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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 AAPL, VUG, SPYM, VTV, NVDA, and represent 20.72% of Richardson Financial Services's stock portfolio.
Added to shares of these 10 stocks: XLV, EMXC, SHV, BIL, ILF, SPAB, IQV, ABT, VPL, SPDW.
Started 42 new stock positions in APO, FBP, PXWGX, ARGX, TELWY, TKOMY, SKHY, PCRHY, REGN, XP.
Reduced shares in these 10 stocks: HYG, SPYM, JNK, , AMD, VTV, HD, MCD, LIN, TJX.
Sold out of its positions in ABBNY, BCS, CI, CELH, CL, CAG, STZ, DSCSY, DIS, DD.
Richardson Financial Services was a net seller of stock by $-718k.
Richardson Financial Services has $176M in assets under management (AUM), dropping by 0.04%.
Central Index Key (CIK): 0002012303

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Portfolio Holdings for Richardson Financial Services

Richardson Financial Services holds 595 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Richardson Financial Services has 595 total positions. Only the first 250 positions are shown.

Sign up to view all of the Richardson Financial Services Sept. 30, 2026 positions
Download the Richardson Financial Services September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stocks (AAPL)	5.4	$9.5M		29k	333.02	View chart
Vanguard Morningstar Growth Etf Etf - Equity (VUG)	4.1	$7.3M		82k	89.51	View chart
St Str Spdr S&p 500 Etf Etf - Equity (SPYM)	4.1	$7.3M	-13%	81k	89.76	View chart
Vanguard Morningstar Value Etf Etf - Equity (VTV)	3.9	$6.8M	-6%	32k	216.08	View chart
Nvidia Corp Common Stocks (NVDA)	3.2	$5.6M		25k	228.38	View chart
Alphabet Inc A Common Stocks (GOOGL)	2.3	$4.1M		12k	344.08	View chart
Microsoft Corp Common Stock (MSFT)	2.2	$4.0M	+6%	7.7k	512.86	View chart
Vanguard S&p 500 Etf - Equity (VOO)	2.2	$3.9M	+9%	5.5k	700.86	View chart
SPDR Portfolio Developed Wld ex-US ETF Exchange Traded Fund (SPDW)	2.0	$3.5M	+10%	70k	50.21	View chart
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)	1.8	$3.1M	+5%	44k	70.61	View chart
SPDR Portfolio Emerging Markets ETF Exchange Traded Fund (SPEM)	1.7	$2.9M	-6%	56k	51.76	View chart
Amazon.com Common Stocks (AMZN)	1.6	$2.8M	+6%	11k	249.15	View chart
Ishares Core Msci Europe Etf Etf - Equity (IEUR)	1.5	$2.6M	-5%	36k	73.70	View chart
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)	1.4	$2.5M	-5%	31k	81.16	View chart
Vanguard Morningstar Small Cap G Etf Etf - Equity (VBK)	1.1	$2.0M	-5%	5.9k	337.83	View chart
Jpmorgan Chase & Co Common Stocks (JPM)	1.1	$1.9M	-2%	5.9k	330.83	View chart
Advanced Micro Devices Common Stocks (AMD)	1.1	$1.9M	-19%	3.1k	611.76	View chart
Ishares Core Msci Pacific Etf Etf - Equity (IPAC)	1.0	$1.8M	+19%	22k	85.12	View chart
