Ruedi Wealth Management, Inc. reported 62 holdings worth US$426M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Ruedi Wealth Management, Inc. reported 62 holdings worth US$426M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Home Depot, Inc. (the). Filed Jul 29, 2026 (Form 13F).
- Holdings
- 62
- Value as reported
- US$426M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 18,207 | US$5.27M | 1.2% |
| Alphabet Inc (google) Class C | 4,910 | US$1.75M | 0.41% |
| Home Depot, Inc. (the) | 2,402 | US$847K | 0.20% |
| Microsoft Corp. | 1,887 | US$704K | 0.17% |
| Jp Morgan Chase & Co. | 1,492 | US$489K | 0.11% |
| Marathon Petroleum Corporation | 1,714 | US$438K | 0.10% |
| Caterpillar, Inc. | 384 | US$409K | 0.10% |
| Exxon Mobil Corporation | 2,874 | US$393K | 0.09% |
| Broadcom Inc. | 820 | US$310K | 0.07% |
| Nvidia Corporation | 1,243 | US$249K | 0.06% |
| Telefonaktiebolaget Lm Ericsson Class A | 19,201 | US$214K | 0.05% |
| Intel Corporation | 1,528 | US$213K | 0.05% |
| Union Pacific Corporation | 759 | US$206K | 0.05% |
| Walmart Inc. | 0 | US$0 | 0.00% |