Ruedi Wealth Management, Inc. holds a focused book of 62 stocks worth $426.3M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Ishares Core S&P 500 ETF and trimmed Dimensional US Eq MKT ETF. Their largest long position is Dimensional US Core Equity 2 at 24% of the equity book. Cloning the disclosed picks since 2024 would be +23% (+12.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Ruedi Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Ruedi Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Ruedi Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 79 / 62 | $399.7B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 62 | $16.9B |
| Farther Finance Advisors, LLC | 79 / 62 | $3.1B |
| Allworth Financial LP | 78 / 62 | $9.5B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 62 | $79.0B |
| LPL Financial LLC | 77 / 62 | $65.7B |
| MERCER GLOBAL ADVISORS INC /ADV | 77 / 62 | $26.8B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 77 / 62 | $15.9B |
Ranked by how many of Ruedi Wealth Management, Inc.'s top 62 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $101.8M | 2.29M | 23.9% | ▲+0.1% Added · +4K sh | |
| 2 | Dimensional ETF Trust GLOB CO PLUS ETF | $57.4M | 1.05M | 13.5% | ▲+6.1% Added · +60K sh | |
| 3 | Dimensional ETF Trust SHOR DUR FIX ETF | $54.7M | 1.14M | 12.8% | ▲+4.3% Added · +48K sh | |
| 4 | Dimensional ETF Trust US EQUI MARK ETF | $21.5M | 262.9K | 5.1% | ▼−2.5% Reduced · −7K sh | |
| 5 | Dimensional ETF Trust US MKTWIDE VALUE | $17.9M | 325.7K | 4.2% | ▼−1.2% Reduced · −4K sh | |
| 6 | Dimensional ETF Trust INTL CORE EQUITY | $17.8M | 477.4K | 4.2% | ▲+4.0% Added · +19K sh | |
| 7 | Dimensional ETF Trust WORLD EX US CORE | $17.2M | 465.6K | 4.0% | ▼−1.2% Reduced · −6K sh | |
| 8 | Dimensional ETF Trust INTERNATNAL VAL | $15.1M | 280.3K | 3.6% | ▼−2.5% Reduced · −7K sh | |
| 9 | Dimensional ETF Trust US TARGETED VLU | $14.9M | 212.7K | 3.5% | ▼−1.8% Reduced · −4K sh | |
| 10 | Dimensional ETF Trust EMERGING MKTS CO | $12.3M | 302.0K | 2.9% | ▼−0.2% Reduced · −729 sh | |
| 11 | Dimensional ETF Trust US LARG VALU ETF | $10.1M | 255.4K | 2.4% | ▼−1.9% Reduced · −5K sh | |
| 12 | Dimensional ETF Trust US SMALL CAP ETF | $9.0M | 108.7K | 2.1% | ▼−0.6% Reduced · −704 sh | |
| 13 | Dimensional ETF Trust ULTR FIX INC ETF | $8.3M | 164.2K | 2.0% | ▲+8.7% Added · +13K sh | |
| 14 | Dimensional ETF Trust GLOBAL REAL EST | $5.8M | 199.8K | 1.4% | ▲+4.6% Added · +9K sh | |
| 15 | Apple Inc COM | $5.3M | 18.2K | 1.2% | ▼−0.7% Reduced · −123 sh | |
| 16 | American Centy ETF TR US EQT ETF | $4.5M | 35.4K | 1.1% | ▼−0.6% Reduced · −221 sh | |
| 17 | Dimensional ETF Trust US REAL ESTA ETF | $4.5M | 172.9K | 1.1% | ▲+2.2% Added · +4K sh | |
| 18 | Dimensional ETF Trust CORE FIXE IN ETF | $4.3M | 101.9K | 1.0% | ▲+0.2% Added · +252 sh | |
| 19 | American Centy ETF TR US LARGE CAP VLU | $4.3M | 47.0K | 1.0% | ▼−0.1% Reduced · −36 sh | |
| 20 | Vanguard Charlotte FDS TOTAL INT BD ETF | $4.2M | 86.3K | 1.0% | ▼−15% Reduced · −15K sh | |
| 21 | Dimensional ETF Trust INTL SMALL CAP V | $4.1M | 101.6K | 1.0% | ▲+0.7% Added · +701 sh | |
