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Portfolio (Quarterly)
Guide ↗
Ruedi Wealth Management, Inc.
·
CIK 0001940678
13F Portfolio
$426M AUM
62 positions
Filed Jul 29, 2026
EDGAR ↗
← All Funds
Q2 2026
Q1 2026
·
All
5 New
15 Added
19 Reduced
1 Exited
#
Ticker
Company
Sector
Shares
Value ↓
% Port
Status
1
WMT
WALMART INC
Consumer Defensive
1,679
$209K
0.05%
SOLD
Sector Allocation
Technology
56.5%
Financial Services
17.6%
Communication Services
7.3%
Consumer Cyclical
6.9%
Energy
6.7%
Industrials
5.0%