Richardson Financial Services Inc. Top Holdings and 13F Report (2026)

About Richardson Financial Services Inc.

Investment Activity

Richardson Financial Services Inc. has $159.84 million in total holdings as of March 31, 2026.
Richardson Financial Services Inc. owns shares of 713 different stocks, but just 120 companies or ETFs make up 80% of its holdings.
Approximately 46.05% of the portfolio was purchased this quarter.
About 4.56% of the portfolio was sold this quarter.
This quarter, Richardson Financial Services Inc. has purchased 694 new stocks and bought additional shares in 289 stocks.
Richardson Financial Services Inc. sold shares of 183 stocks and completely divested from 53 stocks this quarter.

Largest Holdings

Apple: $6,971,063
SPDR Portfolio S&P 500 ETF: $6,838,928
Vanguard Value ETF: $4,967,111
NVIDIA: $4,167,992
Vanguard Growth ETF: $4,009,822

Largest New Holdings this Quarter

81369Y704 - Industrial Select Sector SPDR Fund: $421,472 Holding
69608A108 - PALANTIR TECHNOLOGIES CL A INC: $144,816 Holding
G0593M107 - AstraZeneca: $118,333 Holding
78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF: $118,030 Holding
35671D857 - Freeport-McMoRan: $81,058 Holding

Largest Purchases this Quarter

Apple: 27,459 shares (about $6.97M)
NVIDIA: 23,613 shares (about $4.12M)
SPDR Portfolio Developed World ex-US ETF: 77,763 shares (about $3.55M)
Vanguard Value ETF: 16,654 shares (about $3.27M)
Vanguard FTSE Developed Markets ETF: 43,386 shares (about $2.78M)

Largest Sales this Quarter

SPDR Portfolio S&P 500 ETF: 12,099 shares (about $926.06K)
Franklin FTSE China ETF: 19,936 shares (about $446.36K)
Technology Select Sector SPDR Fund: 2,964 shares (about $393.93K)
Vanguard Tax-Exempt Bond ETF: 6,328 shares (about $315.70K)
NextEra Energy: 2,506 shares (about $232.75K)

