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CIK: 0002107563
Total reported value
$150.5M
$150.5M
25 檔
75.8%
The Q4 2025 SEC filing reveals that Richard Young Associates, Ltd. held a total portfolio value of $150.5M, covering 25 public equity positions.
During Q4 2025, Richard Young Associates, Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAT | Dimensional US Target Value | ETF-Other | 25.75% | -0.56% | — | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 25.63% | -0.23% | — | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 24.80% | +0.51% | — | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 7.09% | — | — | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 5.75% | -0.65% | — | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.88% | — | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.59% | +0.02% | — | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.05% | -0.01% | — | |
| 9 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.83% | -0.07% | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.02% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | -0.07% | — | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.05% | — | |
| 13 | CARE | Carter Bankshares Inc | Stock-Other | 0.41% | +0.10% | — | |
| 14 | SSB | Southstate Bank CORP | Stock-Financials | 0.34% | -0.01% | — | |
| 15 | T | At&t Inc | Stock-Comm Services | 0.28% | -0.11% | — | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.02% | — | |
| 17 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.27% | — | — | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.09% | — | |
| 19 | SO | Southern Co/the | Stock-Utilities | 0.22% | -0.03% | — | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.22% | — | — | |
| 21 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.20% | — | — | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.19% | -0.04% | — | |
| 23 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.18% | — | — | |
| 24 | IAU | Ishares Gold Trust | ETF-Commodities | 0.16% | -0.17% | EXIT | |
| 25 | GNLX | Genelux CORP | Stock-Other | 0.14% | — | — |
According to official SEC Form 13F filings, Richard Young Associates, Ltd. reported a total U.S. public equity portfolio value of $150.5M across 25 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAT, DFUV, DFAS) accounted for 75.8% of total reported equity market value during Q4 2025.
During Q4 2025, Richard Young Associates, Ltd.'s top holdings by market value included DFAT (25.8%)、DFUV (25.6%)、DFAS (24.8%). The largest single position, DFAT, represented 25.8% of total portfolio value.
In Q4 2025, Richard Young Associates, Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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