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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 SPYM, AAPL, VTV, VUG, NVDA, and represent 20.32% of Richardson Financial Services's stock portfolio.
Added to shares of these 10 stocks: VUG (+$6.0M), MGK, KLAC, XLE, MU, XLI, MGV, SPYM, BSX, JNK.
Started 42 new stock positions in DD, VIK, HRB, JSML, BEN, ALC, GLNCY, SPCX, TGT, LRCX.
Reduced shares in these 10 stocks: XLV, SPDW, MA, TT, XLK, COF, CTAS, VOO, ISRG, VRTX.
Sold out of its positions in AYI, ALGN, AMBFX, ANBFX, MIAYX, APO, APP, ARCC, BIDU, ABNFX.
Richardson Financial Services was a net buyer of stock by $6.9M.
Richardson Financial Services has $176M in assets under management (AUM), dropping by 10.41%.
Central Index Key (CIK): 0002012303

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Portfolio Holdings for Richardson Financial Services

Richardson Financial Services holds 607 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Richardson Financial Services has 607 total positions. Only the first 250 positions are shown.

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Download the Richardson Financial Services June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
St Str Spdr S&p 500 Etf Etf - Equity (SPYM)	4.7	$8.2M	+4%	94k	87.88	View chart
Apple Common Stocks (AAPL)	4.7	$8.2M	+3%	28k	289.36	View chart
Vanguard Value Etf Etf - Equity (VTV)	4.2	$7.3M		34k	217.79	View chart
Vanguard Growth Etf Etf - Equity (VUG)	4.1	$7.2M	+498%	83k	86.10	View chart
Nvidia Corp Common Stocks (NVDA)	2.8	$4.9M		24k	200.09	View chart
Alphabet Inc A Common Stocks (GOOGL)	2.4	$4.2M	-2%	12k	357.37	View chart
Vanguard S&p 500 Etf - Equity (VOO)	2.0	$3.5M	-9%	5.1k	686.81	View chart
SPDR Portfolio Developed Wld ex-US ETF Exchange Traded Fund (SPDW)	1.8	$3.2M	-21%	64k	50.39	View chart
Ishs Ibox $ H/y Corp Etf Etf - Fixed Income (HYG)	1.8	$3.2M		39k	79.97	View chart
SPDR Portfolio Emerging Markets ETF Exchange Traded Fund (SPEM)	1.8	$3.1M	+4%	61k	51.78	View chart
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)	1.7	$3.0M	-5%	42k	71.25	View chart
Ishares Core Msci Europe Etf Etf - Equity (IEUR)	1.6	$2.8M		38k	75.17	View chart
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)	1.5	$2.7M	-3%	33k	82.84	View chart
Microsoft Corp Common Stock (MSFT)	1.5	$2.7M	+3%	7.2k	373.00	View chart
Amazon.com Common Stocks (AMZN)	1.4	$2.5M	+7%	11k	238.34	View chart
Vanguard Small Cap Growth Etf Etf - Equity (VBK)	1.3	$2.3M		6.2k	365.70	View chart
Advanced Micro Devices Common Stocks (AMD)	1.3	$2.2M	-3%	3.9k	580.91	View chart
Jpmorgan Chase & Co Common Stocks (JPM)	1.1	$2.0M	+8%	6.0k	327.33	View chart
