Ruedi Wealth Management, Inc.
Follow13F filer, CIK 1940678, CHAMPAIGN, IL
Ruedi Wealth Management, Inc. reported $337,085,112 across 55 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-25. Its ten largest share positions make up 77.05% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001940678-25-000003
- Period
- 2025-06-30
- Reported value
- $337M
- Holdings
- 55
- Top 10 weight
- 77.05%
- New
- 3
- Sold out
- 280
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| AVLVadded | +43,492 | $2.97M |
| AVUSadded | +22,553 | $2.27M |
| DFGPadded | +34,893 | $1.9M |
| AVNVnew | +28,513 | $1.88M |
| DFSDadded | +37,593 | $1.8M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| DFLVreduced | -93,516 | -$2.9M |
| DFIVreduced | -51,830 | -$2.22M |
| DFATreduced | -37,002 | -$2M |
| DFASreduced | -16,194 | -$1.03M |
| DFCFreduced | -19,861 | -$839K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 55 share positions
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| AVUVAMERICAN CENTY ETF TR | 2,439 | $213K | shares |
| UNPUNION PAC CORP | 735 | $174K | shares |
| PEPPEPSICO INC | 1,107 | $166K | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 288 | $153K | shares |
| VXUSVANGUARD STAR FDS | 2,445 | $152K | shares |
| DUKDUKE ENERGY CORP NEW | 1,207 | $147K | shares |
| BACBANK OF AMER CORP | 3,474 | $145K | shares |
| WMTWALMART INC | 1,457 | $128K | shares |
| CATCATERPILLAR INC | 384 | $127K | shares |
| DFSEDIMENSIONAL ETF TRUST | 3,634 | $122K | shares |
| SOSOUTHERN CO | 1,329 | $122K | shares |
| VTVANGUARD INTL EQUITY INDEX F | 1,040 | $121K | shares |
| PMPHILIP MORRIS INTL INC | 718 | $114K | shares |
| GEGE AEROSPACE | 523 | $105K | shares |
| CHRWC H ROBINSON WORLDWIDE IN | 1,000 | $102K | shares |
| XLKSELECT SECTOR SPDR TR | 490 | $101K | shares |
| ESGGFLEXSHARES TR | 588 | $99.8K | shares |
| NVDANVIDIA CORPORATION | 890 | $96.5K | shares |
| AVGOBROADCOM INC | 564 | $94.5K | shares |
| ABBVABBVIE INC | 446 | $93.5K | shares |
| AMZNAMAZON COM INC | 469 | $89.2K | shares |
| MCDMCDONALDS CORP | 277 | $86.4K | shares |
| ADMARCHER DANIELS MIDLAND CO | 1,708 | $82K | shares |
| CVXCHEVRON CORPORATION | 459 | $76.8K | shares |
| TTTRANE TECHNOLOGIES PLC | 226 | $76.1K | shares |
| ORCLORACLE CORP | 511 | $71.4K | shares |
| CSCOCISCO SYS INC | 1,155 | $71.3K | shares |
| EVRGEVERGY INC | 1,000 | $69K | shares |
| HSYHERSHEY CO | 400 | $68.4K | shares |
| ABTABBOTT LABORATORIES | 479 | $63.5K | shares |
| IVWISHARES TR | 643 | $59.7K | shares |
| NFLXNETFLIX INC. | 63 | $58.7K | shares |
| SAICSCIENCE APPLICATIONS INTL CO | 503 | $56.5K | shares |
| VTVVANGUARD INDEX FDS | 320 | $55.3K | shares |
| AVIVAMERICAN CENTY ETF TR | 929 | $52.7K | shares |
| AJGGALLAGHER ARTHUR J & CO | 147 | $50.8K | shares |
| HRLHORMEL FOODS CORP | 1,600 | $49.5K | shares |
| NSCNORFOLK SOUTHN CORP | 200 | $47.3K | shares |
