§ 13F · FUND PROFILE
RICHARDSON FINANCIAL SERVICES INC..
AUM · $176M (13F)Positions · 1105Turnover · n/a · Q2Filed · Aug 10, 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 AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 22K | $6M | 3.7% | +3% |
| 2 | SPYM | ST STR SPDR S&P 500 ETF | 51K | $4M | 2.5% | +5% |
| 3 | NVDA | NVIDIA CORP | 22K | $4M | 2.5% | ±0% |
| 4 | GOOGL | ALPHABET INC A | 11K | $4M | 2.2% | −3% |
| 5 | SPYM | ST STR SPDR S&P 500 ETF | 33K | $3M | 1.7% | — |
| 6 | VTV | VANGUARD VALUE ETF | 13K | $3M | 1.6% | −1% |
| 7 | VUG | VANGUARD GROWTH ETF | 28K | $2M | 1.4% | +499% |
| 8 | VTV | VANGUARD VALUE ETF | 11K | $2M | 1.4% | — |
| 9 | MSFT | MICROSOFT CORPORATION | 6K | $2M | 1.3% | +3% |
| 10 | VUG | VANGUARD GROWTH ETF | 25K | $2M | 1.2% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RICHARDSON SIGNAL
AC read
RICHARDSON FINANCIAL SERVICES INC. is a Other fund managing $176 million in assets. The fund runs a massive portfolio of 1,105 positions.
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