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Ruedi Wealth Management - Q1 2026 13F Filings

RU

Ruedi Wealth Management, Inc.

CIK: 0001940678
Address: Illinois Champaign 2502 Galen Dr. Suite 102
$388.28 M
Portfolio Value
58
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 05/01/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

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

Asset Allocation

Stocks/ETFs
+1.75%
$387.94 M 99.91%
Options
$0 0.00%
Debt
$0 0.00%
Other
+4.19%
$334,469 0.09%

Sector Allocation (Stocks)

Ruedi Wealth Management Q1 2026 Filing Summary

Ruedi Wealth Management, Inc. filed its 13F report for Q1 2026 on May 01, 2026. The portfolio totaled 388.28 M reflecting a +1.76% change from the prior quarter, spanning 58 assets. The top 10 holdings comprised 77.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Ruedi Wealth Management’s Q1 2026 Filing

Ruedi Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 05/01/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Ruedi Wealth Management reported a managed portfolio value of 388.28 M, consisting of 58 individual positions.

This page displays the raw filing documents. To see which stocks Ruedi Wealth Management bought or sold during Q1 2026, please visit Ruedi Wealth Management's Portfolio Analysis page.