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CIK: 0001911900
Total reported value
$142.2M
$142.2M
106 檔
40.7%
The Q4 2025 SEC filing reveals that Richwood Investment Advisors, LLC held a total portfolio value of $142.2M, covering 106 public equity positions.
In Q4 2025, Richwood Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 58 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 19.72% | +0.42% | +5.65% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.02% | +0.30% | +2.55% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.91% | +0.03% | +1.80% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.20% | +0.55% | -3.45% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.73% | -0.03% | +2.48% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.51% | -0.07% | -2.28% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.20% | +0.09% | -6.97% | |
| 8 | NOW | Servicenow Inc | Stock-Tech | 1.86% | -0.45% | +389.73% | |
| 9 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.80% | -0.58% | +1.61% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 1.71% | +0.71% | +2.83% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.54% | -0.09% | -2.73% | |
| 12 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.45% | -0.40% | +7.95% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.28% | -0.20% | -1.33% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.20% | -0.08% | -3.97% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.19% | -1.46% | EXIT | |
| 16 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.19% | -0.38% | +3.38% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.18% | -0.05% | +4.90% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.16% | -0.05% | -5.32% | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.12% | -0.16% | -4.56% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | -0.07% | -2.62% | |
| 21 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.97% | -0.08% | -3.45% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.90% | -0.21% | -4.97% | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 0.88% | -0.06% | -12.43% | |
| 24 | WELL | Welltower Inc | Stock-Real Estate | 0.85% | +0.01% | -2.81% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.85% | +0.32% | -0.82% | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 0.84% | -0.08% | -2.34% | |
| 27 | BA | Boeing Co/the | Stock-Industrials | 0.84% | — | +4.56% | |
| 28 | AXP | American Express Co | Stock-Financials | 0.83% | +0.05% | -2.28% | |
| 29 | SNA | Snap-on Inc | Stock-Industrials | 0.81% | +0.01% | -1.92% | |
| 30 | DE | Deere & Co | Stock-Industrials | 0.81% | +0.16% | +1.04% | |
| 31 | GD | General Dynamics CORP | Stock-Industrials | 0.80% | -0.07% | +4.88% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | -0.07% | +65.41% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | +0.01% | +11.38% | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.70% | +0.04% | -10.81% | |
| 35 | FDX | Fedex CORP | Stock-Industrials | 0.69% | -0.09% | +10.21% | |
| 36 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.68% | -0.14% | -4.84% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.65% | -0.08% | +1.69% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.62% | +0.02% | -0.90% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | +0.01% | +9.64% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.06% | -2.65% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.57% | -0.08% | -8.93% | |
| 42 | C | Citigroup Inc | Stock-Financials | 0.54% | +0.04% | +4.97% | |
| 43 | COF | Capital One Financial CORP | Stock-Financials | 0.53% | +0.04% | -7.18% | |
| 44 | WM | Waste Management Inc | Stock-Industrials | 0.52% | -0.08% | — | |
| 45 | AFL | Aflac Inc | Stock-Financials | 0.51% | -0.02% | -17.36% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.04% | -1.82% | |