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	$6,971,063	$6,968,779 â–²	305,100.0%	27,468	4.4%	Computer and Technology
SPLG SPDR Portfolio S&P 500 ETF	$6,838,928	$926,058 â–¼	-11.9%	89,351	4.3%	ETF
VTV Vanguard Value ETF	$4,967,111	$3,267,459 â–²	192.2%	25,317	3.1%	ETF
NVDA NVIDIA	$4,167,992	$4,118,114 â–²	8,256.3%	23,899	2.6%	Computer and Technology
VUG Vanguard Growth ETF	$4,009,822	$1,954,242 â–²	95.1%	9,180	2.5%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$3,621,363	$3,549,875 â–²	4,965.7%	79,329	2.3%	ETF
GOOGL Alphabet	$3,504,564	$129,980 â–²	3.9%	12,187	2.2%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$3,073,176	$69,375 â–²	2.3%	38,628	1.9%	ETF
VEA Vanguard FTSE Developed Markets ETF	$2,799,974	$2,780,173 â–²	14,040.8%	43,695	1.8%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$2,676,880	$2,626,452 â–²	5,208.3%	57,064	1.7%	ETF
IEUR iShares Core MSCI Europe ETF	$2,617,479	$2,567,589 â–²	5,146.5%	37,250	1.6%	ETF
MSFT Microsoft	$2,585,076	$2,582,485 â–²	99,657.1%	6,983	1.6%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$2,320,397	$2,244,232 â–²	2,946.5%	33,268	1.5%	ETF
VOO Vanguard S&P 500 ETF	$2,228,265	$1,135,943 â–²	104.0%	3,729	1.4%	ETF
VUG Vanguard Growth ETF	$2,058,591	$3,058 â–²	0.1%	4,713	1.3%	ETF
AMZN Amazon.com	$2,024,594	$2,023,761 â–²	242,925.0%	9,721	1.3%	Retail/Wholesale
VBK Vanguard Small-Cap Growth ETF	$1,848,639	$1,833,523 â–²	12,130.0%	6,115	1.2%	ETF
VTV Vanguard Value ETF	$1,694,187	$5,494 â–¼	-0.3%	8,635	1.1%	ETF
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$1,617,819	$8,970 â–²	0.6%	38,238	1.0%	ETF
VBR Vanguard Small-Cap Value ETF	$1,617,753	$1,603,633 â–²	11,356.9%	7,447	1.0%	ETF
JPM JPMorgan Chase & Co.	$1,554,414	$1,493,226 â–²	2,440.4%	5,284	1.0%	Finance
IPAC iShares Core MSCI Pacific ETF	$1,376,243	$1,325,438 â–²	2,608.9%	17,987	0.9%	ETF
MA Mastercard	$1,236,189	$1,235,190 â–²	123,600.0%	2,474	0.8%	Business Services
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$1,199,638	$1,152,381 â–²	2,438.5%	24,827	0.8%	ETF
AVGO Broadcom	$1,183,036	$1,179,631 â–²	34,645.5%	3,822	0.7%	Computer and Technology
VOO Vanguard S&P 500 ETF	$1,120,407	$28,085 â–²	2.6%	1,875	0.7%	ETF
IUSB iShares Core Total USD Bond Market ETF	$1,058,220	$23,095 â–²	2.2%	22,910	0.7%	Manufacturing
META Meta Platforms	$1,057,899	$1,056,755 â–²	92,350.0%	1,849	0.7%	Computer and Technology
MCD McDonald's	$1,055,862	$3,419 â–¼	-0.3%	3,397	0.7%	Retail/Wholesale
WALMART INC	$1,034,037	$11,310 â–²	1.1%	8,320	0.6%	COMMON STOCKS
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$1,024,981	$1,005,024 â–²	5,035.9%	17,308	0.6%	ETF
TMUS T-Mobile US	$1,024,761	$2,100 â–²	0.2%	4,879	0.6%	Computer and Technology
HD Home Depot	$1,020,985	$18,749 â–²	1.9%	3,104	0.6%	Retail/Wholesale
COST Costco Wholesale	$1,013,372	$1,993 â–²	0.2%	1,017	0.6%	Retail/Wholesale
VWO Vanguard FTSE Emerging Markets ETF	$972,738	$970,468 â–²	42,750.0%	17,997	0.6%	ETF
ST SR SPDR BL ED RL YD CO ST K1 ETF	$951,408	$925,471 â–²	3,568.2%	26,998	0.6%	ETF - EQUITY
SPY SPDR S&P 500 ETF Trust	$947,546	$383,701 â–²	68.1%	1,457	0.6%	Finance
BBUS JPMorgan BetaBuilders U.S. Equity ETF	$933,343	$9,726 â–¼	-1.0%	7,965	0.6%	ETF
MGK Vanguard Mega Cap Growth ETF	$921,540	$28,660 â–¼	-3.0%	2,508	0.6%	ETF
SRLN SPDR Blackstone Senior Loan ETF	$906,983	$898,233 â–²	10,265.1%	22,596	0.6%	ETF
TSLA Tesla	$876,594	$33,458 â–²	4.0%	2,358	0.5%	Auto/Tires/Trucks
XLV Health Care Select Sector SPDR Fund	$864,412	$843,593 â–²	4,052.1%	5,896	0.5%	ETF
XLC Communication Services Select Sector SPDR Fund	$847,636	$3,991 â–¼	-0.5%	7,646	0.5%	ETF
SPTL SPDR Portfolio Long Term Treasury ETF	$845,124	$811,302 â–²	2,398.8%	32,134	0.5%	ETF
CTAS Cintas	$840,130	$15,392 â–¼	-1.8%	4,967	0.5%	Business Services
TJX TJX Companies	$826,502	$8,305 â–²	1.0%	5,175	0.5%	Retail/Wholesale
JNK SPDR Bloomberg High Yield Bond ETF	$825,106	$809,791 â–²	5,287.5%	8,620	0.5%	Finance
EOG EOG Resources	$805,770	$98,444 â–²	13.9%	5,574	0.5%	Energy
AMD Advanced Micro Devices	$798,465	$788,293 â–²	7,750.0%	3,925	0.5%	Computer and Technology
VB Vanguard Small-Cap ETF	$777,127	$266,114 â–²	52.1%	2,967	0.5%	ETF
ISRG Intuitive Surgical	$776,772	$12,447 â–²	1.6%	1,685	0.5%	Medical