Vanguard Small Cap Value Etf Etf - Equity (VBR)	1.1	$1.9M	+5%	7.9k	242.94	View chart
Vngrd Mega Cap Grwth Etf Etf - Equity (MGK)	0.9	$1.7M	+650%	19k	87.91	View chart
Ishares 0-5 Year High Yield Corp Etf Etf - Fixed Income (SHYG)	0.9	$1.6M		38k	42.41	View chart
Broadcom Common Stocks (AVGO)	0.9	$1.5M	+6%	4.1k	377.75	View chart
Micron Tech Common Stocks (MU)	0.9	$1.5M	+114%	1.3k	1154.31	View chart
Spdr S&p 500 Etf Etf - Equity (SPY)	0.9	$1.5M	-11%	2.0k	746.77	View chart
Ishares Core Msci Pacific Etf Etf - Equity (IPAC)	0.8	$1.5M	-2%	18k	81.93	View chart
Vanguard Small Cap Etf Etf - Equity (VB)	0.8	$1.4M	-6%	4.6k	303.12	View chart
SPDR Portfolio S&P 600 Sm Cap ETF Exchange Traded Fund (SPSM)	0.8	$1.4M	-5%	24k	57.67	View chart
SPDR Blmbg High Yield Bd ETF Exchange Traded Fund (JNK)	0.7	$1.2M	+42%	13k	96.37	View chart
Jpmorgan Betabuilders Us Eqy Etf Etf - Equity (BBUS)	0.7	$1.2M	+12%	9.0k	134.72	View chart
Vngrd Mega Cap Val Etf Etf - Equity (MGV)	0.7	$1.2M	+53%	7.1k	163.45	View chart
SPDR Portfolio S&P 400 Mid Cap ETF Exchange Traded Fund (SPMD)	0.6	$1.1M	-4%	17k	67.55	View chart
Home Depot Common Stocks (HD)	0.6	$1.1M		3.1k	352.68	View chart
Meta Platforms Inc A Common Stocks (META)	0.6	$1.1M	+3%	1.9k	563.29	View chart
Ishs Core Unvl Usd Etf Etf - Fixed Income (IUSB)	0.6	$1.1M		23k	46.15	View chart
Palo Alto Networks Common Stocks (PANW)	0.6	$1.1M		3.1k	340.91	View chart
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)	0.6	$1.0M	-6%	17k	59.70	View chart
Tesla Common Stocks (TSLA)	0.6	$1.0M		2.4k	420.60	View chart
SPDR Portfolio Long Term Treasury ETF Exchange Traded Fund (SPTL)	0.6	$990k	+12%	38k	26.22	View chart
Kla Corp Common Stocks (KLAC)	0.6	$980k	+930%	3.2k	301.70	View chart
SPDR Blackstone Senior Loan ETF Exchange Traded Fund (SRLN)	0.5	$967k	+5%	24k	40.28	View chart
Costco Wholesale Corp Common Stocks (COST)	0.5	$959k		1.0k	935.47	View chart
Indl Sel Sector Spdr Etf Etf - Equity (XLI)	0.5	$955k	+97%	5.2k	185.24	View chart
Walmart Common Stocks (WMT)	0.5	$925k		8.2k	113.26	View chart
Mcdonalds Corp Common Stocks (MCD)	0.5	$903k		3.3k	270.31	View chart
SPDR Blmbrg Enh Roll Y Cmd Stgy NoK-1ETF Exchange Traded Fund (CERY)	0.5	$896k	-3%	27k	33.43	View chart
Communication Svcs Select Sector Spdr Etf - Equity (XLC)	0.5	$885k	+8%	8.3k	107.13	View chart
Eli Lilly & Co Common Stocks (LLY)	0.5	$879k	+2%	733.00	1199.40	View chart
Energy Sel Sect Spdr Etf Etf - Equity (XLE)	0.5	$837k	NEW	16k	53.11	View chart
Vanguard Real Estate ETF Exchange Traded Fund (VNQ)	0.5	$823k	-2%	8.5k	96.41	View chart
T-mobile Us Common Stocks (TMUS)	0.5	$817k		4.9k	167.73	View chart
Ishs Russ 2000 Indx Etf Etf - Equity (IWM)	0.4	$788k	-9%	2.6k	300.45	View chart
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI)	0.4	$783k		2.1k	370.04	View chart
Tjx Cos Common Stocks (TJX)	0.4	$780k		5.1k	151.51	View chart
SPDR S&P International Small Cap ETF Exchange Traded Fund (GWX)	0.4	$767k		18k	43.76	View chart
Thermo Fisher Scientific Common Stocks (TMO)	0.4	$748k		1.5k	501.36	View chart
Linde Foreign Common Stocks (LIN)	0.4	$722k		1.4k	518.94	View chart
Ishares Russell Mid Cap Etf Etf - Equity (IWR)	0.4	$718k	-5%	6.5k	110.32	View chart
Eog Resources Common Stocks (EOG)	0.4	$711k		5.5k	129.73	View chart
Ishares Core S&p Mid Cap Etf Etf - Equity (IJH)	0.4	$710k		9.2k	77.11	View chart
Vanguard Total Bond Market Etf Etf - Fixed Income (BND)	0.4	$681k		9.3k	73.41	View chart
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB)	0.4	$680k		13k	50.58	View chart
Intel Corp Common Stocks (INTC)	0.4	$672k	+14%	4.8k	139.63	View chart
Chubb Foreign Common Stocks (CB)	0.4	$662k	+29%	1.9k	340.74	View chart
Citigroup Common Stocks (C)	0.4	$658k	+40%	4.7k	139.96	View chart
Ishares Jpmorgan Usd Emerg Markets Bond Etf - Fixed Income (EMB)	0.4	$648k		6.7k	96.44	View chart
Vanguard Total International Bond ETF Exchange Traded Fund (BNDX)	0.4	$633k	-4%	13k	48.43	View chart
Synopsys Common Stocks (SNPS)	0.4	$629k	-4%	1.4k	446.07	View chart
Seagate Tech Hldgs Foreign Common Stocks (STX)	0.3	$612k	+2%	634.00	965.00	View chart
Cisco Systems Common Stocks (CSCO)	0.3	$610k	+4%	5.2k	117.46	View chart
Mastercard Inc A Common Stocks (MA)	0.3	$587k	-53%	1.1k	513.60	View chart
Equinix Real Estate Investment (EQIX)	0.3	$585k		561.00	1042.40	View chart
Berkshire Hathaway Inc B Common Stock (BRK.B)	0.3	$581k	-3%	1.2k	500.40	View chart
Pimco 0-5y H/y Corp Etf Etf - Fixed Income (HYS)	0.3	$568k		6.1k	93.52	View chart
Vanguard FTSE All-Wld ex-US SmCp ETF Exchange Traded Fund (VSS)	0.3	$541k		3.5k	154.29	View chart
Ishares Core S&p 500 Etf Etf - Equity (IVV)	0.3	$533k		712.00	748.89	View chart
Vngrd Mdcp Val Etf Etf - Equity (VOE)	0.3	$526k	+34%	2.7k	197.60	View chart
Ishs Core Msci Eafe Etf Etf - Equity (IEFA)	0.3	$524k	-5%	5.4k	96.58	View chart
Jpm Betabldr Cda Etf Etf - Equity (BBCA)	0.3	$515k		5.2k	99.40	View chart
Quanta Services Common Stocks (PWR)	0.3	$508k		706.00	720.04	View chart
Vanguard Total International Stock ETF Exchange Traded Fund (VXUS)	0.3	$507k		5.9k	85.49	View chart
Nextera Energy Common Stocks (NEE)	0.3	$506k	-3%	5.8k	87.77	View chart
Jpm Betabldr Intl Eq Etf Etf - Equity (BBIN)	0.3	$505k	+3%	6.5k	78.08	View chart
Franklin Ftse China Etf Etf - Equity (FLCH)	0.3	$480k		24k	20.41	View chart
Philip Morris International Common Stocks (PM)	0.3	$461k	+2%	2.5k	180.91	View chart
