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Ruggaard & Associates LLC
Ruggaard & Associates, LLC is an SEC-registered investment advisory firm headquartered in Hudson, Ohio. Founded in 1993, the firm provides fee-only financial planning, investment management, and tax services. It serves individuals, high-net-worth individuals, small businesses, and charitable organizations, offering holistic and personalized wealth management solutions. The firm employs 6 licensed advisors and manages several hundred client accounts, focusing on comprehensive, long-term financial plans.
Investment Strategy
Ruggaard & Associates takes a holistic and personalized approach, developing tailored investment strategies that align with each client’s unique financial goals. The firm provides comprehensive financial planning, including retirement, tax and estate planning, and life event-based services. Portfolio management is focused on minimizing risk and maximizing returns, with ongoing account monitoring and adjustments. Fee structures are transparent, with the firm offering both percentage of AUM and performance-based fees to align their incentives with client success.
Latest 13F Filing Activity
Ruggaard & Associates LLC filed their most recent 13F report on Jun 30, 2025 disclosing 116 equity positions with a total 13F market value of $249M. The fund increased holdings in Invesco Exchange Traded FD T, Capital Group GBL Growth EQT, DBX Etf TR among other positions. Ruggaard & Associates LLC reduced exposure to Vaneck Etf Trust, Vanguard Index FDS, Apple Inc. among others.
Top Holdings
Equity Positions (116)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QGRO | AMERICAN CENTY ETF TR | 6.26% | $15.6M | 142,821 | $71.83 | $109.12 | +$2.6M |
C CGCP | CAPITAL GRP FIXED INCM ETF T | 6.10% | $15.2M | 674,361 | $22.67 | $22.50 | +$534.4K |
J JPST | J P MORGAN EXCHANGE TRADED F | 6.06% | $15.1M | 297,298 | $50.30 | $50.68 | -$110.7K |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 5.90% | $14.7M | 371,570 | $28.20 | $39.49 | +$497.5K |
I IBDQ | ISHARES TR | 5.38% | $13.4M | 531,633 | $25.08 | $25.18 | +$2.2K |
Industry Allocation
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