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CIK: 0002012303
Total reported value
$176.3M
$176.3M
610 檔
16.1%
The Q2 2025 SEC filing reveals that Richardson Financial Services Inc. held a total portfolio value of $176.3M, covering 610 public equity positions.
During Q2 2025, Richardson Financial Services Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 610 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.54% | +0.39% | +14.97% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 4.24% | +0.26% | +47.92% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 4.17% | -0.01% | +25.82% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.63% | +0.29% | -2.29% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.48% | +0.12% | +6.09% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.06% | -0.13% | +2.76% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | -0.09% | +5.29% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.80% | -0.49% | -44.25% | |
| 9 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.77% | -0.05% | +21.24% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.73% | +0.07% | -26.24% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.73% | -0.07% | +241.81% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.58% | -0.13% | +3.82% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.58% | +0.06% | -4.32% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.29% | +0.15% | +2.56% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.27% | +0.13% | -3.68% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.20% | +0.21% | +9.31% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.03% | -0.02% | -0.51% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.00% | +0.07% | +9.13% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | +0.10% | +2.74% | |
| 20 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.95% | -0.09% | -3.53% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 0.91% | -0.44% | +0.84% | |
| 22 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.90% | -0.04% | -9.31% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | -0.08% | +14.39% | |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.86% | -0.20% | +72.91% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.80% | -0.02% | +67.74% | |
| 26 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.79% | -0.18% | +0.93% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.79% | +0.01% | +39.26% | |
| 28 | CTAS | Cintas CORP | Stock-Industrials | 0.74% | -0.28% | +0.04% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.72% | — | -1.29% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.03% | +0.70% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.09% | +4.66% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.68% | -0.03% | — | |
| 33 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.65% | -0.03% | -6.80% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.64% | -0.15% | +1.16% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.64% | -0.53% | +4776.06% | |
| 36 | TT | Trane Technologies plc | Stock-Industrials | 0.63% | -0.30% | -0.69% | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.61% | — | — | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.61% | -0.04% | +233.21% | |
| 39 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.60% | -0.02% | +0.83% | |
| 40 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.60% | -0.05% | +1.14% | |
| 41 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.56% | +0.36% | +28.31% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.05% | +9.47% | |
| 43 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.55% | -0.31% | +339.77% | |
| 44 | PWR | Quanta Services Inc | Stock-Industrials | 0.55% | +0.05% | +0.23% | |
| 45 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.53% | +0.08% | +1024.59% | |
| 46 | SNPS | Synopsys Inc | Stock-Tech | 0.53% | -0.01% | +0.67% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.13% | +0.79% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | +0.02% | +4.10% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.52% | -0.02% | +17.57% | |
| 50 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.52% | -0.03% | -9.87% |
According to official SEC Form 13F filings, Richardson Financial Services Inc. reported a total U.S. public equity portfolio value of $176.3M across 610 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, VUG, VTV) accounted for 16.1% of total reported equity market value during Q2 2025.
During Q2 2025, Richardson Financial Services Inc.'s top holdings by market value included SPYM (4.5%)、VUG (4.2%)、VTV (4.2%). The largest single position, SPYM, represented 4.5% of total portfolio value.
In Q2 2025, Richardson Financial Services Inc. 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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