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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%