Vngrd Ms Mega Cp Grw Etf Etf - Equity (MGK)	1.0	$1.8M	+3%	20k	92.65	View chart
Vanguard Morningstar Small Value Etf Etf - Equity (VBR)	1.0	$1.7M	-5%	7.5k	231.00	View chart
Ishs Ibox $ H/y Corp Etf Etf - Fixed Income (HYG)	1.0	$1.7M	-43%	22k	77.21	View chart
St Str Spdr S&p 500 Etf Etf - Equity (SPY)	0.9	$1.5M		2.0k	762.63	View chart
Ishares 0-5 Year High Yield Corp Etf Etf - Fixed Income (SHYG)	0.9	$1.5M	-3%	37k	41.25	View chart
Micron Tech Common Stocks (MU)	0.9	$1.5M	+6%	1.4k	1065.09	View chart
Broadcom Common Stocks (AVGO)	0.9	$1.5M	+4%	4.3k	351.19	View chart
Meta Platforms Inc A Common Stocks (META)	0.8	$1.4M		1.9k	725.19	View chart
SPDR Portfolio S&P 600 Sm Cap ETF Exchange Traded Fund (SPSM)	0.7	$1.2M	-3%	24k	52.86	View chart
Jpmorgan Betabuilders Us Eqy Etf Etf - Equity (BBUS)	0.7	$1.2M		9.0k	137.59	View chart
Vanguard Morningstar Small Cap Etf Etf - Equity (VB)	0.7	$1.2M	-7%	4.3k	284.49	View chart
Vngrd Ms Mega Cp Val Etf Etf - Equity (MGV)	0.6	$1.1M		7.0k	161.09	View chart
SPDR Portfolio S&P 400 Mid Cap ETF Exchange Traded Fund (SPMD)	0.6	$1.1M		17k	63.04	View chart
Ishs Core Unvl Usd Etf Etf - Fixed Income (IUSB)	0.6	$1.1M	+3%	24k	44.09	View chart
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)	0.6	$1.1M	+5%	18k	59.30	View chart
SPDR Portfolio Long Term Treasury ETF Exchange Traded Fund (SPTL)	0.6	$1.0M	+13%	43k	23.85	View chart
Palo Alto Networks Common Stocks (PANW)	0.6	$973k	-20%	2.5k	397.31	View chart
Eli Lilly & Co Common Stocks (LLY)	0.5	$950k	+12%	821.00	1157.03	View chart
St Str H/c Sel Sctr Etf Etf - Equity (XLV)	0.5	$944k	+2530%	5.6k	168.42	View chart
SPDR Blackstone Senior Loan ETF Exchange Traded Fund (SRLN)	0.5	$923k	-4%	23k	40.39	View chart
Tesla Common Stocks (TSLA)	0.5	$914k	+7%	2.6k	354.81	View chart
Communication Svcs Select Sector Spdr Etf - Equity (XLC)	0.5	$909k		8.2k	110.97	View chart
Walmart Common Stocks (WMT)	0.5	$870k	+2%	8.4k	103.92	View chart
Energy Sel Sect Spdr Etf Etf - Equity (XLE)	0.5	$869k	-10%	14k	61.50	View chart
Seagate Tech Hldgs Foreign Common Stocks (STX)	0.5	$823k	+40%	892.00	922.34	View chart
SPDR Portfolio Aggregate Bond ETF Exchange Traded Fund (SPAB)	0.5	$817k	+114%	34k	24.36	View chart
Ishares Msci Emerging Markets Etf Etf - Equity (EMXC)	0.5	$807k	NEW	8.1k	99.08	View chart
Vanguard Real Estate ETF Exchange Traded Fund (VNQ)	0.5	$800k	+4%	8.9k	89.62	View chart
SPDR Blmbrg Enh Roll Y Cmd Stgy NoK-1ETF Exchange Traded Fund (CERY)	0.5	$794k	-24%	20k	39.22	View chart
Intel Corp Common Stocks (INTC)	0.4	$792k	+36%	6.6k	120.23	View chart
Vanguard MStar Total Stk Mkt ETF Exchange Traded Fund (VTI)	0.4	$792k		2.1k	374.23	View chart
Thermo Fisher Scientific Common Stocks (TMO)	0.4	$786k	-21%	1.2k	675.05	View chart
Ishares Russell Mid Cap Etf Etf - Equity (IWR)	0.4	$784k	+12%	7.3k	106.71	View chart
Ishs 0-1yr Treasury Etf Etf - Fixed Income (SHV)	0.4	$780k	NEW	7.1k	110.32	View chart
St Str Blmbrg 1-3m Etf Etf - Fixed Income (BIL)	0.4	$780k	+425500%	8.5k	91.64	View chart
SPDR S&P International Small Cap ETF Exchange Traded Fund (GWX)	0.4	$774k	-3%	17k	45.57	View chart
Ishs Russ 2000 Indx Etf Etf - Equity (IWM)	0.4	$774k	+6%	2.8k	277.89	View chart
Eog Resources Common Stocks (EOG)	0.4	$773k	+2%	5.6k	137.76	View chart
Costco Wholesale Corp Common Stocks (COST)	0.4	$719k	-22%	790.00	910.34	View chart
Vanguard Total Bond Market Etf Etf - Fixed Income (BND)	0.4	$656k		9.4k	70.15	View chart
Ishares Latin America 40 Etf Etf - Equity (ILF)	0.4	$645k	NEW	19k	34.50	View chart
Mastercard Inc A Common Stocks (MA)	0.4	$642k		1.2k	551.47	View chart
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB)	0.4	$637k		13k	47.36	View chart
Berkshire Hathaway Inc B Common Stock (BRK.B)	0.4	$632k	+9%	1.3k	497.96	View chart
Cisco Systems Common Stocks (CSCO)	0.4	$618k	+10%	5.7k	107.63	View chart
Ishares Jpmorgan Usd Emerg Markets Bond Etf - Fixed Income (EMB)	0.3	$615k		6.8k	90.86	View chart
Ishares Core S&p Mid Cap Etf Etf - Equity (IJH)	0.3	$609k	-8%	8.5k	71.95	View chart
Vanguard Total International Bond ETF Exchange Traded Fund (BNDX)	0.3	$607k		13k	46.87	View chart
Chubb Foreign Common Stocks (CB)	0.3	$604k	-4%	1.9k	325.26	View chart
Philip Morris International Common Stocks (PM)	0.3	$564k	+15%	3.0k	190.82	View chart
T-mobile Us Common Stocks (TMUS)	0.3	$562k	-29%	3.4k	163.08	View chart
Franklin Ftse China Etf Etf - Equity (FLCH)	0.3	$561k	+15%	27k	20.68	View chart
Equinix Real Estate Investment (EQIX)	0.3	$543k	-4%	537.00	1011.59	View chart
Ishs Core Msci Eafe Etf Etf - Equity (IEFA)	0.3	$539k	+2%	5.6k	96.88	View chart
Home Depot Common Stocks (HD)	0.3	$535k	-38%	1.9k	284.49	View chart
Citigroup Common Stocks (C)	0.3	$526k	-13%	4.1k	129.48	View chart
Ishares Core S&p 500 Etf Etf - Equity (IVV)	0.3	$517k	-5%	675.00	765.85	View chart
Procter & Gamble Common Stocks (PG)	0.3	$513k	+24%	3.5k	145.29	View chart
Cintas Corp Common Stocks (CTAS)	0.3	$512k		2.6k	195.06	View chart
Kla Corp Common Stocks (KLAC)	0.3	$506k	-19%	2.6k	194.90	View chart
Vanguard Total International Stock ETF Exchange Traded Fund (VXUS)	0.3	$503k		5.9k	84.96	View chart
Synopsys Common Stocks (SNPS)	0.3	$503k	-18%	1.2k	434.94	View chart
Iqvia Hldgs Common Stocks (IQV)	0.3	$499k	+395%	1.9k	268.85	View chart
Chevron Corp Common Stocks (CVX)	0.3	$487k	+8%	2.4k	204.21	View chart
Vanguard FTSE All-Wld ex-US SmCp ETF Exchange Traded Fund (VSS)	0.3	$487k	-10%	3.1k	155.29	View chart
Vngrd Ms Mdcp Val Etf Etf - Equity (VOE)	0.3	$486k	-6%	2.5k	195.53	View chart
