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CIK: 0002107563
Total reported value
$150.5M
$150.5M
25 檔
78.7%
In Q1 2026, Richard Young Associates, Ltd.'s U.S. equity holdings reached a combined market value of $150.5M, distributed across 25 disclosed stock positions.
Richard Young Associates, Ltd. executed strategic sector rebalancing during Q1 2026, establishing 2 new positions while fully exiting 2 holdings and trimming 8 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAT | Dimensional US Target Value | ETF-Other | 26.51% | -0.56% | +0.95% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 26.13% | -0.23% | +0.79% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 24.87% | +0.51% | +1.02% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.57% | — | -0.34% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 5.84% | -0.65% | -1.19% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.31% | — | -12.05% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.47% | +0.02% | +1.83% | |
| 8 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.86% | -0.07% | -2.23% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.84% | -0.01% | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.02% | +5.47% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | -0.07% | +45.76% | |
| 12 | CARE | Carter Bankshares Inc | Stock-Other | 0.45% | +0.10% | -5.50% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.05% | +6.00% | |
| 14 | T | At&t Inc | Stock-Comm Services | 0.31% | -0.11% | -2.59% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.09% | +0.46% | |
| 16 | SSB | Southstate Bank CORP | Stock-Financials | 0.30% | -0.01% | -6.52% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | — | — | |
| 18 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.25% | — | +0.26% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +0.02% | — | |
| 20 | SO | Southern Co/the | Stock-Utilities | 0.24% | -0.03% | +0.27% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.04% | — | |
| 22 | IAU | Ishares Gold Trust | ETF-Commodities | 0.17% | -0.17% | EXIT | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.17% | — | -17.73% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.16% | -0.16% | EXIT | |
| 25 | GNLX | Genelux CORP | Stock-Other | 0.08% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAT | Dimensional US Target Value | +0.8% | +0.95% | Add |
| 2 | DFUV | Dimensional US Marketwide Va | +0.5% | +0.79% | Add |
| 3 | DFIV | Dimensional International Va | +0.1% | -1.19% | Trim |
| 4 | XOM | Exxon Mobil CORP | +0.1% | +0.46% | Add |
| 5 | DFAS | Dimensional US Small Cap ETF | +0.1% | +1.02% | Add |
| 6 | MSFT | Microsoft CORP | 0% | +45.76% | Add |
| 7 | CARE | Carter Bankshares Inc | 0% | -5.50% | Trim |
| 8 | KO | Coca-cola Co/the | 0% | -2.23% | Trim |
| 9 | T | At&t Inc | 0% | -2.59% | Trim |
| 10 | SO | Southern Co/the | 0% | +0.27% | Add |
| 11 | WMT | Walmart Inc | 0% | — | Unchanged |
| 12 | IAU | Ishares Gold Trust | 0% | — | Unchanged |
| 13 | DUHP | Dimensional US High Profi Et | 0% | +0.26% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 15 | AMZN | Amazon.com Inc | 0% | +5.47% | Add |
| 16 | SSB | Southstate Bank CORP | 0% | -6.52% | Trim |
| 17 | SCHB | Schwab US Broad Market ETF | -0.1% | -17.73% | Trim |
| 18 | META | Meta Platforms Inc-class A | -0.1% | +6.00% | Add |
| 19 | GNLX | Genelux CORP | -0.1% | — | Unchanged |
| 20 | AAPL | Apple Inc | -0.1% | +1.83% | Add |
| 21 | TSLA | Tesla Inc | -0.2% | — | Unchanged |
| 22 | DFUS | Dimensional US Eq Mkt ETF | -0.5% | -0.34% | Trim |
| 23 | NVDA | Nvidia CORP | -0.6% | -12.05% | Trim |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 25 | SHOP | Shopify Inc - Class A | — | EXIT | Sold out |
| 26 | EXPE | Expedia Group Inc | — | EXIT | Sold out |
| 27 | CVX | Chevron CORP | — | NEW | New buy |
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 Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including DFAT, DFUV, DFAS) accounted for 78.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
BRK-B
市值: $330.6K
Top Position Liquidated / Trimmed
SHOP
前期市值: $257.6K
During Q1 2026, Richard Young Associates, Ltd.'s top holdings by market value included DFAT (26.5%)、DFUV (26.1%)、DFAS (24.9%). The largest single position, DFAT, represented 26.5% of total portfolio value.
In Q1 2026, Richard Young Associates, Ltd. made 22 total portfolio adjustments, initiating 2 new buys, adding to 10 positions, trimming 8 holdings, and fully liquidating 2 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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