Ruedi Wealth Management, Inc.

CIK 0001940678 · Q2 2026

13F Equity AUM

$426.3M

+9.8% QoQ

Positions

+4 QoQ

AUM Rank

#5,432

Top 43%

Skill Alpha (FF)

-0.6%/yr^ns

No Clear Edge

Rank #3,612 · Top 44%

vs S&P -6.6%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 59.4%Top 10: 77.5%Top 20: 91.7%

DFAC23.9%

DFGP13.5%

DFSD12.8%

DFUS5.0%

DFUV4.2%

DFIC4.2%

DFAX4.0%

DFIV3.5%

DFAT3.5%

DFEM2.9%

Others (52)22.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services97.2%

Other2.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 62Median: 0.21%Avg: 1.61%

0–0.5%

37(5.0%)

0.5–1%

6(4.3%)

1–3%

10(16.0%)

3–5%

5(19.4%)

5%+

4(55.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 62vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New5Increased21Decreased24Exited1

New Positions

IVV0.1%

+368

NVDA0.1%

+1K

DFSE0.1%

+4K

UNP0.1%

+759

INTC0.1%

+2K

Increased

DFGP13.5%

+60K(+6%)

DFSD12.8%

+48K(+4%)

DFIC4.2%

+19K(+4%)

DFAW0.5%

+14K(+107%)

DUSB2.0%

+13K(+9%)

DFGR1.4%

+9K(+5%)

DFAR1.1%

+4K(+2%)

DFAC23.9%

+4K(+0%)

BND0.3%

+2K(+10%)

DFIS0.6%

+1K(+2%)

Decreased

BNDX1.0%

-15,045(-15%)

DFIV3.5%

-7,155(-2%)

DFUS5.0%

-6,820(-3%)

DFAX4.0%

-5,799(-1%)

VUSB0.1%

-5,502(-35%)

DFLV2.4%

-4,816(-2%)

DFUV4.2%

-3,837(-1%)

DFAT3.5%

-3,809(-2%)

DFEM2.9%

-729(-0%)

DFAS2.1%

-704(-1%)

Exited

WMT

-1,679

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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