| PANWPALO ALTO NETWORKS INC | 274 | $46.8K | shares |
| UNHUNITEDHEALTH GROUP INC | 87 | $45.8K | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 47 | $44.6K | shares |
| QCOMQUALCOMM INC | 271 | $41.7K | shares |
| JNJJOHNSON & JOHNSON | 248 | $41.1K | shares |
| PNCPNC FINL SVCS GROUP INC | 233 | $41K | shares |
| GEVGE VERNOVA INC | 130 | $39.7K | shares |
| MOALTRIA GROUP INC | 650 | $39K | shares |
| ESGDISHARES TR | 475 | $38.8K | shares |
| AGGISHARES TR | 391 | $38.7K | shares |
| VBRVANGUARD INDEX FDS | 194 | $36.1K | shares |
| MDLZMONDELEZ INTL INC | 517 | $35.1K | shares |
| INTCINTEL CORP | 1,528 | $34.7K | shares |
| SPYMSPDR SERIES TRUST | 516 | $33.9K | shares |
| PGPROCTER & GAMBLE CO | 196 | $33.5K | shares |
| METAMETA PLATFORMS INC | 58 | $33.4K | shares |
| MRKMERCK & CO INC | 354 | $31.8K | shares |
| BABOEING CO | 180 | $30.7K | shares |
| CRMSALESFORCE INC | 113 | $30.3K | shares |
| YUMYUM BRANDS INC | 189 | $29.8K | shares |
| DFSBDIMENSIONAL ETF TRUST | 562 | $28.9K | shares |
| EFGISHARES TR | 286 | $28.6K | shares |
| BPBP PLC | 823 | $27.8K | shares |
| MUBISHARES TR | 256 | $27K | shares |
| COPCONOCOPHILLIPS | 250 | $26.3K | shares |
| MSMORGAN STANLEY | 221 | $25.8K | shares |
| PFEPFIZER INC | 1,017 | $25.8K | shares |
| MAMASTERCARD INCORPORATED | 46 | $25.2K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 100 | $24.9K | shares |
| MDYSTATE STR SPDR S&P MIDCAP 40 | 46 | $24.5K | shares |
| FDXFEDEX CORP | 100 | $24.4K | shares |
| AXPAMERICAN EXPRESS CO | 90 | $24.2K | shares |
| KOCOCA COLA CO | 336 | $24.1K | shares |
| PSXPHILLIPS 66 | 190 | $23.5K | shares |
| BCBRUNSWICK CORP | 433 | $23.3K | shares |
| EFVISHARES TR | 371 | $21.9K | shares |
| ZTSZOETIS INC | 131 | $21.6K | shares |
| MARMARRIOTT INTL INC NEW | 90 | $21.4K | shares |
| HWMHOWMET AEROSPACE INC | 159 | $20.6K | shares |
| GLWCORNING INC | 444 | $20.3K | shares |
| IWMISHARES TR | 99 | $19.8K | shares |
| GEHCGE HEALTHCARE TECHNOLOGIES I | 225 | $18.2K | shares |
| RTXRTX CORPORATION | 136 | $18K | shares |
| APDAIR PRODUCTS AND CHEMICALS I | 61 | $18K | shares |
| AMTAMERICAN TOWER CORP | 81 | $17.6K | shares |
| IVEISHARES TR | 90 | $17.2K | shares |
| TIPISHARES TR | 152 | $16.9K | shares |
| IRINGERSOLL RAND INC | 199 | $15.9K | shares |
| SPIPSPDR SERIES TRUST | 602 | $15.9K | shares |
| LOWLOWES COS INC | 65 | $15.2K | shares |
| IYEISHARES TR | 306 | $15.1K | shares |
| ESGUISHARES TR | 123 | $15K | shares |
| CMCSACOMCAST CORP NEW | 400 | $14.8K | shares |
| IJKISHARES TR | 172 | $14.3K | shares |
| DDDUPONT DE NEMOURS INC | 189 | $14.1K | shares |
| FMBHFIRST MID BANCSHARES INC | 396 | $13.8K | shares |
| DISDISNEY WALT CO | 140 | $13.8K | shares |
| ONEQFIDELITY COMWLTH TR | 198 | $13.5K | shares |
| SHVISHARES TR | 122 | $13.4K | shares |
| SYYSYSCO CORP | 177 | $13.3K | shares |
| EFAISHARES TR | 150 | $12.3K | shares |
