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Portfolio (Quarterly) Guide ↗

RICHARDSON FINANCIAL SERVICES INC.

· CIK 0002012303
13F Portfolio $176M AUM 1,105 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 42 New 207 Added 195 Reduced 48 Exited
Page 1 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTV VANGUARD VALUE ETF 33,676.0 $7.3M 4.16% -276.0 -0.8% $217.93 +3.4%
2 GOOGL ALPHABET INC A Communication Services 11,822.0 $4.2M 2.40% -365.0 -3.0% $357.37 -3.0%
3 VOO VANGUARD S&P 500 5,068.0 $3.5M 1.97% -536.0 -9.6% $686.81 +3.0%
4 SPDW SPDR Portfolio Developed Wld ex-US ETF 63,574.0 $3.2M 1.82% -17K -21.5% $50.39 +2.9%
5 VEA Vanguard FTSE Developed Markets ETF 41,799.0 $3.0M 1.69% -2K -5.0% $71.25 +2.5%
6 IEUR ISHARES CORE MSCI EUROPE ETF 37,657.0 $2.8M 1.60% -193.0 -0.5% $75.17 +3.6%
7 IEMG iShares Core MSCI Emerging Markets ETF 32,678.0 $2.7M 1.53% -1K -3.9% $82.84 -1.2%
8 AMD ADVANCED MICRO DEVICES Technology 3,851.0 $2.2M 1.27% -124.0 -3.1% $580.91 -19.9%
9 SPY SPDR S&P 500 ETF Financial Services 2,031.0 $1.5M 0.86% -272.0 -11.8% $746.77 +3.0%
10 IPAC ISHARES CORE MSCI PACIFIC ETF 18,257.0 $1.5M 0.85% -394.0 -2.1% $81.93 +4.3%
11 VB VANGUARD SMALL CAP ETF 4,617.0 $1.4M 0.79% -301.0 -6.1% $303.12 -0.8%
12 SPSM SPDR Portfolio S&P 600 Sm Cap ETF 24,239.0 $1.4M 0.79% -1K -5.5% $57.67 -1.9%
13 SPMD SPDR Portfolio S&P 400 Mid Cap ETF 16,908.0 $1.1M 0.65% -737.0 -4.2% $67.56 -1.7%
14 HD HOME DEPOT INC Consumer Cyclical 3,051.0 $1.1M 0.61% -53.0 -1.7% $352.68 -6.4%
15 VWO Vanguard FTSE Emerging Markets ETF 16,917.0 $1.0M 0.57% -1K -6.0% $59.69 +1.8%
16 WMT WALMART INC Consumer Defensive 8,167.0 $925K 0.53% -153.0 -1.8% $113.26 -9.0%
17 MCD MCDONALDS CORP Consumer Cyclical 3,340.0 $903K 0.51% -57.0 -1.7% $270.31 -2.0%
18 CERY SPDR Blmbrg Enh Roll Y Cmd Stgy NoK-1ETF 26,816.0 $896K 0.51% -918.0 -3.3% $33.43 +14.3%
19 VNQ Vanguard Real Estate ETF 8,535.0 $823K 0.47% -247.0 -2.8% $96.42 +0.9%
20 IWM ISHS RUSS 2000 INDX ETF 2,622.0 $788K 0.45% -284.0 -9.8% $300.45 -1.6%
Page 1 of 10  ·  195 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
Technology 36.7%
Financial Services 14.8%
Consumer Cyclical 9.6%
Communication Services 9.0%
Healthcare 7.0%
Industrials 6.3%
Consumer Defensive 5.6%
Utilities 5.1%
Energy 3.0%
Real Estate 1.8%