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CIK: 0001940678
Total reported value
$426.3M
$426.3M
58 檔
53.5%
During the Q4 2025 filing period, Ruedi Wealth Management, Inc. (CIK: 0001940678) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $426.3M across 58 reported positions.
In Q4 2025, Ruedi Wealth Management, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 24.21% | +0.95% | +7.93% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 13.10% | -0.71% | +7.39% | |
| 3 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 13.02% | -0.35% | +8.78% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 5.07% | +0.12% | -5.26% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 4.36% | -0.03% | +18.05% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.26% | -0.10% | -1.93% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.07% | +0.09% | -4.91% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 3.98% | -0.36% | +0.23% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 3.26% | +0.01% | -4.15% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.68% | +0.19% | +9.65% | |
| 11 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.10% | -0.02% | +3.35% | |
| 12 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 2.08% | -0.01% | +8.82% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.89% | +0.10% | -3.18% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.31% | +0.04% | -1.80% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.25% | -0.27% | +6.04% | |
| 16 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.20% | +0.05% | +21.40% | |
| 17 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.19% | -0.10% | -1.03% | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 1.09% | -0.06% | -1.32% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.04% | +0.04% | -1.15% | |
| 20 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.99% | +0.03% | -1.03% | |
| 21 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.94% | +0.03% | +1.09% | |
| 22 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.62% | +0.01% | +0.45% | |
| 23 | DFIS | Dimensional International Sm | ETF-Other | 0.58% | -0.02% | +1.20% | |
| 24 | AVNV | Avantis All Intl Mkt Val ETF | ETF-Other | 0.56% | -0.03% | — | |
| 25 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.33% | +0.03% | — | |
| 26 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.31% | +0.02% | — | |
| 27 | BND | Vanguard Total Bond Market | ETF-Other | 0.29% | — | +21.70% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | -0.02% | +8.73% | |
| 29 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.25% | +0.29% | +8.55% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | +0.01% | -10.08% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.23% | — | +0.61% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.22% | — | +1.44% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.02% | +0.52% | |
| 34 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.20% | -0.08% | -2.43% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | +0.02% | -0.13% | |
| 36 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.18% | — | +4.72% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.18% | -0.02% | -4.64% | |
| 38 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.17% | -0.01% | — | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.15% | — | +3.82% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.13% | -0.01% | -5.77% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | — | -1.84% | |
| 42 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 0.12% | -0.01% | — | |
| 43 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.12% | — | +0.23% | |
| 44 | CVS | Cvs Health CORP | Stock-Healthcare | 0.12% | — | — | |
| 45 | AVDE | Avantis International Equity | ETF-Other | 0.11% | -0.01% | — | |
| 46 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.11% | — | -6.06% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.10% | — | +0.99% | |
| 48 | DFAI | Dimensional International Co | ETF-Other | 0.10% | — | -31.15% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.04% | — | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.09% | +0.02% | +0.18% |
According to official SEC Form 13F filings, Ruedi Wealth Management, Inc. reported a total U.S. public equity portfolio value of $426.3M across 58 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFSD, DFGP) accounted for 53.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
CVS
市值: $449.3K
Top Position Liquidated / Trimmed
DFUS
前期市值: $20.0M
During Q4 2025, Ruedi Wealth Management, Inc.'s top holdings by market value included DFAC (24.2%)、DFSD (13.1%)、DFGP (13.0%). The largest single position, DFAC, represented 24.2% of total portfolio value.
In Q4 2025, Ruedi Wealth Management, Inc. made 50 total portfolio adjustments, initiating 5 new buys, adding to 26 positions, trimming 19 holdings, and fully liquidating 0 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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