Ruedi Wealth Management, Inc.
All 13F Filings
- Location
- Champaign, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 426,303
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 62 | 426,303 | 13F-HR | Ruedi Wealth Management, Inc. |
| Q1 2026 | 5/1/2026 | 58 | 388,278 | 13F-HR | Ruedi Wealth Management, Inc. |
| Q4 2025 | 2/6/2026 | 58 | 381,573 | 13F-HR | Ruedi Wealth Management, Inc. |
| Q3 2025 | 11/13/2025 | 53 | 357,198 | 13F-HR | Ruedi Wealth Management, Inc. |
| Q2 2025 | 7/25/2025 | 55 | 337,085 | 13F-HR | Ruedi Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.78 K | 2.8% | 1.528 K | 0 | 1.528 K |
| ETFs | 414.1 K | 97.1% | 36.52 K | 0 | 36.52 K |
| Debt | 452 | 0.1% | 0 | 22 | -22 |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
426,303
Holdings
62
QoQ value change ($000)
38,025
(9.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.