Ruedi Wealth Management, Inc.
Strategy in plain words
auto-generated from filingsRuedi Wealth Management, Inc. is a wealth-management firm allocating client money, specialised in technology (71% of the long book), running a $388.3M US long book across 58 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: DIMENSIONAL US CORE EQUITY 2, DIMENSIONAL GLBL CORE PL FIX, DIMENSIONAL SHORT DURATION, DIMENSIONAL US EQ MKT ETF, DIMENSIONAL INTERNATIONAL CO.
Over the last 9 quarters its long book ran on average 1.1pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
Long book by quarter
What does Ruedi Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 18.3K | $4.7M | 1.2% | -0.3% |
| HD HOME DEPOT INC | Consumer discretionary | 2.4K | $789K | 0.2% | 0.0% |
| GOOGL ALPHABET INC-CL A | Technology | 2.5K | $725K | 0.2% | Held |
| MSFT MICROSOFT CORP | Technology | 2.0K | $724K | 0.2% | +0.1% |
| GOOG ALPHABET INC-CL C | Technology | 2.4K | $684K | 0.2% | Held |
| XOM EXXON MOBIL CORP | Energy | 2.9K | $488K | 0.1% | Held |
| MPC MARATHON PETROLEUM CORP | Energy | 1.9K | $462K | 0.1% | +0.4% |
| JPM JPMORGAN CHASE & CO | Financials | 1.5K | $439K | 0.1% | Held |
| CAT CATERPILLAR INC | Industrials | 384 | $272K | 0.1% | Held |
| AVGO BROADCOM INC | Technology | 819 | $254K | 0.1% | Held |
| WMT WALMART INC | Consumer discretionary | 1.7K | $209K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 4, 2026 | 58 | $388.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 6, 2026 | 58 | $381.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 53 | $357.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 25, 2025 | 55 | $337.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 23, 2025 | 332 | $319.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 333 | $316.8M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 22, 2024 | 344 | $291.3M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 17, 2024 | 492 | $254.0M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 6, 2024 | 261 | $237.7M | canonical | SEC ↗ |