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CIK: 0002012303
Total reported value
$176.3M
$176.3M
513 檔
18.7%
In Q3 2025, Richardson Financial Services Inc.'s U.S. equity holdings reached a combined market value of $176.3M, distributed across 513 disclosed stock positions.
In Q3 2025, Richardson Financial Services Inc. displayed an active expansion posture, initiating 4 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 513 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 | 5.08% | +0.39% | +12.23% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.32% | +0.29% | +5.33% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.24% | +0.26% | -1.62% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 4.01% | -0.01% | -0.67% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.83% | +0.12% | +1.72% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.10% | -0.49% | +19.29% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.08% | -0.09% | +5.08% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.05% | -0.13% | +0.13% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.87% | +0.07% | +7.19% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.86% | -0.13% | +25.96% | |
| 11 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.69% | -0.05% | +0.40% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.67% | -0.07% | -0.49% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.63% | +0.21% | +6.06% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.60% | +0.06% | -0.25% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | +0.15% | +5.25% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.24% | +0.13% | -1.17% | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.15% | +0.01% | +48.16% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | +0.10% | +3.36% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.96% | +0.07% | -0.91% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | -0.08% | +3.51% | |
| 21 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.90% | -0.09% | +2.20% | |
| 22 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.89% | -0.04% | -0.05% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.85% | -0.44% | +0.38% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | -0.02% | -8.59% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.01% | +546.43% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.78% | -0.02% | -0.87% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.75% | -0.03% | +4.03% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | +0.02% | +3.09% | |
| 29 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.72% | -0.18% | -0.61% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.05% | +37.15% | |
| 31 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.68% | +0.16% | +61.12% | |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.68% | — | -2.53% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.65% | -0.03% | — | |
| 34 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.64% | +0.36% | +11.62% | |
| 35 | CTAS | Cintas CORP | Stock-Industrials | 0.64% | -0.28% | +1.27% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | -0.15% | +3.39% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.62% | -0.04% | -0.63% | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.62% | -0.03% | -5.93% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-Other | 0.61% | -0.53% | +2.15% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.14% | +8.45% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.09% | +0.38% | |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.59% | -0.05% | +5.96% | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.58% | — | +6.74% | |
| 44 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.57% | -0.02% | +1.03% | |
| 45 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.56% | +0.11% | +17.99% | |
| 46 | TT | Trane Technologies plc | Stock-Industrials | 0.54% | -0.30% | -4.66% | |
| 47 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-Other | 0.53% | -0.10% | +33.40% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.13% | +3.69% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.49% | -0.02% | +1.20% | |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.49% | -0.02% | +0.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +1.5% | -1.62% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +1.2% | -0.49% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1% | +12.23% | Add |
| 4 | NVDA | Nvidia CORP | +1% | +1.72% | Add |
| 5 | XLV | Ss Health Care Select Sector | +0.6% | +2.15% | Add |
| 6 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.6% | +48.16% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.5% | +6.06% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.5% | +546.43% | Add |
| 9 | VWO | Vanguard Ftse Emerging Marke | +0.4% | -0.63% | Add |
| 10 | MSFT | Microsoft CORP | +0.4% | +5.08% | Add |
| 11 | ORCL | Oracle CORP | +0.4% | -0.88% | Add |
| 12 | JNK | Ss Spdr Bb High Yield Bond | +0.4% | +61.12% | Add |
| 13 | VTV | Vanguard Value ETF | +0.4% | -0.67% | Add |
| 14 | IWM | Ishares Russell 2000 ETF | +0.3% | +3.58% | Add |
| 15 | AMD | Advanced Micro Devices | +0.3% | +0.46% | Add |
| 16 | ISRG | Intuitive Surgical Inc | +0.3% | -0.66% | Add |
| 17 | VB | Vanguard Small-cap ETF | +0.3% | -0.87% | Add |
| 18 | AVGO | Broadcom Inc | +0.3% | +8.45% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.3% | +37.15% | Add |
| 20 | TSLA | Tesla Inc | +0.3% | +3.09% | Add |
| 21 | MGK | Vanguard Mega Cap Growth ETF | +0.2% | +11.62% | Add |
| 22 | IEUR | Ishares Core Msci Europe ETF | +0.2% | +0.40% | Add |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.2% | +25.96% | Add |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +3.36% | Add |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.51% | Add |
| 26 | BBUS | Jpmorgan Betabuilders US Equ | +0.1% | +17.99% | Add |
| 27 | AMZN | Amazon.com Inc | 0% | +5.25% | Add |
| 28 | VOO | Vanguard S&p 500 ETF | 0% | +0.13% | Add |
| 29 | IEMG | Ishares Core Msci Emerging | -0.1% | -0.25% | Trim |
| 30 | AAPL | Apple Inc | -0.2% | +5.33% | Add |
| 31 | TOTL | Ss Doubleline Tr Tact ETF | -0.3% | -63.25% | Trim |
| 32 | ASML | ASML Holding N.V. | -0.3% | -2.78% | Trim |
| 33 | SPLB | Ss Spdr P Long Term C ETF | -0.3% | -97.98% | Trim |
| 34 | SPGI | S&p Global Inc | -0.3% | -87.59% | Trim |
| 35 | SPAB | Ss Spdr P Agg Bond ETF | -0.4% | -73.01% | Trim |
| 36 | DIS | Walt Disney Co/the | -0.4% | +14.48% | Trim |
| 37 | AMGN | Amgen Inc | -0.4% | +8.77% | Trim |
| 38 | TFLO | Ishares Treasury Floating Ra | -0.6% | -1.77% | Trim |
| 39 | XLE | Ss Energy Select Sector | -0.8% | -44.67% | Trim |
| 40 | UNH | Unitedhealth Group Inc | -0.8% | -73.08% | Trim |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | -1.2% | +19.29% | Trim |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 43 | XLP | Ss Consumer Staples Sel Sect | — | NEW | New buy |
| 44 | XLK | Ss Technology Select Sector | — | EXIT | Sold out |
| 45 | SPEU | State Street Spdr Portfolio | — | EXIT | Sold out |
| 46 | PWR | Quanta Services Inc | — | EXIT | Sold out |
| 47 | AMT | American Tower CORP | — | EXIT | Sold out |
| 48 | VWIAX | Vanguard Wellesley Inc-adm | — | NEW | New buy |
| 49 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 50 | GLDM | Spdr Gold Minishares Trust | — | EXIT | Sold out |
According to official SEC Form 13F filings, Richardson Financial Services Inc. reported a total U.S. public equity portfolio value of $176.3M across 513 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, AAPL, VUG) accounted for 18.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
VTEB
市值: $1.0M
Top Position Liquidated / Trimmed
XLK
前期市值: $922.8K
During Q3 2025, Richardson Financial Services Inc.'s top holdings by market value included SPYM (5.1%)、AAPL (4.3%)、VUG (4.2%). The largest single position, SPYM, represented 5.1% of total portfolio value.
In Q3 2025, Richardson Financial Services Inc. made 50 total portfolio adjustments, initiating 4 new buys, adding to 29 positions, trimming 12 holdings, and fully liquidating 5 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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