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Richardson Financial Services

Latest statistics and disclosures from Richardson Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are ABBNY, VXUS, VTI, BIV, SPYM, and represent 53.55% of Richardson Financial Services's stock portfolio.
Added to shares of these 10 stocks: ABBNY (+$145M), XLK, SPDW, SPTL, FLCH, BIV, EQIX, VLTO, BSV, BLV.
Started 110 new stock positions in MURGY, ED, CNX, ESLOY, AGG, LSEGY, AEE, EPOAY, FG, TTDKY.
Reduced shares in these 10 stocks: IVV, XLV, V, XOM, NXPI, SPSM, PH, JNK, ADBE, BIL.
Sold out of its positions in ALSN, BANF, BYD, CTRA, CARR, CCI, FMC, ITW, IPG, SPMO.
Richardson Financial Services was a net buyer of stock by $148M.
Richardson Financial Services has $372M in assets under management (AUM), dropping by 129.81%.
Central Index Key (CIK): 0002012303

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Portfolio Holdings for Richardson Financial Services

Richardson Financial Services holds 598 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Richardson Financial Services has 598 total positions. Only the first 250 positions are shown.

Sign up to view all of the Richardson Financial Services Dec. 31, 2025 positions
Download the Richardson Financial Services December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Abb Common Stock (ABBNY)	38.9	$145M	NEW	14.00	10332322.57	View chart
Vanguard Total International Stock ETF Exchange Traded Fund (VXUS)	6.2	$23M		6.6k	3471.14	View chart
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI)	3.3	$12M		2.2k	5659.44	View chart
Vanguard Interm-Term Bond ETF Exchange Traded Fund (BIV)	2.9	$11M	+4%	2.2k	4980.80	View chart
St Str Spdr S&p 500 Etf Etf - Equity (SPYM)	2.2	$8.1M	-2%	102k	80.22	View chart
Apple Common Stocks (AAPL)	2.0	$7.4M		27k	271.86	View chart
Vanguard Growth Etf Etf - Equity (VUG)	1.8	$6.8M	-2%	14k	487.86	View chart
Vanguard Value Etf Etf - Equity (VTV)	1.8	$6.7M		35k	190.88	View chart
Vanguard Short-Term Bond ETF Exchange Traded Fund (BSV)	1.7	$6.3M	+6%	3.0k	2136.89	View chart
Vanguard Long-Term Bond ETF Exchange Traded Fund (BLV)	1.5	$5.6M	+7%	1.6k	3622.50	View chart
Nvidia Corp Common Stocks (NVDA)	1.2	$4.3M	-5%	23k	186.50	View chart
Spdr Dev World Ex-us Etf Etf - Equity (SPDW)	1.1	$4.1M	+16%	92k	44.41	View chart
Alphabet Inc A Common Stocks (GOOGL)	1.0	$3.7M	+8%	12k	313.00	View chart
Vanguard S&p 500 Etf - Equity (VOO)	0.9	$3.5M	+2%	5.5k	627.13	View chart
Microsoft Corporation Common Stocks (MSFT)	0.8	$3.1M		6.5k	483.61	View chart
Ishs Ibox $ H/y Corp Etf Etf - Fixed Income (HYG)	0.8	$3.0M		38k	80.63	View chart
Spdr Emerg Mkts Etf Etf - Equity (SPEM)	0.8	$2.9M	-4%	62k	46.81	View chart