Pimco 0-5y H/y Corp Etf Etf - Fixed Income (HYS)	0.3	$475k	-13%	5.2k	90.50	View chart
Coca Cola Company Common Stocks (KO)	0.3	$470k	+5%	5.5k	86.08	View chart
Spdr Gold Trust Gold Etf Etf - Equity (GLD)	0.3	$455k	+3%	1.2k	380.85	View chart
Quanta Services Common Stocks (PWR)	0.3	$454k		706.00	642.51	View chart
Jpm Betabldr Intl Eq Etf Etf - Equity (BBIN)	0.3	$451k	-10%	5.8k	77.98	View chart
Vngrd Us R/est Idx Etf Etf - Equity (VNQI)	0.3	$448k	+20%	11k	42.52	View chart
Mcdonalds Corp Common Stocks (MCD)	0.3	$448k	-41%	1.9k	230.94	View chart
Bny Mellon Corp Common Stocks (BNY)	0.3	$443k	+8%	3.1k	144.63	View chart
Visa Inc Cl A Common Stocks (V)	0.2	$437k	+2%	1.2k	359.33	View chart
Parker Hannifin Corp Common Stocks (PH)	0.2	$436k		456.00	955.43	View chart
iShares MSCI EAFE Min Vol Factor ETF Exchange Traded Fund (EFAV)	0.2	$426k	+6%	4.7k	91.12	View chart
Boston Scientific Corp Common Stocks (BSX)	0.2	$425k	+5%	9.7k	43.65	View chart
Jpm Betabldr Cda Etf Etf - Equity (BBCA)	0.2	$424k	-18%	4.2k	100.33	View chart
Abbott Laboratories Common Stocks (ABT)	0.2	$424k	+1459%	4.3k	98.83	View chart
Abbvie Common Stocks (ABBV)	0.2	$420k	+36%	1.6k	261.59	View chart
SPDR Portfolio Long Term Corp Bd ETF Exchange Traded Fund (SPLB)	0.2	$406k	+75%	20k	20.38	View chart
Tjx Cos Common Stocks (TJX)	0.2	$405k	-40%	3.1k	132.31	View chart
Merck & Co Common Stock (MRK)	0.2	$398k	+8%	2.7k	145.25	View chart
Ishares Msci Eurozone Etf Etf - Equity (EZU)	0.2	$395k	+16%	5.9k	67.33	View chart
Nextera Energy Common Stocks (NEE)	0.2	$394k	-9%	5.2k	75.74	View chart
Vanguard Wellesley Income Admiral Mutual Fund (VWIAX)	0.2	$394k		6.5k	60.31	View chart
Arista Networks Common Stocks (ANET)	0.2	$389k	+3%	1.9k	203.59	View chart
SPDR SSgA Ultra Short Term Bond ETF Exchange Traded Fund (ULST)	0.2	$387k		9.6k	40.24	View chart
Vanguard Ftse Pacific Etf Etf - Equity (VPL)	0.2	$385k	NEW	3.3k	115.81	View chart
Linde Foreign Common Stocks (LIN)	0.2	$378k	-42%	796.00	474.66	View chart
Asml Hldg Nv Nyrs Foreign Common Stocks (ASML)	0.2	$371k	-8%	205.00	1811.67	View chart
St Str Double T/ret Etf Etf - Fixed Income (TOTL)	0.2	$365k	+66%	9.8k	37.42	View chart
Vngrd Ms Mdcp Grw Etf Etf - Equity (VOT)	0.2	$356k	-11%	1.2k	292.10	View chart
iShares MSCI USA Min Vol Factor ETF Exchange Traded Fund (USMV)	0.2	$352k	-20%	3.6k	97.44	View chart
Ishs Msci Japan Etf Etf - Equity (EWJ)	0.2	$345k		3.5k	97.46	View chart
Vanguard Extended Market ETF Exchange Traded Fund (VXF)	0.2	$345k	+9%	1.5k	231.67	View chart
Ishs Brd Usd H/y Crp Etf Etf - Fixed Income (USHY)	0.2	$343k	+6%	9.6k	35.70	View chart
U S Bancorp De Common Stocks (USB)	0.2	$340k	+22%	5.9k	57.76	View chart
St Str Spdr 1500 Com Etf Etf - Equity (SPTM)	0.2	$336k	+49%	3.7k	92.05	View chart
