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CIK: 0001940678
Total reported value
$426.3M
$426.3M
58 檔
54.1%
At the close of Q1 2026, Ruedi Wealth Management, Inc. disclosed equity holdings valued at approximately $426.3M, spread across 58 reported holdings.
Ruedi Wealth Management, Inc. executed strategic sector rebalancing during Q1 2026, establishing 2 new positions while fully exiting 2 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 22.92% | +0.95% | -1.85% | |
| 2 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 13.81% | -0.35% | +8.07% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 13.53% | -0.71% | +5.22% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.93% | +0.12% | +3.31% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 4.20% | -0.03% | -4.91% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.12% | -0.10% | -5.02% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.11% | +0.09% | -1.13% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 3.91% | -0.36% | -5.46% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 3.48% | +0.01% | +3.61% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.69% | +0.19% | -2.06% | |
| 11 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.39% | -0.02% | +11.30% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.00% | +0.10% | +5.78% | |
| 13 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.97% | -0.01% | -3.46% | |
| 14 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.31% | +0.05% | +10.08% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.25% | -0.27% | +2.89% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.20% | +0.04% | -0.33% | |
| 17 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.11% | -0.10% | -4.60% | |
| 18 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.03% | +0.03% | +2.34% | |
| 19 | DISV | Dimensional International Sm | ETF-Other | 1.02% | -0.06% | -7.53% | |
| 20 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.02% | +0.04% | +0.11% | |
| 21 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.98% | +0.03% | -0.28% | |
| 22 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.65% | +0.01% | +0.11% | |
| 23 | DFIS | Dimensional International Sm | ETF-Other | 0.62% | -0.02% | +7.01% | |
| 24 | AVNV | Avantis All Intl Mkt Val ETF | ETF-Other | 0.58% | -0.03% | — | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.33% | — | +17.98% | |
| 26 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.33% | +0.03% | -3.38% | |
| 27 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.32% | +0.02% | — | |
| 28 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.25% | +0.29% | +5.06% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | +0.01% | — | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.22% | — | -2.36% | |
| 31 | EUIG | Ishr Eur Invt Gc Usd Hed ETF | ETF-Other | 0.21% | -0.01% | — | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.20% | — | +0.04% | |
| 33 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.20% | -0.08% | +0.57% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | +0.02% | — | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | -0.02% | +0.05% | |
| 36 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.18% | — | +10.33% | |
| 37 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.18% | -0.01% | — | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | +0.02% | — | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.14% | -0.02% | -20.99% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.14% | — | -10.37% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.13% | -0.04% | — | |
| 42 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 0.13% | -0.01% | — | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.12% | -0.01% | -1.40% | |
| 44 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.12% | -0.02% | +0.42% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | — | — | |
| 46 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.11% | — | -11.72% | |
| 47 | AVDE | Avantis International Equity | ETF-Other | 0.11% | -0.01% | -0.02% | |
| 48 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.10% | — | +0.01% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.10% | — | +4.29% | |
| 50 | DFAI | Dimensional International Co | ETF-Other | 0.09% | — | -5.55% |
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 Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFGP, DFSD) accounted for 54.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
EUIG
市值: $817.1K
Top Position Liquidated / Trimmed
CVS
前期市值: $449.3K
During Q1 2026, Ruedi Wealth Management, Inc.'s top holdings by market value included DFAC (22.9%)、DFGP (13.8%)、DFSD (13.5%). The largest single position, DFAC, represented 22.9% of total portfolio value.
In Q1 2026, Ruedi Wealth Management, Inc. made 47 total portfolio adjustments, initiating 2 new buys, adding to 21 positions, trimming 22 holdings, and fully liquidating 2 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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