Holders — by stockHoldings — by fund
Ruedi Wealth Management, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001940678
$426.3M
disclosed book value
62
positions
23.9%
largest position share
Positions, as of 2026-06-30
top 62 of 62 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2.3M | $101.8M | 23.9% |
| 2 | DFGPDIMENSIONAL ETF TRUST | 1.1M | $57.4M | 13.5% |
| 3 | DFSDDIMENSIONAL ETF TRUST | 1.1M | $54.7M | 12.8% |
| 4 | DFUSDIMENSIONAL ETF TRUST | 262,879 | $21.5M | 5.1% |
| 5 | DFUVDIMENSIONAL ETF TRUST | 325,745 | $17.9M | 4.2% |
| 6 | DFICDIMENSIONAL ETF TRUST | 477,389 | $17.8M | 4.2% |
| 7 | DFAXDIMENSIONAL ETF TRUST | 465,556 | $17.2M | 4% |
| 8 | DFIVDIMENSIONAL ETF TRUST | 280,259 | $15.1M | 3.6% |
| 9 | DFATDIMENSIONAL ETF TRUST | 212,725 | $14.9M | 3.5% |
| 10 | DFEMDIMENSIONAL ETF TRUST | 301,960 | $12.3M | 2.9% |
| 11 | DFLVDIMENSIONAL ETF TRUST | 255,378 | $10.1M | 2.4% |
| 12 | DFASDIMENSIONAL ETF TRUST | 108,722 | $9.0M | 2.1% |
| 13 | DUSBDIMENSIONAL ETF TRUST | 164,162 | $8.3M | 2% |
| 14 | DFGRDIMENSIONAL ETF TRUST | 199,828 | $5.8M | 1.4% |
| 15 | AAPLAPPLE INC | 18,207 | $5.3M | 1.2% |
| 16 | AVUSAMERICAN CENTY ETF TR | 35,389 | $4.5M | 1.1% |
| 17 | DFARDIMENSIONAL ETF TRUST | 172,857 | $4.5M | 1.1% |
| 18 | DFCFDIMENSIONAL ETF TRUST | 101,925 | $4.3M | 1% |
| 19 | AVLVAMERICAN CENTY ETF TR | 47,015 | $4.3M | 1% |
| 20 | BNDXVANGUARD CHARLOTTE FDS | 86,326 | $4.2M | 1% |
| 21 | DISVDIMENSIONAL ETF TRUST | 101,599 | $4.1M | 1% |
| 22 | DFSVDIMENSIONAL ETF TRUST | 72,735 | $2.8M | 0.7% |
| 23 | DFISDIMENSIONAL ETF TRUST | 72,845 | $2.6M | 0.6% |
| 24 | AVNVAMERICAN CENTY ETF TR | 28,513 | $2.4M | 0.6% |
| 25 | DFAWDIMENSIONAL ETF TRUST | 27,691 | $2.3M | 0.5% |
| 26 | AVEMAMERICAN CENTY ETF TR | 15,742 | $1.5M | 0.4% |
| 27 | AVSCAMERICAN CENTY ETF TR | 19,825 | $1.5M | 0.3% |
| 28 | BNDVANGUARD BD INDEX FDS | 19,331 | $1.4M | 0.3% |
| 29 | SPYSTATE STR SPDR S&P 500 ETF T | 1,374 | $1.0M | 0.2% |
| 30 | VNQVANGUARD INDEX FDS | 9,579 | $923,749 | 0.2% |
| 31 | GOOGLALPHABET INC | 2,522 | $901,372 | 0.2% |
| 32 | GOOGALPHABET INC | 2,415 | $853,292 | 0.2% |
| 33 | EUIGISHARES TR | 16,954 | $852,871 | 0.2% |
| 34 | HDHOME DEPOT INC | 2,402 | $847,046 | 0.2% |
| 35 | DFSUDIMENSIONAL ETF TRUST | 16,816 | $784,130 | 0.2% |
| 36 | AVDVAMERICAN CENTY ETF TR | 6,914 | $712,488 | 0.2% |
| 37 | MSFTMICROSOFT CORP | 1,887 | $703,828 | 0.2% |
| 38 | VEAVANGUARD TAX-MANAGED FDS | 8,119 | $578,456 | 0.1% |
| 39 | VUSBVANGUARD BD INDEX FDS | 10,263 | $510,907 | 0.1% |
| 40 | AVDSAMERICAN CENTY ETF TR | 6,766 | $509,209 | 0.1% |
| 41 | VGSHVANGUARD SCOTTSDALE FDS | 8,518 | $495,724 | 0.1% |
| 42 | JPMJPMORGAN CHASE & CO | 1,492 | $488,507 | 0.1% |
| 43 | DFAEDIMENSIONAL ETF TRUST | 12,148 | $488,480 | 0.1% |
| 44 | BSVVANGUARD BD INDEX FDS | 5,798 | $451,692 | 0.1% |
| 45 | DFAUDIMENSIONAL ETF TRUST | 8,641 | $446,658 | 0.1% |
| 46 | AVDEAMERICAN CENTY ETF TR | 4,916 | $438,519 | 0.1% |
| 47 | MPCMARATHON PETE CORP | 1,714 | $438,102 | 0.1% |
| 48 | VTIVANGUARD INDEX FDS | 1,164 | $430,564 | 0.1% |
| 49 | CATCATERPILLAR INC | 384 | $409,093 | 0.1% |
| 50 | EXMOCEXXON MOBIL CORP | 2,874 | $392,883 | 0.1% |
| 51 | DFAIDIMENSIONAL ETF TRUST | 9,220 | $380,318 | 0.1% |
| 52 | QQQINVESCO QQQ TR | 501 | $368,901 | 0.1% |
| 53 | VWOVANGUARD INTL EQUITY INDEX F | 5,904 | $352,412 | 0.1% |
| 54 | DFSIDIMENSIONAL ETF TRUST | 7,640 | $344,552 | 0.1% |
| 55 | AVGOBROADCOM INC | 820 | $309,673 | 0.1% |
| 56 | CEFSPROTT ASSET MANAGEMENT LP | 7,009 | $281,972 | 0.1% |
| 57 | IVVISHARES TR | 368 | $275,600 | 0.1% |
| 58 | NVDANVIDIA CORPORATION | 1,243 | $248,645 | 0.1% |
| 59 | ERICTELEFONAKTIEBOLAGET LM ERICS | 19,201 | $214,091 | 0.1% |
| 60 | INTCINTEL CORP | 1,528 | $213,355 | 0.1% |
| 61 | UNPUNION PAC CORP | 759 | $206,483 | 0% |
| 62 | DFSEDIMENSIONAL ETF TRUST | 4,117 | $201,222 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.