Ruedi Wealth Management, Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $337 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $77.1B, Dimensional ETF Trust with a value of $44.7B, Dimensional ETF Tr Short Durat with a value of $44.6B, Dimensional ETF Tr U S Equity with a value of $18.8B, and Dimensional ETF Tr with a value of $14.9B.

Examining the 13F form we can see an increase of $17.5B in the current position value, from $320B to 337B.

Ruedi Wealth Management, Inc. is based out at Champaign, IL

Below you can find more details about Ruedi Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $337 Billion
ETFs: $244 Billion
Technology: $4.97 Billion
Consumer Cyclical: $867 Million
Communication Services: $866 Million
Financial Services: $619 Million
Energy: $609 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $337 Billion
  • Prior Value $320 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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