Richmond Brothers, Inc. Top Holdings and 13F Report (2026) About Richmond Brothers, Inc.Investment ActivityRichmond Brothers, Inc. has $150.17 million in total holdings as of March 31, 2026.Richmond Brothers, Inc. owns shares of 36 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.31% of the portfolio was purchased this quarter.About 5.40% of the portfolio was sold this quarter.This quarter, Richmond Brothers, Inc. has purchased 36 new stocks and bought additional shares in 11 stocks.Richmond Brothers, Inc. sold shares of 21 stocks and completely divested from 0 stocks this quarter.Largest Holdings Invesco QQQ $43,520,995Vanguard Energy ETF $8,515,150Vanguard Utilities ETF $7,122,390Vanguard Materials ETF $6,992,973Vanguard Industrials ETF $6,849,915 Largest Purchases this Quarter Vanguard Real Estate ETF 33,746 shares (about $2.99M)CONNECT BIOPHARMA HLDGS LTD 303,099 shares (about $794.12K)Heron Therapeutics 864,587 shares (about $691.76K)Guggenheim Strategic Opportunities Fund 17,860 shares (about $196.82K)ALVOTECH 30,864 shares (about $105.86K) Largest Sales this Quarter Vanguard Intermediate-Term Bond ETF 14,665 shares (about $1.13M)Vanguard Long-Term Bond ETF 15,619 shares (about $1.07M)Vanguard Short-Term Inflation-Protected Securities ETF 18,678 shares (about $932.96K)Vanguard Extended Duration Treasury ETF 12,229 shares (about $794.27K)ProShares Ultra S&P500 10,961 shares (about $568.65K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRichmond Brothers, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$43,520,995$439,781 â–¼-1.0%75,40829.0%FinanceVDEVanguard Energy ETF$8,515,150$467,527 â–¼-5.2%49,2125.7%ETFVPUVanguard Utilities ETF$7,122,390$152,560 â–¼-2.1%35,9484.7%ETFVAWVanguard Materials ETF$6,992,973$313,448 â–¼-4.3%31,0334.7%ETFVISVanguard Industrials ETF$6,849,915$332,193 â–¼-4.6%21,9404.6%ETFVDCVanguard Consumer Staples ETF$6,648,788$155,177 â–¼-2.3%29,6074.4%ETFVOXVanguard Communication Services ETF$6,586,950$216,172 â–¼-3.2%36,6264.4%ETFVHTVanguard Health Care ETF$6,483,153$152,500 â–¼-2.3%23,8074.3%ETFVGTVanguard Information Technology ETF$6,299,140$137,423 â–¼-2.1%9,0304.2%ETFVFHVanguard Financials ETF$6,177,370$90,730 â–¼-1.4%51,1324.1%ETFVNQVanguard Real Estate ETF$6,172,147$2,993,121 â–²94.2%69,5884.1%ETFVCRVanguard Consumer Discretionary ETF$6,016,023$111,999 â–¼-1.8%16,7594.0%ETFBIVVanguard Intermediate-Term Bond ETF$4,392,664$1,131,816 â–¼-20.5%56,9162.9%ETFBLVVanguard Long-Term Bond ETF$4,324,165$1,074,284 â–¼-19.9%62,8692.9%ETFAAPLApple$2,939,995$282,199 â–¼-8.8%11,5852.0%Computer and TechnologyGOFGuggenheim Strategic Opportunities Fund$2,847,608$196,816 â–²7.4%258,4051.9%Financial ServicesBRK.BBerkshire Hathaway$2,823,787$28,755 â–²1.0%5,8921.9%FinanceBSVVanguard Short-Term Bond ETF$2,540,502$172,033 â–¼-6.3%32,4001.7%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,014,065$932,957 â–¼-31.7%40,3221.3%ManufacturingEDVVanguard Extended Duration Treasury ETF$1,937,382$794,269 â–¼-29.1%29,8291.3%ETFSSOProShares Ultra S&P500$1,295,958$568,655 â–¼-30.5%24,9800.9%ETFCONNECT BIOPHARMA HLDGS LTD$1,248,650$794,119 â–²174.7%476,5840.8%SHSQLDProShares Ultra QQQ$1,228,839$549,424 â–¼-30.9%20,1450.8%ETFHRTXHeron Therapeutics$1,149,508$691,756 â–²151.1%1,436,7050.8%MedicalTQQQProShares UltraPro QQQ$924,300$50,977 â–²5.8%22,1750.6%ETFMSFTMicrosoft$839,807$1,111 â–²0.1%2,2680.6%Computer and TechnologyMDXGMiMedx Group$465,419$101,275 â–²27.8%117,8270.3%MedicalGOOGLAlphabet$383,030$1,150 â–²0.3%1,3320.3%Computer and TechnologyIVViShares Core S&P 500 ETF$363,1850.0%5560.2%ETFGOOGAlphabet$255,5930.0%8910.2%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$250,2690.0%2,7310.2%ETFAMZNAmazon.com$219,516$13,121 â–²6.4%1,0540.1%Retail/WholesaleNVGNuveen AMT-Free Municipal Credit Income Fund$155,493$27,486 â–¼-15.0%12,6100.1%Financial ServicesALVOTECH$153,767$105,864 â–²221.0%44,8300.1%ORDINARY SHARESRMTIRockwell Medical$27,3420.0%30,6110.0%MedicalOPTTOcean Power Technologies$4,146$2,279 â–¼-35.5%11,8460.0%EnergyShowing 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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