Vngrd Ftse Dev Mkts Etf Etf - Equity (VEA)	0.8	$2.8M		45k	62.47	View chart
Ishares Core Msci Europe Etf Etf - Equity (IEUR)	0.7	$2.8M		39k	70.98	View chart
Ishs Core Msci E/mkt Etf Etf - Equity (IEMG)	0.7	$2.4M	-7%	36k	67.22	View chart
Amazon.com Common Stocks (AMZN)	0.6	$2.2M	+3%	9.5k	230.82	View chart
Vanguard High Dividend Yield ETF Exchange Traded Fund (VYM)	0.5	$2.0M		1.5k	1287.86	View chart
Vanguard Small Cap Growth Etf Etf - Equity (VBK)	0.5	$1.9M	-5%	6.4k	302.11	View chart
Jpmorgan Chase & Co Common Stocks (JPM)	0.5	$1.7M		5.3k	322.22	View chart
SPDR SSGA US Sector Rotation ETF Exchange Traded Fund (XLSR)	0.4	$1.6M		1.7k	949.56	View chart
Vanguard Small Cap Value Etf Etf - Equity (VBR)	0.4	$1.6M	+3%	7.7k	211.79	View chart
Ishares 0-5 Year High Yield Corp Etf Etf - Fixed Income (SHYG)	0.4	$1.6M	+13%	38k	42.87	View chart
Spdr S&p 500 Etf Etf - Equity (SPY)	0.4	$1.6M	+5%	2.3k	681.92	View chart
St Str Spdr S&p 600 Etf Etf - Equity (SPSM)	0.4	$1.5M	-22%	31k	46.86	View chart
Ishares Core Msci Pacific Etf Etf - Equity (IPAC)	0.4	$1.4M		19k	73.21	View chart
Vanguard Wellesley Income Admiral Mutual Fund (VWIAX)	0.4	$1.4M	+4%	6.5k	213.98	View chart
Mastercard Inc A Common Stocks (MA)	0.4	$1.4M		2.4k	570.88	View chart
Vanguard Small Cap Etf Etf - Equity (VB)	0.3	$1.3M		5.0k	257.95	View chart
St Str Spdr Lng Term Etf Etf - Fixed Income (SPTL)	0.3	$1.1M	+87%	42k	26.47	View chart
St Str Spdr S&p 400 Etf Etf - Equity (SPMD)	0.3	$1.1M		19k	57.91	View chart
Broadcom Common Stocks (AVGO)	0.3	$1.1M	+6%	3.2k	346.12	View chart
Vngrd Mega Cap Grwth Etf Etf - Equity (MGK)	0.3	$1.1M		2.6k	412.77	View chart
Meta Platforms Inc A Common Stocks (META)	0.3	$1.1M		1.6k	660.10	View chart
Home Depot Common Stocks (HD)	0.3	$1.0M		3.0k	344.10	View chart
Ishs Core Unvl Usd Etf Etf - Fixed Income (IUSB)	0.3	$1.0M	+9%	22k	46.54	View chart
Mcdonalds Corp Common Stocks (MCD)	0.3	$1.0M	+2%	3.4k	305.64	View chart
Tesla Common Stocks (TSLA)	0.3	$1.0M	-14%	2.3k	449.72	View chart
Jpmorgan Betabuilders Us Eqy Etf Etf - Equity (BBUS)	0.3	$992k	+7%	8.0k	123.31	View chart
Vanguard Ftse Emerging Markets Etf Etf - Equity (VWO)	0.3	$991k		18k	53.76	View chart
T-mobile Us Common Stocks (TMUS)	0.3	$989k		4.9k	203.04	View chart
St Str Blackstone Ln Etf Etf - Fixed Income (SRLN)	0.3	$957k	+5%	23k	41.27	View chart
Cintas Corp Common Stocks (CTAS)	0.3	$951k		5.1k	188.07	View chart
Intuitive Surgical Common Stocks (ISRG)	0.3	$939k	+9%	1.7k	566.17	View chart
Walmart Common Stocks (WMT)	0.2	$917k		8.2k	111.41	View chart
Communication Svcs Select Sector Spdr Etf - Equity (XLC)	0.2	$904k	-8%	7.7k	117.72	View chart
Costco Wholesale Corp Common Stocks (COST)	0.2	$875k	-4%	1.0k	862.34	View chart
