§ 13F · FUND PROFILE
Richard Young Associates, Ltd..
AUM · $150M (13F)Positions · 29Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL ETF TRUST | 559K | $39M | 26.0% | ±0% |
| 2 | DFUV | DIMENSIONAL ETF TRUST | 708K | $39M | 25.9% | ±0% |
| 3 | DFAS | DIMENSIONAL ETF TRUST | 464K | $38M | 25.4% | +1% |
| 4 | DFUS | DIMENSIONAL ETF TRUST | 121K | $10M | 6.6% | −1% |
| 5 | DFIV | DIMENSIONAL ETF TRUST | 145K | $8M | 5.2% | −1% |
| 6 | NVDA | NVIDIA CORPORATION | 17K | $3M | 2.3% | ±0% |
| 7 | AAPL | APPLE INC | 8K | $2M | 1.5% | +1% |
| 8 | TSLA | TESLA INC | 3K | $1M | 0.8% | −1% |
| 9 | KO | COCA COLA CO | 15K | $1M | 0.8% | −2% |
| 10 | AMZN | AMAZON COM INC | 4K | $872K | 0.6% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RICHARD SIGNAL
AC read
Richard Young Associates, Ltd. is a Other fund managing $150 million in assets. The fund runs a focused portfolio of just 29 positions.
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