§ 13F · FUND PROFILE
Richwood Investment Advisors, LLC.
AUM · $142M (13F)Positions · 106Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 39K | $29M | 20.6% | −2% |
| 2 | IJR | ISHARES TR | 72K | $11M | 7.5% | −4% |
| 3 | IJH | ISHARES TR | 131K | $10M | 7.1% | −4% |
| 4 | LLY | ELI LILLY & CO | 6K | $8M | 5.4% | −6% |
| 5 | EFA | ISHARES TR | 39K | $4M | 2.8% | +2% |
| 6 | CAT | CATERPILLAR INC | 3K | $4M | 2.5% | +2% |
| 7 | V | VISA INC | 10K | $4M | 2.5% | −6% |
| 8 | AAPL | APPLE INC | 11K | $3M | 2.3% | ±0% |
| 9 | NOW | SERVICENOW INC | 25K | $2M | 1.7% | −8% |
| 10 | MA | MASTERCARD INCORPORATED | 4K | $2M | 1.4% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RICHWOOD SIGNAL
AC read
Richwood Investment Advisors, LLC is a Other fund managing $142 million in assets. The fund runs a portfolio of 106 positions.
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