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CIK: 0001911900
Total reported value
$142.2M
$142.2M
98 檔
38.5%
In Q1 2026, Richwood Investment Advisors, LLC's U.S. equity holdings reached a combined market value of $142.2M, distributed across 98 disclosed stock positions.
In Q1 2026, Richwood Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 45 positions and completely liquidating 9 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 | 20.21% | +0.42% | +1.44% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.20% | +0.30% | +1.53% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.05% | +0.03% | +0.97% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.87% | +0.55% | +0.29% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.84% | -0.03% | +2.31% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.54% | -0.07% | +3.41% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.17% | +0.09% | +0.55% | |
| 8 | NOW | Servicenow Inc | Stock-Tech | 2.16% | -0.45% | +4.16% | |
| 9 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.94% | -0.58% | +4.47% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 1.77% | +0.71% | -1.22% | |
| 11 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.56% | -0.40% | +3.74% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.53% | -0.09% | +1.23% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.46% | -1.46% | EXIT | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.40% | -0.20% | +2.53% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.23% | -0.08% | -1.86% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.23% | -0.05% | -0.15% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.18% | -0.05% | +9.01% | |
| 18 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.03% | -0.38% | -0.70% | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.02% | -0.16% | -0.91% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | -0.07% | -1.12% | |
| 21 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.94% | -0.08% | -5.39% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.93% | -0.21% | +1.96% | |
| 23 | WELL | Welltower Inc | Stock-Real Estate | 0.92% | +0.01% | — | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | +0.01% | +9.35% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.88% | +0.32% | -1.08% | |
| 26 | DE | Deere & Co | Stock-Industrials | 0.86% | +0.16% | +2.58% | |
| 27 | SNA | Snap-on Inc | Stock-Industrials | 0.80% | +0.01% | -6.52% | |
| 28 | BA | Boeing Co/the | Stock-Industrials | 0.77% | — | +4.38% | |
| 29 | WFC | Wells Fargo & Co | Stock-Financials | 0.77% | -0.08% | — | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.76% | -0.06% | -12.41% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.74% | -0.07% | -2.91% | |
| 32 | FDX | Fedex CORP | Stock-Industrials | 0.74% | -0.09% | +3.47% | |
| 33 | AXP | American Express Co | Stock-Financials | 0.73% | +0.05% | -3.17% | |
| 34 | GD | General Dynamics CORP | Stock-Industrials | 0.73% | -0.07% | -11.32% | |
| 35 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.66% | -0.14% | -0.57% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.66% | -0.06% | -1.04% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.65% | -0.08% | +3.11% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.64% | +0.02% | -0.73% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | +0.01% | -0.57% | |
| 40 | ETN | Eaton Corporation plc | Stock-Industrials | 0.59% | +0.04% | -17.88% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | +0.04% | +14.53% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.58% | -0.08% | — | |
| 43 | PSX | Phillips 66 | Stock-Energy | 0.58% | -0.11% | -4.64% | |
| 44 | WM | Waste Management Inc | Stock-Industrials | 0.57% | -0.08% | — | |
| 45 | C | Citigroup Inc | Stock-Financials | 0.56% | +0.04% | +5.08% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.53% | -0.11% | -3.82% | |
