Ruedi Wealth Management, Inc. Portfolio Holdings

Ruedi Wealth Management, Inc.

  • $357 Billion
  • Q3 2025

Ruedi Wealth Management, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $357 Billion distributed in 53 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 $83.4B, Dimensional ETF Trust with a value of $46.9B, Dimensional ETF Tr Short Durat with a value of $46.8B, Dimensional ETF Tr U S Equity with a value of $20B, and Dimensional ETF Tr with a value of $15.9B.

Examining the 13F form we can see an increase of $20.1B in the current position value, from $337B to 357B.

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 $357 Billion
ETFs: $257 Billion
Technology: $5.7 Billion
Communication Services: $1.19 Billion
Consumer Cyclical: $958 Million
Financial Services: $737 Million
Energy: $673 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$99.7B
$349 Million 0.1% of portfolio
1,808
Q3 2025 Added 0.5%

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $357 Billion
  • Prior Value $337 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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