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CIK: 0001940678
Total reported value
$426.3M
$426.3M
53 檔
50.0%
The Q3 2025 SEC filing reveals that Ruedi Wealth Management, Inc. held a total portfolio value of $426.3M, covering 53 public equity positions.
In Q3 2025, Ruedi Wealth Management, Inc. adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 148 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 23.34% | +0.95% | +0.50% | |
| 2 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 13.14% | -0.35% | +2.87% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 13.10% | -0.71% | +4.47% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 5.59% | +0.12% | -1.68% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.45% | -0.10% | -0.20% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.39% | +0.09% | -0.62% | |
| 7 | DFIV | Dimensional International Va | ETF-Other | 3.92% | -0.36% | -0.54% | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 3.75% | -0.03% | +7.12% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 3.55% | +0.01% | +0.30% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.53% | +0.19% | +4.61% | |
| 11 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.08% | -0.02% | -0.03% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.05% | +0.10% | +0.32% | |
| 13 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 2.04% | -0.01% | +14.59% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.34% | +0.04% | -0.37% | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.29% | -0.10% | -11.45% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.29% | -0.27% | -0.75% | |
| 17 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.11% | +0.03% | +0.60% | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 1.10% | -0.06% | -1.99% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.10% | +0.04% | +1.07% | |
| 20 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.09% | +0.05% | +7.01% | |
| 21 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.94% | +0.03% | +3.03% | |
| 22 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.64% | +0.01% | +6.14% | |
| 23 | DFIS | Dimensional International Sm | ETF-Other | 0.58% | -0.02% | +0.68% | |
| 24 | AVNV | Avantis All Intl Mkt Val ETF | ETF-Other | 0.57% | -0.03% | — | |
| 25 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.34% | +0.03% | — | |
| 26 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.32% | +0.02% | +0.26% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | +0.01% | — | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.27% | — | +0.04% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | -0.02% | -6.06% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.25% | — | -12.99% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.25% | — | -2.70% | |
| 32 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.24% | +0.29% | -4.63% | |
| 33 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.22% | -0.08% | -1.28% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.20% | -0.02% | -1.89% | |
| 35 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.18% | — | +9.74% | |
| 36 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.17% | -0.01% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | +0.02% | — | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | +0.02% | — | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.15% | — | +0.95% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.14% | -0.01% | -2.34% | |
| 41 | DFAI | Dimensional International Co | ETF-Other | 0.14% | — | -0.21% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | — | +7.88% | |
| 43 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 0.13% | -0.01% | — | |
| 44 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.13% | — | -2.50% | |
| 45 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.12% | — | -2.71% | |
| 46 | AVDE | Avantis International Equity | ETF-Other | 0.11% | -0.01% | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.10% | — | -78.47% | |
| 48 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.10% | -0.02% | +0.50% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.09% | +0.02% | — | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.04% | — |
According to official SEC Form 13F filings, Ruedi Wealth Management, Inc. reported a total U.S. public equity portfolio value of $426.3M across 53 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFGP, DFSD) accounted for 50.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVNV
市值: $2.0M
Top Position Liquidated / Trimmed
VOO
前期市值: $1.6M
During Q3 2025, Ruedi Wealth Management, Inc.'s top holdings by market value included DFAC (23.3%)、DFGP (13.1%)、DFSD (13.1%). The largest single position, DFAC, represented 23.3% of total portfolio value.
In Q3 2025, Ruedi Wealth Management, Inc. made 196 total portfolio adjustments, initiating 3 new buys, adding to 23 positions, trimming 22 holdings, and fully liquidating 148 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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