Thermo Fisher Scientific Common Stocks (TMO)	0.2	$873k		1.5k	579.45	View chart
Tech Sel Sect Spdr Etf Etf - Equity (XLK)	0.2	$872k	NEW	6.1k	143.97	View chart
Cons Stpls Sel Spdr Etf Etf - Equity (XLP)	0.2	$869k	-6%	11k	77.68	View chart
Advanced Micro Devices Common Stocks (AMD)	0.2	$835k		3.9k	214.16	View chart
Trane Technologies Foreign Common Stocks (TT)	0.2	$797k		2.0k	389.20	View chart
Spdr S&p Intl Smcp Etf Etf - Equity (GWX)	0.2	$789k		19k	40.86	View chart
Tjx Cos Common Stocks (TJX)	0.2	$787k	+2%	5.1k	153.61	View chart
Vngrd Real Est Indx Etf Etf - Equity (VNQ)	0.2	$770k		8.7k	88.50	View chart
Eli Lilly & Co Common Stocks (LLY)	0.2	$746k	+46%	694.00	1074.66	View chart
Synopsys Common Stocks (SNPS)	0.2	$694k		1.5k	469.72	View chart
Nextera Energy Common Stocks (NEE)	0.2	$683k		8.5k	80.28	View chart
Capital One Finl Corp Common Stocks (COF)	0.2	$682k	+2%	2.8k	242.37	View chart
St Str Blmbrg H/y Etf Etf - Fixed Income (JNK)	0.2	$674k	-37%	6.9k	97.21	View chart
Ishs Russ 2000 Indx Etf Etf - Equity (IWM)	0.2	$671k	+10%	2.7k	246.20	View chart
Vngrd Mega Cap Val Etf Etf - Equity (MGV)	0.2	$653k		4.6k	141.16	View chart
Ishares Jpmorgan Usd Emerg Markets Bond Etf - Fixed Income (EMB)	0.2	$633k	-20%	6.6k	96.31	View chart
Parnassus Core Equity Institutional Mutual Fund (PRILX)	0.2	$630k	+17%	1.2k	532.86	View chart
Vanguard Total Bond Market Etf Etf - Fixed Income (BND)	0.2	$629k		8.5k	74.07	View chart
Spdr Bloomberg Encd Rl Yld Cm Etf Etf - Equity (CERY)	0.2	$613k	-27%	22k	28.55	View chart
Linde Foreign Common Stocks (LIN)	0.2	$611k	+7%	1.4k	426.39	View chart
Ishares Core S&p Mid Cap Etf Etf - Equity (IJH)	0.2	$607k		9.2k	66.00	View chart
Vanguard Total Int'l Bond Etf Etf - Fixed Income (BNDX)	0.2	$607k		13k	48.32	View chart
Pimco 0-5y H/y Corp Etf Etf - Fixed Income (HYS)	0.2	$595k	-8%	6.3k	94.82	View chart
SPDR SSgA Ultra Short Term Bond ETF Exchange Traded Fund (ULST)	0.2	$589k		9.6k	61.18	View chart
Berkshire Hathaway, Inc. Cl B Common Stocks (BRK.B)	0.2	$583k	+20%	1.2k	502.65	View chart
Ishares Russell Mid Cap Etf Etf - Equity (IWR)	0.2	$581k	+48%	6.0k	96.27	View chart
Salesforce Common Stocks (CRM)	0.2	$577k	+14%	2.2k	264.90	View chart
Amer Water Works Company Common Stocks (AWK)	0.2	$559k		4.3k	130.50	View chart
Northrop Grumman Corp Common Stocks (NOC)	0.1	$536k		940.00	570.20	View chart
Ishs Core Msci Eafe Etf Etf - Equity (IEFA)	0.1	$527k	+2%	5.9k	89.46	View chart
Vngrd All Wrld Smcp Etf Etf - Equity (VSS)	0.1	$524k	-14%	3.7k	143.32	View chart
Visa Inc Cl A Common Stocks (V)	0.1	$515k	-62%	1.5k	350.71	View chart
Eog Resources Common Stocks (EOG)	0.1	$514k		4.9k	105.02	View chart
Palo Alto Networks Common Stocks (PANW)	0.1	$511k	+4%	2.8k	184.13	View chart
