Ruedi Wealth Management, Inc.

Q1 2026 13F-HR Holdings

Location
Champaign, IL
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$388,278
Net value change ($000)
+6,705 (1.8%)
New positions
2
Sold out positions
2
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFGP 3,928 7.9%
DFSD 2,535 5.1%
DFLV 1,295 16.2%
DFAT 1,080 8.7%
EUIG 817 NEW
DFAS 576 8.0%
DFGR 493 10.8%
DFUV 441 2.8%
DFEM 234 2.3%
AVLV 218 6.1%
Top Reduces (Value $000, Stocks/ETFs)
DFAC -3,377 -3.7%
CVS -449 -100.0%
AAPL -348 -7.0%
DFIC -325 -2.0%
DUSB -266 -3.4%
DFCF -243 -5.4%
DFUS -238 -1.2%
DFAX -230 -1.4%
MSFT -222 -23.5%
NVDA -206 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type