Ruedi Wealth Management, Inc. holds a focused book of 62 reported positions worth $426.3M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-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 reported non-option book. Cloning the disclosed picks since 2024 would be +26% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Ruedi Wealth Management, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 2.3 points over this window.
Growth of $10,000 cloning Ruedi Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with 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
+5 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Ruedi Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prudent Man Investment Management, Inc. | 34 / 62 | $286.6M |
| Professional Financial Solutions LLC | 29 / 62 | $123.9M |
| Rachor Investment Advisory Services, LLC | 24 / 62 | $191.1M |
| Richard Young Associates, Ltd. | 11 / 62 | $141.3M |
| Swiss Re Ltd | 13 / 62 | $1.0B |
| Pandowealth. LLC | 9 / 62 | $112.4M |
| Triune Financial Partners, LLC | 23 / 62 | $439.4M |
| Wolfstich Capital, LLC | 10 / 62 | $118.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Ruedi Wealth Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 29d | 62 | $426.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 34d | 58 | $388.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 37d | 58 | $381.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 53 | $357.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 25d | 55 | $337.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 23d | 332 | $319.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 333 | $316.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 22d | 343 | $291.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.