At&t Common Stocks (T)	0.2	$326k	-4%	13k	24.40	View chart
Iron Mountain Real Estate Investment (IRM)	0.2	$324k	+53%	2.9k	110.95	View chart
Stryker Corp Common Stocks (SYK)	0.2	$320k		1.2k	275.40	View chart
Intl Business Machs Corp Common Stocks (IBM)	0.2	$309k	-6%	1.4k	219.93	View chart
Bndbloxx Jpm Usd Emr Mk 1 10 Yr Etf Etf - Fixed Income (XEMD)	0.2	$306k		7.1k	43.00	View chart
iShares MSCI Canada ETF Exchange Traded Fund (EWC)	0.2	$302k	+6%	5.2k	58.38	View chart
Vanguard Mortgage Backed Sec Idx Etf Etf - Fixed Income (VMBS)	0.2	$297k		6.7k	44.41	View chart
Intuitive Surgical Common Stocks (ISRG)	0.2	$296k	-7%	728.00	406.62	View chart
Exxonmobil Holdings Corp Common Stocks (XOM)	0.2	$294k	NEW	1.8k	162.75	View chart
Trane Technologies Foreign Common Stocks (TT)	0.2	$293k		648.00	451.98	View chart
Bank America Corp Common Stocks (BAC)	0.2	$291k	-3%	5.3k	54.43	View chart
Duke Energy Corp Common Stocks (DUK)	0.2	$286k	-11%	2.5k	114.01	View chart
Unitedhealth Group Common Stocks (UNH)	0.2	$284k	+10%	774.00	367.08	View chart
Gilead Sciences Common Stocks (GILD)	0.2	$283k		1.9k	149.05	View chart
Ishs Usd Invt Grd Bd Etf Etf - Fixed Income (USIG)	0.2	$280k	+9%	5.7k	48.71	View chart
GE Vernova Common Stock (GEV)	0.2	$278k	+9%	293.00	950.00	View chart
SPDR Portfolio Intmdt Term Trs ETF Exchange Traded Fund (SPTI)	0.2	$276k	-7%	10k	27.28	View chart
Taiwan Semicon Mfg Foreign Common Stocks (TSM)	0.2	$272k	+5%	597.00	456.19	View chart
Netflix Common Stocks (NFLX)	0.2	$271k		3.9k	69.58	View chart
SPDR Bloomberg EM USD Bd ETF Exchange Traded Fund (EMHC)	0.1	$263k	+3%	11k	23.87	View chart
Jpmorgan Ultra Short Income Etf Etf - Fixed Income (JPST)	0.1	$261k	NEW	5.2k	50.37	View chart
Pimco Enh Shrt Maty Etf Etf - Fixed Income (MINT)	0.1	$260k	NEW	2.6k	100.55	View chart
Williams Cos Inc Del Common Stocks (WMB)	0.1	$259k	-7%	3.8k	67.97	View chart
St Str Spdr S/t Trea Etf Etf - Fixed Income (SPTS)	0.1	$258k	+121%	9.0k	28.67	View chart
Analog Devices Common Stocks (ADI)	0.1	$257k	-9%	648.00	396.71	View chart
Johnson & Johnson Common Stocks (JNJ)	0.1	$251k	-5%	949.00	264.74	View chart
Ishares Us Treasury Bond Etf - Fixed Income (GOVT)	0.1	$250k	-7%	11k	21.87	View chart
Nvent Electric Foreign Common Stocks (NVT)	0.1	$248k	-12%	1.5k	160.37	View chart
Amer Elec Pwr Common Stocks (AEP)	0.1	$245k		2.1k	118.64	View chart
Fifth Third Bancorp Common Stocks (FITB)	0.1	$244k		4.8k	50.58	View chart
Bristol Myers Squibb Common Stocks (BMY)	0.1	$240k	+9%	3.8k	62.40	View chart
Ishares Msci United Kingdome Etf Etf - Equity (EWU)	0.1	$240k	+8%	5.2k	46.53	View chart
Vanguard High Dividend Yield ETF Exchange Traded Fund (VYM)	0.1	$237k		1.5k	155.20	View chart
