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Richards, Merrill & Peterson

Latest statistics and disclosures from Richards, Merrill & Peterson's latest quarterly 13F-HR filing:

Top 5 stock holdings are COST, AAPL, MSFT, AMZN, QQQ, and represent 20.44% of Richards, Merrill & Peterson's stock portfolio.
Added to shares of these 10 stocks: MSFT, CGSD, AMZN, CGDV, SCHD, XLF, CGGR, XLI, META, INCM.
Started 22 new stock positions in QJUN, VRT, DOV, CGXU, MHD, ICLN, JPEM, LRCX, IWR, PAAA. SPXU, WAB, KR, COPJ, CGDG, VICI, TM, VIG, SHV, FLQM, EQIX, AFLG.
Reduced shares in these 10 stocks: CVX, QCOM, XOM, , ETH, OMC, OXY, CRM, BTC, ETD.
Sold out of its positions in ALL, BLE, ETD, ETH, BTC, RSPN, LQD, EMB, SLV, EWJ. ESGE, OMC.
Richards, Merrill & Peterson was a net buyer of stock by $18M.
Richards, Merrill & Peterson has $273M in assets under management (AUM), dropping by 4.49%.
Central Index Key (CIK): 0000090108

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Portfolio Holdings for Richards, Merrill & Peterson

Richards, Merrill & Peterson holds 283 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
Costco Wholesale Corporation (COST)	4.7	$13M		13k	996.46	View chart
Apple (AAPL)	4.5	$12M		48k	253.79	View chart
Microsoft Corporation (MSFT)	4.3	$12M	+17%	32k	370.17	View chart
Amazon (AMZN)	3.7	$10M	+14%	48k	208.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.3	$9.0M		16k	577.18	View chart
NVIDIA Corporation (NVDA)	3.0	$8.2M	+6%	47k	174.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.4	$6.5M	+7%	23k	287.56	View chart
Chevron Corporation (CVX)	2.3	$6.3M	-12%	30k	206.90	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.2	$6.1M		9.4k	650.36	View chart
Stryker Corporation (SYK)	1.9	$5.3M	+8%	16k	328.59	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	1.8	$4.8M	+50%	187k	25.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.7	$4.7M	+26%	152k	30.68	View chart
JPMorgan Chase & Co. (JPM)	1.7	$4.6M	+2%	16k	294.16	View chart
Meta Platforms Cl A (META)	1.6	$4.5M	+15%	7.8k	572.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$3.9M	+3%	6.5k	597.55	View chart
Raytheon Technologies Corp (RTX)	1.3	$3.6M	-2%	19k	192.90	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.2	$3.4M	+21%	85k	40.19	View chart
Applied Materials (AMAT)	1.2	$3.3M		9.6k	341.78	View chart
Home Depot (HD)	1.2	$3.2M		9.9k	328.88	View chart
Exxon Mobil Corporation (XOM)	1.1	$2.9M	-10%	17k	169.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$2.8M	+2%	5.9k	479.20	View chart
Caterpillar (CAT)	1.0	$2.7M		3.9k	708.41	View chart
Intuitive Surgical Com New (ISRG)	1.0	$2.7M	+4%	5.9k	460.99	View chart
Pgim Etf Tr Total Return Bon (PTRB)	1.0	$2.7M	+2%	65k	41.51	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$2.6M	-3%	9.0k	286.87	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.9	$2.5M	+72%	59k	42.54	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.9	$2.4M	+5%	91k	26.26	View chart
Visa Com Cl A (V)	0.8	$2.3M	-3%	7.6k	302.25	View chart
Lowe's Companies (LOW)	0.8	$2.2M		9.5k	236.28	View chart
Palantir Technologies Cl A (PLTR)	0.8	$2.2M	+4%	15k	146.28	View chart
Cisco Systems (CSCO)	0.8	$2.1M		28k	77.59	View chart
Micron Technology (MU)	0.8	$2.1M	+4%	6.3k	337.84	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.8	$2.1M	+38%	73k	28.75	View chart
Broadcom (AVGO)	0.7	$2.0M	+31%	6.6k	309.51	View chart
International Business Machines (IBM)	0.7	$1.9M	+5%	8.0k	242.39	View chart
McDonald's Corporation (MCD)	0.7	$1.9M	+6%	6.0k	310.76	View chart
Merck & Co (MRK)	0.7	$1.9M	-2%	16k	120.29	View chart
Procter & Gamble Company (PG)	0.7	$1.8M	+7%	13k	144.44	View chart
Morgan Stanley Com New (MS)	0.7	$1.8M	+8%	11k	164.57	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$1.8M		26k	67.53	View chart
Wal-Mart Stores (WMT)	0.6	$1.7M		14k	124.28	View chart
Coca-Cola Company (KO)	0.6	$1.7M	+2%	22k	76.05	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.6	$1.6M	-2%	60k	27.23	View chart
Verizon Communications (VZ)	0.6	$1.6M	-2%	32k	50.20	View chart
Waste Management (WM)	0.6	$1.5M		6.7k	229.79	View chart
Honeywell International (HON)	0.6	$1.5M	-5%	6.8k	226.04	View chart
