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Portfolio (Quarterly) Guide ↗

Richmond Brothers, Inc.

· CIK 0001540462
13F Portfolio $192M AUM 134 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 61 New 13 Added 21 Reduced 1 Exited
Page 1 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 38,528.0 $28.4M 14.75% -38K -49.4% $736.31 -2.7%
2 AAPL APPLE INC Technology 31,196.0 $9.0M 4.69% +18K +145.7% $289.35 +10.5%
3 NVDA NVIDIA CORPORATION Technology 31,477.0 $6.3M 3.27% NEW $200.09 +8.7%
4 MSFT MICROSOFT CORP Technology 15,886.0 $5.9M 3.08% +14K +601.4% $373.04 +37.7%
5 VGT VANGUARD WORLD FD 32,345.0 $3.9M 2.01% +23K +250.6% $119.52 +0.5%
6 VIS VANGUARD WORLD FD 9,697.0 $3.5M 1.82% -13K -57.9% $360.36 -5.9%
7 SIXD AIM ETF PRODUCTS TRUST 111,640.0 $3.4M 1.79% NEW $30.83 +2.2%
8 BERKSHIRE HATHAWAY INC DEL 6,612.0 $3.3M 1.72% +780.0 +13.4% $500.44
9 AMZN AMAZON COM INC Consumer Cyclical 13,824.0 $3.3M 1.71% +13K +1295.0% $238.34 +11.8%
10 VDE VANGUARD WORLD FD 21,692.0 $3.3M 1.69% -30K -58.2% $150.12 +17.6%
11 VHT VANGUARD WORLD FD 10,501.0 $3.1M 1.63% -14K -56.9% $298.97 +7.4%
12 VAW VANGUARD WORLD FD 13,624.0 $3.1M 1.62% -19K -58.0% $228.79 +4.3%
13 VPU VANGUARD WORLD FD 15,748.0 $3.1M 1.60% -21K -57.1% $195.73 -5.6%
14 MAYT AIM ETF PRODUCTS TRUST 78,997.0 $3.1M 1.60% NEW $39.00 -5.6%
15 VOX VANGUARD WORLD FD 16,315.0 $3.0M 1.56% -22K -56.9% $183.96 +2.5%
16 VDC VANGUARD WORLD FD 12,679.0 $2.9M 1.49% -18K -58.1% $225.44 +2.2%
17 VFH VANGUARD WORLD FD 21,641.0 $2.8M 1.48% -30K -58.3% $131.60 +7.9%
18 VCR VANGUARD WORLD FD 7,091.0 $2.8M 1.46% -10K -58.5% $396.46 -0.7%
19 VNQ VANGUARD INDEX FDS 28,796.0 $2.8M 1.44% -7K -19.7% $96.42 +0.9%
20 MDYG SPDR SERIES TRUST 24,659.0 $2.8M 1.44% NEW $112.09 -3.2%
Page 1 of 5  ·  96 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.8%
Technology 34.8%
Healthcare 8.1%
Consumer Cyclical 6.6%
Communication Services 5.6%
Industrials 3.0%
Consumer Defensive 3.0%
Energy 1.8%
Basic Materials 0.3%