Richardson Financial Services Inc. Top Holdings and 13F Report (2025)

About Richardson Financial Services Inc.

Investment Activity

Richardson Financial Services Inc. has $131.36 million in total holdings as of March 31, 2025.
Richardson Financial Services Inc. owns shares of 722 different stocks, but just 106 companies or ETFs make up 80% of its holdings.
Approximately 53.92% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Richardson Financial Services Inc. has purchased 721 new stocks and bought additional shares in 247 stocks.
Richardson Financial Services Inc. sold shares of 178 stocks and completely divested from 50 stocks this quarter.

Largest Holdings

Apple: $5,901,110
SPDR Portfolio S&P 500 ETF: $5,326,500
Vanguard Value ETF: $4,722,815
SPDR Portfolio Developed World ex-US ETF: $4,225,198
Vanguard Growth ETF: $3,576,261

Largest New Holdings this Quarter

81369Y506 - Energy Select Sector SPDR Fund: $988,054 Holding
81369Y803 - Technology Select Sector SPDR Fund: $922,761 Holding
78463X103 - SPDR Portfolio Europe ETF: $622,149 Holding
78464A367 - SPDR Portfolio Long Term Corporate Bond ETF: $427,413 Holding
98149E303 - SPDR Gold MiniShares Trust: $323,987 Holding

Largest Purchases this Quarter

Apple: 26,535 shares (about $5.89M)
SPDR Portfolio Developed World ex-US ETF: 114,372 shares (about $4.16M)
Vanguard Value ETF: 18,534 shares (about $3.20M)
SPDR Portfolio Emerging Markets ETF: 77,214 shares (about $3.04M)
NVIDIA: 22,050 shares (about $2.39M)

