account_balance
Investment manager · 13F filer · SEC CIK 2012303
Richardson Financial Services Inc.
Reported value$176Mas of Sep 30, 2026
Positions595 40 new, 52 sold out
Top 10 weight31.3%AAPL alone is 5%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.4%
VUGVanguard Morningstar Growth ETF
4.2%
SPYMSt STR SPDR S&P 500 ETF
4.1%Trimmed −14%
VTVVanguard Morningstar Value ETF
3.9%Trimmed −6%
NVDANVIDIA Corp
3.2%
GOOGLAlphabet Inc.
2.3%
MSFTMicrosoft Corp
2.2%Added +7%
VOOVanguard S&P 500
2.2%Added +9%
SPDWSPDR Portfolio Developed Wld ex-US ETF
2.0%Added +11%
VEAVanguard FTSE Developed Markets ETF
1.8%+5%
SPEMSPDR Portfolio Emerging Markets ETF
1.7%Trimmed −7%
AMZNAmazon.com Inc
1.6%Added +7%
AAPLApple Inc.
5.4%
VUGVanguard Morningstar Growth ETF
4.2%
SPYMSt STR SPDR S&P 500 ETF
4.1%
VTVVanguard Morningstar Value ETF
3.9%
NVDANVIDIA Corp
3.2%
GOOGLAlphabet Inc.
2.3%
MSFTMicrosoft Corp
2.2%
VOOVanguard S&P 500
2.2%
SPDW2.0%
VEA1.8%
SPEM1.7%
AMZNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 5.4% Held
VUG Vanguard Morningstar Growth ETF 4.2% Held
SPYM St STR SPDR S&P 500 ETF 4.1% Trimmed −14%
VTV Vanguard Morningstar Value ETF 3.9% Trimmed −6%
NVDA NVIDIA Corp 3.2% HeldGOOGL Alphabet Inc. 2.3% HeldMSFT Microsoft Corp 2.2% Added +7%VOO Vanguard S&P 500 2.2% Added +9%
SPDW SPDR Portfolio Developed Wld ex-US ETF 2.0% Added +11%
VEA Vanguard FTSE Developed Markets ETF 1.8% Added +5%
SPEM SPDR Portfolio Emerging Markets ETF 1.7% Trimmed −7%
AMZN Amazon.com Inc 1.6% Added +7%What changed
Biggest moves since Jun 30, 2026
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