Constellation Energy (CEG)	0.6	$1.5M	+5%	5.4k	279.23	View chart
Medtronic SHS (MDT)	0.5	$1.5M		17k	86.65	View chart
Metropcs Communications (TMUS)	0.5	$1.5M	+4%	6.9k	210.03	View chart
Abbvie (ABBV)	0.5	$1.5M		6.7k	217.49	View chart
Johnson & Johnson (JNJ)	0.5	$1.4M		5.8k	244.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$1.4M		11k	124.31	View chart
FedEx Corporation (FDX)	0.5	$1.4M	-6%	3.9k	356.14	View chart
Avista Corporation (AVA)	0.5	$1.3M		34k	40.14	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.5	$1.3M	+2%	59k	22.34	View chart
Us Bancorp Com New (USB)	0.5	$1.3M	-2%	25k	52.01	View chart
Oracle Corporation (ORCL)	0.5	$1.3M	+10%	8.5k	147.11	View chart
Palo Alto Networks (PANW)	0.5	$1.2M	+17%	7.7k	160.32	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$1.2M	+18%	3.5k	337.91	View chart
Spdr Index Shs Fds State Street Spd (WDIV)	0.4	$1.1M	+24%	15k	77.15	View chart
Starbucks Corporation (SBUX)	0.4	$1.1M		12k	89.59	View chart
Emerson Electric (EMR)	0.4	$1.1M		8.3k	131.02	View chart
Texas Instruments Incorporated (TXN)	0.4	$1.1M		5.6k	194.13	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$1.1M	+20%	9.3k	114.98	View chart
Abbott Laboratories (ABT)	0.4	$1.1M	+9%	10k	102.67	View chart
L3harris Technologies (LHX)	0.4	$1.1M		3.1k	345.15	View chart
Nucor Corporation (NUE)	0.4	$1.0M		6.2k	169.11	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$1.0M		7.0k	148.10	View chart
Southern Company (SO)	0.4	$1.0M		11k	96.52	View chart
Uber Technologies (UBER)	0.4	$989k	+29%	14k	71.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$988k	+2%	15k	64.08	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$960k	+79%	19k	50.61	View chart
Eli Lilly & Co. (LLY)	0.4	$958k	+2%	1.0k	919.93	View chart
O'reilly Automotive (ORLY)	0.3	$939k	+20%	10k	92.31	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$905k		10k	90.53	View chart
Union Pacific Corporation (UNP)	0.3	$898k	-8%	3.7k	242.60	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$898k	+102%	2.3k	383.46	View chart
Trane Technologies SHS (TT)	0.3	$896k	+10%	2.2k	416.69	View chart
Linde SHS (LIN)	0.3	$872k	+56%	1.8k	495.87	View chart
American Express Company (AXP)	0.3	$871k		2.9k	302.45	View chart
Leidos Holdings (LDOS)	0.3	$871k		5.6k	155.52	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.3	$849k	+33%	23k	37.20	View chart
Lockheed Martin Corporation (LMT)	0.3	$841k		1.4k	604.55	View chart
Netflix (NFLX)	0.3	$820k	+24%	8.5k	96.15	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.3	$807k	+49%	17k	47.00	View chart
Blackrock (BLK)	0.3	$801k	-2%	833.00	962.02	View chart
TJX Companies (TJX)	0.3	$797k	+14%	5.0k	159.71	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$793k	-9%	3.2k	248.00	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$791k	-11%	5.5k	144.72	View chart
Illinois Tool Works (ITW)	0.3	$778k	-5%	3.0k	260.27	View chart
Tractor Supply Company (TSCO)	0.3	$762k		17k	45.30	View chart
Danaher Corporation (DHR)	0.3	$758k	+6%	4.0k	189.60	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$756k	+21%	11k	69.75	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$739k	+1965%	15k	49.37	View chart
Air Products & Chemicals (APD)	0.3	$737k	-24%	2.5k	290.44	View chart
Tesla Motors (TSLA)	0.3	$731k	+5%	2.0k	371.75	View chart
UnitedHealth (UNH)	0.3	$716k	+5%	2.6k	270.55	View chart
Snowflake Com Shs (SNOW)	0.2	$661k	+2%	4.4k	150.82	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.2	$625k	+58%	21k	29.36	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$622k	+2303%	3.8k	161.73	View chart
Walt Disney Company (DIS)	0.2	$593k	-3%	6.2k	96.38	View chart
Advanced Micro Devices (AMD)	0.2	$584k	+38%	2.9k	203.43	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$576k	+1095%	13k	45.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.2	$562k	NEW	18k	31.25	View chart
ConocoPhillips (COP)	0.2	$558k	-10%	4.2k	132.00	View chart
Nike CL B (NKE)	0.2	$557k	+4%	11k	52.82	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$550k		6.0k	92.28	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.2	$547k		21k	26.28	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$545k		3.0k	184.28	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$545k	-16%	5.4k	100.62	View chart
Mastercard Incorporated Cl A (MA)	0.2	$544k		1.1k	499.43	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$543k	+20%	14k	38.42	View chart
salesforce (CRM)	0.2	$536k	-32%	2.9k	186.68	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$535k	+12%	405.00	1320.83	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.2	$523k	+59%	11k	46.40	View chart
D.R. Horton (DHI)	0.2	$522k	-15%	3.8k	137.23	View chart
AFLAC Incorporated (AFL)	0.2	$514k	-10%	4.7k	109.72	View chart
Proshares Tr Ultrapro Short S (SPXU)	0.2	$511k	NEW	9.0k	56.74	View chart
Kinder Morgan (KMI)	0.2	$503k	-5%	15k	33.53	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$499k	+14%	1.3k	390.41	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$495k		5.3k	92.69	View chart
Rockwell Automation (ROK)	0.2	$488k		1.4k	358.96	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$487k		14k	34.41	View chart
Qualcomm (QCOM)	0.2	$483k	-43%	3.8k	128.78	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.2	$463k	+10%	5.5k	84.65	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$460k	-7%	2.3k	198.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$459k	+2%	1.6k	287.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$457k	-3%	4.0k	113.11	View chart
Bank of America Corporation (BAC)	0.2	$445k	-2%	9.1k	48.75	View chart
Paccar (PCAR)	0.2	$423k		3.7k	115.49	View chart
Amgen (AMGN)	0.1	$400k	-2%	1.1k	351.91	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$398k		3.8k	106.15	View chart
Sprott Fds Tr Jr Copper Miners (COPJ)	0.1	$379k	NEW	9.7k	38.97	View chart
Dutch Bros Cl A (BROS)	0.1	$378k		7.5k	50.66	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$378k	-17%	7.2k	52.76	View chart
Phillips 66 (PSX)	0.1	$372k	-5%	2.0k	182.18	View chart
Paychex (PAYX)	0.1	$369k	+9%	4.0k	92.13	View chart
SYSCO Corporation (SYY)	0.1	$368k	-27%	5.2k	71.33	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$363k	+2%	556.00	653.21	View chart
Enovix Corp (ENVX)	0.1	$353k	+8%	68k	5.18	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$351k	NEW	1.6k	215.06	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$349k		10k	33.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$345k	+7%	3.5k	97.14	View chart
United Rentals (URI)	0.1	$337k	+6%	463.00	728.46	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$335k		2.4k	142.43	View chart
Prudential Financial (PRU)	0.1	$334k	+2%	3.4k	97.69	View chart
Target Corporation (TGT)	0.1	$330k	-17%	2.7k	121.20	View chart
Bristol Myers Squibb (BMY)	0.1	$329k	-7%	5.4k	60.65	View chart
Republic Services (RSG)	0.1	$325k		1.5k	218.99	View chart
Xylem (XYL)	0.1	$323k	+30%	2.7k	119.50	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$319k		688.00	463.19	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$315k		4.4k	71.12	View chart
Occidental Petroleum Corporation (OXY)	0.1	$314k	-46%	4.8k	65.00	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$307k	NEW	10k	29.49	View chart
Devon Energy Corporation (DVN)	0.1	$304k		6.0k	50.32	View chart
Pepsi (PEP)	0.1	$301k	+3%	1.9k	155.31	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$294k	NEW	8.2k	35.90	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	0.1	$293k		11k	27.24	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$287k		2.7k	106.01	View chart
Prologis (PLD)	0.1	$277k		2.1k	132.20	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$268k	+740%	4.4k	61.26	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$257k		4.9k	52.78	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$256k	+54%	3.3k	78.41	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$256k	+3%	5.4k	47.03	View chart
Realty Income (O)	0.1	$251k	-8%	4.1k	61.18	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.1	$247k		50k	4.96	View chart
Goldman Sachs (GS)	0.1	$247k	+5%	292.00	845.99	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$246k	NEW	980.00	250.58	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$242k		8.9k	27.15	View chart
Lam Research Corp Com New (LRCX)	0.1	$241k	NEW	1.1k	213.66	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$235k		1.1k	211.15	View chart
Vici Pptys (VICI)	0.1	$235k	NEW	8.6k	27.32	View chart
Stag Industrial (STAG)	0.1	$232k	+2%	6.4k	36.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$224k	-4%	700.00	320.60	View chart
Wabtec Corporation (WAB)	0.1	$223k	NEW	894.00	249.91	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$219k		7.2k	30.50	View chart
Marvell Technology (MRVL)	0.1	$214k	-20%	2.2k	99.05	View chart
Dover Corporation (DOV)	0.1	$209k	NEW	1.0k	208.45	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$207k	-48%	1.6k	132.50	View chart
Kroger (KR)	0.1	$206k	NEW	2.9k	72.36	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.1	$206k	+3%	4.1k	50.46	View chart
Equinix (EQIX)	0.1	$201k	NEW	205.00	980.24	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$198k	+8%	2.0k	99.27	View chart
BlackRock MuniHoldings Fund (MHD)	0.1	$197k	NEW	18k	11.28	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$196k		3.6k	54.05	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$190k	+20%	3.8k	50.04	View chart
Duke Energy Corp Com New (DUK)	0.1	$187k	-7%	1.4k	130.94	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$179k	+3%	3.0k	60.12	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$171k	+27%	2.1k	82.57	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$167k	-25%	5.7k	29.13	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$166k		1.6k	103.37	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$160k	NEW	1.5k	110.39	View chart
Deere & Company (DE)	0.1	$160k	+22%	284.00	563.30	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$158k		1.1k	145.02	View chart
At&t (T)	0.1	$155k		5.4k	28.99	View chart
United Parcel Svcs CL B (UPS)	0.1	$144k		1.5k	98.38	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$141k		549.00	257.12	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$132k		4.5k	29.08	View chart
Boeing Company (BA)	0.0	$128k	+11%	643.00	199.03	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$128k	+105%	2.3k	56.68	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$123k	+321%	1.4k	88.47	View chart
Cummins (CMI)	0.0	$118k		220.00	538.02	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$118k		3.8k	30.96	View chart
General Dynamics Corporation (GD)	0.0	$114k		331.00	343.22	View chart
Charles Schwab Corporation (SCHW)	0.0	$113k		1.2k	93.98	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$112k		371.00	302.25	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$108k	+10%	960.00	112.27	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$105k	-11%	350.00	298.85	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$104k		1.0k	100.17	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$103k		1.1k	94.24	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$98k	-4%	499.00	196.20	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.0	$90k		1.5k	60.26	View chart
Automatic Data Processing (ADP)	0.0	$90k	+10%	443.00	203.18	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$90k		3.5k	25.64	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$88k		1.2k	75.19	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.0	$86k		1.4k	62.08	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$84k		1.1k	78.69	View chart
Ford Motor Company (F)	0.0	$83k	+11%	7.2k	11.54	View chart
Goldman Sachs Etf Tr Dynamic Cal Muni (GCAL)	0.0	$76k		1.5k	50.66	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.0	$73k		1.0k	71.75	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$70k		1.2k	56.86	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$68k		185.00	367.44	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$64k		2.6k	24.27	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$55k		379.00	145.74	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$54k		375.00	144.95	View chart
Intel Corporation (INTC)	0.0	$54k	+11%	1.2k	44.13	View chart
General Motors Company (GM)	0.0	$53k		715.00	74.50	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$53k		121.00	436.79	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.0	$53k	NEW	846.00	62.13	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.0	$52k	NEW	949.00	54.93	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$48k		499.00	95.44	View chart
Comcast Corp Cl A (CMCSA)	0.0	$47k	-28%	1.6k	28.71	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$44k		231.00	192.27	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.0	$42k		1.9k	22.36	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$42k		312.00	132.90	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.0	$41k		1.8k	23.18	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$40k		510.00	78.77	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$40k		400.00	99.97	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$36k		1.3k	27.85	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$33k		846.00	38.95	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$32k		220.00	146.61	View chart
Southwest Airlines (LUV)	0.0	$32k		842.00	37.57	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$31k		1.5k	21.42	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$31k	NEW	1.7k	18.29	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$30k		200.00	151.41	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$30k		363.00	82.85	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$29k	+76%	69.00	426.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$29k		135.00	213.67	View chart
Citigroup Com New (C)	0.0	$27k		240.00	113.41	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.0	$27k		1.9k	13.76	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.0	$26k	NEW	500.00	51.18	View chart
American Tower Reit (AMT)	0.0	$25k		145.00	172.58	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$24k		186.00	128.12	View chart
Crown Castle Intl (CCI)	0.0	$22k		275.00	81.31	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$22k	-30%	450.00	49.50	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$21k		132.00	155.11	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$19k		200.00	96.70	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$16k		62.00	261.92	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$16k		216.00	75.10	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$15k		140.00	108.98	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$14k		147.00	93.54	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$14k		132.00	102.25	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$13k		75.00	168.85	View chart
Philip Morris International (PM)	0.0	$12k	-57%	75.00	165.35	View chart
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)	0.0	$12k	-32%	273.00	42.90	View chart
Goldman Sachs Etf Tr Technology Oppor (GTOP)	0.0	$10k		284.00	36.21	View chart
Marsh & McLennan Companies (MRSH)	0.0	$10k		59.00	173.46	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$10k		80.00	125.12	View chart
Toyota Motor Corp Ads (TM)	0.0	$9.3k	NEW	45.00	206.09	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$8.6k	+5%	78.00	109.69	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$8.0k		187.00	42.56	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$7.8k		95.00	81.98	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$7.0k		32.00	217.25	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$6.4k		86.00	74.35	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$6.0k	+13%	77.00	78.42	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$4.7k		77.00	61.64	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.0	$3.7k		52.00	71.23	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.0	$3.7k	NEW	96.00	38.57	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$2.2k	-77%	47.00	46.96	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$2.2k		28.00	77.18	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$2.1k		31.00	68.77	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$823.000000		4.00	205.75	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$778.000000	NEW	8.00	97.25	View chart

Past Filings by Richards, Merrill & Peterson

SEC 13F filings are viewable for Richards, Merrill & Peterson going back to 2025

Richards, Merrill & Peterson 2026 Q1 filed April 17, 2026
Richards, Merrill & Peterson 2025 Q4 filed Jan. 27, 2026
Richards, Merrill & Peterson 2025 Q3 filed Oct. 16, 2025
Richards, Merrill & Peterson 2025 Q2 filed July 31, 2025
Richards, Merrill & Peterson 2025 Q1 filed May 7, 2025

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