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CIK: 0002012303
Total reported value
$176.3M
$176.3M
598 檔
97.2%
At the close of Q4 2025, Richardson Financial Services Inc. disclosed equity holdings valued at approximately $176.3M, spread across 598 reported holdings.
Richardson Financial Services Inc. executed strategic sector rebalancing during Q4 2025, establishing 7 new positions while fully exiting 1 holdings and trimming 22 positions.
Showing top 200 holdings (of 598 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ABBNY | Abb Ltd-spon Adr | Stock-Industrials | 47.05% | — | — | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.65% | +0.39% | -2.93% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.41% | +0.29% | -0.24% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 1.86% | -0.01% | +1.47% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 1.76% | +0.26% | -2.79% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.38% | +0.12% | -5.85% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.33% | -0.49% | +16.10% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | +0.21% | +8.74% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | -0.13% | +2.01% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.02% | -0.09% | +0.37% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.99% | -0.13% | +1.91% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.94% | +0.07% | -4.19% | |
| 13 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.91% | -0.05% | -1.96% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.78% | +0.06% | -7.60% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.77% | +0.13% | -5.77% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | +0.15% | +3.85% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.69% | -0.04% | +0.53% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | +0.10% | +1.61% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.53% | +0.07% | +3.55% | |
| 20 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.53% | -0.09% | +13.20% | |
| 21 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.47% | +0.01% | -22.57% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | -0.08% | +5.56% | |
| 23 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.46% | -0.04% | -0.62% | |
| 24 | VWIAX | Vanguard Wellesley Inc-adm | Stock-Other | 0.46% | -0.02% | +4.24% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.45% | -0.44% | +1.46% | |
| 26 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.36% | +0.01% | +87.97% | |
| 27 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.36% | — | -0.62% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | +0.14% | +6.18% | |
| 29 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.35% | +0.36% | +0.43% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.34% | -0.07% | +0.02% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | -0.05% | +1.47% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.03% | +1.87% | |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.34% | -0.05% | +9.66% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.34% | -0.15% | +2.40% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | +0.02% | -14.96% | |
| 36 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.32% | +0.11% | +7.28% | |
| 37 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.32% | -0.18% | — | |
| 38 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.31% | -0.02% | +5.36% | |
| 39 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.31% | -0.03% | -1.06% | |
| 40 | CTAS | Cintas CORP | Stock-Industrials | 0.31% | -0.28% | +1.08% | |
| 41 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.31% | -0.31% | +9.37% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.13% | +0.02% | |
| 43 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.29% | -0.03% | -8.39% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.29% | -0.02% | +1.48% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | -0.09% | -4.15% | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.28% | -0.26% | — | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.28% | — | -6.03% | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.28% | -0.04% | +1.69% | |
| 49 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.28% | -0.05% | +1.87% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.27% | +0.76% | -0.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | +0.5% | — | Unchanged |
| 2 | VWIAX | Vanguard Wellesley Inc-adm | +0.2% | +4.24% | Add |
| 3 | EQIX | Equinix Inc | +0.1% | +3580.00% | Add |
| 4 | XLSR | Ss US Sector Rotation | +0.1% | — | Unchanged |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +0.53% | Add |
| 6 | INTU | Intuit Inc | +0.1% | +603.92% | Add |
| 7 | LLY | Eli Lilly & Co | 0% | +46.41% | Add |
| 8 | BIV | Vanguard Intermediate-term B | 0% | +4.17% | Add |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | 0% | +87.97% | Add |
| 10 | IWR | Ishares Russell Mid-cap ETF | -0.1% | +48.84% | Add |
| 11 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | +1.87% | Add |
| 12 | ISRG | Intuitive Surgical Inc | -0.1% | +9.37% | Add |
| 13 | AMD | Advanced Micro Devices | -0.1% | -0.89% | Trim |
| 14 | IP | International Paper Co | -0.1% | -80.70% | Trim |
| 15 | FISR | Ss Fi Sector Rotation | -0.2% | -52.45% | Trim |
| 16 | ROP | Roper Technologies Inc | -0.2% | -77.42% | Trim |
| 17 | FITB | Fifth Third Bancorp | -0.2% | -46.93% | Trim |
| 18 | ZTS | Zoetis Inc | -0.2% | -76.21% | Trim |
| 19 | ULST | Ss Ultra Short Tm Bond ETF | -0.2% | — | Unchanged |
| 20 | ORCL | Oracle CORP | -0.3% | -11.40% | Trim |
| 21 | NXPI | NXP Semiconductors N.V. | -0.3% | -92.36% | Trim |
| 22 | XOM | Exxon Mobil CORP | -0.3% | -71.32% | Trim |
| 23 | PH | Parker Hannifin CORP | -0.3% | -47.96% | Trim |
| 24 | ADBE | Adobe Inc | -0.3% | -67.13% | Trim |
| 25 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | -0.3% | -27.55% | Trim |
| 26 | GOOGL | Alphabet Inc-cl A | -0.4% | +8.74% | Add |
| 27 | JNK | Ss Spdr Bb High Yield Bond | -0.5% | -37.95% | Trim |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | -0.5% | -4.89% | Trim |
| 29 | VBK | Vanguard Small-cap Grwth ETF | -0.5% | -5.77% | Trim |
| 30 | VB | Vanguard Small-cap ETF | -0.5% | +1.48% | Add |
| 31 | AMZN | Amazon.com Inc | -0.5% | +3.85% | Add |
| 32 | XLV | Ss Health Care Select Sector | -0.6% | -96.10% | Trim |
| 33 | V | Visa Inc-class A Shares | -0.7% | -62.71% | Trim |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.7% | -22.57% | Trim |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.7% | -75.06% | Trim |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.8% | +16.10% | Add |
| 37 | MSFT | Microsoft CORP | -1.1% | +0.37% | Add |
| 38 | VEA | Vanguard Ftse Developed ETF | -1.3% | +0.02% | Add |
| 39 | NVDA | Nvidia CORP | -1.5% | -5.85% | Trim |
| 40 | AAPL | Apple Inc | -1.9% | -0.24% | Trim |
| 41 | VTV | Vanguard Value ETF | -2.2% | +1.47% | Add |
| 42 | VUG | Vanguard Growth ETF | -2.5% | -2.79% | Trim |
| 43 | ABBNY | Abb Ltd-spon Adr | — | NEW | New buy |
| 44 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 45 | FLCH | Franklin Ftse China ETF | — | NEW | New buy |
| 46 | VLTO | Veralto CORP | — | NEW | New buy |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | EXIT | Sold out |
| 48 | XEMD | Bondbloxx-jpm Usd Em Mk 1-10 | — | NEW | New buy |
| 49 | PWR | Quanta Services Inc | — | NEW | New buy |
| 50 | GLDM | Spdr Gold Minishares Trust | — | NEW | New buy |
According to official SEC Form 13F filings, Richardson Financial Services Inc. reported a total U.S. public equity portfolio value of $176.3M across 598 disclosed positions in Q4 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 ABBNY, SPYM, AAPL) accounted for 97.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
ABBNY
市值: $144.7M
Top Position Liquidated / Trimmed
BIL
前期市值: $340.9K
During Q4 2025, Richardson Financial Services Inc.'s top holdings by market value included ABBNY (47.0%)、SPYM (2.6%)、AAPL (2.4%). The largest single position, ABBNY, represented 47.0% of total portfolio value.
In Q4 2025, Richardson Financial Services Inc. made 47 total portfolio adjustments, initiating 7 new buys, adding to 17 positions, trimming 22 holdings, and fully liquidating 1 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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