Ruedi Wealth Management, Inc. (CIK: 0001940678) is a financial institution headquartered at 2502 Galen Dr., Suite 102, Champaign, Illinois 61821. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $388.28 M, comprising 58 distinct securities. Over its filing history, it has submitted 14 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 77.8%. Quarterly turnover: 1.7%. ▲ 2 new, +21 added, −22 reduced, ×2 exited.

Top Buys

Q1 2026

1. DFGP Dimensional Global Core Plus Fixed Income Etf

+$4 M

2. DFSD Dimensional Short-Duration Fixed Income Etf

+$2.61 M

3. DFLV Dimensional Us Large Cap Value Etf

+$943,601.07

4. EUIG Ishares Euro Investment Grade Corporate Bond Usd Hedged Etf

+$817,089

5. DFUS Dimensional Us Equity Market Etf

+$613,441.57

Top Sells

Q1 2026

1. DFAC Dimensional Us Core Equity 2 Etf

−$1.67 M

2. DFIV Dimensional International Value Etf

−$875,989.55

3. DFAX Dimensional World Ex Us Core Equity 2 Etf

−$845,580.53

4. DFIC Dimensional International Core Equity 2 Etf

−$841,278.52

5. CVS Cvs Health Corporation

−$449,257

Stocks/ETFs

+1.75%

$387.94 M 99.91%

Options

$0 0.00%

Debt

$0 0.00%

Other

+4.19%

$334,469 0.09%

Name	Shares	Market Value	Weight	Change	Activity
Dimensional Us Core Equity 2 Etf ETF-DFAC	2.29 M	$88.99 M	22.92%	▼ 43,072	Reduce -1.9%
Dimensional Global Core Plus Fixed Income Etf ETF-DFGP	993,040	$53.61 M	13.81%	▲ 74,122	Add 8.1%
Dimensional Short-Duration Fixed Income Etf ETF-DFSD	1.1 M	$52.54 M	13.53%	▲ 54,458	Add 5.2%
Dimensional Us Equity Market Etf ETF-DFUS	269,699	$19.12 M	4.93%	▲ 8,651	Add 3.3%
Dimensional International Core Equity 2 Etf ETF-DFIC	458,813	$16.3 M	4.20%	▼ 23,678	Reduce -4.9%
Dimensional World Ex Us Core Equity 2 Etf ETF-DFAX	471,355	$16.01 M	4.12%	▼ 24,892	Reduce -5.0%
Dimensional Us Marketwide Value Etf ETF-DFUV	329,582	$15.97 M	4.11%	▼ 3,783	Reduce -1.1%
Dimensional International Value Etf ETF-DFIV	287,414	$15.17 M	3.91%	▼ 16,597	Reduce -5.5%
Dimensional Us Targeted Value Etf ETF-DFAT	216,534	$13.52 M	3.48%	▲ 7,541	Add 3.6%
Dimensional Emerging Markets Core Equity 2 Etf ETF-DFEM	302,689	$10.46 M	2.69%	▼ 6,379	Reduce -2.1%

View Full List

Ruedi Wealth Management, Inc.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Ruedi Wealth Management, Inc. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 14 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Ruedi Wealth Management, Inc. Quarterly 13F Statistics

Discover detailed insights into Ruedi Wealth Management, Inc.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Ruedi Wealth Management, Inc.'s All 13F Filings

This section lists all SEC Form 13F filings submitted by Ruedi Wealth Management, Inc..

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Ruedi Wealth Management, Inc. 13F Filings, Portfolio & Analysis

Ruedi Wealth Management, Inc. — Portfolio Overview & Company Profile

Portfolio Summary (Q1 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Historical Portfolio Charts

Ruedi Wealth Management, Inc.'s Portfolio

Ruedi Wealth Management, Inc. Quarterly 13F Statistics

Ruedi Wealth Management, Inc.'s All 13F Filings

Insider Trading Activity (SEC Form 4)