Richard Young Associates, Ltd. Top Holdings and 13F Report (2026) About Richard Young Associates, Ltd.Investment ActivityRichard Young Associates, Ltd. has $131.70 million in total holdings as of March 31, 2026.Richard Young Associates, Ltd. owns shares of 25 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 1.36% of the portfolio was purchased this quarter.About 0.89% of the portfolio was sold this quarter.This quarter, Richard Young Associates, Ltd. has purchased 25 new stocks and bought additional shares in 10 stocks.Richard Young Associates, Ltd. sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Targeted Value ETF $34,908,033Dimensional US Marketwide Value ETF $34,407,816Dimensional U.S. Small Cap ETF $32,750,331Dimensional U.S. Equity ETF $8,652,186Dimensional International Value ETF $7,697,612 Largest New Holdings this Quarter 084670702 - Berkshire Hathaway $330,648 Holding166764100 - Chevron $214,390 Holding Largest Purchases this Quarter Berkshire Hathaway 690 shares (about $330.65K)Dimensional U.S. Small Cap ETF 4,640 shares (about $330.04K)Dimensional U.S. Targeted Value ETF 5,266 shares (about $328.86K)Dimensional US Marketwide Value ETF 5,566 shares (about $269.73K)Chevron 1,036 shares (about $214.39K) Largest Sales this Quarter NVIDIA 2,386 shares (about $416.12K)Dimensional International Value ETF 1,757 shares (about $92.73K)Schwab US Broad Market ETF 1,890 shares (about $47.44K)Carter Bankshares 1,467 shares (about $34.21K)Dimensional U.S. Equity ETF 417 shares (about $29.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRichard Young Associates, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFATDimensional U.S. Targeted Value ETF$34,908,033$328,862 â–²1.0%558,97626.5%ETFDFUVDimensional US Marketwide Value ETF$34,407,816$269,728 â–²0.8%710,02526.1%ETFDFASDimensional U.S. Small Cap ETF$32,750,331$330,043 â–²1.0%460,42924.9%ETFDFUSDimensional U.S. Equity ETF$8,652,186$29,570 â–¼-0.3%122,0166.6%ETFDFIVDimensional International Value ETF$7,697,612$92,735 â–¼-1.2%145,8435.8%ETFNVDANVIDIA$3,037,875$416,119 â–¼-12.0%17,4192.3%Computer and TechnologyAAPLApple$1,939,148$34,768 â–²1.8%7,6411.5%Computer and TechnologyKOCocaCola$1,134,266$25,857 â–¼-2.2%14,9150.9%Consumer StaplesTSLATesla$1,112,6480.0%2,9930.8%Auto/Tires/TrucksAMZNAmazon.com$735,215$38,115 â–²5.5%3,5300.6%Retail/WholesaleMSFTMicrosoft$674,305$211,692 â–²45.8%1,8220.5%Computer and TechnologyCARECarter Bankshares$587,990$34,210 â–¼-5.5%25,2140.4%FinanceMETAMeta Platforms$505,984$28,619 â–²6.0%8840.4%Computer and TechnologyTAT&T$413,059$10,987 â–¼-2.6%14,2480.3%Computer and TechnologyXOMExxonMobil$409,703$1,866 â–²0.5%2,4150.3%EnergySOUTHSTATE BK CORP$398,206$27,756 â–¼-6.5%4,3040.3%COMBRK.BBerkshire Hathaway$330,648$330,648 â–²New Holding6900.3%FinanceDUHPDimensional US High Profitability ETF$329,402$845 â–²0.3%8,9610.3%ETFGOOGLAlphabet$323,5650.0%1,1250.2%Computer and TechnologySOSouthern$318,620$869 â–²0.3%3,3010.2%UtilitiesWALMART INC$277,9480.0%2,2360.2%COMIAUiShares Gold Trust$223,7500.0%2,5380.2%FinanceSCHBSchwab US Broad Market ETF$220,127$47,439 â–¼-17.7%8,7700.2%ETFCVXChevron$214,390$214,390 â–²New Holding1,0360.2%EnergyGNLXGenelux$99,1210.0%40,9590.1%MedicalSHOPIFY INC$0$257,552 â–¼-100.0%00.0%CL A SUB VTG SHSEXPEExpedia Group$0$226,648 â–¼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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