Spdr Gold Trust Gold Etf Etf - Equity (GLD)	0.1	$503k	-16%	1.3k	396.27	View chart
Cme Group Inc Cl A Common Stocks (CME)	0.1	$500k		1.8k	273.08	View chart
Jpm Betabldr Cda Etf Etf - Equity (BBCA)	0.1	$499k	-6%	5.4k	93.00	View chart
Franklin Ftse China Etf Etf - Equity (FLCH)	0.1	$493k	NEW	21k	23.80	View chart
RBC Emerging Markets Equity I Mutual Fund (REEIX)	0.1	$486k		1.5k	323.26	View chart
Jpm Betabldr Intl Eq Etf Etf - Equity (BBIN)	0.1	$480k	+13%	6.6k	72.32	View chart
Ishs Usa Min Vol Fct Etf Etf - Equity (USMV)	0.1	$468k	-12%	5.0k	94.10	View chart
Ishares Core S&p 500 Etf Etf - Equity (IVV)	0.1	$464k	-75%	677.00	684.95	View chart
Parker Hannifin Corp Common Stocks (PH)	0.1	$449k	-47%	511.00	878.96	View chart
St Str Aggregate Bd Etf Etf - Fixed Income (SPAB)	0.1	$443k	+26%	17k	25.75	View chart
Vertex Pharms Common Stocks (VRTX)	0.1	$432k		952.00	453.36	View chart
Bank America Corp Common Stocks (BAC)	0.1	$430k	+7%	7.8k	55.00	View chart
St Str Nuv Ice Muni Etf Etf - Fixed Income (TFI)	0.1	$430k		9.4k	45.71	View chart
Intl Business Machs Corp Common Stocks (IBM)	0.1	$423k	+4%	1.4k	296.24	View chart
Equinix Real Estate Investment (EQIX)	0.1	$423k	+3580%	552.00	766.24	View chart
Jpmorgan Global Select Equity Etf Etf - Equity (JGLO)	0.1	$422k	-8%	6.2k	67.67	View chart
Ishares Tr Msci Eafe Min Vl Etf - Equity (EFAV)	0.1	$418k	-17%	4.8k	86.24	View chart
Vngrd Us R/est Idx Etf Etf - Equity (VNQI)	0.1	$410k	-4%	8.9k	45.84	View chart
Parnassus Mid Cap Institutional Mutual Fund (PFPMX)	0.1	$409k	+9%	1.1k	378.71	View chart
Williams Cos Inc Del Common Stocks (WMB)	0.1	$407k	+4%	6.8k	60.11	View chart
Veralto Corp Common Stock (VLTO)	0.1	$403k	NEW	1.00	403058.00	View chart
Oracle Corp Common Stocks (ORCL)	0.1	$388k	-11%	2.0k	194.92	View chart
Citigroup Common Stocks (C)	0.1	$385k	+51%	3.3k	116.70	View chart
Abbvie Common Stocks (ABBV)	0.1	$384k		1.7k	228.49	View chart
Philip Morris International Common Stocks (PM)	0.1	$383k	+5%	2.4k	160.43	View chart
Chubb Foreign Common Stocks (CB)	0.1	$381k	+33%	1.2k	312.12	View chart
Netflix Common Stocks (NFLX)	0.1	$381k	+1034%	4.1k	93.76	View chart
Hartford Schroders International Stk I Mutual Fund (SCIEX)	0.1	$375k		1.2k	302.92	View chart
Ishares Treasury Floatng Rate Bd Etf Etf - Fixed Income (TFLO)	0.1	$373k	-8%	7.4k	50.46	View chart
Chevron Corp Common Stocks (CVX)	0.1	$373k	+3%	2.4k	152.41	View chart
Kla Corp Common Stocks (KLAC)	0.1	$369k	+9%	304.00	1215.00	View chart
Vngrd Mdcp Val Etf Etf - Equity (VOE)	0.1	$362k		2.0k	177.37	View chart
Ishs Brd Usd H/y Crp Etf Etf - Fixed Income (USHY)	0.1	$359k	+12%	9.6k	37.39	View chart
Coca Cola Company Common Stocks (KO)	0.1	$351k	+19%	5.0k	69.91	View chart
