Rudd Co d/b/a Styre Wealth has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists Joshua Rudd, serving as Principal Wealth Advisor, as the authorized signatory for the report.
The portfolio contains a total of 1517 equity securities. The largest position disclosed in the filing is Invesco QQQ Trust Series 1, which holds 1,465,324 shares. Other significant holdings include Johnson & Johnson (1,587,710 shares), iShares MSCI Emerging Markets ETF (2,073,339 shares), and Procter & Gamble Co. (1,660,791 shares).
The filing details a diverse mix of individual stocks and exchange-traded funds. Major corporate names held include Coca-Cola Co., Medtronic PLC, McKesson Corp., and Illinois Tool Works Inc. The list also includes international holdings such as BP PLC, BHP Billiton Limited, and Novo-Nordisk A/S ADR. Additionally, the portfolio includes various bond-focused ETFs, such as iShares TIPS Bond ETF and iShares 1-3 Year Treasury Bond ETF.