Largest Sales this Quarter

Vanguard Growth ETF: 4,774 shares (about $1.77M)
Vanguard Value ETF: 8,429 shares (about $1.46M)
SPDR Portfolio S&P 500 ETF: 19,057 shares (about $1.25M)
Vanguard FTSE Emerging Markets ETF: 12,410 shares (about $561.67K)
SPDR S&P 500 ETF Trust: 369 shares (about $206.41K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$5,901,110	$5,894,224 ▲	85,596.8%	26,566	4.5%	Computer and Technology
SPLG SPDR Portfolio S&P 500 ETF	$5,326,500	$1,253,190 ▼	-19.0%	80,999	4.1%	ETF
VTV Vanguard Value ETF	$4,722,815	$3,201,516 ▲	210.4%	27,341	3.6%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$4,225,198	$4,164,284 ▲	6,836.3%	116,045	3.2%	ETF
VUG Vanguard Growth ETF	$3,576,261	$1,751,419 ▲	96.0%	9,644	2.7%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$3,125,220	$3,039,905 ▲	3,563.2%	79,381	2.4%	ETF
NVDA NVIDIA	$2,423,594	$2,389,779 ▲	7,067.3%	22,362	1.8%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$2,234,954	$77,707 ▼	-3.4%	28,330	1.7%	ETF
MSFT Microsoft	$2,185,522	$2,173,510 ▲	18,093.8%	5,822	1.7%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$2,153,022	$2,107,958 ▲	4,677.7%	39,894	1.6%	ETF
IEUR iShares Core MSCI Europe ETF	$1,930,881	$1,907,964 ▲	8,325.7%	32,102	1.5%	ETF
VOO Vanguard S&P 500 ETF	$1,864,466	$929,663 ▲	99.5%	3,628	1.4%	ETF
VBK Vanguard Small-Cap Growth ETF	$1,771,504	$1,755,640 ▲	11,066.7%	7,035	1.3%	ETF
AMZN Amazon.com	$1,604,657	$1,596,476 ▲	19,514.0%	8,434	1.2%	Retail/Wholesale
V Visa	$1,514,340	$1,512,938 ▲	107,925.0%	4,321	1.2%	Business Services
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$1,448,740	$121,820 ▼	-7.8%	34,072	1.1%	ETF
GOOGL Alphabet	$1,439,390	$11,753 ▲	0.8%	9,308	1.1%	Computer and Technology
IPAC iShares Core MSCI Pacific ETF	$1,301,035	$1,250,557 ▲	2,477.4%	20,903	1.0%	ETF
MA Mastercard	$1,295,757	$1,289,728 ▲	21,390.9%	2,364	1.0%	Business Services
TMUS T-Mobile US	$1,294,607		0.0%	4,854	1.0%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$1,269,830	$1,259,026 ▲	11,653.4%	6,817	1.0%	ETF
UNH UnitedHealth Group	$1,251,249	$1,248,106 ▲	39,716.7%	2,389	1.0%	Medical
JPM JPMorgan Chase & Co.	$1,157,336	$1,106,804 ▲	2,190.3%	4,718	0.9%	Finance
TFLO iShares Treasury Floating Rate Bond ETF	$1,050,994	$1,019,534 ▲	3,240.7%	20,746	0.8%	ETF
HD Home Depot	$1,046,330		0.0%	2,855	0.8%	Retail/Wholesale
CTAS Cintas	$1,015,113	$4,727 ▲	0.5%	4,939	0.8%	Business Services
MCD McDonald's	$993,961	$9,059 ▲	0.9%	3,182	0.8%	Retail/Wholesale
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$993,722	$972,124 ▲	4,500.9%	19,416	0.8%	ETF
XLE Energy Select Sector SPDR Fund	$988,054	$988,054 ▲	New Holding	10,573	0.8%	ETF
COST Costco Wholesale	$951,462	$949,570 ▲	50,200.0%	1,006	0.7%	Retail/Wholesale
XLK Technology Select Sector SPDR Fund	$922,761	$922,761 ▲	New Holding	4,469	0.7%	ETF
XLC Communication Services Select Sector SPDR Fund	$922,546	$16,493 ▼	-1.8%	9,565	0.7%	ETF
SPDR BLOOMBERG ENCD RL YLD CM ETF	$906,563	$898,887 ▲	11,710.8%	32,716	0.7%	ETF - EQUITY
IUSB iShares Core Total USD Bond Market ETF	$878,653	$66,586 ▼	-7.0%	19,068	0.7%	Manufacturing
SRLN SPDR Blackstone Senior Loan ETF	$876,481	$864,841 ▲	7,430.0%	21,310	0.7%	ETF
VOO Vanguard S&P 500 ETF	$838,700	$96,101 ▼	-10.3%	1,632	0.6%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$776,566	$738,088 ▲	1,918.2%	19,052	0.6%	ETF
SPY SPDR S&P 500 ETF Trust	$745,666	$239,419 ▲	47.3%	1,333	0.6%	Finance
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	$741,721	$34,085 ▼	-4.4%	7,921	0.6%	ETF
SPAB SPDR Portfolio Aggregate Bond ETF	$729,524	$713,945 ▲	4,582.6%	28,564	0.6%	ETF
TT Trane Technologies	$728,759		0.0%	2,163	0.6%	Construction
GWX SPDR S&P International Small Cap ETF	$719,774	$706,479 ▲	5,313.7%	22,521	0.5%	ETF
TMO Thermo Fisher Scientific	$715,549	$707,090 ▲	8,358.8%	1,438	0.5%	Medical
WMT Walmart	$691,083	$5,355 ▼	-0.8%	7,872	0.5%	Retail/Wholesale
ADBE Adobe	$687,671		0.0%	1,793	0.5%	Computer and Technology
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$683,544	$54,539 ▼	-7.4%	7,545	0.5%	ETF
SPTL SPDR Portfolio Long Term Treasury ETF	$680,341	$663,004 ▲	3,824.2%	24,958	0.5%	ETF
AWK American Water Works	$659,411		0.0%	4,470	0.5%	Utilities
VB Vanguard Small-Cap ETF	$656,394	$285,177 ▲	76.8%	2,960	0.5%	ETF