Duke Energy Corp Common Stocks (DUK)	0.1	$342k		2.9k	117.21	View chart
Vngrd Extnd Market Etf Etf - Equity (VXF)	0.1	$337k		1.6k	209.12	View chart
Bndbloxx Jpm Usd Emr Mk 1 10 Yr Etf Etf - Fixed Income (XEMD)	0.1	$332k	NEW	7.4k	44.58	View chart
Entergy Corp Common Stocks (ETR)	0.1	$330k		3.6k	92.42	View chart
Procter & Gamble Common Stocks (PG)	0.1	$328k	+11%	2.3k	143.31	View chart
St Strt Spdr Prtfl Intdt Tm Tsry Etf Etf - Fixed Income (SPTI)	0.1	$325k	+4%	11k	28.84	View chart
Invesco Floating Rate ESG Y Mutual Fund (AFRYX)	0.1	$318k		2.4k	130.62	View chart
Cisco Systems Common Stocks (CSCO)	0.1	$317k	+76%	4.1k	77.03	View chart
Verizon Communications Common Stocks (VZ)	0.1	$317k	+7%	7.8k	40.73	View chart
At&t Common Stocks (T)	0.1	$313k	+3%	13k	24.84	View chart
Hca Healthcare Common Stocks (HCA)	0.1	$311k	-4%	665.00	466.86	View chart
Altria Group Common Stocks (MO)	0.1	$309k	+14%	5.4k	57.66	View chart
St Stret Spdr Blmbg Emg Mrkt Usd Etf Etf - Fixed Income (EMHC)	0.1	$304k	-6%	12k	25.46	View chart
Vaneck Hi Yld Mun Etf Etf - Fixed Income (HYD)	0.1	$304k	-6%	5.9k	51.12	View chart
Vngrd Mdcp Grw Etf Etf - Equity (VOT)	0.1	$303k		1.1k	279.14	View chart
Quanta Services Common Stocks (PWR)	0.1	$298k	NEW	706.00	422.06	View chart
Unitedhealth Group Common Stocks (UNH)	0.1	$295k	+42%	892.00	330.13	View chart
St Str Double T/ret Etf Etf - Fixed Income (TOTL)	0.1	$294k	+33%	7.3k	40.25	View chart
Pfizer Common Stocks (PFE)	0.1	$282k	+128%	11k	24.90	View chart
U S Bancorp De Common Stocks (USB)	0.1	$262k	+2%	4.9k	53.36	View chart
Ishs Invstmnt Bd Etf Etf - Fixed Income (LQD)	0.1	$260k		2.4k	110.19	View chart
Ford Motor Common Stocks (F)	0.1	$257k	+104%	20k	13.12	View chart
Amer Elec Pwr Common Stocks (AEP)	0.1	$253k	-2%	2.2k	115.31	View chart
Pepsico Common Stocks (PEP)	0.1	$247k	-24%	1.7k	143.52	View chart
Citizens Financial Group Common Stocks (CFG)	0.1	$244k	-2%	4.2k	58.41	View chart
Vanguard Mortgage Backed Sec Idx Etf Etf - Fixed Income (VMBS)	0.1	$243k	+5%	5.2k	47.08	View chart
Cincinnati Finl Corp Common Stocks (CINF)	0.1	$241k	-3%	1.5k	163.32	View chart
Intuit Common Stocks (INTU)	0.1	$238k	+603%	359.00	662.35	View chart
Omnicom Group Common Stocks (OMC)	0.1	$223k	+104%	2.8k	80.75	View chart
Spdr Gold Minishares Etf - Equity (GLDM)	0.1	$219k	NEW	2.8k	78.33	View chart
Asml Holding Nv Foreign Common Stocks (ASML)	0.1	$218k	+16%	204.00	1069.93	View chart
Schwab Us Tips Etf Etf - Fixed Income (SCHP)	0.1	$217k	-13%	8.2k	26.49	View chart
Sempra Common Stocks (SRE)	0.1	$215k	+2%	2.4k	88.30	View chart
O Reilly Automotive Common Stocks (ORLY)	0.1	$213k		2.3k	91.21	View chart
Dominion Energy Common Stocks (D)	0.1	$211k	+31%	3.6k	58.59	View chart
Ft Senior Loan Fd Etf Etf - Fixed Income (FTSL)	0.1	$206k		4.5k	45.88	View chart