| 47 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.49% | -0.04% | -7.40% | |
| 48 | PSX | Phillips 66 | Stock-Energy | 0.49% | -0.11% | — | |
| 49 | ISCB | Ishares Morningstar Sm Cap | ETF-Other | 0.48% | +0.01% | -4.39% | |
| 50 | MS | Morgan Stanley | Stock-Financials | 0.48% | +0.13% | +17.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1% | -3.45% | Trim |
| 2 | CAT | Caterpillar Inc | +0.5% | +2.83% | Add |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.3% | +2.55% | Add |
| 4 | LMT | Lockheed Martin CORP | +0.3% | +7.95% | Add |
| 5 | PG | Procter & Gamble Co/the | +0.3% | +65.41% | Add |
| 6 | FDX | Fedex CORP | +0.3% | +10.21% | Add |
| 7 | MRK | Merck & Co. Inc. | +0.2% | -5.32% | Trim |
| 8 | XOM | Exxon Mobil CORP | +0.2% | — | Unchanged |
| 9 | JNJ | Johnson & Johnson | +0.2% | +11.38% | Add |
| 10 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +1.80% | Add |
| 11 | NOC | Northrop Grumman CORP | +0.1% | +1.61% | Add |
| 12 | INTC | Intel CORP | +0.1% | +14.24% | Add |
| 13 | DE | Deere & Co | +0.1% | +1.04% | Add |
| 14 | GILD | Gilead Sciences Inc | +0.1% | -4.84% | Trim |
| 15 | UPS | United Parcel Service-cl B | +0.1% | -0.90% | Trim |
| 16 | EFA | Ishares Msci Eafe ETF | +0.1% | +2.48% | Add |
| 17 | MS | Morgan Stanley | +0.1% | +17.79% | Add |
| 18 | CHRW | C.h. Robinson Worldwide Inc | +0.1% | — | Unchanged |
| 19 | PEP | Pepsico Inc | +0.1% | +1.69% | Add |
| 20 | C | Citigroup Inc | +0.1% | +4.97% | Add |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.1% | +5.65% | Add |
| 22 | AMGN | Amgen Inc | +0.1% | -12.43% | Trim |
| 23 | BMY | Bristol-myers Squibb Co | +0.1% | -7.40% | Trim |
| 24 | LEA | Lear CORP | +0.1% | +4.90% | Add |
| 25 | BA | Boeing Co/the | +0.1% | +4.56% | Add |
| 26 | DAL | Delta Air Lines Inc | +0.1% | -5.93% | Trim |
| 27 | BIIB | Biogen Inc | +0.1% | -5.56% | Trim |
| 28 | ECL | Ecolab Inc | +0.1% | +30.84% | Add |
| 29 | KO | Coca-cola Co/the | 0% | -0.90% | Trim |
| 30 | PSX | Phillips 66 | 0% | — | Unchanged |
| 31 | MCK | Mckesson CORP | 0% | — | Unchanged |
| 32 | JPM | Jpmorgan Chase & Co | 0% | +9.64% | Add |
| 33 | CLX | Clorox Company | 0% | +20.97% | Add |
| 34 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | -1.02% | Trim |
| 35 | CSCO | Cisco Systems Inc | 0% | -3.41% | Trim |
| 36 | UAL | United Airlines Holdings Inc | 0% | — | Unchanged |
| 37 | GD | General Dynamics CORP | 0% | +4.88% | Add |
| 38 | IJS | Ishares S&p Small-cap 600 Va | 0% | -0.75% | Trim |
| 39 | PM | Philip Morris International | 0% | — | Unchanged |
| 40 | NSC | Norfolk Southern CORP | 0% | +7.67% | Add |
| 41 | WFC | Wells Fargo & Co | — | -2.34% | Trim |
| 42 | JLL | Jones Lang Lasalle Inc | — | -5.82% | Trim |
| 43 | MMM | 3m Co | — | — | Unchanged |
| 44 | XLV | Ss Health Care Select Sector | — | -5.44% | Trim |
| 45 | YUM | Yum! Brands Inc | 0% | — | Unchanged |
| 46 | COP | Conocophillips | 0% | -8.68% | Trim |
| 47 | CL | Colgate-palmolive Co | 0% | -10.66% | Trim |
| 48 | SYY | Sysco CORP | 0% | — | Unchanged |
| 49 | ITW | Illinois Tool Works | 0% | -8.59% | Trim |
| 50 | DUK | Duke Energy CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Richwood Investment Advisors, LLC reported a total U.S. public equity portfolio value of $142.2M across 106 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 IVV, IJR, IJH) accounted for 40.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
OSK
市值: $665.4K
Top Position Liquidated / Trimmed
6D8
前期市值: $256.1K
During Q4 2025, Richwood Investment Advisors, LLC's top holdings by market value included IVV (19.7%)、IJR (7.0%)、IJH (6.9%). The largest single position, IVV, represented 19.7% of total portfolio value.
In Q4 2025, Richwood Investment Advisors, LLC made 92 total portfolio adjustments, initiating 7 new buys, adding to 26 positions, trimming 58 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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