| TAPMOLSON COORS BEVERAGE CO | 201 | $12.2K | shares |
| LENLENNAR CORP | 105 | $12.1K | shares |
| AEEAMEREN CORP | 119 | $11.9K | shares |
| PCARPACCAR INC | 120 | $11.7K | shares |
| TMOTHERMO FISHER SCIENTIFIC INC | 23 | $11.4K | shares |
| GBILGOLDMAN SACHS ETF TR | 113 | $11.3K | shares |
| NKENIKE INC | 178 | $11.3K | shares |
| ICEINTERCONTINENTAL EXCHANGE IN | 65 | $11.2K | shares |
| USBUS BANCORP | 264 | $11.1K | shares |
| TSLATESLA INC | 42 | $10.9K | shares |
| LINLINDE PLC | 23 | $10.7K | shares |
| BUSEFIRST BUSEY CORP | 493 | $10.6K | shares |
| RPGINVESCO EXCHANGE TRADED FD T | 272 | $10.4K | shares |
| WMWASTE MGMT INC DEL | 44 | $10.2K | shares |
| VBVANGUARD INDEX FDS | 45 | $10K | shares |
| UPSUNITED PARCEL SVCS INC | 90 | $9.9K | shares |
| EZMWISDOMTREE TR | 159 | $9.48K | shares |
| TAT&T INC | 334 | $9.44K | shares |
| CTVACORTEVA INC | 148 | $9.31K | shares |
| ALLEALLEGION PLC | 71 | $9.26K | shares |
| SPMDSPDR SERIES TRUST | 181 | $9.25K | shares |
| DHRDANAHER CORP DEL | 45 | $9.22K | shares |
| VZVERIZON COMMUNICATIONS INC | 202 | $9.17K | shares |
| PRUPRUDENTIAL FINL INC | 82 | $9.16K | shares |
| JPSTJ P MORGAN EXCHANGE TRADED F | 179 | $9.06K | shares |
| GDGENERAL DYNAMICS CORP | 33 | $8.99K | shares |
| IBITISHARES BITCOIN TRUST ETF | 190 | $8.89K | shares |
| CEGCONSTELLATION ENERGY CORP | 44 | $8.87K | shares |
| AFLAFLAC INC | 78 | $8.67K | shares |
| TROWPRICE T ROWE GROUP INC | 87 | $7.99K | shares |
| EESWISDOMTREE TR | 163 | $7.96K | shares |
| IQVIQVIA HLDGS INC | 45 | $7.93K | shares |
| EMBISHARES TR | 85 | $7.71K | shares |
| STZCONSTELLATION BRANDS INC | 42 | $7.71K | shares |
| ADBEADOBE INC | 20 | $7.67K | shares |
| PGRPROGRESSIVE CORP | 27 | $7.64K | shares |
| RSGREPUBLIC SVCS INC | 31 | $7.51K | shares |
| XLISELECT SECTOR SPDR TR | 57 | $7.47K | shares |
| SJMSMUCKER J M CO | 63 | $7.46K | shares |
| IJJISHARES TR | 61 | $7.3K | shares |
| VSSVANGUARD INTL EQUITY INDEX F | 62 | $7.12K | shares |
| CSXCSX CORP | 239 | $7.03K | shares |
| SPSMSPDR SERIES TRUST | 171 | $6.98K | shares |
| STIPISHARES TR | 67 | $6.93K | shares |
| IJRISHARES TR | 63 | $6.59K | shares |
| CBRECBRE GROUP INC | 49 | $6.41K | shares |
| FBTCFIDELITY WISE ORIGIN BITCOIN | 89 | $6.41K | shares |
| NGNOVAGOLD RESOURCES INC | 2,100 | $6.13K | shares |
| DHID R HORTON INC | 47 | $5.97K | shares |
| AMGNAMGEN INC | 19 | $5.92K | shares |
| SBUXSTARBUCKS CORP | 60 | $5.88K | shares |
| MRSHMARSH & MCLENNAN COS INC | 24 | $5.86K | shares |
| EXCEXELON CORP | 127 | $5.85K | shares |
| YUMCYUM CHINA HLDGS INC | 112 | $5.81K | shares |
| CBCHUBB LIMITED | 19 | $5.74K | shares |
| ITWILLINOIS TOOL WKS INC | 22 | $5.46K | shares |
| FEFIRSTENERGY CORP | 133 | $5.38K | shares |
| GWWWW GRAINGER INC | 5 | $4.94K | shares |
| RFREGIONS FINANCIAL CORP NEW | 226 | $4.91K | shares |
| ETNEATON CORP PLC | 18 | $4.89K | shares |