CCM Community Impact Bond Institutional Mutual Fund (CRANX)	0.1	$200k		2.8k	70.95	View chart
Adobe Common Stocks (ADBE)	0.1	$200k	-67%	571.00	349.99	View chart
Fifth Third Bancorp Common Stocks (FITB)	0.1	$199k	-46%	4.2k	46.81	View chart
Nvent Electric Foreign Common Stocks (NVT)	0.1	$193k		1.9k	101.97	View chart
Regions Finl Corp Common Stocks (RF)	0.1	$193k	-4%	7.1k	27.10	View chart
Arista Networks Common Stocks (ANET)	0.1	$193k	+562%	1.5k	131.04	View chart
Nisource Common Stocks (NI)	0.1	$192k	-7%	4.6k	41.76	View chart
Prologis Real Estate Investment (PLD)	0.1	$191k	+40%	1.5k	127.66	View chart
Johnson & Johnson Common Stocks (JNJ)	0.1	$189k	+41%	914.00	206.95	View chart
Accenture Plc Ireld Cl A Foreign Common Stocks (ACN)	0.1	$186k	+170%	693.00	268.31	View chart
Ishs 10 Inv Gr Corp Etf Etf - Fixed Income (IGLB)	0.0	$184k	-3%	3.7k	50.40	View chart
Exxon Mobil Corp Common Stocks (XOM)	0.0	$183k	-71%	1.5k	120.39	View chart
Wec Energy Grp Common Stocks (WEC)	0.0	$182k	-2%	1.7k	105.46	View chart
Ishares Us Treasury Bond Etf - Fixed Income (GOVT)	0.0	$180k		7.8k	23.02	View chart
Eversource Energy Common Stocks (ES)	0.0	$179k	+31%	2.7k	67.33	View chart
Firstenergy Corp Common Stocks (FE)	0.0	$179k		4.0k	44.77	View chart
Morgan Stanley Common Stocks (MS)	0.0	$175k	+8%	987.00	177.53	View chart
Onemain Holdings Common Stocks (OMF)	0.0	$175k	+232%	2.6k	67.55	View chart
Seagate Tech Hldgs Foreign Common Stocks (STX)	0.0	$175k		635.00	275.40	View chart
Gilead Sciences Common Stocks (GILD)	0.0	$174k	-3%	1.4k	122.74	View chart
Qorvo Common Stocks (QRVO)	0.0	$174k	-18%	2.1k	84.51	View chart
CRH Foreign Common Stocks (CRH)	0.0	$173k	+23%	1.4k	124.80	View chart
Caterpillar Common Stocks (CAT)	0.0	$173k	+86%	301.00	573.03	View chart
Stryker Corp Common Stocks (SYK)	0.0	$171k	+32%	487.00	351.50	View chart
Dte Energy Common Stocks (DTE)	0.0	$170k	-2%	1.3k	128.98	View chart
Ishs Usd Invt Grd Bd Etf Etf - Fixed Income (USIG)	0.0	$167k		3.2k	51.77	View chart
Metlife Common Stocks (MET)	0.0	$167k		2.1k	78.94	View chart
Danaher Corp Common Stocks (DHR)	0.0	$166k	+201%	724.00	228.92	View chart
General Mills Common Stocks (GIS)	0.0	$164k	+58%	3.5k	46.50	View chart
Goldman Sachs Group Common Stocks (GS)	0.0	$162k	+8%	184.00	879.00	View chart
SLB Foreign Common Stocks (SLB)	0.0	$158k	+78%	4.1k	38.38	View chart
St Str Spdr Ice S/t Etf Etf - Fixed Income (SHM)	0.0	$156k	-2%	3.3k	47.99	View chart
Airbnb Inc Cl A Common Stocks (ABNB)	0.0	$154k		1.1k	135.72	View chart
St Srt Spdr Bmbg 1 10 Yr Tp Etf Etf - Fixed Income (TIPX)	0.0	$154k	-5%	8.1k	19.08	View chart
Lockheed Martin Corp Common Stocks (LMT)	0.0	$154k	-6%	318.00	483.66	View chart
