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CIK: 0002012303
Total reported value
$176.3M
$176.3M
613 檔
17.4%
During the Q1 2026 filing period, Richardson Financial Services Inc. (CIK: 0002012303) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $176.3M across 613 reported positions.
Richardson Financial Services Inc. executed strategic sector rebalancing during Q1 2026, establishing 20 new positions while fully exiting 14 holdings and trimming 76 positions.
Showing top 200 holdings (of 613 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.36% | +0.29% | +0.63% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.28% | +0.39% | -11.93% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 4.17% | -0.01% | -3.41% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 3.80% | +0.26% | +0.30% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.64% | +0.12% | +4.93% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.31% | -0.49% | -11.93% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.19% | +0.21% | +3.85% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.09% | -0.13% | +1.50% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.92% | -0.13% | +2.31% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.76% | -0.07% | -2.10% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.71% | +0.07% | -5.84% | |
| 12 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.66% | -0.05% | -3.35% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.62% | -0.09% | +7.52% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.48% | +0.06% | -5.94% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | +0.15% | +2.36% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.16% | +0.13% | -3.08% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.02% | +0.07% | -2.52% | |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.01% | -0.09% | +0.56% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | +0.10% | +3.35% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | -0.08% | -1.41% | |
| 21 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.89% | -0.04% | -4.00% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.81% | -0.02% | -1.54% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.78% | +0.01% | -17.58% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.77% | -0.44% | +1.52% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.14% | +21.30% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.05% | +16.27% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.66% | -0.05% | +2.23% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.66% | -0.15% | -0.32% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.65% | — | -6.98% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.13% | +1.11% | |
| 31 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.64% | -0.18% | +0.21% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | -0.03% | +1.87% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.09% | +0.20% | |
| 34 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-Other | 0.61% | -0.10% | +29.24% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.61% | -0.04% | -2.37% | |
| 36 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.58% | +0.11% | -1.03% | |
| 37 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.58% | +0.36% | -3.02% | |
| 38 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.57% | -0.02% | -1.57% | |
| 39 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.55% | +0.01% | -20.03% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-Other | 0.55% | -0.53% | +2087.68% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | +0.02% | +3.97% | |
| 42 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.53% | -0.03% | -0.47% | |
| 43 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.53% | +0.16% | +26.57% | |
| 44 | CTAS | Cintas CORP | Stock-Industrials | 0.53% | -0.28% | -1.80% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.52% | -0.08% | +1.01% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.51% | +0.76% | +1.92% | |
| 47 | EOG | Eog Resources Inc | Stock-Energy | 0.50% | -0.10% | +13.92% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.49% | -0.02% | +0.94% | |
| 49 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.49% | -0.31% | +1.63% | |
| 50 | TT | Trane Technologies plc | Stock-Industrials | 0.48% | -0.30% | -10.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +2.3% | -3.41% | Trim |
| 2 | VUG | Vanguard Growth ETF | +2% | +0.30% | Add |
| 3 | AAPL | Apple Inc | +2% | +0.63% | Add |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.6% | -11.93% | Trim |
| 5 | VEA | Vanguard Ftse Developed ETF | +1.4% | -2.10% | Trim |
| 6 | NVDA | Nvidia CORP | +1.3% | +4.93% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +1% | +1.50% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +1% | +3.85% | Add |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | +1% | -11.93% | Trim |
| 10 | SPEM | State Street Sp Ptf Em ETF | +0.8% | -5.84% | Trim |
| 11 | IEUR | Ishares Core Msci Europe ETF | +0.8% | -3.35% | Trim |
| 12 | IEMG | Ishares Core Msci Emerging | +0.7% | -5.94% | Trim |
| 13 | MSFT | Microsoft CORP | +0.6% | +7.52% | Add |
| 14 | AMZN | Amazon.com Inc | +0.6% | +2.36% | Add |
| 15 | XLV | Ss Health Care Select Sector | +0.5% | +2087.68% | Add |
| 16 | VB | Vanguard Small-cap ETF | +0.5% | -1.54% | Trim |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | -1.41% | Trim |
| 18 | JPM | Jpmorgan Chase & Co | +0.5% | +3.35% | Add |
| 19 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | +0.4% | +29.24% | Add |
| 20 | VBK | Vanguard Small-cap Grwth ETF | +0.4% | -3.08% | Trim |
| 21 | AVGO | Broadcom Inc | +0.4% | +21.30% | Add |
| 22 | COST | Costco Wholesale CORP | +0.4% | +0.20% | Add |
| 23 | WMT | Walmart Inc | +0.4% | +1.11% | Add |
| 24 | EOG | Eog Resources Inc | +0.3% | +13.92% | Add |
| 25 | MA | Mastercard Inc - A | +0.3% | +1.52% | Add |
| 26 | TMUS | T-mobile US Inc | +0.3% | +0.21% | Add |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.3% | -17.58% | Trim |
| 28 | JNK | Ss Spdr Bb High Yield Bond | +0.3% | +26.57% | Add |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.3% | -6.98% | Trim |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | +0.3% | +56.59% | Add |
| 31 | XLI | Ss Industrial Select Sector | +0.3% | NEW | New buy |
| 32 | BBUS | Jpmorgan Betabuilders US Equ | +0.3% | -1.03% | Trim |
| 33 | SRLN | Ss Blackstone Sr Loan ETF | +0.3% | -1.57% | Trim |
| 34 | TJX | Tjx Companies Inc | +0.3% | +1.01% | Add |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | +0.3% | -32.00% | Trim |
| 36 | CVX | Chevron CORP | +0.2% | +13.95% | Add |
| 37 | LIN | Linde plc | +0.2% | -1.05% | Trim |
| 38 | XLC | Ss Comm Select Sector Spdr | +0.2% | -0.47% | Trim |
| 39 | MGK | Vanguard Mega Cap Growth ETF | +0.2% | -3.02% | Trim |
| 40 | IWR | Ishares Russell Mid-cap ETF | +0.2% | +14.19% | Add |
| 41 | IWM | Ishares Russell 2000 ETF | +0.2% | +6.64% | Add |
| 42 | ULST | Ss Ultra Short Tm Bond ETF | +0.2% | — | Unchanged |
| 43 | TSLA | Tesla Inc | +0.2% | +3.97% | Add |
| 44 | CTAS | Cintas CORP | +0.2% | -1.80% | Trim |
| 45 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -1.95% | Trim |
| 46 | IVV | Ishares Core S&p 500 ETF | +0.2% | +4.73% | Add |
| 47 | EQIX | Equinix Inc | +0.2% | +1.81% | Add |
| 48 | NOC | Northrop Grumman CORP | +0.2% | -3.30% | Trim |
| 49 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.2% | -20.03% | Trim |
| 50 | CB | Chubb Limited | +0.2% | +23.36% | Add |
According to official SEC Form 13F filings, Richardson Financial Services Inc. reported a total U.S. public equity portfolio value of $176.3M across 613 disclosed positions in Q1 2026.
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 AAPL, SPYM, VTV) accounted for 17.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
XLI
市值: $421.5K
Top Position Liquidated / Trimmed
XLP
前期市值: $869.0K
During Q1 2026, Richardson Financial Services Inc.'s top holdings by market value included AAPL (4.4%)、SPYM (4.3%)、VTV (4.2%). The largest single position, AAPL, represented 4.4% of total portfolio value.
In Q1 2026, Richardson Financial Services Inc. made 183 total portfolio adjustments, initiating 20 new buys, adding to 73 positions, trimming 76 holdings, and fully liquidating 14 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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