Ruedi Wealth Management, Inc.
Net buyer this quarter
$426M
19
+$158K
6.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DFAX | $17.2M | 4.02% | Not reported | -1.2% | Q4 2024 |
 AAPL | $5.27M | 1.24% | 0.00% | -0.7% | Q4 2024 |
 SPY | $1.03M | 0.24% | Not reported | Not reported | Q4 2024 |
 GOOGL | $901K | 0.21% | 0.00% | Not reported | Q4 2024 |
| GOOG | $853K | 0.20% | Not reported | +1.3% | Q4 2024 |
 HD | $847K | 0.20% | 0.00% | +0.1% | Q4 2024 |
 MSFT | $704K | 0.17% | 0.00% | -3.5% | Q4 2024 |
 JPM | $489K | 0.11% | 0.00% | Not reported | Q4 2024 |
 BSVN | $452K | 0.11% | 0.06% | -4.1% | Q4 2024 |
 MPC | $438K | 0.10% | 0.00% | -9.4% | Q4 2024 |
 CAT | $409K | 0.10% | 0.00% | Not reported | Q4 2024 |
 XOM | $393K | 0.09% | 0.00% | Not reported | Q4 2024 |
 QQQ | $369K | 0.09% | Not reported | Not reported | Q4 2024 |
 AVGO | $310K | 0.07% | 0.00% | +0.1% | Q4 2024 |
 CEF | $282K | 0.07% | 0.00% | Not reported | Q4 2024 |
 NVDA | $249K | 0.06% | 0.00% | Not reported | Q4 2024 |
 ERIC | $214K | 0.05% | Not reported | Not reported | Q4 2024 |
 INTC | $213K | 0.05% | 0.00% | Not reported | Q4 2024 |
 UNP | $206K | 0.05% | 0.00% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| DFAX | $16M | 4.12% | Not reported | -5.0% | Q4 2024 |
| AAPL | $4.65M | 1.20% | 0.00% | -0.3% | Q4 2024 |
| SPY | $894K | 0.23% | Not reported | Not reported | Q4 2024 |
| HD | $789K | 0.20% | 0.00% | 0.0% | Q4 2024 |
| GOOGL | $725K | 0.19% | 0.00% | Not reported | Q4 2024 |
| MSFT | $724K | 0.19% | 0.00% | +0.1% | Q4 2024 |
| GOOG | $684K | 0.18% | Not reported | Not reported | Q4 2024 |
| XOM | $488K | 0.13% | 0.00% | Not reported | Q4 2024 |
| BSVN | $474K | 0.12% | 0.06% | -1.4% | Q4 2024 |
| MPC | $462K | 0.12% | 0.00% | +0.4% | Q4 2024 |
| JPM | $439K | 0.11% | 0.00% | Not reported | Q4 2024 |
| CEF | $334K | 0.09% | 0.00% | Not reported | Q4 2024 |
| QQQ | $289K | 0.07% | Not reported | -8.6% | Q4 2024 |
| CAT | $272K | 0.07% | 0.00% | Not reported | Q4 2024 |
| AVGO | $254K | 0.07% | 0.00% | Not reported | Q4 2024 |
| ERIC | $216K | 0.06% | Not reported | Not reported | Q4 2024 |
 WMT | $209K | 0.05% | 0.00% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| DFAX | $16.2M | 4.26% | Not reported | -1.9% | Q4 2024 |
| AAPL | $5M | 1.31% | 0.00% | -1.8% | Q4 2024 |
| MSFT | $946K | 0.25% | 0.00% | +8.7% | Q4 2024 |
| SPY | $937K | 0.25% | Not reported | -10.1% | Q4 2024 |
| HD | $825K | 0.22% | 0.00% | +1.4% | Q4 2024 |
| GOOGL | $789K | 0.21% | 0.00% | +0.5% | Q4 2024 |
| GOOG | $748K | 0.20% | Not reported | -0.1% | Q4 2024 |
| BSVN | $483K | 0.13% | 0.06% | -5.8% | Q4 2024 |
| JPM | $481K | 0.13% | 0.00% | -1.8% | Q4 2024 |
 CVS | $449K | 0.12% | 0.00% | New | Q4 2025 |
| XOM | $346K | 0.09% | 0.00% | Not reported | Q4 2024 |
| QQQ | $336K | 0.09% | Not reported | +0.2% | Q4 2024 |
| CEF | $321K | 0.08% | 0.00% | Not reported | Q4 2024 |
| MPC | $306K | 0.08% | 0.00% | +4.2% | Q4 2024 |
| AVGO | $283K | 0.07% | 0.00% | Not reported | Q4 2024 |
| CAT | $220K | 0.06% | 0.00% | Not reported | Q4 2024 |
| NVDA | $206K | 0.05% | 0.00% | Not reported | Q4 2024 |
| ERIC | $185K | 0.05% | Not reported | Not reported | Q4 2024 |
| Q3 2025 | |||||
| DFAX | $15.9M | 4.45% | Not reported | -0.2% | Q4 2024 |
| AAPL | $4.77M | 1.34% | 0.00% | -0.4% | Q4 2024 |
| SPY | $1.02M | 0.29% | Not reported | Not reported | Q4 2024 |
| HD | $958K | 0.27% | 0.00% | 0.0% | Q4 2024 |
| MSFT | $931K | 0.26% | 0.00% | -6.1% | Q4 2024 |
| GOOGL | $610K | 0.17% | 0.00% | Not reported | Q4 2024 |
| GOOG | $582K | 0.16% | Not reported | Not reported | Q4 2024 |
| BSVN | $513K | 0.14% | 0.07% | -2.3% | Q4 2024 |
| JPM | $479K | 0.13% | 0.00% | +7.9% | Q4 2024 |
| MPC | $349K | 0.10% | 0.00% | +0.5% | Q4 2024 |
| QQQ | $328K | 0.09% | Not reported | Not reported | Q4 2024 |
| XOM | $324K | 0.09% | 0.00% | Not reported | Q4 2024 |
| CEF | $257K | 0.07% | 0.00% | Not reported | Q4 2024 |