Ruedi Wealth Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$388.3M
Q ending 2026-03-31
Prior quarter
$381.6M
Q ending 2025-12-31
Change
+1.8% QoQ · +21.5% YoY
Positions
58
reported holdings
Largest positions
All 58 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAC | Shares | $89.0M | 2.3M |
| Dimensional Etf Trust | DFGP | Shares | $53.6M | 993K |
| Dimensional Etf Trust | DFSD | Shares | $52.5M | 1.1M |
| Dimensional Etf Trust | DFUS | Shares | $19.1M | 270K |
| Dimensional Etf Trust | DFIC | Shares | $16.3M | 459K |
| Dimensional Etf Trust | DFAX | Shares | $16.0M | 471K |
| Dimensional Etf Trust | DFUV | Shares | $16.0M | 330K |
| Dimensional Etf Trust | DFIV | Shares | $15.2M | 287K |
| Dimensional Etf Trust | DFAT | Shares | $13.5M | 217K |
| Dimensional Etf Trust | DFEM | Shares | $10.5M | 303K |
| Dimensional Etf Trust | DFLV | Shares | $9.3M | 260K |
| Dimensional Etf Trust | DFAS | Shares | $7.8M | 109K |
| Dimensional Etf Trust | DUSB | Shares | $7.7M | 151K |
| Dimensional Etf Trust | DFGR | Shares | $5.1M | 191K |
| Vanguard Charlotte Fds | BNDX | Shares | $4.9M | 101K |
| Apple Inc | AAPL | Shares | $4.7M | 18K |
| Dimensional Etf Trust | DFCF | Shares | $4.3M | 102K |
| Dimensional Etf Trust | DFAR | Shares | $4.0M | 169K |
| Dimensional Etf Trust | DISV | Shares | $4.0M | 101K |
| American Centy Etf Tr | AVUS | Shares | $4.0M | 36K |
| American Centy Etf Tr | AVLV | Shares | $3.8M | 47K |
| Dimensional Etf Trust | DFSV | Shares | $2.5M | 72K |
| Dimensional Etf Trust | DFIS | Shares | $2.4M | 71K |
| American Centy Etf Tr | AVNV | Shares | $2.2M | 29K |
| Vanguard Bd Index Fds | BND | Shares | $1.3M | 18K |
| American Centy Etf Tr | AVEM | Shares | $1.3M | 16K |
| American Centy Etf Tr | AVSC | Shares | $1.2M | 20K |
| Dimensional Etf Trust | DFAW | Shares | $986K | 13K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $894K | 1K |
| Vanguard Index Fds | VNQ | Shares | $847K | 10K |
| Ishares Tr | EUIG | Shares | $817K | 17K |
| Home Depot Inc | HD | Shares | $789K | 2K |
| Vanguard Bd Index Fds | VUSB | Shares | $785K | 16K |
| Alphabet Inc | GOOGL | Shares | $725K | 3K |
| Microsoft Corp | MSFT | Shares | $724K | 2K |
| Dimensional Etf Trust | DFSU | Shares | $718K | 17K |
| American Centy Etf Tr | AVDV | Shares | $690K | 7K |
| Alphabet Inc | GOOG | Shares | $684K | 2K |
| Vanguard Scottsdale Fds | VGSH | Shares | $532K | 9K |
| Vanguard Tax-Managed Fds | VEA | Shares | $525K | 8K |
| Exxon Mobil Corp | XOM | Shares | $488K | 3K |
| American Centy Etf Tr | AVDS | Shares | $486K | 7K |
| Vanguard Bd Index Fds | BSV | Shares | $474K | 6K |
| Marathon Pete Corp | MPC | Shares | $462K | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $439K | 1K |
| Dimensional Etf Trust | DFAE | Shares | $432K | 13K |
| American Centy Etf Tr | AVDE | Shares | $430K | 5K |
| Dimensional Etf Trust | DFAU | Shares | $390K | 9K |
| Vanguard Index Fds | VTI | Shares | $375K | 1K |
| Dimensional Etf Trust | DFAI | Shares | $353K | 9K |
| Sprott Asset Management Lp | CEF | Shares | $334K | 7K |
| Dimensional Etf Trust | DFSI | Shares | $317K | 7K |
| Vanguard Intl Equity Index F | VWO | Shares | $295K | 5K |
| Invesco Qqq Tr | QQQ | Shares | $289K | 501 |
| Caterpillar Inc | CAT | Shares | $272K | 384 |
| Broadcom Inc | AVGO | Shares | $254K | 819 |
| Telefonaktiebolaget Lm Erics | ERIC | Shares | $216K | 19K |
| Walmart Inc | WMT | Shares | $209K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.