§ 13F · FUND PROFILE
Richardson Capital Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $190.7T (13F)Positions · 206Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$710.8B 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 JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-Cap ETF | 1.75M | $47.0T | 23.6% | −7% |
| 2 | SCHG | Schwab US Large-Cap Growth ETF | 1.02M | $33.3T | 16.7% | −8% |
| 3 | FNDX | Schwab Fundamental US Large Company ETF | 812K | $22.1T | 11.1% | −7% |
| 4 | VOO | Vanguard 500 ETF | 32K | $19.8T | 9.9% | −7% |
| 5 | SCHD | Schwab US Dividend Equity ETF | 706K | $19.4T | 9.7% | −9% |
| 6 | IJH | iShares Core S&P Mid-Cap ETF | 265K | $17.5T | 8.8% | −9% |
| 7 | NVDA | NVIDIA Corp | 59K | $11.1T | 5.5% | −3% |
| 8 | SCHM | Schwab US Mid-Cap ETF | 133K | $4.0T | 2.0% | ±0% |
| 9 | MEMS | Matthews EM Discovery Active ETF | 135K | $3.4T | 1.7% | +4% |
| 10 | VYM | Vanguard High Dividend Yield ETF | 11K | $1.6T | 0.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RICHARDSON SIGNAL
AC read
Richardson Capital Management LLC is a Other fund managing $190692.4 trillion in assets. The fund runs a broad portfolio of 206 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed