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Ruedi Wealth Management, Inc.
RUEDI WEALTH MANAGEMENT, INC. is an independent investment adviser headquartered in Champaign, Illinois. The firm was founded in 2014 and focuses on providing comprehensive wealth management services to individuals, families, and high-net-worth clients. With a team of experienced professionals, the firm serves a client base that includes more than 100 high-net-worth families and individuals, emphasizing individualized financial planning and investment management.
Investment Strategy
Ruedi Wealth Management, Inc. follows a client-centric approach, offering personalized investment management and financial planning solutions tailored to each client's unique situation. The firm prioritizes diversification, risk management, and long-term growth through strategic asset allocation. They work closely with clients to construct portfolios aligned with their goals, risk tolerance, and time horizons, using a mix of equities, fixed income, and alternative investments.
Latest 13F Filing Activity
Ruedi Wealth Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 54 equity positions with a total 13F market value of $337M. The fund increased holdings in Dimensional Etf Trust, American Centy Etf TR, Dimensional Etf Trust among other positions. Ruedi Wealth Management, Inc. reduced exposure to Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among others.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 22.87% | $77.1M | 2,151,141 | $25.09 | $35.84 | +$6.9M |
D DFGP | DIMENSIONAL ETF TRUST | 13.27% | $44.7M | 821,156 | $53.51 | $54.49 | +$2.7M |
D DFSD | DIMENSIONAL ETF TRUST | 13.24% | $44.6M | 929,564 | $47.12 | $48.01 | +$2.2M |
D DFUS | DIMENSIONAL ETF TRUST | 5.57% | $18.8M | 280,262 | $43.69 | $67.02 | +$1.3M |
D DFUV | DIMENSIONAL ETF TRUST | 4.42% | $14.9M | 352,788 | $33.54 | $42.28 | +$299.9K |
Industry Allocation
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