Ruedi Wealth Management, Inc.
All 13F Filings
- Location
- Champaign, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 388,278
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 10.25 K | 2.6% | 0 | 351.6 K | -351.6 K |
| ETFs | 377.6 K | 97.2% | 358.3 K | 0 | 358.3 K |
| Debt | 474 | 0.1% | 0 | 9 | -9 |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
388,278
Holdings
58
QoQ value change ($000)
6,705
(1.8%)
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.