| 47 | MS | Morgan Stanley | Stock-Financials | 0.52% | +0.13% | +10.79% | |
| 48 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.50% | -0.04% | -3.72% | |
| 49 | OSK | Oshkosh CORP | Stock-Industrials | 0.49% | -0.02% | +12.00% | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.48% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.5% | +1.44% | Add |
| 2 | NOW | Servicenow Inc | +0.3% | +4.16% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.3% | +0.49% | Add |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.2% | +1.53% | Add |
| 5 | JNJ | Johnson & Johnson | +0.2% | +9.35% | Add |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +0.97% | Add |
| 7 | NOC | Northrop Grumman CORP | +0.1% | +4.47% | Add |
| 8 | COST | Costco Wholesale CORP | +0.1% | +2.53% | Add |
| 9 | EFA | Ishares Msci Eafe ETF | +0.1% | +2.31% | Add |
| 10 | LMT | Lockheed Martin CORP | +0.1% | +3.74% | Add |
| 11 | SYY | Sysco CORP | +0.1% | +63.84% | Add |
| 12 | COP | Conocophillips | +0.1% | -1.17% | Trim |
| 13 | PSX | Phillips 66 | +0.1% | -4.64% | Trim |
| 14 | NVDA | Nvidia CORP | +0.1% | +14.53% | Add |
| 15 | MRK | Merck & Co. Inc. | +0.1% | -0.15% | Trim |
| 16 | WELL | Welltower Inc | +0.1% | — | Unchanged |
| 17 | CAT | Caterpillar Inc | +0.1% | -1.22% | Trim |
| 18 | ADBE | Adobe Inc | +0.1% | +26.94% | Add |
| 19 | SO | Southern Co/the | +0.1% | — | Unchanged |
| 20 | VZ | Verizon Communications Inc | +0.1% | -3.82% | Trim |
| 21 | ORCL | Oracle CORP | +0.1% | -1.04% | Trim |
| 22 | DE | Deere & Co | +0.1% | +2.58% | Add |
| 23 | WM | Waste Management Inc | +0.1% | — | Unchanged |
| 24 | FDX | Fedex CORP | +0.1% | +3.47% | Add |
| 25 | ED | Consolidated Edison Inc | 0% | -1.16% | Trim |
| 26 | MS | Morgan Stanley | 0% | +10.79% | Add |
| 27 | V | Visa Inc-class A Shares | 0% | +3.41% | Add |
| 28 | DVY | Ishares Select Dividend ETF | 0% | -1.86% | Trim |
| 29 | MCD | Mcdonald's CORP | 0% | +1.96% | Add |
| 30 | UNH | Unitedhealth Group Inc | 0% | -1.08% | Trim |
| 31 | DUK | Duke Energy CORP | 0% | +5.34% | Add |
| 32 | CVX | Chevron CORP | 0% | -9.30% | Trim |
| 33 | PFE | Pfizer Inc | 0% | -2.82% | Trim |
| 34 | KO | Coca-cola Co/the | 0% | -0.73% | Trim |
| 35 | C | Citigroup Inc | 0% | +5.08% | Add |
| 36 | HDV | Ishares Core High Dividend E | 0% | +390.56% | Add |
| 37 | WMT | Walmart Inc | 0% | +11.81% | Add |
| 38 | MCK | Mckesson CORP | 0% | +9.49% | Add |
| 39 | IJS | Ishares S&p Small-cap 600 Va | 0% | — | Unchanged |
| 40 | BMY | Bristol-myers Squibb Co | 0% | -3.72% | Trim |
| 41 | VYM | Vanguard High Dvd Yield ETF | 0% | — | Unchanged |
| 42 | PFF | Ishares Preferred & Income S | 0% | -1.19% | Trim |
| 43 | YUM | Yum! Brands Inc | 0% | — | Unchanged |
| 44 | OSK | Oshkosh CORP | 0% | +12.00% | Add |
| 45 | IMCG | Ishares Morningstar Mid-cap | 0% | — | Unchanged |
| 46 | AEP | American Electric Power | 0% | -6.73% | Trim |
| 47 | ALL | Allstate CORP | 0% | — | Unchanged |
| 48 | HD | Home Depot Inc | — | +9.01% | Add |
| 49 | PEP | Pepsico Inc | — | +3.11% | Add |
| 50 | CSCO | Cisco Systems Inc | — | — | 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 98 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 IVV, IJR, IJH) accounted for 38.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
QCOM
市值: $202.7K
Top Position Liquidated / Trimmed
XLV
前期市值: $306.9K
During Q1 2026, Richwood Investment Advisors, LLC's top holdings by market value included IVV (20.2%)、IJR (7.2%)、IJH (7.0%). The largest single position, IVV, represented 20.2% of total portfolio value.
In Q1 2026, Richwood Investment Advisors, LLC made 88 total portfolio adjustments, initiating 1 new buys, adding to 33 positions, trimming 45 holdings, and fully liquidating 9 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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