Ruedi Wealth Management, Inc. — 13F Holdings & Portfolio
CIK 1940678 · latest 13F-HR filed 2026-05-04
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$388.3M
Long-equity book
Holdings
58
Distinct positions
Period
2026-03-31
Filed 2026-05-04
Q/Q Activity
+2 / −2 / ↑17 / ↓12
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$3.9M +7.9%
- DIMENSIONAL ETF TRUST$2.5M +5.1%
- DIMENSIONAL ETF TRUST$1.3M +16.2%
- DIMENSIONAL ETF TRUST$1.1M +8.7%
- DIMENSIONAL ETF TRUST$576.5K +8.0%
Top Trims
- APPLE INC-$347.9K -7.0%
- DIMENSIONAL ETF TRUST-$243.4K -5.4%
- MICROSOFT CORP-$221.7K -23.4%
- VANGUARD SCOTTSDALE FDS-$143.4K -21.2%
- ALPHABET INC-$64.3K -8.6%
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $89.0M | 22.92% | 2,290,135 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFGP | 25434V583 | $53.6M | 13.81% | 993,040 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $52.5M | 13.53% | 1,097,303 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $19.1M | 4.93% | 269,699 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $16.3M | 4.20% | 458,813 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $16.0M | 4.12% | 471,355 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $16.0M | 4.11% | 329,582 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $15.2M | 3.91% | 287,414 | SH |
| 9 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $13.5M | 3.48% | 216,534 | SH |
| 10 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $10.5M | 2.69% | 302,689 | SH |
| 11 | DIMENSIONAL ETF TRUST | DFLV | 25434V666 | $9.3M | 2.39% | 260,194 | SH |
| 12 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $7.8M | 2.00% | 109,426 | SH |
| 13 | DIMENSIONAL ETF TRUST | DUSB | 25434V591 | $7.7M | 1.97% | 151,021 | SH |
| 14 | DIMENSIONAL ETF TRUST | DFGR | 25434V658 | $5.1M | 1.31% | 190,966 | SH |
| 15 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $4.9M | 1.25% | 101,371 | SH |
| 16 | APPLE INC | AAPL | 037833100 | $4.7M | 1.20% | 18,330 | SH |
| 17 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $4.3M | 1.11% | 101,673 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFAR | 25434V823 | $4.0M | 1.03% | 169,097 | SH |
| 19 | DIMENSIONAL ETF TRUST | DISV | 25434V781 | $4.0M | 1.02% | 100,898 | SH |
| 20 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $4.0M | 1.02% | 35,610 | SH |
| 21 | AMERICAN CENTY ETF TR | AVLV | 025072349 | $3.8M | 0.98% | 47,051 | SH |
| 22 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $2.5M | 0.65% | 72,494 | SH |
| 23 | DIMENSIONAL ETF TRUST | DFIS | 25434V773 | $2.4M | 0.62% | 71,451 | SH |
| 24 | AMERICAN CENTY ETF TR | AVNV | 025072166 | $2.2M | 0.58% | 28,513 | SH |
| 25 | VANGUARD BD INDEX FDS | BND | 921937835 | $1.3M | 0.33% | 17,585 | SH |
| 26 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $1.3M | 0.33% | 15,820 | SH |
| 27 | AMERICAN CENTY ETF TR | AVSC | 025072323 | $1.2M | 0.32% | 19,825 | SH |
| 28 | DIMENSIONAL ETF TRUST | DFAW | 25434V617 | $985.6K | 0.25% | 13,359 | SH |
| 29 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $893.6K | 0.23% | 1,374 | SH |
| 30 | VANGUARD INDEX FDS | VNQ | 922908553 | $846.6K | 0.22% | 9,544 | SH |
| 31 | ISHARES TR | EUIG | 46438G265 | $817.1K | 0.21% | 16,552 | SH |
| 32 | HOME DEPOT INC | HD | 437076102 | $789.4K | 0.20% | 2,400 | SH |
| 33 | VANGUARD BD INDEX FDS | VUSB | 92203C303 | $784.8K | 0.20% | 15,765 | SH |
| 34 | ALPHABET INC | GOOGL | 02079K305 | $725.3K | 0.19% | 2,522 | SH |
| 35 | MICROSOFT CORP | MSFT | 594918104 | $723.9K | 0.19% | 1,956 | SH |
| 36 | DIMENSIONAL ETF TRUST | DFSU | 25434V716 | $717.6K | 0.18% | 17,463 | SH |
| 37 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $690.4K | 0.18% | 6,914 | SH |
| 38 | ALPHABET INC | GOOG | 02079K107 | $684.2K | 0.18% | 2,385 | SH |
| 39 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $531.7K | 0.14% | 9,083 | SH |
| 40 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $524.9K | 0.14% | 8,191 | SH |
| 41 | EXXON MOBIL CORP | XOM | 30231G102 | $487.5K | 0.13% | 2,874 | SH |
| 42 | AMERICAN CENTY ETF TR | AVDS | 025072190 | $486.1K | 0.13% | 6,766 | SH |
| 43 | VANGUARD BD INDEX FDS | BSV | 921937827 | $473.8K | 0.12% | 6,043 | SH |
| 44 | MARATHON PETE CORP | MPC | 56585A102 | $462.1K | 0.12% | 1,892 | SH |
| 45 | JPMORGAN CHASE & CO | JPM | 46625H100 | $438.9K | 0.11% | 1,492 | SH |
| 46 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $431.7K | 0.11% | 12,749 | SH |
| 47 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $429.6K | 0.11% | 5,064 | SH |
| 48 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $390.4K | 0.10% | 8,651 | SH |
| 49 | VANGUARD INDEX FDS | VTI | 922908769 | $374.7K | 0.10% | 1,168 | SH |
| 50 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $352.8K | 0.09% | 9,056 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-04 | $388.3M | 58 | 0001940678-26-000002 |
| 2025-12-31 | 2026-02-06 | $381.6M | 58 | 0001940678-26-000001 |