Intel Corp Common Stocks (INTC)	0.0	$151k	+530%	4.1k	36.90	View chart
Public Service Enter Group Common Stocks (PEG)	0.0	$145k	-9%	1.8k	80.30	View chart
Automatic Data Processing Common Stocks (ADP)	0.0	$145k	+5%	565.00	257.23	View chart
Csx Corp Common Stocks (CSX)	0.0	$145k		4.0k	36.25	View chart
Ishares Russell Mid Cap Value Etf Etf - Equity (IWS)	0.0	$144k		1.0k	141.05	View chart
General Electric Company Common Stocks (GE)	0.0	$143k	+16%	464.00	308.00	View chart
Ishs Msci Canada Etf Etf - Equity (EWC)	0.0	$143k	-4%	2.6k	53.93	View chart
Merck & Company Common Stocks (MRK)	0.0	$143k	+42%	1.4k	105.22	View chart
Walt Disney Common Stocks (DIS)	0.0	$140k	+4%	1.2k	113.77	View chart
Amern Express Common Stocks (AXP)	0.0	$140k	+12%	379.00	369.97	View chart
Jpmorgan International Value Etf Etf - Equity (JIVE)	0.0	$140k	+22%	1.7k	80.28	View chart
Fidelity Natl Finl Common Stocks (FNF)	0.0	$140k	-2%	2.6k	54.59	View chart
Taiwan Semicon Mfg Foreign Common Stocks (TSM)	0.0	$138k	+15%	455.00	303.89	View chart
Exelon Corporation Common Stocks (EXC)	0.0	$138k	+22%	3.2k	43.59	View chart
Spdr Bloomberg Barclays Em Local Bd Etf - Fixed Income (EBND)	0.0	$137k	-3%	6.4k	21.37	View chart
Banco Bilbao Vizcaya Foreign Common Stocks (BBVA)	0.0	$132k	+12%	5.7k	23.31	View chart
Kimberly Clark Corp Common Stocks (KMB)	0.0	$131k	+584%	1.3k	100.89	View chart
Xpo Common Stocks (XPO)	0.0	$131k		965.00	135.91	View chart
Analog Devices Common Stocks (ADI)	0.0	$130k	+25%	481.00	271.20	View chart
St Str Spdr Intermed Etf Etf - Fixed Income (SPIB)	0.0	$130k	-26%	3.8k	33.81	View chart
Vanguard Mid Cap Etf Etf - Equity (VO)	0.0	$129k	+2%	446.00	290.22	View chart
Ups Inc B Common Stocks (UPS)	0.0	$128k	-44%	1.3k	99.20	View chart
Inv Natl Amt Fre Mun Etf Etf - Equity (PZA)	0.0	$125k	-10%	5.4k	23.19	View chart
Jpmorgan U S Tech Leaders Etf Etf - Equity (JTEK)	0.0	$125k	NEW	1.4k	90.07	View chart
Nestle SA Common Stock (NSRGY)	0.0	$123k	NEW	10.00	12313.40	View chart
Ishs Natl Muni Bd Etf Etf - Fixed Income (MUB)	0.0	$121k	-5%	1.1k	107.11	View chart
Cummins Common Stocks (CMI)	0.0	$119k	+13%	233.00	510.45	View chart
St Str Blmbrg S/t Etf Etf - Fixed Income (SJNK)	0.0	$118k		4.7k	25.32	View chart
Astrazeneca Foreign Common Stocks	0.0	$118k	+14%	1.3k	91.93	View chart
Unum Group Common Stocks (UNM)	0.0	$116k	-3%	1.5k	77.50	View chart
St Str Spdr S/t Trea Etf Etf - Fixed Income (SPTS)	0.0	$116k	-17%	4.0k	29.28	View chart
Jpmorgan International Growth Etf Etf - Equity (JIG)	0.0	$113k	+7%	1.5k	73.33	View chart
Nike Inc B Common Stocks (NKE)	0.0	$109k	+39%	1.7k	63.71	View chart
Anheuser Busch Inbev Foreign Common Stocks (BUD)	0.0	$108k		1.7k	64.04	View chart
Raytheon Technologies Corp Common Stocks (RTX)	0.0	$108k	NEW	590.00	183.40	View chart