| HPQHP INC | 176 | $4.87K | shares |
| KHCKRAFT HEINZ CO | 159 | $4.83K | shares |
| AMATAPPLIED MATLS INC | 33 | $4.79K | shares |
| BLKBLACKROCK INC | 5 | $4.73K | shares |
| HLIHOULIHAN LOKEY INC | 29 | $4.68K | shares |
| DOWDOW HLDGS INC | 133 | $4.64K | shares |
| EMNEASTMAN CHEM CO | 52 | $4.58K | shares |
| ALLALLSTATE CORP | 22 | $4.56K | shares |
| FDSFACTSET RESH SYS INC | 10 | $4.55K | shares |
| VYMVANGUARD WHITEHALL FDS | 35 | $4.51K | shares |
| AMXAMERICA MOVIL SAB DE CV | 312 | $4.44K | shares |
| LRCXLAM RESEARCH CORP | 60 | $4.36K | shares |
| VOEVANGUARD INDEX FDS | 27 | $4.3K | shares |
| CORCENCORA INC | 15 | $4.17K | shares |
| RJFRAYMOND JAMES FINL INC | 30 | $4.17K | shares |
| ANSYS INCANSYS INC | 13 | $4.12K | shares |
| SFSTIFEL FINL CORP | 43 | $4.05K | shares |
| SNASNAP ON INC | 12 | $4.04K | shares |
| KEYSKEYSIGHT TECHNOLOGIES INC | 27 | $4.04K | shares |
| LHXL3HARRIS TECHNOLOGIES INC | 19 | $3.98K | shares |
| ORIOLD REP INTL CORP | 100 | $3.92K | shares |
| DEODIAGEO PLC | 37 | $3.88K | shares |
| WWDWOODWARD INC | 21 | $3.83K | shares |
| WECWEC ENERGY GROUP INC | 34 | $3.71K | shares |
| TJXTJX COS INC NEW | 30 | $3.65K | shares |
| DTEDTE ENERGY CO | 26 | $3.6K | shares |
| DOVDOVER CORP | 20 | $3.51K | shares |
| EMREMERSON ELEC CO | 32 | $3.51K | shares |
| NEENEXTERA ENERGY INC | 47 | $3.33K | shares |
| MDTMEDTRONIC PLC | 37 | $3.33K | shares |
| LLYELI LILLY & CO | 4 | $3.3K | shares |
| CMSCMS ENERGY CORP | 43 | $3.23K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 40 | $3.13K | shares |
| GATXGATX CORP | 20 | $3.1K | shares |
| CTRACOTERRA ENERGY INC | 106 | $3.06K | shares |
| ESGEISHARES INC | 86 | $3.01K | shares |
| AAGILENT TECHNOLOGIES INC | 25 | $2.92K | shares |
| ELANELANCO ANIMAL HEALTH INC | 271 | $2.85K | shares |
| HPEHEWLETT PACKARD ENTERPRISE C | 176 | $2.72K | shares |
| MCKMCKESSON CORP | 4 | $2.69K | shares |
| NOCNORTHROP GRUMMAN CORP | 5 | $2.56K | shares |
| SAMBOSTON BEER INC | 10 | $2.39K | shares |
| AMDADVANCED MICRO DEVICES INC | 23 | $2.36K | shares |
| AWKAMERICAN WTR WKS CO INC NEW | 16 | $2.36K | shares |
| FPIFARMLAND PARTNERS INC | 193 | $2.15K | shares |
| SNPSSYNOPSYS INC | 5 | $2.14K | shares |
| EMGFISHARES INC | 43 | $2.01K | shares |
| IVLUISHARES TR | 66 | $2K | shares |
| CCLCARNIVAL CORP | 100 | $1.95K | shares |
| DEDEERE & CO | 4 | $1.88K | shares |
| ACNACCENTURE PLC IRELAND | 6 | $1.87K | shares |
| INTUINTUIT | 3 | $1.84K | shares |
| LZBLA Z BOY INC | 46 | $1.8K | shares |
| VOTETCW ETF TRUST | 27 | $1.76K | shares |
| TDTFFLEXSHARES TR | 68 | $1.65K | shares |
| CITHE CIGNA GROUP | 5 | $1.65K | shares |
| CTASCINTAS CORP | 8 | $1.64K | shares |
| SUSCISHARES TR | 71 | $1.63K | shares |
| COFCAPITAL ONE FINL CORP | 9 | $1.61K | shares |
| NOWSERVICENOW INC | 2 | $1.59K | shares |
| AIGAMERICAN INTL GROUP INC | 18 | $1.56K | shares |