Parker Hannifin Corp Common Stocks (PH)	0.3	$451k	-5%	461.00	978.12	View chart
Cintas Corp Common Stocks (CTAS)	0.3	$447k	-47%	2.6k	170.08	View chart
Asml Holding Nv Foreign Common Stocks (ASML)	0.3	$444k	+7%	223.00	1989.35	View chart
iShares MSCI USA Min Vol Factor ETF Exchange Traded Fund (USMV)	0.2	$440k		4.6k	96.46	View chart
Spdr Gold Trust Gold Etf Etf - Equity (GLD)	0.2	$426k	-2%	1.2k	368.39	View chart
Intl Business Machs Corp Common Stocks (IBM)	0.2	$423k	-10%	1.5k	281.21	View chart
Vngrd Mdcp Grw Etf Etf - Equity (VOT)	0.2	$423k	+30%	1.4k	306.30	View chart
Coca Cola Company Common Stocks (KO)	0.2	$421k	+2%	5.2k	81.27	View chart
Procter & Gamble Common Stocks (PG)	0.2	$417k	+8%	2.8k	146.64	View chart
Caterpillar Common Stocks (CAT)	0.2	$416k	-10%	391.00	1064.91	View chart
Vanguard Wellesley Income Admiral Mutual Fund (VWIAX)	0.2	$409k		6.5k	62.52	View chart
Bny Mellon Corp Common Stocks (BNY)	0.2	$407k	+638%	2.8k	144.61	View chart
Visa Inc Cl A Common Stocks (V)	0.2	$407k	-8%	1.2k	343.07	View chart
Altria Group Common Stocks (MO)	0.2	$402k		5.6k	71.95	View chart
St Str Aggregate Bd Etf Etf - Fixed Income (SPAB)	0.2	$399k	-41%	16k	25.52	View chart
Vngrd Us R/est Idx Etf Etf - Equity (VNQI)	0.2	$393k		8.8k	44.84	View chart
Boston Scientific Corp Common Stocks (BSX)	0.2	$392k	+3003%	9.2k	42.68	View chart
SPDR SSgA Ultra Short Term Bond ETF Exchange Traded Fund (ULST)	0.2	$389k		9.6k	40.43	View chart
Cme Group Inc Cl A Common Stocks (CME)	0.2	$386k	-2%	1.7k	220.83	View chart
iShares MSCI EAFE Min Vol Factor ETF Exchange Traded Fund (EFAV)	0.2	$384k	-3%	4.4k	87.71	View chart
Stryker Corp Common Stocks (SYK)	0.2	$369k	+101%	1.2k	314.84	View chart
Chevron Corp Common Stocks (CVX)	0.2	$365k	-20%	2.2k	165.76	View chart
iShares Treasury Floating Rate Bond ETF Exchange Traded Fund (TFLO)	0.2	$364k		7.2k	50.63	View chart
Duke Energy Corp Common Stocks (DUK)	0.2	$360k		2.8k	126.58	View chart
Ishares Msci Eurozone Etf Etf - Equity (EZU)	0.2	$351k	+513%	5.0k	69.50	View chart
Ishs Brd Usd H/y Crp Etf Etf - Fixed Income (USHY)	0.2	$335k		9.0k	37.01	View chart
Vanguard Extended Market ETF Exchange Traded Fund (VXF)	0.2	$333k	-12%	1.4k	246.25	View chart
Ishs Msci Japan Etf Etf - Equity (EWJ)	0.2	$326k	+870%	3.5k	93.27	View chart
Merck & Company Common Stocks (MRK)	0.2	$325k	+12%	2.5k	128.51	View chart
Bndbloxx Jpm Usd Emr Mk 1 10 Yr Etf Etf - Fixed Income (XEMD)	0.2	$322k		7.2k	44.92	View chart
Trane Technologies Foreign Common Stocks (TT)	0.2	$318k	-64%	648.00	491.16	View chart
Bank America Corp Common Stocks (BAC)	0.2	$315k	-29%	5.5k	56.98	View chart
GE Vernova Common Stock (GEV)	0.2	$315k	+325%	268.00	1175.00	View chart
Arista Networks Common Stocks (ANET)	0.2	$315k	-2%	1.9k	169.88	View chart
Intuitive Surgical Common Stocks (ISRG)	0.2	$312k	-53%	784.00	397.68	View chart
Vanguard Mortgage Backed Sec Idx Etf Etf - Fixed Income (VMBS)	0.2	$310k	+24%	6.6k	46.81	View chart
SPDR Portfolio Intmdt Term Trs ETF Exchange Traded Fund (SPTI)	0.2	$308k		11k	28.39	View chart
Williams Cos Inc Del Common Stocks (WMB)	0.2	$307k	-38%	4.1k	74.34	View chart
Nvent Electric Foreign Common Stocks (NVT)	0.2	$299k		1.8k	169.61	View chart
Abbvie Common Stocks (ABBV)	0.2	$297k	-20%	1.2k	251.64	View chart
U S Bancorp De Common Stocks (USB)	0.2	$292k	-2%	4.8k	60.40	View chart
Unitedhealth Group Common Stocks (UNH)	0.2	$290k	-26%	698.00	415.63	View chart
At&t Common Stocks (T)	0.2	$290k	+3%	14k	20.70	View chart
Analog Devices Common Stocks (ADI)	0.2	$285k	+47%	717.00	397.19	View chart
Amer Elec Pwr Common Stocks (AEP)	0.2	$284k	-3%	2.1k	136.81	View chart
iShares MSCI Canada ETF Exchange Traded Fund (EWC)	0.2	$281k	+82%	4.9k	57.63	View chart
Ishares Us Treasury Bond Etf - Fixed Income (GOVT)	0.2	$280k	+52%	12k	22.78	View chart
Netflix Common Stocks (NFLX)	0.2	$278k	-6%	3.9k	71.40	View chart
Ford Motor Common Stocks (F)	0.2	$274k	-3%	20k	13.90	View chart
Fifth Third Bancorp Common Stocks (FITB)	0.2	$273k	+13%	4.9k	56.37	View chart
SPDR Bloomberg EM USD Bd ETF Exchange Traded Fund (EMHC)	0.2	$272k		11k	25.44	View chart
Taiwan Semicon Mfg Foreign Common Stocks (TSM)	0.2	$269k	+12%	564.00	477.57	View chart
Ishs Usd Invt Grd Bd Etf Etf - Fixed Income (USIG)	0.2	$269k	+55%	5.2k	51.29	View chart
Citizens Financial Group Common Stocks (CFG)	0.2	$268k	-5%	3.8k	70.07	View chart
Cincinnati Finl Corp Common Stocks (CINF)	0.1	$262k		1.4k	185.14	View chart
Northrop Grumman Corp Common Stocks (NOC)	0.1	$256k	-44%	502.00	509.31	View chart
Johnson & Johnson Common Stocks (JNJ)	0.1	$255k	+13%	1.0k	253.98	View chart
SPDR Portfolio Long Term Corp Bd ETF Exchange Traded Fund (SPLB)	0.1	$254k	-5%	11k	22.40	View chart
Verizon Communications Common Stocks (VZ)	0.1	$251k	-10%	5.9k	42.34	View chart
Dominion Energy Common Stocks (D)	0.1	$249k		3.6k	68.29	View chart
Gilead Sciences Common Stocks (GILD)	0.1	$244k	+37%	1.9k	126.33	View chart
Vanguard High Dividend Yield ETF Exchange Traded Fund (VYM)	0.1	$241k		1.5k	158.03	View chart
Iron Mountain Real Estate Investment (IRM)	0.1	$240k		1.9k	126.31	View chart
Vanguard Short-Term Bond ETF Exchange Traded Fund (BSV)	0.1	$239k	-5%	3.1k	77.91	View chart
Amer Water Works Company Common Stocks (AWK)	0.1	$237k	-52%	1.8k	131.58	View chart
Exxon Mobil Corp Common Stocks (XOM)	0.1	$236k	+10%	1.7k	136.72	View chart
St Str Double T/ret Etf Etf - Fixed Income (TOTL)	0.1	$232k	-36%	5.9k	39.47	View chart
