Portfolio (Quarterly) Guide ↗

Ruedi Wealth Management, Inc.

· CIK 0001940678

13F Portfolio $388M AUM 58 positions Filed May 4, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 15 Added 19 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CVS	CVS HEALTH CORP	Healthcare	5,661	$449K	0.12%	SOLD
2	NVDA	NVIDIA CORPORATION	Technology	1,105	$206K	0.05%	SOLD

Sector Allocation

Technology 51.1%

Financial Services 17.1%

Communication Services 12.3%

Energy 8.3%

Consumer Cyclical 6.9%

Industrials 2.4%

Consumer Defensive 1.8%