Citizens Financial Group Common Stocks (CFG)	0.1	$236k	-3%	3.7k	63.76	View chart
Vanguard Short-Term Bond ETF Exchange Traded Fund (BSV)	0.1	$235k		3.1k	76.40	View chart
Ford Motor Common Stocks (F)	0.1	$233k	-2%	19k	12.06	View chart
Palantir Technologies Cl A Common Stocks (PLTR)	0.1	$228k	+15%	1.2k	187.05	View chart
Pepsico Common Stocks (PEP)	0.1	$224k	+14%	1.8k	126.72	View chart
Northrop Grumman Corp Common Stocks (NOC)	0.1	$222k	-8%	460.00	483.48	View chart
Dominion Energy Common Stocks (D)	0.1	$213k	-3%	3.5k	60.52	View chart
Verizon Communications Common Stocks (VZ)	0.1	$213k	-21%	4.6k	45.87	View chart
Navigator Tactical Fixed Income I Mutual Fund (NTBIX)	0.1	$211k		22k	9.52	View chart
Salesforce Common Stocks (CRM)	0.1	$210k	+43%	915.00	229.56	View chart
Prologis Real Estate Investment (PLD)	0.1	$206k		1.6k	129.84	View chart
Cincinnati Finl Corp Common Stocks (CINF)	0.1	$203k	-9%	1.3k	159.37	View chart
Ft Senior Loan Fd Etf Etf - Fixed Income (FTSL)	0.1	$200k		4.5k	44.57	View chart
Qualcomm Common Stocks (QCOM)	0.1	$200k	+5320%	1.1k	184.03	View chart
Cme Group Inc Cl A Common Stocks (CME)	0.1	$197k	-56%	753.00	261.98	View chart
Vanguard Intl Hi Div Yld Idx ETF Exchange Traded Fund (VYMI)	0.1	$195k		1.9k	101.13	View chart
iShares iBoxx $ Invmt Grade Corp Bd ETF Exchange Traded Fund (LQD)	0.1	$195k	-3%	1.9k	102.18	View chart
Schwab Us Tips Etf Etf - Fixed Income (SCHP)	0.1	$195k	+9%	7.8k	25.13	View chart
Metlife Common Stocks (MET)	0.1	$193k	-2%	2.0k	94.16	View chart
Spdr Gold Minishares Etf - Equity (GLDM)	0.1	$193k	-10%	2.3k	82.20	View chart
Lam Research Corp Common Stocks (LRCX)	0.1	$189k	+360%	576.00	328.51	View chart
Lockheed Martin Corp Common Stocks (LMT)	0.1	$185k	+15%	363.00	509.28	View chart
Valero Energy Corp Common Stocks (VLO)	0.1	$184k	-2%	475.00	387.61	View chart
Automatic Data Processing Common Stocks (ADP)	0.1	$183k	+82%	709.00	258.06	View chart
Union Pacific Corp Common Stocks (UNP)	0.1	$182k	+58%	670.00	272.14	View chart
Vaneck Hi Yld Mun Etf Etf - Fixed Income (HYD)	0.1	$181k		3.8k	48.03	View chart
iShares Treasury Floating Rate Bond ETF Exchange Traded Fund (TFLO)	0.1	$181k	-50%	3.6k	50.67	View chart
Regions Finl Corp Common Stocks (RF)	0.1	$180k	-2%	6.7k	26.88	View chart
Csx Corp Common Stocks (CSX)	0.1	$180k		3.9k	46.51	View chart
Waste Management Common Stocks (WM)	0.1	$177k	-11%	869.00	203.93	View chart
Firstenergy Corp Common Stocks (FE)	0.1	$172k		4.0k	43.33	View chart
Ishs 10 Inv Gr Corp Etf Etf - Fixed Income (IGLB)	0.1	$168k	+5%	3.7k	45.67	View chart
Jpmorgan International Value Etf Etf - Equity (JIVE)	0.1	$168k		1.8k	95.22	View chart
Ishares Russell Mid Cap Value Etf Etf - Equity (IWS)	0.1	$164k		1.0k	160.74	View chart