Jpmorgan Global Select Equity Etf Etf - Equity (JGLO)	0.1	$222k	-46%	3.1k	71.22	View chart
St Str Spdr 1500 Com Etf Etf - Equity (SPTM)	0.1	$222k	+51%	2.4k	90.79	View chart
Ishares Msci United Kingdome Etf Etf - Equity (EWU)	0.1	$220k	+1145%	4.8k	46.14	View chart
Waste Management Common Stocks (WM)	0.1	$220k	+75%	985.00	222.88	View chart
iShares iBoxx $ Invmt Grade Corp Bd ETF Exchange Traded Fund (LQD)	0.1	$216k		2.0k	109.07	View chart
Navigator Tactical Fixed Income I Mutual Fund (NTBIX)	0.1	$213k		22k	9.70	View chart
Prologis Real Estate Investment (PLD)	0.1	$212k	+11%	1.6k	135.47	View chart
Pepsico Common Stocks (PEP)	0.1	$210k	-5%	1.5k	135.40	View chart
SPDR Dow Jones REIT ETF Exchange Traded Fund (RWR)	0.1	$209k	+214%	1.9k	113.00	View chart
Regions Finl Corp Common Stocks (RF)	0.1	$207k	-2%	6.8k	30.20	View chart
Nisource Common Stocks (NI)	0.1	$205k	-2%	4.3k	47.55	View chart
Bristol Myers Squibb Common Stocks (BMY)	0.1	$203k	+540%	3.5k	57.62	View chart
Ft Senior Loan Fd Etf Etf - Fixed Income (FTSL)	0.1	$201k		4.5k	44.75	View chart
Applied Materials Common Stocks (AMAT)	0.1	$199k	-33%	275.00	723.00	View chart
Eversource Energy Common Stocks (ES)	0.1	$194k		2.7k	72.27	View chart
Vaneck Hi Yld Mun Etf Etf - Fixed Income (HYD)	0.1	$194k	-34%	3.8k	51.51	View chart
Dte Energy Common Stocks (DTE)	0.1	$194k		1.3k	152.37	View chart
Wec Energy Grp Common Stocks (WEC)	0.1	$191k	-2%	1.6k	116.77	View chart
Spdr Gold Minishares Etf - Equity (GLDM)	0.1	$191k		2.6k	72.83	View chart
Vanguard Intl Hi Div Yld Idx ETF Exchange Traded Fund (VYMI)	0.1	$190k		1.9k	98.20	View chart
Firstenergy Corp Common Stocks (FE)	0.1	$189k		4.0k	47.54	View chart
Schwab Us Tips Etf Etf - Fixed Income (SCHP)	0.1	$188k		7.1k	26.50	View chart
Ishares Tr Msci Usa Mmentm Etf - Equity (MTUM)	0.1	$187k	+70%	545.00	342.83	View chart
Csx Corp Common Stocks (CSX)	0.1	$181k		3.8k	47.53	View chart
Morgan Stanley Common Stocks (MS)	0.1	$181k	-3%	867.00	209.04	View chart
Metlife Common Stocks (MET)	0.1	$178k		2.1k	84.61	View chart
Cummins Common Stocks (CMI)	0.1	$176k	+10%	246.00	713.22	View chart
Ishs 10 Inv Gr Corp Etf Etf - Fixed Income (IGLB)	0.1	$174k		3.5k	50.04	View chart
Vanguard Interm-Term Bond ETF Exchange Traded Fund (BIV)	0.1	$171k	-3%	2.2k	76.70	View chart
Ishares Russell Mid Cap Value Etf Etf - Equity (IWS)	0.1	$168k		1.0k	164.60	View chart
Entergy Corp Common Stocks (ETR)	0.1	$168k	-58%	1.5k	114.86	View chart
Jpmorgan International Value Etf Etf - Equity (JIVE)	0.1	$165k		1.8k	91.96	View chart
Value Line Select Core Inv Mutual Fund (VALSX)	0.1	$164k		5.6k	29.13	View chart
Lockheed Martin Corp Common Stocks (LMT)	0.1	$160k		313.00	509.46	View chart
