8k	71.85	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$474k		6.0k	78.41	View chart
Marathon Petroleum Corp (MPC)	0.1	$462k		1.9k	244.22	View chart
JPMorgan Chase & Co. (JPM)	0.1	$439k		1.5k	294.15	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$432k	-11%	13k	33.86	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$430k		5.1k	84.84	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$390k		8.7k	45.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$375k	+4%	1.2k	320.84	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$353k	-5%	9.1k	38.96	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$335k		7.0k	47.72	View chart
Dimensional Etf Trust International (DFSI)	0.1	$317k		7.5k	42.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$295k	-7%	5.4k	54.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$289k	-8%	501.00	577.12	View chart
Caterpillar (CAT)	0.1	$272k		384.00	708.76	View chart
Broadcom (AVGO)	0.1	$254k		819.00	309.69	View chart
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC)	0.1	$216k		19k	11.27	View chart
Wal-Mart Stores (WMT)	0.1	$209k	NEW	1.7k	124.28	View chart

Past Filings by Ruedi Wealth Management

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

Ruedi Wealth Management 2026 Q1 filed May 4, 2026
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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