Ruedi Wealth Management
Ruedi Wealth Management reported 62 stocks worth $426M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are Dimensional ETF Trust (23.9%), DFGP (13.5%) and DFSD (12.8%). Compared with Q1 2026, the fund opened new positions in IVV, NVDA and INTC, added to DFGP, DFSD and DFIC, trimmed DFUS, DFUV and DFAX and sold out of WMT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $102M | 23.9% | 2.3M | +3,639 (+0%) | 8 of 8 | |
| 2 |  DFGP Dimensional ETF Trust | $57.4M | 13.5% | 1.1M | +60K (+6%) | 8 of 8 | |
| 3 |  DFSD Dimensional Shrt Drt Fxd | $54.7M | 12.8% | 1.1M | +48K (+4%) | 8 of 8 | |
| 4 |  DFUS Dimensional US Equity Market ETF | $21.5M | 5.0% | 263K | −6,820 (−3%) | 8 of 8 | |
| 5 |  DFUV Dimensional US Marketwide Value ETF | $17.9M | 4.2% | 326K | −3,837 (−1%) | 8 of 8 | |
| 6 |  DFIC Dimensional Intern Core | $17.8M | 4.2% | 477K | +19K (+4%) | 8 of 8 | |
| 7 |  DFAX Dimensional ETF Trust | $17.2M | 4.0% | 466K | −5,799 (−1%) | 8 of 8 | |
| 8 |  DFIV Dimensional ETF Trust | $15.1M | 3.5% | 280K | −7,155 (−2%) | 8 of 8 | |
| 9 | DIMENSIONAL U S TARGETED | $14.9M | 3.5% | 213K | −3,809 (−2%) | 8 of 8 | |
| 10 |  DFEM Dimensional ETF Trust | $12.3M | 2.9% | 302K | −729 (−0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 WMT Walmart Inc | $209K | 1,679 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Ruedi Wealth Management 13F FAQ
What does Ruedi Wealth Management own?
Ruedi Wealth Management reported 62 stocks worth $426M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are Dimensional ETF Trust (23.9%), DFGP (13.5%) and DFSD (12.8%). The table above lists every position in the filing (the top 10 without an account).
What did Ruedi Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 20 added to, 23 trimmed and 1 sold out. New positions include IVV, NVDA and INTC. It sold all of WMT.
When will Ruedi Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Ruedi Wealth Management's portfolio worth?
The Q2 2026 filing reports $426M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.