Rudd Co d/b/a Styre Wealth has disclosed its latest portfolio holdings in a recent SEC filing, showcasing a total value of over $102 million. This filing, submitted on October 29, 2026, is significant as it provides insights into the company's investment strategies and market positioning.

Background

Rudd Co, operating under the name Styre Wealth, is a financial services firm based in Fort Worth, Texas. The company is registered with the SEC under the Central Index Key (CIK) number 0002162587. Styre Wealth specializes in wealth management and investment advisory services, catering to a diverse clientele.

What the Filing Says

The SEC filing, categorized as a 13F-HR, indicates that as of September 30, 2026, Styre Wealth's total holdings amounted to $102,535,245. The report includes a total of 75 different securities, reflecting a diversified investment strategy. Principal Wealth Advisor Joshua Rudd signed the filing, affirming the accuracy of the reported information.

Impact

This update may influence various stakeholders, including clients, competitors, and market analysts. Clients of Styre Wealth may gain confidence in the firm's management of assets, while competitors will closely observe the investment choices made by Styre Wealth, as these decisions could signal trends in the financial services industry.

What's Next

The filing does not specify what actions will follow the disclosure of these holdings. However, stakeholders will likely monitor future filings for any changes in investment strategy or portfolio adjustments.