Filed: 11/13/2025ACC: 0001940678-25-000007
📋 What this filing means
RUEDI WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $357.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$357.20M
Total AUM (reported)
7.91M
Total Shares
Allocation by class
US CORE EQUITY 2$83.38M23.3%
GLOBAL CORE PLUS$46.94M13.1%
SHORT DURATION F$46.80M13.1%
US EQUITY MARKET$19.96M5.6%
WORLD EX US CORE$15.88M4.4%
US MKTWIDE VALUE$15.67M4.4%
INTERNATNAL VAL$13.99M3.9%
Portfolio Concentration
Top 3$177.12M49.6%
4–10$100.63M28.2%
11–25$62.80M17.6%
Rest$16.65M4.7%
Top 3 weight
49.6%
Top 10 weight
77.8%
Voting Authority Distribution
Total shares with voting rights: 7.91M
Sole
Full voting authority
7.91M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole53
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings53
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.16M
TypeSH
Market value$83.38M
23.34%
Sole
2.16M
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares844.71K
TypeSH
Market value$46.94M
13.14%
Sole
844.71K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares971.10K
TypeSH
Market value$46.80M
13.10%
Sole
971.10K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares275.55K
TypeSH
Market value$19.96M
5.59%
Sole
275.55K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares506.01K
TypeSH
Market value$15.88M
4.45%
Sole
506.01K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares350.60K
TypeSH
Market value$15.67M
4.39%
Sole
350.60K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares303.30K
TypeSH
Market value$13.99M
3.92%
Sole
303.30K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares408.72K
TypeSH
Market value$13.40M
3.75%
Sole
408.72K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares218.04K
TypeSH
Market value$12.69M
3.55%
Sole
218.04K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares281.87K
TypeSH
Market value$9.04M
2.53%
Sole
281.87K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares226.19K
TypeSH
Market value$7.44M
2.08%
Sole
226.19K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares106.84K
TypeSH
Market value$7.31M
2.05%
Sole
106.84K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares143.75K
TypeSH
Market value$7.30M
2.04%
Sole
143.75K
Shared
0.00
None
0.00
APPLE INC
SOLEShares18.73K
TypeSH
Market value$4.77M
1.34%
Sole
18.73K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares107.69K
TypeSH
Market value$4.60M
1.29%
Sole
107.69K
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares92.91K
TypeSH
Market value$4.60M
1.29%
Sole
92.91K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares166.94K
TypeSH
Market value$3.98M
1.11%
Sole
166.94K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares110.58K
TypeSH
Market value$3.95M
1.10%
Sole
110.58K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares35.99K
TypeSH
Market value$3.91M
1.10%
Sole
35.99K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares142.90K
TypeSH
Market value$3.90M
1.09%
Sole
142.90K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares46.67K
TypeSH
Market value$3.37M
0.94%
Sole
46.67K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares72.09K
TypeSH
Market value$2.30M
0.64%
Sole
72.09K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares65.98K
TypeSH
Market value$2.09M
0.58%
Sole
65.98K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares28.51K
TypeSH
Market value$2.04M
0.57%
Sole
28.51K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares16.37K
TypeSH
Market value$1.23M
0.34%
Sole
16.37K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.16M | SH | $83.38M 23.34% | 2.16M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 844.71K | SH | $46.94M 13.14% | 844.71K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 971.10K | SH | $46.80M 13.10% | 971.10K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 275.55K | SH | $19.96M 5.59% | 275.55K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 506.01K | SH | $15.88M 4.45% | 506.01K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 350.60K | SH | $15.67M 4.39% | 350.60K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 303.30K | SH | $13.99M 3.92% | 303.30K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 408.72K | SH | $13.40M 3.75% | 408.72K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 218.04K | SH | $12.69M 3.55% | 218.04K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 281.87K | SH | $9.04M 2.53% | 281.87K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 226.19K | SH | $7.44M 2.08% | 226.19K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 106.84K | SH | $7.31M 2.05% | 106.84K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 143.75K | SH | $7.30M 2.04% | 143.75K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 18.73K | SH | $4.77M 1.34% | 18.73K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 107.69K | SH | $4.60M 1.29% | 107.69K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 92.91K | SH | $4.60M 1.29% | 92.91K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 166.94K | SH | $3.98M 1.11% | 166.94K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 110.58K | SH | $3.95M 1.10% | 110.58K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 35.99K | SH | $3.91M 1.10% | 35.99K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 142.90K | SH | $3.90M 1.09% | 142.90K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 46.67K | SH | $3.37M 0.94% | 46.67K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 72.09K | SH | $2.30M 0.64% | 72.09K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 65.98K | SH | $2.09M 0.58% | 65.98K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS ALL INT | 28.51K | SH | $2.04M 0.57% | 28.51K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 16.37K | SH | $1.23M 0.34% | 16.37K | 0.00 | 0.00 |
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