| 22 | Dimensional ETF Trust US SMALL CAP ETF | $2.8M | 72.7K | 0.7% | ▲+0.3% Added · +241 sh | |
| 23 | Dimensional ETF Trust INTL SMALL CAP E | $2.6M | 72.8K | 0.6% | ▲+1.9% Added · +1K sh | |
| 24 | American Centy ETF TR AVANTIS ALL INT | $2.4M | 28.5K | 0.6% | —Held | |
| 25 | Dimensional ETF Trust WORLD EQUITY ETF | $2.3M | 27.7K | 0.5% | ▲+107% Added · +14K sh | |
| 26 | American Centy ETF TR AVANTIS EMGMKT | $1.5M | 15.7K | 0.4% | ▼−0.5% Reduced · −78 sh | |
| 27 | American Centy ETF TR AVAN US SMAL ETF | $1.5M | 19.8K | 0.3% | —Held | |
| 28 | Vanguard BD Index FDS TOTAL BND MRKT | $1.4M | 19.3K | 0.3% | ▲+9.9% Added · +2K sh | |
| 29 | State STR SPDR S&P 500 ETF T TR UNIT | $1.0M | 1.4K | 0.2% | —Held | |
| 30 | Vanguard Index FDS REAL ESTATE ETF | $924K | 9.6K | 0.2% | ▲+0.4% Added · +35 sh | |
| 31 | Alphabet Inc CAP STK CL A | $901K | 2.5K | 0.2% | —Held | |
| 32 | Alphabet Inc CAP STK CL C | $853K | 2.4K | 0.2% | ▲+1.3% Added · +30 sh | |
| 33 | Ishares TR EURO INVESTMENT | $853K | 17.0K | 0.2% | ▲+2.4% Added · +402 sh | |
| 34 | Home Depot Inc COM | $847K | 2.4K | 0.2% | ▲+0.1% Added · +2 sh | |
| 35 | Dimensional ETF Trust US SUSTAINABILTY | $784K | 16.8K | 0.2% | ▼−3.7% Reduced · −647 sh | |
| 36 | American Centy ETF TR INTL SMCP VLU | $712K | 6.9K | 0.2% | —Held | |
| 37 | Microsoft Corp COM | $704K | 1.9K | 0.2% | ▼−3.5% Reduced · −69 sh | |
| 38 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $578K | 8.1K | 0.1% | ▼−0.9% Reduced · −72 sh | |
| 39 | Vanguard BD Index FDS VANGUARD ULTRA | $511K | 10.3K | 0.1% | ▼−35% Reduced · −6K sh | |
| 40 | American Centy ETF TR AVANTIS INTL SML | $509K | 6.8K | 0.1% | —Held | |
| 41 | Vanguard Scottsdale FDS SHORT TERM TREAS | $496K | 8.5K | 0.1% | ▼−6.2% Reduced · −565 sh | |
| 42 | JPMorgan Chase & Co COM | $489K | 1.5K | 0.1% | —Held | |
| 43 | Dimensional ETF Trust EMGR CRE EQT MNG | $488K | 12.1K | 0.1% | ▼−4.7% Reduced · −601 sh | |
| 44 | Vanguard BD Index FDS SHORT TRM BOND | $452K | 5.8K | 0.1% | ▼−4.0% Reduced · −245 sh | |
| 45 | Dimensional ETF Trust US CORE EQT MKT | $447K | 8.6K | 0.1% | ▼−0.1% Reduced · −10 sh | |
| 46 | American Centy ETF TR INTL EQT ETF | $439K | 4.9K | 0.1% | ▼−2.9% Reduced · −148 sh | |
| 47 | Marathon Pete Corp COM | $438K | 1.7K | 0.1% | ▼−9.4% Reduced · −178 sh | |
| 48 | Vanguard Index FDS TOTAL STK MKT | $431K | 1.2K | 0.1% | ▼−0.3% Reduced · −4 sh | |
| 49 | Caterpillar Inc COM | $409K | 384 | 0.1% | —Held | |
| 50 | Exxon Mobil Corp COM | $393K | 2.9K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 62 | $426.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 58 | $388.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 58 | $381.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 53 | $357.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 55 | $337.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 332 | $319.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 333 | $316.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 343 | $291.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.