Ishares Tr Msci Usa Mmentm Etf - Equity (MTUM)	0.0	$106k		422.00	250.31	View chart
Ishares Msci Emerging Markets As Etf Etf - Equity (EEMA)	0.0	$105k		1.1k	94.02	View chart
Toronto Dominion Bk Foreign Common Stocks (TD)	0.0	$104k	+12%	1.1k	94.20	View chart
Waste Management Common Stocks (WM)	0.0	$104k	+79%	472.00	219.71	View chart
Wells Fargo & Co Common Stocks (WFC)	0.0	$103k	+12%	1.1k	93.20	View chart
Smurfit Westrock Foreign Common Stocks (SW)	0.0	$103k	NEW	2.7k	38.67	View chart
Iron Mountain Real Estate Investment (IRM)	0.0	$102k	+16%	1.2k	82.95	View chart
Truist Financial Corp Common Stocks (TFC)	0.0	$102k	+33%	2.1k	49.21	View chart
Xcel Energy Common Stocks (XEL)	0.0	$100k	+24%	1.4k	73.86	View chart
Principal Financial Group Common Stocks (PFG)	0.0	$98k		1.1k	88.21	View chart
Medtronic Foreign Common Stocks (MDT)	0.0	$97k	+25150%	1.0k	96.06	View chart
Fabrinet Foreign Common Stocks (FN)	0.0	$96k	+12%	211.00	455.28	View chart
Southern Company Common Stocks (SO)	0.0	$96k	+21%	1.1k	87.20	View chart
Mckesson Corp Common Stocks (MCK)	0.0	$95k	-10%	116.00	820.32	View chart
Leidos Holdings Common Stocks (LDOS)	0.0	$93k	+13%	517.00	180.40	View chart
Abbott Laboratories Common Stocks (ABT)	0.0	$93k	+9%	744.00	125.29	View chart
St Str Spdr Lng Term Etf Etf - Fixed Income (SPLB)	0.0	$92k	+824%	4.1k	22.58	View chart
Ishs Mbs Etf Etf - Fixed Income (MBB)	0.0	$87k	-8%	914.00	95.21	View chart
Toyota Motor Adr Rep 10 Corp Foreign Common Stocks (TM)	0.0	$87k	+41%	406.00	214.06	View chart
St Str Spdr Dj Reit Etf Etf - Equity (RWR)	0.0	$87k	-25%	884.00	98.22	View chart
Genpact Foreign Common Stocks (G)	0.0	$85k	+12%	1.8k	46.78	View chart
Amgen Common Stocks (AMGN)	0.0	$85k	+4%	258.00	327.41	View chart
Valero Energy Corp Common Stocks (VLO)	0.0	$84k	+7%	515.00	162.80	View chart
Te Connectivity Foreign Common Stocks (TEL)	0.0	$82k	+12%	360.00	227.52	View chart
Banco Santander S A Foreign Common Stocks (SAN)	0.0	$82k	+12%	7.0k	11.73	View chart

Past Filings by Richardson Financial Services

SEC 13F filings are viewable for Richardson Financial Services going back to 2023

Richardson Financial Services 2025 Q4 filed Jan. 22, 2026
Richardson Financial Services 2025 Q3 filed Oct. 28, 2025
Richardson Financial Services 2025 Q2 filed July 25, 2025
Richardson Financial Services 2025 Q1 filed May 6, 2025
Richardson Financial Services 2024 Q4 filed Jan. 24, 2025
Richardson Financial Services 2024 Q3 filed Oct. 24, 2024
Richardson Financial Services 2024 Q2 filed Aug. 12, 2024
Richardson Financial Services 2024 Q1 filed May 3, 2024
Richardson Financial Services 2023 Q4 filed March 4, 2024

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