§ 13F · FUND PROFILE
Richard Young Associates, Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 25Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$128.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL ETF TRUST | 554K | $33.0T | 25.7% | NEW |
| 2 | DFUV | DIMENSIONAL ETF TRUST | 704K | $32.8T | 25.6% | NEW |
| 3 | DFAS | DIMENSIONAL ETF TRUST | 456K | $31.8T | 24.8% | NEW |
| 4 | DFUS | DIMENSIONAL ETF TRUST | 122K | $9.1T | 7.1% | NEW |
| 5 | DFIV | DIMENSIONAL ETF TRUST | 148K | $7.4T | 5.8% | NEW |
| 6 | NVDA | NVIDIA CORPORATION | 20K | $3.7T | 2.9% | NEW |
| 7 | AAPL | APPLE INC | 8K | $2.0T | 1.6% | NEW |
| 8 | TSLA | TESLA INC | 3K | $1.3T | 1.1% | NEW |
| 9 | KO | COCA COLA CO | 15K | $1.1T | 0.8% | NEW |
| 10 | AMZN | AMAZON COM INC | 3K | $772.6B | 0.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RICHARD SIGNAL
AC read
Richard Young Associates, Ltd. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed