Ruedi Wealth Management, Inc.

Q3 2026 13F-HR Holdings

Location
Champaign, IL
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$423,659
Net value change ($000)
-2,644 (-0.6%)
New positions
4
Sold out positions
4
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
DFA INVT DIMENSIONS GROUP IN 4,161 NEW
AAPL 762 14.5%
DFSD 699 1.3%
XOM 468 NEW
MPC 348 79.5%
DFIC 343 1.9%
DISV 332 8.1%
AVUS 280 6.2%
MSFT 265 37.6%
DFSB 257 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFAR -4,522 -100.0%
DFSV -2,821 -100.0%
DFAC -877 -0.9%
DFGP -764 -1.3%
DFAT -605 -4.1%
DFAS -486 -5.4%
XOM -393 -100.0%
DFEM -260 -2.1%
DFCF -240 -5.6%
INTC -213 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type