Vanguard Interm-Term Bond ETF Exchange Traded Fund (BIV)	0.1	$163k		2.2k	72.86	View chart
Wec Energy Grp Common Stocks (WEC)	0.1	$162k		1.6k	100.78	View chart
Oracle Corp Common Stocks (ORCL)	0.1	$161k	+143%	1.2k	137.30	View chart
Value Line Select Core Inv Mutual Fund (VALSX)	0.1	$161k		5.6k	28.62	View chart
Eversource Energy Common Stocks (ES)	0.1	$161k	-6%	2.5k	64.16	View chart
Vertex Pharms Common Stocks (VRTX)	0.1	$160k	+45%	305.00	522.80	View chart
Insulet Corp Common Stocks (PODD)	0.1	$151k	+811%	1.2k	130.47	View chart
Dte Energy Common Stocks (DTE)	0.1	$150k	-3%	1.2k	121.80	View chart
Ups Inc B Common Stocks (UPS)	0.1	$150k	+18%	1.6k	93.44	View chart
Amer Water Works Company Common Stocks (AWK)	0.1	$149k	-36%	1.2k	129.47	View chart
Morgan Stanley Common Stocks (MS)	0.1	$146k	-10%	774.00	188.09	View chart
Entergy Corp Common Stocks (ETR)	0.1	$145k		1.5k	99.26	View chart
General Mills Common Stocks (GIS)	0.1	$144k	+23%	4.5k	32.16	View chart
Nxp Semiconductors Nv Foreign Common Stocks (NXPI)	0.1	$143k	+46%	603.00	237.53	View chart
Ishs Pac Ex Jpn Etf Etf - Equity (EPP)	0.1	$143k	+15%	2.6k	55.03	View chart
Servicenow Common Stocks (NOW)	0.1	$143k	+51%	1.1k	134.00	View chart
Altria Group Common Stocks (MO)	0.1	$142k	-62%	2.1k	67.34	View chart
SPDR Blmbg 1-10 Year TIPS ETF Exchange Traded Fund (TIPX)	0.1	$139k		7.6k	18.21	View chart
Boeing Company Common Stocks (BA)	0.1	$135k	+73%	726.00	186.05	View chart
Jpmorgan U S Tech Leaders Etf Etf - Equity (JTEK)	0.1	$135k		1.3k	105.19	View chart
Onemain Holdings Common Stocks (OMF)	0.1	$135k	-2%	2.4k	55.39	View chart
Unum Group Common Stocks (UNM)	0.1	$132k		1.5k	87.73	View chart
Kimberly Clark Corp Common Stocks (KMB)	0.1	$131k		1.3k	97.43	View chart
Caterpillar Common Stocks (CAT)	0.1	$131k	-58%	161.00	810.80	View chart
Ishares Msci Emerging Markets As Etf Etf - Equity (EEMA)	0.1	$129k		1.1k	115.89	View chart
Snowflake Common Stocks (SNOW)	0.1	$129k	+13%	380.00	339.56	View chart
Exelon Corp Common Stocks (EXC)	0.1	$128k	-2%	3.2k	40.40	View chart
Applied Materials Common Stocks (AMAT)	0.1	$128k	-9%	250.00	511.37	View chart
Smurfit Westrock Foreign Common Stocks (SW)	0.1	$126k		2.9k	44.10	View chart
Raytheon Technologies Corp Common Stocks (RTX)	0.1	$125k		675.00	185.65	View chart
SPDR Portfolio Interm Term Corp Bd ETF Exchange Traded Fund (SPIB)	0.1	$125k	-13%	3.9k	32.28	View chart
Amern Express Common Stocks (AXP)	0.1	$124k		406.00	304.10	View chart
T. Rowe Price Blue Chip Growth I Mutual Fund (TBCIX)	0.1	$122k		556.00	219.86	View chart
Principal Financial Group Common Stocks (PFG)	0.1	$119k		1.1k	111.96	View chart
Jpmorgan International Growth Etf Etf - Equity (JIG)	0.1	$117k	+2%	1.4k	83.82	View chart
Public Service Enter Group Common Stocks (PEG)	0.1	$117k	-3%	1.7k	67.34	View chart
