13F Filings History of Ruedi Wealth Management, Inc.

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$381,573,280
Signature - Title
Christopher Sheppard - Compliance Consultant
Location
Champaign, IL
Summary
This page shows a list of all the recent 13F filings made by Ruedi Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ruedi Wealth Management, Inc. reported 58 stock holdings with total value $381,573,280 as of Q4 2025. Top holdings included DFAC, DFSD, DFGP, DFUS, and DFIC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 58 $381,573,280 +$21,560,617 -$3,646,564 +$17,914,053 DFAC, DFSD, DFGP, DFUS, DFIC 13F-HR 06 Feb 2026, 16:20
Q3 2025 53 $357,197,634 +$6,675,620 -$4,850,758 +$1,824,862 DFAC, DFGP, DFSD, DFUS, DFAX 13F-HR 13 Nov 2025, 15:23
Q2 2025 55 $337,085,112 +$18,262,554 -$18,641,546 -$378,992 DFAC, DFGP, DFSD, DFUS, DFUV 13F-HR 25 Jul 2025, 13:49
Q1 2025 332 $319,557,844 +$8,051,128 -$3,078,304 +$4,972,824 DFAC, DFSD, DFGP, DFUS, DFUV 13F-HR 23 Apr 2025, 10:38
Q4 2024 333 $316,792,052 +$36,536,797 -$5,205,762 +$31,331,035 DFAC, DFSD, DFGP, DFUS, DFUV 13F-HR 13 Feb 2025, 11:07
Q3 2024 343 $291,322,834 +$30,867,274 -$8,445,116 +$22,422,158 DFAC, DFSD, DFGP, DFUS, DFUV 13F-HR 22 Oct 2024, 12:34
Q2 2024 491 $253,953,539 +$26,355,646 -$9,977,505 +$16,378,141 DFAC, DFSD, DFUS, DFUV, DFGP 13F-HR 17 Jul 2024, 14:48
Q1 2024 259 $237,672,423 +$17,606,280 -$4,223,006 +$13,383,274 DFAC, DFUV, DFCF, DFUS, DFAT 13F-HR 06 May 2024, 11:59
Q4 2023 244 $211,936,387 +$21,287,696 -$889,133 +$20,398,563 DFAC, DFCF, DFUV, DFUS, DFAT 13F-HR 25 Jan 2024, 13:11
Q3 2023 221 $174,512,048 +$10,282,982 -$535,686 +$9,747,296 DFAC, DFCF, DFUV, DFUS, DFAX 13F-HR 26 Oct 2023, 15:35
Q2 2023 223 $170,116,598 +$10,490,560 -$2,716,156 +$7,774,404 DFAC, DFUV, DFCF, DFUS, DFAX 13F-HR 27 Jul 2023, 13:03
Q1 2023 257 $155,645,273 +$11,657,814 -$812,627 +$10,845,187 DFAC, DFUV, DFUS, DFCF, DFAT 13F-HR 09 May 2023, 14:33
Q4 2022 253 $138,603,573 $0 $0 $0 DFAC, DFUV, DFUS, DFCF, DFAT 13F-HR 21 Feb 2023, 13:52