Ruedi Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Ruedi Wealth Management, Inc. held in its portfolio 58 assets valued at $381,573,280 (i.e. $381.57M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($92.37M), DIMENSIONAL ETF TRUST ($50.00M), and DIMENSIONAL ETF TRUST ($49.69M).
The chart below shows the top 10 valuable assets, and the table below shows the top 58 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Ruedi Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 2333207 | 92371656 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 1042845 | 50004432 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 918918 | 49685890 | GLOBAL CORE PLUS |
| DIMENSIONAL ETF TRUST | 261048 | 19361958 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 482491 | 16626649 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 496247 | 16242156 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 333365 | 15531460 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 304011 | 15170168 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 208993 | 12443426 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 309068 | 10223971 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 233770 | 7997267 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 156439 | 7923647 | ULTRASHORT FIXED |
| DIMENSIONAL ETF TRUST | 103444 | 7206948 | US SMALL CAP ETF |
| APPLE INC | 18391 | 4999867 | COM |
| VANGUARD CHARLOTTE FDS | 98521 | 4760524 | TOTAL INT BD ETF |
| DIMENSIONAL ETF TRUST | 173478 | 4583292 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 106580 | 4536035 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 109113 | 4146300 | INTL SMALL CAP V |
| AMERICAN CENTY ETF TR | 35572 | 3976234 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 165232 | 3784002 | US REAL ESTATE E |
| AMERICAN CENTY ETF TR | 47182 | 3574980 | US LARGE CAP VLU |
| DIMENSIONAL ETF TRUST | 72415 | 2381725 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 66773 | 2199491 | INTL SMALL CAP E |
| AMERICAN CENTY ETF TR | 28513 | 2132487 | AVANTIS ALL INT |
| AMERICAN CENTY ETF TR | 16373 | 1261079 | AVANTIS EMGMKT |
| AMERICAN CENTY ETF TR | 19825 | 1164521 | AVANTIS US SMALL |
| VANGUARD BD INDEX FDS | 14905 | 1104015 | TOTAL BND MRKT |
| MICROSOFT CORP | 1955 | 945588 | COM |
| DIMENSIONAL ETF TRUST | 12715 | 940631 | WORLD EQUITY ETF |
| SPDR S&P 500 ETF TR | 1374 | 936847 | TR UNIT |
| VANGUARD INDEX FDS | 9775 | 865028 | REAL ESTATE ETF |
| HOME DEPOT INC | 2399 | 825357 | COM |
| ALPHABET INC | 2522 | 789436 | CAP STK CL A |
| VANGUARD BD INDEX FDS | 15676 | 781306 | VANGUARD ULTRA |
| ALPHABET INC | 2385 | 748413 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 15828 | 687405 | US SUSTAINABILTY |
| VANGUARD SCOTTSDALE FDS | 11496 | 675137 | SHORT TERM TREAS |
| AMERICAN CENTY ETF TR | 6914 | 649709 | INTL SMCP VLU |
| VANGUARD TAX-MANAGED FDS | 9139 | 570896 | VAN FTSE DEV MKT |
| VANGUARD BD INDEX FDS | 6129 | 483027 | SHORT TRM BOND |
| JPMORGAN CHASE & CO. | 1492 | 480597 | COM |
| AMERICAN CENTY ETF TR | 6766 | 472334 | AVANTIS INTL SML |
| DIMENSIONAL ETF TRUST | 14441 | 470348 | EMGR CRE EQT MNG |
| CVS HEALTH CORP | 5661 | 449257 | COM |
| AMERICAN CENTY ETF TR | 5065 | 416969 | INTL EQT ETF |
| DIMENSIONAL ETF TRUST | 8650 | 404800 | US CORE EQT MKT |
| VANGUARD INDEX FDS | 1120 | 375522 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 9588 | 365392 | INTL CORE EQT MK |
| EXXON MOBIL CORP | 2874 | 345813 | COM |
| INVESCO QQQ TR | 548 | 336369 | UNIT SER 1 |
| DIMENSIONAL ETF TRUST | 7591 | 325218 | INTERNATIONAL |
| SPROTT ASSET MANAGEMENT LP | 7009 | 321012 | PHYSICAL GOLD AN |
| VANGUARD INTL EQUITY INDEX F | 5866 | 315339 | FTSE EMR MKT ETF |
| MARATHON PETE CORP | 1884 | 306375 | COM |
| BROADCOM INC | 819 | 283492 | COM |
| CATERPILLAR INC | 384 | 220074 | COM |
| NVIDIA CORPORATION | 1105 | 206119 | COM |
| TELEFONAKTIEBOLAGET LM ERICS | 19201 | 185290 | ADR B SEK 10 |
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