Sumitomo Mitsui Finl Foreign Common Stocks (SMFG)	0.1	$117k	+5%	4.5k	25.91	View chart
Omnicom Group Common Stocks (OMC)	0.1	$115k	-4%	1.6k	73.63	View chart
Vanguard Morningstar Mid Cap Etf Etf - Equity (VO)	0.1	$113k	-4%	1.4k	78.42	View chart
SPDR Blmbg Em Mkts Lcl Bd ETF Exchange Traded Fund (EBND)	0.1	$113k		5.5k	20.60	View chart
Cummins Common Stocks (CMI)	0.1	$112k	-11%	217.00	516.58	View chart
Ishs Msci S Korea Etf Etf - Equity (EWY)	0.1	$111k	-22%	608.00	182.78	View chart
Progressive Corp Oh Common Stocks (PGR)	0.1	$110k	+244%	531.00	207.31	View chart
SPDR SSGA US Sector Rotation ETF Exchange Traded Fund (XLSR)	0.1	$110k	-3%	1.7k	66.41	View chart
Sterling Infrastructure Common Stocks (STRL)	0.1	$109k	+20%	222.00	491.76	View chart
Te Connectivity Foreign Common Stocks (TEL)	0.1	$109k	+33%	517.00	211.09	View chart
Capital One Finl Corp Common Stocks (COF)	0.1	$108k		558.00	193.07	View chart
Freeport Mcmoran Common Stocks (FCX)	0.1	$107k		1.5k	70.00	View chart
Southern Company Common Stocks (SO)	0.1	$107k	+18%	1.3k	82.89	View chart
Williams Sonoma Common Stocks (WSM)	0.1	$105k	-14%	460.00	227.94	View chart
Borg Warner Common Stocks (BWA)	0.1	$104k	+39%	1.7k	60.11	View chart
Goldman Sachs Group Common Stocks (GS)	0.1	$103k	-21%	114.00	900.33	View chart
Vanguard Long-Term Bond ETF Exchange Traded Fund (BLV)	0.1	$101k		1.6k	62.73	View chart
Jpmorgan Betabuilders Japan Etf Etf - Equity (BBJP)	0.1	$101k	NEW	1.3k	78.52	View chart
Nisource Common Stocks (NI)	0.1	$100k	-40%	2.6k	39.00	View chart
Welltower Real Estate Investment (WELL)	0.1	$99k	+3%	431.00	230.24	View chart
Fidelity Natl Finl Common Stocks (FNF)	0.1	$99k		2.6k	38.65	View chart
Biogen Common Stocks (BIIB)	0.1	$99k		437.00	225.88	View chart
Anheuser Busch Inbev Foreign Common Stocks (BUD)	0.1	$98k	-21%	1.3k	73.47	View chart
Truist Financial Corp Common Stocks (TFC)	0.1	$97k	-5%	2.1k	46.30	View chart
SPDR Nuveen ICE Municipal Bond ETF Exchange Traded Fund (TFI)	0.1	$96k	+3%	2.2k	42.77	View chart
Ishares Tr Msci Usa Mmentm Etf - Equity (MTUM)	0.1	$95k	-44%	300.00	317.34	View chart
Blackrock Fdg Common Stocks (BLK)	0.1	$92k	+38%	87.00	1058.30	View chart
Diamondback Energy Common Stocks (FANG)	0.1	$91k	+110%	496.00	183.81	View chart
Ameren Corp Common Stocks (AEE)	0.1	$91k		911.00	99.38	View chart

Past Filings by Richardson Financial Services

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

Richardson Financial Services 2026 Q3 filed Oct. 30, 2026
Richardson Financial Services 2026 Q2 filed Aug. 10, 2026
Richardson Financial Services 2026 Q1 filed May 4, 2026
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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