RI

Richwood Investment Advisors, LLC

Diversified strategyMomentum followerLong-term holder

Total reported value

$129.7M

Reporting period: 2026-03-31 · Number of holdings: 98

Richwood Investment Advisors, LLC disclosed 98 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $129.7M and a quarterly turnover rate of 9.1%.

Personality snowflake

Concentration
24.01
Portfolio Stability
9.14
Momentum/Contrarian
100
Sector conviction
45.9
Diversification
100
Sizing Uniformity
77.79

Recent moves

  • Add IVV

    +1.4%　-$1.2M

  • Trim LLY

    +0.3%　-$929.7K

  • Add NOW

    +4.2%　$210.1K

  • Add XOM

    +0.5%　$239.0K

  • Add IJR

    +1.5%　-$426.2K

  • Trim TSCO

    -0.7%　-$316.9K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth20.21%+0.49%+1.44%
2IJRIshares Core S&p Small-cap EETF-Small Cap7.20%+0.18%+1.53%
3IJHIshares Core S&p Midcap ETFETF-Other7.05%+0.14%+0.97%
4LLYEli Lilly & CoStock-Healthcare4.87%-0.33%+0.29%
5EFAIshares Msci Eafe ETFETF-Other2.84%+0.11%+2.31%
6VVisa Inc-class A SharesStock-Financials2.54%+0.03%+3.41%
7AAPLApple INCStock-Tech2.17%-0.03%+0.55%
8NOWServicenow INCStock-Tech2.16%+0.30%+4.16%
9NOCNorthrop Grumman CORPStock-Industrials1.94%—+4.47%
10CATCaterpillar INCStock-Industrials1.77%+0.06%-1.22%
11LMTLockheed Martin CORPStock-Industrials1.56%—+3.74%
12MAMastercard INC - AStock-Financials1.53%-0.01%+1.23%
13XOMExxon Mobil CORPStock-Energy1.46%+0.27%+0.49%
14COSTCostco Wholesale CORPStock-Consumer Staples1.40%—+2.53%
15DVYIshares Select Dividend ETFETF-Other1.23%+0.03%-1.86%
16MRKMerck & Co. INC.Stock-Healthcare1.23%—-0.15%
17HDHome Depot INCStock-Consumer Disc1.18%—+9.01%
18TSCOTractor Supply CompanyStock-Consumer Disc1.03%-0.16%-0.70%
19LOWLowe's Cos INCStock-Consumer Disc1.02%-0.10%-0.91%
20MSFTMicrosoft CORPStock-Tech0.95%-0.02%-1.12%
21SDYSs Spdr S&p Dividend ETFETF-Other0.94%-0.03%-5.39%
22MCDMcdonald's CORPStock-Consumer Disc0.93%—+1.96%
23WELLWelltower INCStock-Real Estate0.92%——
24JNJJohnson & JohnsonStock-Healthcare0.89%+0.15%+9.35%
25UNHUnitedhealth Group INCStock-Healthcare0.88%—-1.08%
26DEDeere & CoStock-Industrials0.86%—+2.58%
27SNASnap-on INCStock-Industrials0.80%-0.01%-6.52%
28BABoeing Co/theStock-Industrials0.77%-0.07%+4.38%
29WFCWells Fargo & CoStock-Financials0.77%-0.07%—
30AMGNAmgen INCStock-Healthcare0.76%-0.12%-12.41%
31PGProcter & Gamble Co/theStock-Consumer Staples0.74%-0.04%-2.91%
32FDXFedex CORPStock-Industrials0.74%—+3.47%
33AXPAmerican Express CoStock-Financials0.73%-0.10%-3.17%
34GDGeneral Dynamics CORPStock-Industrials0.73%-0.07%-11.32%
35GILDGilead Sciences INCStock-Healthcare0.66%-0.02%-0.57%
36ORCLOracle CORPStock-Tech0.66%—-1.04%
37PEPPepsico INCStock-Consumer Staples0.65%—+3.11%
38KOCoca-cola Co/theStock-Consumer Staples0.64%—-0.73%
39JPMJpmorgan Chase & CoStock-Financials0.59%-0.02%-0.57%
40ETNEaton Corporation plcStock-Industrials0.59%-0.11%-17.88%
41NVDANvidia CORPStock-Tech0.58%—+14.53%
42VYMVanguard High Dvd Yield ETFETF-Other0.58%——
43PSXPhillips 66Stock-Energy0.58%+0.09%-4.64%
44WMWaste Management INCStock-Industrials0.57%——
45CCitigroup INCStock-Financials0.56%—+5.08%
46VZVerizon Communications INCStock-Comm Services0.53%—-3.82%
47MSMorgan StanleyStock-Financials0.52%—+10.79%
48BMYBristol-myers Squibb CoStock-Healthcare0.50%—-3.72%
49OSKOshkosh CORPStock-Industrials0.49%—+12.00%
50SOSouthern Co/theStock-Utilities0.48%——
1–50 of 98

Holding changes this quarter

Richwood Investment Advisors, LLC's most significant position changes for 2026-03-31: Sold out: Ss Health Care Select Sector (XLV); Sold out: Thermo Fisher Scientific INC (TMO); Sold out: Abbott Laboratories (ABT); Sold out: 3m Co (MMM); Sold out: Packaging CORP Of America (PKG).

