Richard Young Associates
Latest statistics and disclosures from Richard Young Associates's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002107563
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Portfolio Holdings for Richard Young Associates
Richard Young Associates holds 25 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 26.5 | $35M | 559k | 62.45 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 26.1 | $34M | 710k | 48.46 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 24.9 | $33M | 460k | 71.13 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 6.6 | $8.7M | 122k | 70.91 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 5.8 | $7.7M | 146k | 52.78 |
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| NVIDIA Corporation (NVDA) | 2.3 | $3.0M | 17k | 174.40 |
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| Apple (AAPL) | 1.5 | $1.9M | 7.6k | 253.78 |
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| Coca-Cola Company (KO) | 0.9 | $1.1M | 15k | 76.05 |
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| Tesla Motors (TSLA) | 0.8 | $1.1M | 3.0k | 371.75 |
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| Amazon (AMZN) | 0.6 | $735k | 3.5k | 208.28 |
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| Microsoft Corporation (MSFT) | 0.5 | $674k | 1.8k | 370.09 |
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| Carter Bankshares Com New (CARE) | 0.4 | $588k | 25k | 23.32 |
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| Meta Platforms Cl A (META) | 0.4 | $506k | 884.00 | 572.38 |
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| At&t (T) | 0.3 | $413k | 14k | 28.99 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $410k | 2.4k | 169.65 |
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| Southstate Bk Corp (SSB) | 0.3 | $398k | 4.3k | 92.52 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $331k | 690.00 | 479.20 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.3 | $329k | 9.0k | 36.76 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $324k | 1.1k | 287.61 |
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| Southern Company (SO) | 0.2 | $319k | 3.3k | 96.52 |
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| Wal-Mart Stores (WMT) | 0.2 | $278k | 2.2k | 124.31 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $224k | 2.5k | 88.16 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $220k | 8.8k | 25.10 |
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| Chevron Corporation (CVX) | 0.2 | $214k | 1.0k | 206.94 |
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| Genelux Corporation (GNLX) | 0.1 | $99k | 41k | 2.42 |
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Past Filings by Richard Young Associates
SEC 13F filings are viewable for Richard Young Associates going back to 2026
- Richard Young Associates 2026 Q1 filed May 7, 2026