Ruedi Wealth Management, Inc. Portfolio Holdings

Ruedi Wealth Management, Inc.

  • $320 Billion
  • Q1 2025

Ruedi Wealth Management, Inc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $320 Billion distributed in 332 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 $70.2B, Dimensional ETF Tr Short Durat with a value of $42.4B, Dimensional ETF Trust with a value of $42B, Dimensional ETF Tr U S Equity with a value of $17.5B, and Dimensional ETF Tr Us Marketwi with a value of $14.6B.

Examining the 13F form we can see an increase of $2.77B in the current position value, from $317B to 320B.

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 $320 Billion
ETFs: $231 Billion
Technology: $5.79 Billion
Financial Services: $1.31 Billion
Consumer Cyclical: $1.2 Billion
Communication Services: $901 Million
Industrials: $853 Million
Consumer Defensive: $836 Million
Energy: $762 Million
Other: $853 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.2B
$56.5 Million 0.02% of portfolio
503
Q4 2022 New
$4.43B
$23.3 Million 0.01% of portfolio
433
Q4 2022 New
$2.4B
$298,000 0.0% of portfolio
20
Q4 2023 Reduced 35.48%
$2.16B
$273,000 0.0% of portfolio
28
Q4 2022 New
$6.37B
$827,000 0.0% of portfolio
15
Q4 2024 Added 400.0%
$2.21B
$629,000 0.0% of portfolio
28
Q4 2022 New
$4.84B
$310,000 0.0% of portfolio
20
Q4 2022 New
$6.96B
$2.85 Million 0.0% of portfolio
271
Q1 2024 New
$9.3B
$4.58 Million 0.0% of portfolio
52
Q3 2024 Reduced 52.29%
$9.66B
$1.25 Million 0.0% of portfolio
13
Q4 2022 New
$8.86B
$628,000 0.0% of portfolio
20
Q3 2023 New
$5.4B
$3.11 Million 0.0% of portfolio
20
Q3 2024 Reduced 50.0%
$9.66B
$4.68 Million 0.0% of portfolio
29
Q3 2024 Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 332
  • Current Value $320 Billion
  • Prior Value $317 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
Track This Portfolio

Track Ruedi Wealth Management, Inc. Portfolio

Follow Ruedi Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ruedi Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ruedi Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email