Holdings
Ruedi Wealth Management, Inc.
As of Jun 30, 2026, Ruedi Wealth Management, Inc. reported 13 positions worth US$11.5M. Largest: Apple Inc, Alphabet Inc (google) Class C and Home Depot, Inc. (the). What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 18,207 | US$5.27M | −123 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 4,910 | US$1.75M | +9 | Jun 30, 2026 |
| Home Depot, Inc. (the) | 2,402 | US$847K | +2 | Jun 30, 2026 |
| Microsoft Corp. | 1,887 | US$704K | −69 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 1,492 | US$489K | no change | Jun 30, 2026 |
| Marathon Petroleum Corporation | 1,714 | US$438K | −178 | Jun 30, 2026 |
| Caterpillar, Inc. | 384 | US$409K | no change | Jun 30, 2026 |
| Exxon Mobil Corporation | 2,874 | US$393K | no change | Jun 30, 2026 |
| Broadcom Inc. | 820 | US$310K | +1 | Jun 30, 2026 |
| Nvidia Corporation | 1,243 | US$249K | new | Jun 30, 2026 |