| PAYXPAYCHEX INC | 10 | $1.54K | shares |
| DNPDNP SELECT INCOME FD INC | 149 | $1.47K | shares |
| VLTOVERALTO CORP | 15 | $1.46K | shares |
| CDWCDW CORP | 9 | $1.44K | shares |
| CCITIGROUP INC | 20 | $1.42K | shares |
| VTIPVANGUARD MALVERN FDS | 28 | $1.41K | shares |
| TDGTRANSDIGM GROUP INC | 1 | $1.38K | shares |
| KLACKLA CORP | 2 | $1.36K | shares |
| ESMLISHARES TR | 34 | $1.3K | shares |
| SCHHSCHWAB STRATEGIC TR | 59 | $1.27K | shares |
| DTMDT MIDSTREAM INC | 13 | $1.25K | shares |
| AVYAVERY DENNISON CORP | 7 | $1.25K | shares |
| TMTOYOTA MOTOR CORP | 7 | $1.24K | shares |
| DISCOVER FINL SVCSDISCOVER FINL SVCS | 7 | $1.2K | shares |
| FTNTFORTINET INC | 12 | $1.16K | shares |
| MSCIMSCI INC | 2 | $1.13K | shares |
| IVVISHARES TR | 2 | $1.12K | shares |
| WELLWELLTOWER INC | 7 | $1.07K | shares |
| ADIANALOG DEVICES INC | 5 | $1.01K | shares |
| AMPAMERIPRISE FINL INC | 2 | $968 | shares |
| FCXFREEPORT MCMORAN INC | 24 | $909 | shares |
| LRGFISHARES TR | 15 | $897 | shares |
| CBRLCRACKER BARREL OLD CTRY STOR | 22 | $854 | shares |
| NINISOURCE INC | 21 | $842 | shares |
| TSCOTRACTOR SUPPLY CO | 15 | $827 | shares |
| RCLROYAL CARIBBEAN GROUP | 4 | $822 | shares |
| EAGGISHARES TR | 17 | $819 | shares |
| VUGVANGUARD INDEX FDS | 2 | $742 | shares |
| FFORD MTR CO | 71 | $712 | shares |
| SYFSYNCHRONY FINANCIAL | 12 | $635 | shares |
| REGNREGENERON PHARMACEUTICALS | 1 | $634 | shares |
| WBDWARNER BROS DISCOVERY INC | 59 | $633 | shares |
| TDCTERADATA CORP DEL | 28 | $629 | shares |
| KDKYNDRYL HLDGS INC | 20 | $628 | shares |
| METMETLIFE INC | 7 | $562 | shares |
| IRMIRON MTN INC DEL | 6 | $516 | shares |
| OBEOBSIDIAN ENERGY LTD | 85 | $498 | shares |
| VRTXVERTEX PHARMACEUTICALS INC | 1 | $485 | shares |
| FITBFIFTH THIRD BANCORP | 12 | $470 | shares |
| MSIMOTOROLA SOLUTIONS INC | 1 | $438 | shares |
| IWRISHARES TR | 5 | $425 | shares |
| NATLNCR ATLEOS CORPORATION | 14 | $369 | shares |
| PFGPRINCIPAL FINANCIAL GROUP IN | 4 | $337 | shares |
| VFCV F CORP | 20 | $310 | shares |
| PHMPULTE GROUP INC | 3 | $308 | shares |
| OGNORGANON & CO | 20 | $298 | shares |
| VRSKVERISK ANALYTICS INC | 1 | $298 | shares |
| MGMMGM RESORTS INTERNATIONAL | 10 | $296 | shares |
| NRGNRG ENERGY INC | 3 | $286 | shares |
| IEFAISHARES TR | 4 | $284 | shares |
| VYXNCR VOYIX CORPORATION | 28 | $273 | shares |
| CDNSCADENCE DESIGN SYSTEM INC | 1 | $254 | shares |
| LEN-BLENNAR CORP | 2 | $218 | shares |
| VTRSVIATRIS INC | 24 | $209 | shares |
| CPRTCOPART INC | 3 | $170 | shares |
| UNMUNUM GROUP | 2 | $163 | shares |
| ITOTISHARES TR | 1 | $121 | shares |
| TFISPDR SERIES TRUST | 2 | $71 | shares |
| BNDWVANGUARD SCOTTSDALE FDS | 1 | $69 | shares |
| JMSIJ P MORGAN EXCHANGE TRADED F | 1 | $66 | shares |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001940678-25-000003 | base | 2025-07-25 | acceptance time not in the bulk data set |