Ruedi Wealth Management, Inc. reported 15 positions worth $11.78M for the quarter ended Jun 30, 2026, up 14.9% on the prior quarter. It opened 3 new positions, added to 3, trimmed 3 and exited 1. Its largest holding is Apple Inc. at 44.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| WMT Walmart Inc. | -1,679 | $208.66K | 2.04% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 18.2K | $5.27M | 44.74% | -123 | -0.7% | Reduced | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 2,522 | $901.37K | 7.65% | 0 | 0.0% | Unchanged | 0% |
| 3 | GOOG Alphabet Inc. | Technology | 2,415 | $853.29K | 7.25% | +30 | +1.3% | Added | 0% |
| 4 | HD Home Depot, Inc. | Consumer Discretionary | 2,402 | $847.05K | 7.19% | +2 | +0.1% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 1,887 | $703.83K | 5.98% | -69 | -3.5% | Reduced | 0% |
| 6 | JPM Jpmorgan Chase & Co | Financial Services | 1,492 | $488.51K | 4.15% | 0 | 0.0% | Unchanged | 0% |
| 7 | MPC Marathon Petroleum Corp | Energy | 1,714 | $438.10K | 3.72% | -178 | -9.4% | Reduced | 0% |
| 8 | CAT Caterpillar Inc | Industrials | 384 | $409.09K | 3.47% | 0 | 0.0% | Unchanged | 0% |
| 9 | XOM ExxonMobil Holdings Corp | Energy | 2,874 | $392.88K | 3.34% | 0 | 0.0% | Unchanged | 0% |
| 10 | AVGO Broadcom Inc. | Technology | 820 | $309.67K | 2.63% | +1 | +0.1% | Added | 0% |
| 11 | CEF Sprott Physical Gold & Silver Trust | Others | 7,009 | $281.97K | 2.39% | 0 | 0.0% | Unchanged | 0% |
| 12 | NVDA Nvidia Corp | Technology | 1,243 | $248.65K | 2.11% | +1,243 | – | New | 0% |
| 13 | ERIC Ericsson Lm Telephone Co | Technology | 19.2K | $214.09K | 1.82% | 0 | 0.0% | Unchanged | 0% |
| 14 | INTC Intel Corp | Technology | 1,528 | $213.36K | 1.81% | +1,528 | – | New | 0% |
| 15 | UNP Union Pacific Corp | Industrials | 759 | $206.48K | 1.75% | +759 | – | New | 0% |
Tip. Select a row to see that position’s full history at Ruedi Wealth Management.
As of its Q2 2026 13F filing, Ruedi Wealth Management, Inc.’s five largest positions were Apple Inc. (AAPL) at 44.7%, Alphabet Inc. (GOOGL) at 7.7%, Alphabet Inc. (GOOG) at 7.2%, Home Depot, Inc. (HD) at 7.2%, Microsoft Corp (MSFT) at 6.0% of the reported portfolio.
Ruedi Wealth Management, Inc. reported a 13F portfolio worth $11.78M across 15 positions for Q2 2026. That is up 14.9% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($248.65K), Intel Corp ($213.36K), Union Pacific Corp ($206.48K). It opened 3 new positions.
Its largest sales by value were Walmart Inc. ($208.66K), Marathon Petroleum Corp ($45.50K), Apple Inc. ($35.59K). It exited 1 positions entirely.
From the Form 13F-HR reports Ruedi Wealth Management, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.