Position changes disclosed by Richwood Investment Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IVVIshares Core S&p 500 ETF+0.5%+1.44%Add
2NOWServicenow INC+0.3%+4.16%Add
3XOMExxon Mobil CORP+0.3%+0.49%Add
4IJRIshares Core S&p Small-cap E+0.2%+1.53%Add
5JNJJohnson & Johnson+0.2%+9.35%Add
6IJHIshares Core S&p Midcap ETF+0.1%+0.97%Add
7EFAIshares Msci Eafe ETF+0.1%+2.31%Add
8SYYSysco CORP+0.1%+63.84%Add
9COPConocophillips+0.1%-1.17%Trim
10PSXPhillips 66+0.1%-4.64%Trim
11CATCaterpillar INC+0.1%-1.22%Trim
12VVisa Inc-class A Shares0%+3.41%Add
13DVYIshares Select Dividend ETF0%-1.86%Trim
14HDHome Depot INC—+9.01%Add
15MAMastercard INC - A0%+1.23%Add
16SNASnap-on INC0%-6.52%Trim
17MSFTMicrosoft CORP0%-1.12%Trim
18GILDGilead Sciences INC0%-0.57%Trim
19JPMJpmorgan Chase & Co0%-0.57%Trim
20ISCBIshares Morningstar Sm Cap0%-4.38%Trim
21AAPLApple INC0%+0.55%Add
22SDYSs Spdr S&p Dividend ETF0%-5.39%Trim
23DALDelta Air Lines INC0%-1.13%Trim
24PGProcter & Gamble Co/the0%-2.91%Trim
25UPSUnited Parcel Service-cl B0%+1.44%Add
26CLXClorox Company0%-3.24%Trim
27ELVElevance Health INC-0.1%-6.59%Trim
28AFLAflac INC-0.1%-11.45%Trim
29CHRWC.h. Robinson Worldwide INC-0.1%-9.73%Trim
30WFCWells Fargo & Co-0.1%—Unchanged
31GDGeneral Dynamics CORP-0.1%-11.32%Trim
32BABoeing Co/the-0.1%+4.38%Add
33COFCapital One Financial CORP-0.1%—Unchanged
34LOWLowe's Cos INC-0.1%-0.91%Trim
35AXPAmerican Express Co-0.1%-3.17%Trim
36SLYVSs Spdr S&p 600 Sc Val ETF-0.1%-23.81%Trim
37ETNEaton Corporation plc-0.1%-17.88%Trim
38AMGNAmgen INC-0.1%-12.41%Trim
39TSCOTractor Supply Company-0.2%-0.70%Trim
40LLYEli Lilly & Co-0.3%+0.29%Add
41XLVSs Health Care Select Sector—EXITSold out
42TMOThermo Fisher Scientific INC—EXITSold out
43ABTAbbott Laboratories—EXITSold out
44MMM3m Co—EXITSold out
45PKGPackaging CORP Of America—EXITSold out
46ITOTIshares Core S&p Total U.s.—EXITSold out
47ISCVIshares Morningstar Small-ca—EXITSold out
48XBISs Spdr S&p Biotech ETF—EXITSold out
49QCOMQualcomm INC—NEWNew buy
50SPLVInvesco S&p 500 Low Volatili—EXITSold out

FAQ

What is Richwood Investment Advisors, LLC and what type of investor is it?
Richwood Investment Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $129.7M, spread across 98 disclosed positions.
What are Richwood Investment Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Richwood Investment Advisors, LLC's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $26.2M (20.2%) 2. Ishares Core S&p Small-cap E (IJR) — $9.3M (7.2%) 3. Ishares Core S&p Midcap ETF (IJH) — $9.2M (7.0%) 4. Eli Lilly & Co (LLY) — $6.3M (4.9%) 5. Ishares Msci Eafe ETF (EFA) — $3.7M (2.8%)
What changes did Richwood Investment Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Richwood Investment Advisors, LLC made 48 notable position adjustments: 1 new positions were initiated, 15 existing holdings were added to, 23 positions were partially reduced, and 9 were completely exited. The largest of these moves: Sold out: Ss Health Care Select Sector (XLV); Sold out: Thermo Fisher Scientific INC (TMO); Sold out: Abbott Laboratories (ABT); Sold out: 3m Co (MMM); Sold out: Packaging CORP Of America (PKG)
What sectors does Richwood Investment Advisors, LLC focus on?
Richwood Investment Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Industrials: 22.8% • Health Care: 20.0% • Financials: 15.0% • Information Technology: 13.9% • Consumer Discretionary: 8.8% • Consumer Staples: 8.7%