Ishs Msci S Korea Etf Etf - Equity (EWY)	0.1	$158k	NEW	782.00	201.91	View chart
Sterling Infrastructure Common Stocks (STRL)	0.1	$154k	-24%	184.00	839.35	View chart
Exelon Corporation Common Stocks (EXC)	0.1	$152k		3.3k	46.62	View chart
Onemain Holdings Common Stocks (OMF)	0.1	$152k		2.5k	60.97	View chart
SPDR Portfolio Interm Term Corp Bd ETF Exchange Traded Fund (SPIB)	0.1	$150k	+24%	4.5k	33.46	View chart
Goldman Sachs Group Common Stocks (GS)	0.1	$147k		145.00	1011.38	View chart
Kimberly Clark Corp Common Stocks (KMB)	0.1	$147k		1.3k	109.77	View chart
Public Service Enter Group Common Stocks (PEG)	0.1	$147k	+4%	1.8k	81.16	View chart
Ups Inc B Common Stocks (UPS)	0.1	$145k		1.4k	107.50	View chart
Jpmorgan U S Tech Leaders Etf Etf - Equity (JTEK)	0.1	$143k	-17%	1.3k	111.56	View chart
SPDR Blmbg 1-10 Year TIPS ETF Exchange Traded Fund (TIPX)	0.1	$142k		7.5k	18.93	View chart
Anheuser Busch Inbev Foreign Common Stocks (BUD)	0.1	$139k		1.7k	82.40	View chart
St Str Blmbrg S/t Etf Etf - Fixed Income (SJNK)	0.1	$136k	+4%	5.4k	25.03	View chart
Amern Express Common Stocks (AXP)	0.1	$135k	-9%	400.00	338.26	View chart
Unum Group Common Stocks (UNM)	0.1	$135k		1.5k	89.40	View chart
Smurfit Westrock Foreign Common Stocks (SW)	0.1	$131k	-5%	2.8k	46.26	View chart
Ishares Msci Emerging Markets As Etf Etf - Equity (EEMA)	0.1	$131k		1.1k	116.96	View chart
Raytheon Technologies Corp Common Stocks (RTX)	0.1	$129k	+11%	682.00	189.73	View chart
Astrazeneca Foreign Common Stocks (AZN)	0.1	$128k	+10%	677.00	189.62	View chart
General Mills Common Stocks (GIS)	0.1	$127k		3.6k	34.80	View chart
Valero Energy Corp Common Stocks (VLO)	0.1	$126k		485.00	260.44	View chart
Williams Sonoma Common Stocks (WSM)	0.1	$125k	+10%	536.00	233.10	View chart
Fidelity Natl Finl Common Stocks (FNF)	0.1	$123k	+3%	2.6k	47.16	View chart
Palantir Technologies Cl A Common Stocks (PLTR)	0.1	$123k	+6%	1.1k	116.67	View chart
Vanguard Mid Cap Etf Etf - Equity (VO)	0.1	$122k	+289%	1.5k	80.57	View chart
Ishs Pac Ex Jpn Etf Etf - Equity (EPP)	0.1	$120k	+707%	2.3k	53.26	View chart
Jpmorgan International Growth Etf Etf - Equity (JIG)	0.1	$120k	-5%	1.4k	87.17	View chart
T. Rowe Price Blue Chip Growth I Mutual Fund (TBCIX)	0.1	$119k		556.00	213.28	View chart
Omnicom Group Common Stocks (OMC)	0.1	$118k	-40%	1.6k	72.83	View chart
St Str Spdr S/t Trea Etf Etf - Fixed Income (SPTS)	0.1	$118k		4.1k	29.01	View chart
SPDR Blmbg Em Mkts Lcl Bd ETF Exchange Traded Fund (EBND)	0.1	$117k		5.6k	20.92	View chart
Principal Financial Group Common Stocks (PFG)	0.1	$116k		1.1k	107.78	View chart
Nxp Semiconductors Nv Foreign Common Stocks (NXPI)	0.1	$116k	+150%	413.00	281.03	View chart