VEA Vanguard FTSE Developed Markets ETF	$655,809	$640,103 ▲	4,075.4%	12,902	0.5%	ETF
VNQ Vanguard Real Estate ETF	$645,321	$631,924 ▲	4,716.9%	7,129	0.5%	ETF
TSLA Tesla	$643,234	$642,457 ▲	82,633.3%	2,482	0.5%	Auto/Tires/Trucks
SNPS Synopsys	$641,562		0.0%	1,496	0.5%	Computer and Technology
NEE NextEra Energy	$633,478	$14,320 ▼	-2.2%	8,936	0.5%	Utilities
DIS Walt Disney	$633,371	$7,008 ▲	1.1%	6,417	0.5%	Consumer Discretionary
EOG EOG Resources	$632,479	$631,325 ▲	54,700.0%	4,932	0.5%	Energy
XOM Exxon Mobil	$631,636	$5,946 ▲	1.0%	5,311	0.5%	Energy
AMGN Amgen	$629,023	$4,673 ▲	0.7%	2,019	0.5%	Medical
SPEU SPDR Portfolio Europe ETF	$622,149	$622,149 ▲	New Holding	14,137	0.5%	ETF
TJX TJX Companies	$610,218	$18,879 ▲	3.2%	5,010	0.5%	Retail/Wholesale
BBUS JPMorgan BetaBuilders U.S. Equity ETF	$601,104	$140,338 ▲	30.5%	5,958	0.5%	ETF
PH Parker-Hannifin	$600,563	$1,216 ▼	-0.2%	988	0.5%	Industrials
META Meta Platforms	$595,953	$589,613 ▲	9,300.0%	1,034	0.5%	Computer and Technology
LINDE PLC NEW	$594,157	$591,829 ▲	25,420.0%	1,276	0.5%	FOREIGN COMMON STOCKS
GLD SPDR Gold Shares	$571,664	$550,630 ▲	2,617.8%	1,984	0.4%	Finance
PWR Quanta Services	$555,386		0.0%	2,185	0.4%	Construction
MGK Vanguard Mega Cap Growth ETF	$555,366	$48,185 ▲	9.5%	1,798	0.4%	ETF
BND Vanguard Total Bond Market ETF	$553,666	$450,469 ▲	436.5%	7,538	0.4%	ETF
TOTL SPDR Doubleline Total Return Tactical ETF	$544,679	$54,150 ▲	11.0%	13,519	0.4%	ETF
VOT Vanguard Mid-Cap Growth ETF	$531,113	$79,508 ▲	17.6%	2,171	0.4%	ETF
IJH iShares Core S&P Mid-Cap ETF	$528,828		0.0%	9,063	0.4%	ETF
ASML ASML	$527,451	$523,475 ▲	13,166.7%	796	0.4%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$527,143	$122,579 ▼	-18.9%	1,918	0.4%	ETF
BBCA JPMorgan BetaBuilders Canada ETF	$519,521	$9,875 ▼	-1.9%	7,260	0.4%	ETF
CME CME Group	$516,256	$515,460 ▲	64,766.7%	1,946	0.4%	Finance
NOC Northrop Grumman	$502,272	$500,736 ▲	32,600.0%	981	0.4%	Aerospace
AMT American Tower	$500,480		0.0%	2,300	0.4%	Finance
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$496,925	$486,288 ▲	4,571.7%	4,298	0.4%	ETF
COF Capital One Financial	$496,131		0.0%	2,767	0.4%	Finance
VRTX Vertex Pharmaceuticals	$489,670	$487,731 ▲	25,150.0%	1,010	0.4%	Medical
SPGI S&P Global	$477,619	$476,604 ▲	46,950.0%	941	0.4%	Finance
CRM Salesforce	$475,800	$471,775 ▲	11,720.0%	1,773	0.4%	Computer and Technology
USMV iShares MSCI USA Min Vol Factor ETF	$475,495	$430,830 ▲	964.6%	5,078	0.4%	ETF
BRK.B Berkshire Hathaway	$472,934	$446,305 ▲	1,676.0%	888	0.4%	Finance
JPMORGAN GLOBAL SELECT EQUITY ETF	$469,987	$84,225 ▲	21.8%	7,974	0.4%	ETF - EQUITY
PEP PepsiCo	$459,120		0.0%	3,062	0.3%	Consumer Staples
BNDX Vanguard Total International Bond ETF	$451,048	$221,985 ▲	96.9%	9,239	0.3%	ETF
ZTS Zoetis	$446,040	$1,647 ▲	0.4%	2,709	0.3%	Medical
PANW Palo Alto Networks	$445,196	$443,831 ▲	32,525.0%	2,610	0.3%	Computer and Technology
MGV Vanguard Mega Cap Value ETF	$445,143	$41,487 ▲	10.3%	3,455	0.3%	ETF
AVGO Broadcom	$437,666	$428,457 ▲	4,652.7%	2,614	0.3%	Computer and Technology
NXPI NXP Semiconductors	$430,678		0.0%	2,266	0.3%	Computer and Technology
VOE Vanguard Mid-Cap Value ETF	$429,443	$45,914 ▲	12.0%	2,675	0.3%	ETF
SPLB SPDR Portfolio Long Term Corporate Bond ETF	$427,413	$427,413 ▲	New Holding	18,937	0.3%	ETF
IEFA iShares Core MSCI EAFE ETF	$401,331	$48,114 ▼	-10.7%	5,305	0.3%	ETF
ULST SPDR SSgA Ultra Short Term Bond ETF	$391,135		0.0%	9,622	0.3%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$389,694	$350,048 ▲	882.9%	4,089	0.3%	Finance
ROP Roper Technologies	$386,178	$11,792 ▼	-3.0%	655	0.3%	Computer and Technology
SPTI SPDR Portfolio Intermediate Term Treasury ETF	$382,841	$375,954 ▲	5,458.5%	13,396	0.3%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$381,958	$331,507 ▲	657.1%	4,164	0.3%	ETF

Showing largest 100 holdings. View all holdings.

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Richardson Financial Services Inc. Top Holdings and 13F Report (2025)

About Richardson Financial Services Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Richardson Financial Services Inc. Top Holdings and 13F Report (2025)

About Richardson Financial Services Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRichardson Financial Services Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools