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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 MSFT, AAPL, AMZN, COST, QQQ, and represent 21.91% of Richards, Merrill & Peterson's stock portfolio.
Added to shares of these 10 stocks: XOM, CRWD, MU, INCM, GOOGL, PVAL, FENI, SMH, CGDV, AMZN.
Started 18 new stock positions in FFUT, VLO, XOM, VGSH, VCSH, FMDE, LH, FESM, XLB, ACWI. BTC, BRSV, FHEQ, JPIE, GVI, HOOD, VGIT, OSK.
Reduced shares in these 10 stocks: , CVX, AAPL, PAYX, , FDXF, TSCO, VRT, DKS, O.
Sold out of its positions in DKS, DOV, Exxon Mobil Corporation, FDXF, IWR, PAYX, O, STAG, VRT, ACN.
Richards, Merrill & Peterson was a net buyer of stock by $11M.
Richards, Merrill & Peterson has $328M in assets under management (AUM), dropping by 4.09%.
Central Index Key (CIK): 0000090108

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Portfolio Holdings for Richards, Merrill & Peterson

Richards, Merrill & Peterson holds 293 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	5.4	$18M		35k	512.90	View chart
Apple (AAPL)	5.2	$17M	-2%	52k	333.02	View chart
Amazon (AMZN)	4.0	$13M	+4%	53k	249.15	View chart
Costco Wholesale Corporation (COST)	3.7	$12M	+4%	13k	910.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.5	$12M		16k	739.78	View chart
NVIDIA Corporation (NVDA)	3.4	$11M		49k	228.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.9	$9.6M	+8%	28k	344.08	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.2	$7.4M		9.7k	762.64	View chart
Micron Technology (MU)	1.9	$6.3M	+15%	6.0k	1065.11	View chart
Meta Platforms Cl A (META)	1.9	$6.1M		8.5k	725.17	View chart
Chevron Corporation (CVX)	1.7	$5.6M	-8%	28k	204.21	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.7	$5.5M	+4%	169k	32.53	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	1.7	$5.5M	+9%	217k	25.25	View chart
JPMorgan Chase & Co. (JPM)	1.6	$5.2M		16k	330.82	View chart
Stryker Corporation (SYK)	1.6	$5.1M		19k	275.39	View chart
Applied Materials (AMAT)	1.5	$4.9M		9.6k	511.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$4.7M		6.7k	700.86	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	1.3	$4.3M	+4%	91k	47.43	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	1.2	$4.0M	+26%	139k	28.46	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	1.1	$3.8M	+18%	77k	48.85	View chart
Raytheon Technologies Corp (RTX)	1.0	$3.4M		18k	185.65	View chart
Caterpillar (CAT)	1.0	$3.2M		3.9k	810.80	View chart
Palo Alto Networks (PANW)	0.9	$3.1M	+2%	7.8k	397.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$2.9M		8.6k	340.75	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.9	$2.9M	+9%	117k	24.98	View chart
Broadcom (AVGO)	0.9	$2.8M	+12%	8.1k	351.19	View chart
Pgim Etf Tr Tota Retu Bd Etf (PTRB)	0.9	$2.8M	+6%	71k	39.44	View chart
Palantir Technologies Cl A (PLTR)	0.9	$2.8M		15k	187.05	View chart
Intuitive Surgical Com New (ISRG)	0.9	$2.8M	+8%	6.9k	406.63	View chart
Cisco Systems (CSCO)	0.8	$2.7M	-7%	25k	107.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.7M	-2%	5.4k	497.95	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.8	$2.7M	+31%	4.4k	609.03	View chart
Visa Com Cl A (V)	0.8	$2.6M		7.1k	359.33	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.7	$2.4M	NEW	15k	162.75	View chart
Merck & Co (MRK)	0.6	$2.1M	-2%	15k	145.31	View chart
Morgan Stanley Com New (MS)	0.6	$2.1M	-2%	11k	188.09	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.6	$2.1M	+58%	39k	52.62	View chart
Home Depot (HD)	0.6	$2.0M	-6%	7.0k	284.49	View chart
Abbvie (ABBV)	0.6	$2.0M		7.5k	261.58	View chart
Procter & Gamble Company (PG)	0.6	$2.0M		14k	145.28	View chart
Coca-Cola Company (KO)	0.6	$1.9M		22k	86.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.9M	+23%	14k	136.04	View chart
International Business Machines (IBM)	0.6	$1.9M		8.4k	219.92	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$1.8M		25k	71.95	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.5	$1.8M	+71%	44k	39.91	View chart
Johnson & Johnson (JNJ)	0.5	$1.6M		6.0k	264.74	View chart
Constellation Energy (CEG)	0.5	$1.6M		6.1k	254.03	View chart
Advanced Micro Devices (AMD)	0.5	$1.5M	-4%	2.5k	611.76	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.5	$1.5M	+52%	31k	50.19	View chart
Lowe's Companies (LOW)	0.5	$1.5M	-3%	8.2k	184.28	View chart
Texas Instruments Incorporated (TXN)	0.5	$1.5M	-4%	5.4k	280.10	View chart
Nucor Corporation (NUE)	0.5	$1.5M		6.4k	233.75	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.5	$1.5M	-4%	57k	26.23	View chart
Wal-Mart Stores (WMT)	0.5	$1.5M	+2%	14k	103.92	View chart
Waste Management (WM)	0.5	$1.5M		7.2k	203.91	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$1.5M	-4%	3.2k	456.20	View chart
Eli Lilly & Co. (LLY)	0.4	$1.5M	+8%	1.3k	1157.34	View chart
Verizon Communications (VZ)	0.4	$1.4M	-7%	31k	45.87	View chart
Spdr Index Shs Fds St Str Sp Glbdiv (WDIV)	0.4	$1.4M	+11%	18k	81.34	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.4	$1.4M		66k	21.17	View chart
McDonald's Corporation (MCD)	0.4	$1.4M	-2%	5.9k	230.93	View chart
American Express Company (AXP)	0.4	$1.4M		4.5k	304.08	View chart
Us Bancorp Com New (USB)	0.4	$1.4M	-3%	24k	57.76	View chart
Emerson Electric (EMR)	0.4	$1.3M	-3%	8.4k	155.10	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.4	$1.3M	+291%	4.9k	264.75	View chart
Medtronic SHS (MDT)	0.4	$1.3M	-2%	15k	86.29	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.4	$1.2M	+62%	40k	30.96	View chart
Uber Technologies (UBER)	0.4	$1.2M	+20%	18k	68.51	View chart
Oracle Corporation (ORCL)	0.3	$1.1M	-5%	8.2k	137.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.1M		16k	70.61	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.1M	+6%	7.1k	155.20	View chart
Starbucks Corporation (SBUX)	0.3	$1.1M		12k	93.96	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.3	$1.1M	+2%	6.6k	166.98	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$1.1M	+2%	21k	53.40	View chart
Trane Technologies SHS (TT)	0.3	$1.1M		2.4k	451.99	View chart
FedEx Corporation (FDX)	0.3	$1.0M		3.6k	285.10	View chart
Metropcs Communications (TMUS)	0.3	$1.0M		6.3k	163.07	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$1.0M	+6%	20k	50.37	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$1.0M	+6%	9.0k	112.09	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$990k	+2%	10k	96.88	View chart
Avista Corporation (AVA)	0.3	$977k	-6%	28k	35.09	View chart
Abbott Laboratories (ABT)	0.3	$945k		9.6k	98.83	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$932k		11k	82.18	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$918k	+2%	11k	81.16	View chart
O'reilly Automotive (ORLY)	0.3	$918k		11k	85.41	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.3	$913k	+10%	21k	44.50	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$899k	+7%	496.00	1811.67	View chart
Blackrock (BLK)	0.3	$897k		847.00	1058.91	View chart
Danaher Corporation (DHR)	0.3	$889k	-6%	4.0k	221.53	View chart
Southern Company (SO)	0.3	$883k	+2%	11k	82.89	View chart
UnitedHealth (UNH)	0.3	$867k	-12%	2.4k	367.11	View chart
L3harris Technologies (LHX)	0.3	$852k	+14%	3.6k	236.78	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$837k		3.0k	277.89	View chart
Linde SHS (LIN)	0.3	$831k		1.8k	474.65	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$830k	-2%	5.2k	160.33	View chart
Union Pacific Corporation (UNP)	0.3	$828k	-15%	3.0k	272.12	View chart
TJX Companies (TJX)	0.2	$778k	+15%	5.9k	132.30	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$775k	+20%	5.1k	150.86	View chart
Illinois Tool Works (ITW)	0.2	$766k		3.0k	257.28	View chart
Lockheed Martin Corporation (LMT)	0.2	$750k	+3%	1.5k	509.24	View chart
Tesla Motors (TSLA)	0.2	$740k	+2%	2.1k	354.81	View chart
salesforce (CRM)	0.2	$738k		3.2k	229.58	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$722k	+148%	17k	41.71	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$706k	+2%	18k	39.44	View chart
Qualcomm (QCOM)	0.2	$704k		3.8k	184.06	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$700k	+29%	19k	36.75	View chart
Walt Disney Company (DIS)	0.2	$682k		6.5k	104.90	View chart
Marvell Technology (MRVL)	0.2	$633k	+10%	2.4k	264.21	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.2	$622k		3.2k	195.53	View chart
Air Products & Chemicals (APD)	0.2	$618k		2.2k	278.19	View chart
Mastercard Incorporated Cl A (MA)	0.2	$607k		1.1k	551.39	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$605k	+376%	11k	56.22	View chart
Rockwell Automation (ROK)	0.2	$600k		1.4k	435.38	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$593k		5.4k	109.61	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.2	$580k	+23%	7.4k	78.42	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$575k		4.0k	142.26	View chart
Leidos Holdings (LDOS)	0.2	$573k	-13%	4.7k	121.83	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.2	$553k	+6%	5.9k	93.07	View chart
Honeywell International (HON)	0.2	$528k	-17%	2.5k	210.93	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.2	$525k		20k	25.71	View chart
Phillips 66 (PSX)	0.2	$522k		2.0k	255.34	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$519k		6.0k	86.99	View chart
Xylem (XYL)	0.2	$504k	+95%	5.0k	101.27	View chart
ConocoPhillips (COP)	0.2	$498k		4.0k	125.16	View chart
Amgen (AMGN)	0.1	$485k		1.2k	421.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$485k	+9%	633.00	765.85	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$482k		948.00	508.55	View chart
United Rentals (URI)	0.1	$473k		473.00	1000.89	View chart
Kinder Morgan (KMI)	0.1	$473k	+10%	16k	30.15	View chart
Proshares Tr Ultr Sho S&p 500 (SPXU)	0.1	$452k		13k	34.80	View chart
Oshkosh Corporation (OSK)	0.1	$445k	NEW	3.5k	128.83	View chart
D.R. Horton (DHI)	0.1	$441k	-23%	3.2k	136.66	View chart
AFLAC Incorporated (AFL)	0.1	$439k	-7%	3.9k	111.79	View chart
Servicenow (NOW)	0.1	$432k	+31%	3.2k	134.01	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$409k		3.9k	103.89	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$405k		10k	39.31	View chart
Eaton Corp SHS (ETN)	0.1	$394k	+60%	917.00	429.80	View chart
Paccar (PCAR)	0.1	$391k		3.6k	109.82	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$391k		2.4k	166.28	View chart
Target Corporation (TGT)	0.1	$386k		2.5k	156.69	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$383k		1.6k	233.31	View chart
Bristol Myers Squibb (BMY)	0.1	$382k	-4%	6.1k	62.40	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$382k	-9%	5.9k	64.59	View chart
Honeywell Aerospace (HONA)	0.1	$381k	-18%	2.5k	154.98	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$379k		3.8k	101.10	View chart
Prudential Financial (PRU)	0.1	$366k	-12%	3.2k	113.58	View chart
Netflix (NFLX)	0.1	$366k		5.3k	69.58	View chart
Prologis (PLD)	0.1	$365k	+22%	2.8k	129.83	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.1	$357k		10k	34.29	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$351k	+5%	5.7k	61.50	View chart
Bank of America Corporation (BAC)	0.1	$351k	-3%	6.5k	54.43	View chart
Dimensional Etf Trust Us Small Cap Etf	0.1	$343k		4.4k	77.42	View chart
Goldman Sachs (GS)	0.1	$339k	+20%	377.00	900.36	View chart
Lam Research Corp Com New (LRCX)	0.1	$338k		1.0k	328.51	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$331k		9.0k	37.03	View chart
Ea Series Trust Bridgeway Select (BRSV)	0.1	$331k	NEW	7.8k	42.61	View chart
Sprott Fds Tr Jr Copper Miners (COPJ)	0.1	$321k		7.3k	43.80	View chart
SYSCO Corporation (SYY)	0.1	$319k	-11%	4.1k	77.96	View chart
Republic Services (RSG)	0.1	$312k		1.5k	209.92	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	0.1	$308k		9.9k	31.20	View chart
Qnity Electronics Common Stock (Q)	0.1	$307k		2.4k	125.74	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$293k		5.4k	54.10	View chart
Pepsi (PEP)	0.1	$278k	+5%	2.2k	126.73	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$271k		4.9k	55.86	View chart
Valero Energy Corporation (VLO)	0.1	$269k	NEW	695.00	387.61	View chart
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ)	0.1	$263k	NEW	7.8k	33.66	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$262k		701.00	374.15	View chart
Dutch Bros Cl A (BROS)	0.1	$259k	-4%	6.7k	38.56	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$258k		1.1k	228.28	View chart
Wabtec Corporation (WAB)	0.1	$257k		894.00	287.18	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$253k	+2%	5.4k	46.91	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$250k		3.3k	76.40	View chart
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)	0.1	$243k	+11%	4.5k	53.77	View chart
Tractor Supply Company (TSCO)	0.1	$242k	-52%	7.7k	31.29	View chart
Boeing Company (BA)	0.1	$237k	+11%	1.3k	186.05	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.1	$232k		8.9k	25.94	View chart
Devon Energy Corporation (DVN)	0.1	$228k	-3%	5.0k	46.04	View chart
Nike CL B (NKE)	0.1	$228k	-39%	6.4k	35.40	View chart
Labcorp Holdings Com Shs (LH)	0.1	$228k	NEW	740.00	307.96	View chart
Glacier Ban (GBCI)	0.1	$222k		5.1k	43.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$221k	+6%	3.7k	59.31	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$216k	NEW	5.8k	36.95	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$215k		1.6k	137.71	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$214k		3.8k	55.83	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$213k	NEW	1.9k	112.50	View chart
Vici Pptys (VICI)	0.1	$212k		9.2k	22.97	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$211k		3.0k	69.71	View chart
Equinix (EQIX)	0.1	$207k		205.00	1011.58	View chart
Entrepreneurshares Series Tr Ersh Pri Pub Etf (XOVR)	0.1	$205k		9.6k	21.36	View chart
Enovix Corp (ENVX)	0.1	$192k		66k	2.90	View chart
Deere & Company (DE)	0.1	$191k		284.00	671.55	View chart
BlackRock MuniHoldings Fund (MHD)	0.1	$179k		18k	10.26	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$179k		1.6k	111.65	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$179k	-5%	1.9k	94.54	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$173k	+472%	2.2k	78.30	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$168k		2.1k	81.20	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$163k		4.9k	33.31	View chart
Allstate Corporation (ALL)	0.0	$161k		725.00	221.86	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$160k		1.5k	110.32	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$160k		1.1k	146.75	View chart
Intel Corporation (INTC)	0.0	$159k	+8%	1.3k	120.23	View chart
United Parcel Svcs CL B (UPS)	0.0	$150k	+2%	1.6k	93.44	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.0	$150k		49k	3.06	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	0.0	$150k		514.00	291.99	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$148k		4.5k	32.63	View chart
Duke Energy Corp Com New (DUK)	0.0	$136k	-2%	1.2k	114.01	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$132k		1.4k	94.40	View chart
At&t (T)	0.0	$131k		5.4k	24.40	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.0	$130k	+27%	603.00	216.08	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$130k		960.00	135.53	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.0	$124k		367.00	337.83	View chart
Automatic Data Processing (ADP)	0.0	$120k		464.00	258.06	View chart
Charles Schwab Corporation (SCHW)	0.0	$118k		1.2k	97.74	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.0	$117k	+25%	5.0k	23.32	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$117k		1.0k	112.24	View chart
General Dynamics Corporation (GD)	0.0	$114k	+3%	343.00	331.83	View chart
Cummins (CMI)	0.0	$114k		220.00	516.57	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$106k		1.1k	99.04	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$105k		3.5k	30.00	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$99k	-23%	2.9k	34.02	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$98k		1.2k	84.08	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.0	$98k		1.5k	65.10	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.0	$93k	+57%	1.0k	90.11	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.0	$93k		1.4k	67.31	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$89k	-37%	2.5k	35.93	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$88k		871.00	101.13	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.0	$86k		925.00	92.65	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$85k	NEW	1.1k	77.25	View chart
Goldman Sachs Etf Tr Dyna Cal Mun Etf (GCAL)	0.0	$85k		1.8k	48.50	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.0	$77k		220.00	351.85	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.0	$77k		1.5k	51.29	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$73k		1.4k	54.12	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.0	$71k	-12%	889.00	79.72	View chart
Ford Motor Company (F)	0.0	$70k		5.8k	12.06	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$69k	+39%	850.00	80.60	View chart
Fidelity Greenwood Street Tr Managed Futures (FFUT)	0.0	$68k	NEW	1.1k	65.08	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.0	$68k	NEW	661.00	103.07	View chart
Vanguard World Mrngstr Val Etf (MGV)	0.0	$66k	+9%	410.00	161.09	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$63k		2.6k	23.86	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$61k		312.00	195.75	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$61k		379.00	160.74	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$56k	-6%	375.00	148.22	View chart
General Motors Company (GM)	0.0	$55k		715.00	77.00	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.0	$55k		949.00	57.44	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.0	$54k		846.00	63.30	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$49k		233.00	208.18	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$48k		510.00	93.89	View chart
Citigroup Com New (C)	0.0	$46k	+47%	356.00	129.48	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$45k		499.00	89.31	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.0	$42k		1.9k	22.11	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.0	$41k		1.8k	22.82	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$40k		1.3k	31.47	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$40k	+56%	207.00	193.75	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$37k		220.00	168.42	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$36k		859.00	41.44	View chart
Southwest Airlines (LUV)	0.0	$35k		842.00	41.64	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$35k		276.00	125.26	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$34k		135.00	247.93	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$33k		1.5k	22.81	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$30k		200.00	152.07	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$26k		186.00	137.68	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$25k	NEW	432.00	56.66	View chart
American Tower Reit (AMT)	0.0	$24k		145.00	163.69	View chart
Comcast Corp Cl A (CMCSA)	0.0	$23k		1.1k	21.76	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.0	$21k	-3%	75.00	284.49	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$20k	NEW	125.00	158.77	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$20k	+34%	177.00	110.28	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	0.0	$19k	NEW	457.00	40.38	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$18k		216.00	82.97	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$17k	NEW	299.00	57.56	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$16k	NEW	360.00	44.89	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$16k		75.00	210.53	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.0	$16k	NEW	350.00	44.95	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$15k		140.00	108.84	View chart
Goldman Sachs Etf Tr Techn Oppor Etf (GTOP)	0.0	$15k		284.00	51.25	View chart
Philip Morris International (PM)	0.0	$14k		75.00	190.83	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.0	$13k	-66%	1.0k	12.74	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$12k	-44%	250.00	49.46	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.0	$11k	+46%	47.00	231.02	View chart
Marsh & McLennan Companies (MRSH)	0.0	$10k		59.00	170.73	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$10k	-52%	95.00	105.71	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$9.5k	-5%	74.00	128.93	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$8.9k	+335%	122.00	72.86	View chart
Toyota Motor Corp Ads (TM)	0.0	$8.2k		45.00	183.11	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$7.9k		187.00	42.19	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$6.8k		86.00	79.14	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$5.7k	-11%	68.00	84.43	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$5.5k		77.00	71.56	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.0	$3.8k		52.00	73.81	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.0	$2.3k	NEW	48.00	48.71	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$2.1k		47.00	44.40	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$1.9k		31.00	62.74	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$927.000000		4.00	231.75	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 Q3 filed Oct. 19, 2026
Richards, Merrill & Peterson 2026 Q2 filed July 16, 2026
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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