Union Pacific Corp Common Stocks (UNP)	0.1	$115k	+166%	424.00	272.00	View chart
SLB Foreign Common Stocks (SLB)	0.1	$114k	-46%	2.4k	46.49	View chart
Toronto Dominion Bk Foreign Common Stocks (TD)	0.1	$113k	-13%	927.00	121.43	View chart
Edison Intl Common Stocks (EIX)	0.1	$112k		1.5k	74.45	View chart
Capital One Finl Corp Common Stocks (COF)	0.1	$112k	-80%	558.00	200.62	View chart
SPDR SSGA US Sector Rotation ETF Exchange Traded Fund (XLSR)	0.1	$111k		1.7k	64.86	View chart
Vanguard Long-Term Bond ETF Exchange Traded Fund (BLV)	0.1	$111k	-5%	1.6k	68.94	View chart
Northern Trust Corp Common Stocks (NTRS)	0.1	$111k	+51%	636.00	173.84	View chart
Truist Financial Corp Common Stocks (TFC)	0.1	$110k		2.2k	49.82	View chart
Xcel Energy Common Stocks (XEL)	0.1	$108k	-3%	1.3k	80.30	View chart
Ameren Corp Common Stocks (AEE)	0.1	$105k	+11%	925.00	113.04	View chart
Vertex Pharms Common Stocks (VRTX)	0.1	$104k	-76%	210.00	496.73	View chart
Banco Santander S A Foreign Common Stocks (SAN)	0.1	$104k	+11%	7.5k	13.80	View chart
Southern Company Common Stocks (SO)	0.1	$104k	+17%	1.1k	95.71	View chart
Royalty Pharma Plc A Foreign Common Stocks (RPRX)	0.1	$103k	+10%	1.8k	56.07	View chart
Sumitomo Mitsui Finl Foreign Common Stocks (SMFG)	0.1	$100k	+10%	4.2k	23.58	View chart
SPDR Nuveen ICE Municipal Bond ETF Exchange Traded Fund (TFI)	0.1	$100k	-11%	2.2k	45.80	View chart
Royal Bank Cda Montreal Foreign Common Stocks (RY)	0.1	$99k	+10%	479.00	206.98	View chart
Freeport Mcmoran Common Stocks (FCX)	0.1	$97k	+11%	1.5k	62.89	View chart
Amgen Common Stocks (AMGN)	0.1	$95k	-7%	262.00	362.12	View chart
Barclays Foreign Common Stocks (BCS)	0.1	$95k	+66%	3.5k	26.86	View chart
Welltower Real Estate Investment (WELL)	0.1	$94k	+3%	416.00	226.97	View chart
Biogen Common Stocks (BIIB)	0.1	$94k		437.00	216.06	View chart
Cboe Glbl Mkts Common Stocks (CBOE)	0.1	$94k	+14%	388.00	242.67	View chart
Boeing Company Common Stocks (BA)	0.1	$91k	-5%	418.00	216.47	View chart
Celestica Foreign Common Stocks (CLS)	0.0	$88k	+11%	240.00	364.80	View chart
Halliburton Company Common Stocks (HAL)	0.0	$87k	+10%	2.6k	33.95	View chart
Ishs Mbs Etf Etf - Fixed Income (MBB)	0.0	$87k		920.00	94.53	View chart
Automatic Data Processing Common Stocks (ADP)	0.0	$87k		388.00	223.95	View chart
Hca Healthcare Common Stocks (HCA)	0.0	$86k	-64%	220.00	389.89	View chart
Snowflake Common Stocks (SNOW)	0.0	$86k	+57%	336.00	254.50	View chart
Ishares Russell 1000 Growth Etf Etf - Equity (IWF)	0.0	$85k	+300%	688.00	124.17	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 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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