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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$70.2 Billion 21.98% of portfolio
2,129,216
Q1 2025 Reduced 0.61%
$0
$42.4 Billion 13.26% of portfolio
891,971
Q1 2025 Added 1.25%
$0
$17.5 Billion 5.47% of portfolio
288,903
Q1 2025 Added 0.99%
$0
$14.6 Billion 4.57% of portfolio
354,670
Q1 2025 Reduced 1.86%
$0
$14 Billion 4.39% of portfolio
356,780
Q1 2025 Added 2.77%
$0
$13.1 Billion 4.1% of portfolio
254,385
Q1 2025 Added 1.27%
$0
$12.1 Billion 3.8% of portfolio
462,935
Q1 2025 Reduced 2.11%
$0
$10.9 Billion 3.41% of portfolio
391,860
Q1 2025 Added 2.09%
$0
$7.67 Billion 2.4% of portfolio
290,032
Q1 2025 Added 2.69%
$0
$7.33 Billion 2.29% of portfolio
122,695
Q1 2025 Reduced 1.5%
$0
$5.95 Billion 1.86% of portfolio
141,474
Q1 2025 Reduced 11.69%
$0
$4.24 Billion 1.33% of portfolio
178,557
Q1 2025 Added 7.26%
$0
$4.23 Billion 1.32% of portfolio
86,705
Q1 2025 Reduced 6.54%
$0
$3.94 Billion 1.23% of portfolio
135,246
Q1 2025 Added 2.75%
$0
$2.13 Billion 0.67% of portfolio
82,498
Q1 2025 Added 0.78%
$0
$1.59 Billion 0.5% of portfolio
3,098
Q1 2025 New
$0
$1.21 Billion 0.38% of portfolio
13,053
Q1 2025 Reduced 20.61%
$0
$1.01 Billion 0.32% of portfolio
13,779
Q1 2025 Added 17.37%
$0
$854 Million 0.27% of portfolio
1,527
Q1 2025 Added 0.07%
$0
$730 Million 0.23% of portfolio
12,434
Q1 2025 Reduced 3.86%
$0
$747 Million 0.23% of portfolio
8,245
Q1 2025 Reduced 2.55%
$0
$514 Million 0.16% of portfolio
8,544
Q1 2025 Added 16.01%
$0
$527 Million 0.16% of portfolio
6,730
Q1 2025 Reduced 4.08%
$0
$444 Million 0.14% of portfolio
8,738
Q1 2025 Added 7.88%
$0
$447 Million 0.14% of portfolio
14,301
Q1 2025 Reduced 1.66%
$0
$405 Million 0.13% of portfolio
14,380
Q1 2025 Added 0.29%
$0
$395 Million 0.12% of portfolio
15,275
Q1 2025 Reduced 3.34%
$0
$364 Million 0.11% of portfolio
9,462
Q1 2025 Reduced 2.75%
$0
$270 Million 0.08% of portfolio
5,960
Q1 2025 Added 2.72%
$0
$237 Million 0.07% of portfolio
505
Q1 2025 Reduced 21.83%
$0
$213 Million 0.07% of portfolio
2,439
Q1 2025 Reduced 19.4%
$0
$152 Million 0.05% of portfolio
2,445
Q1 2025 New
$0
$118 Million 0.04% of portfolio
1,809
Q1 2025 Reduced 47.87%
$0
$121 Million 0.04% of portfolio
1,040
Q1 2025 Added 0.58%
$0
$117 Million 0.04% of portfolio
2,413
Q1 2025 Reduced 18.12%
$0
$99.8 Million 0.03% of portfolio
588
Q2 2023 Reduced 1.18%
$0
$101 Million 0.03% of portfolio
490
Q2 2023 Reduced 23.79%
$0
$52.7 Million 0.02% of portfolio
929
Q4 2022 New
$0
$59.7 Million 0.02% of portfolio
643
Q4 2023 Added 1,361.36%
$0
$55.3 Million 0.02% of portfolio
320
Q3 2024 Reduced 0.31%
$0
$33.9 Million 0.01% of portfolio
516
Q1 2025 Added 29.0%
$0
$24.5 Million 0.01% of portfolio
46
Q1 2024 New
$0
$27 Million 0.01% of portfolio
256
Q1 2025 Reduced 0.78%
$0
$21.9 Million 0.01% of portfolio
371
Q4 2023 New
$0
$28.6 Million 0.01% of portfolio
286
Q4 2023 New
$0
$17.2 Million 0.01% of portfolio
90
Q4 2023 New
$0
$16.9 Million 0.01% of portfolio
152
Q2 2024 Added 0.66%
$0
$19.8 Million 0.01% of portfolio
99
Q1 2024 Added 518.75%
$0
$38.8 Million 0.01% of portfolio
475
Q1 2025 Reduced 1.04%

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
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