TT Trane Technologies	$768,055	$85,432 â–¼	-10.0%	1,843	0.5%	Construction
VNQ Vanguard Real Estate ETF	$761,672	$746,240 â–²	4,835.6%	8,588	0.5%	ETF
TMO Thermo Fisher Scientific	$736,813	$730,915 â–²	12,391.7%	1,499	0.5%	Medical
GWX SPDR S&P International Small Cap ETF	$722,087	$707,687 â–²	4,914.4%	17,099	0.5%	ETF
IWM iShares Russell 2000 ETF	$720,624	$44,884 â–²	6.6%	2,906	0.5%	Finance
LINDE PLC NEW	$702,578	$7,437 â–¼	-1.0%	1,417	0.4%	FOREIGN COMMON STOCKS
SPAB SPDR Portfolio Aggregate Bond ETF	$681,593	$678,442 â–²	21,529.3%	26,604	0.4%	ETF
VTI Vanguard Total Stock Market ETF	$678,834	$13,474 â–¼	-1.9%	2,116	0.4%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$670,971	$315,704 â–¼	-32.0%	13,449	0.4%	ETF
MGV Vanguard Mega Cap Value ETF	$670,104	$580 â–¼	-0.1%	4,623	0.4%	ETF
IWR iShares Russell Mid-Cap ETF	$669,891	$83,226 â–²	14.2%	6,890	0.4%	ETF
LLY Eli Lilly and Company	$658,596	$20,236 â–²	3.2%	716	0.4%	Medical
IJH iShares Core S&P Mid-Cap ETF	$621,478		0.0%	9,203	0.4%	ETF
NOC Northrop Grumman	$619,476	$618,112 â–²	45,300.0%	908	0.4%	Aerospace
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$619,222	$1,597 â–²	0.3%	6,593	0.4%	ETF
BND Vanguard Total Bond Market ETF	$615,189	$548,177 â–²	818.0%	8,354	0.4%	ETF
SNPS Synopsys	$587,978	$1,982 â–²	0.3%	1,483	0.4%	Computer and Technology
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	$568,090	$17,065 â–¼	-2.9%	6,092	0.4%	ETF
CVX Chevron	$562,019	$547,953 â–²	3,895.6%	2,717	0.4%	Energy
NEE NextEra Energy	$557,163	$232,747 â–¼	-29.5%	5,999	0.3%	Utilities
EQIX Equinix	$551,008	$9,804 â–²	1.8%	562	0.3%	Finance
SPY SPDR S&P 500 ETF Trust	$550,187	$13,657 â–¼	-2.4%	846	0.3%	Finance
BRK.B Berkshire Hathaway	$549,643	$525,683 â–²	2,194.0%	1,147	0.3%	Finance
COF Capital One Financial	$534,951	$21,894 â–²	4.3%	2,932	0.3%	Finance
CME CME Group	$531,337	$9,451 â–¼	-1.7%	1,799	0.3%	Finance
BNDX Vanguard Total International Bond ETF	$521,872	$377,770 â–²	262.2%	10,861	0.3%	ETF
IEFA iShares Core MSCI EAFE ETF	$521,815	$10,954 â–¼	-2.1%	5,764	0.3%	ETF
AWK American Water Works	$521,225	$61,241 â–¼	-10.5%	3,830	0.3%	Utilities
FLCH Franklin FTSE China ETF	$513,854	$49,908 â–²	10.8%	22,950	0.3%	ETF
VB Vanguard Small-Cap ETF	$511,006		0.0%	1,951	0.3%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$506,538	$497,935 â–²	5,788.1%	3,474	0.3%	ETF
BBCA JPMorgan BetaBuilders Canada ETF	$490,804	$13,545 â–¼	-2.7%	5,218	0.3%	ETF
CB Chubb	$490,545	$92,894 â–²	23.4%	1,505	0.3%	Finance
GLD SPDR Gold Shares	$489,238	$461,269 â–²	1,649.2%	1,137	0.3%	Finance
PANW Palo Alto Networks	$486,409	$41,990 â–²	9.4%	3,035	0.3%	Computer and Technology
WMB Williams Companies	$486,242	$6,914 â–¼	-1.4%	6,681	0.3%	Energy
KLAC KLA	$462,361	$460,889 â–²	31,300.0%	314	0.3%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$456,877	$54,131 â–¼	-10.6%	5,925	0.3%	ETF
BBIN JPMorgan BetaBuilders International Equity ETF	$454,693	$30,854 â–¼	-6.4%	6,219	0.3%	ETF
PH Parker-Hannifin	$436,875	$20,590 â–¼	-4.5%	488	0.3%	Industrials
XLI Industrial Select Sector SPDR Fund	$421,472	$421,472 â–²	New Holding	2,606	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$410,539	$393,926 â–¼	-49.0%	3,089	0.3%	ETF
PM Philip Morris International	$410,195	$408,872 â–²	30,912.5%	2,481	0.3%	Consumer Staples
IBM International Business Machines	$405,569	$59,151 â–²	17.1%	1,673	0.3%	Computer and Technology
Vanguard Wellesley Income Admiral	$400,378		0.0%	6,538	0.3%	Mutual Fund
NFLX Netflix	$399,416	$8,942 â–²	2.3%	4,154	0.2%	Consumer Discretionary
VNQI Vanguard Global ex-U.S. Real Estate ETF	$396,105	$1,156 â–¼	-0.3%	8,912	0.2%	ETF
T AT&T	$393,686	$28,439 â–²	7.8%	13,580	0.2%	Computer and Technology
ETR Entergy	$392,417	$8,988 â–¼	-2.2%	3,493	0.2%	Utilities

Showing largest 100 holdings. View all holdings.

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Richardson Financial Services Inc. Top Holdings and 13F Report (2026)

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

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Richardson Financial Services Inc. Top Holdings and 13F Report (2026)

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