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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, DFUV, and represent 59.40% of Ruedi Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFGP, DFSD, DFAW, DFIC, DUSB, IVV, DFGR, NVDA, INTC, UNP.
Started 5 new stock positions in DFSE, IVV, INTC, UNP, NVDA.
Reduced shares in these 10 stocks: BNDX, DFUS, DFIV, VUSB, DFAT, DFAX, DFUV, WMT, DFLV, DFAS.
Sold out of its position in WMT.
Ruedi Wealth Management was a net buyer of stock by $6.7M.
Ruedi Wealth Management has $426M in assets under management (AUM), dropping by 9.79%.
Central Index Key (CIK): 0001940678

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Portfolio Holdings for Ruedi Wealth Management

Ruedi Wealth Management holds 62 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	23.9	$102M		2.3M	44.36	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	13.5	$57M	+6%	1.1M	54.46	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	12.8	$55M	+4%	1.1M	47.75	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	5.1	$22M	-2%	263k	81.94	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.2	$18M		326k	55.01	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.2	$18M	+4%	477k	37.26	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	4.0	$17M		466k	36.84	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.6	$15M	-2%	280k	54.02	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.5	$15M		213k	69.90	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.9	$12M		302k	40.64	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	2.4	$10M		255k	39.54	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.1	$9.0M		109k	82.34	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	2.0	$8.3M	+8%	164k	50.78	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.4	$5.8M	+4%	200k	28.97	View chart
Apple (AAPL)	1.2	$5.3M		18k	289.36	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.1	$4.5M		35k	128.08	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	1.1	$4.5M	+2%	173k	26.16	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	1.0	$4.3M		102k	42.21	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.0	$4.3M		47k	91.21	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$4.2M	-14%	86k	48.43	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.0	$4.1M		102k	40.13	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.7	$2.8M		73k	38.79	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.6	$2.6M		73k	35.03	View chart
American Centy Etf Tr Avantis All Int (AVNV)	0.6	$2.4M		29k	82.54	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.5	$2.3M	+107%	28k	82.79	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$1.5M		16k	96.49	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.3	$1.5M		20k	73.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.4M	+9%	19k	73.41	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$1.0M		1.4k	746.82	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$924k		9.6k	96.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$901k		2.5k	357.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$853k		2.4k	353.33	View chart
Ishares Tr Euro Investment (EUIG)	0.2	$853k	+2%	17k	50.30	View chart
Home Depot (HD)	0.2	$847k		2.4k	352.64	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$784k	-3%	17k	46.63	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$713k		6.9k	103.05	View chart
Microsoft Corporation (MSFT)	0.2	$704k	-3%	1.9k	372.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$579k		8.1k	71.25	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$511k	-34%	10k	49.78	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.1	$509k		6.8k	75.26	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$496k	-6%	8.5k	58.20	View chart
JPMorgan Chase & Co. (JPM)	0.1	$489k		1.5k	327.42	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$489k	-4%	12k	40.21	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$452k	-4%	5.8k	77.90	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$447k		8.6k	51.69	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$439k	-2%	4.9k	89.20	View chart
Marathon Petroleum Corp (MPC)	0.1	$438k	-9%	1.7k	255.60	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$431k		1.2k	369.90	View chart
Caterpillar (CAT)	0.1	$409k		384.00	1065.35	View chart
Exxon Mobil Corporation (XOM)	0.1	$393k		2.9k	136.70	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$380k		9.2k	41.25	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$369k		501.00	736.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$352k	+8%	5.9k	59.69	View chart
Dimensional Etf Trust International (DFSI)	0.1	$345k	+2%	7.6k	45.10	View chart
Broadcom (AVGO)	0.1	$310k		820.00	377.65	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$282k		7.0k	40.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$276k	NEW	368.00	748.91	View chart
NVIDIA Corporation (NVDA)	0.1	$249k	NEW	1.2k	200.04	View chart
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC)	0.1	$214k		19k	11.15	View chart
Intel Corporation (INTC)	0.1	$213k	NEW	1.5k	139.63	View chart
Union Pacific Corporation (UNP)	0.0	$207k	NEW	759.00	272.05	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.0	$201k	NEW	4.1k	48.88	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 Q2 filed July 29, 2026
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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