account_balance

Investment manager · 13F filer · SEC CIK 2031991

Richmond Investment Services, LLC

Reported value$316Mas of Sep 30, 2026
Positions147 13 new, 11 sold out
Top 10 weight52.0%IWL alone is 13%
FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes 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
IWL iShares Tr 13.4% Added +2%
QQQ Invesco QQQ Tr 8.8% Held
SPYM SPDR Series Trust 7.0% Held
SMH Vaneck ETF Trust 3.9% Trimmed −2%
VNLA Janus Detroit STR Tr 3.7% Added +3%
GDX Vaneck ETF Trust 3.6% Trimmed −3%
MOAT Vaneck ETF Trust 3.2% Held
SDVY First Tr Exchange Traded Fd 3.0% Added +4%
FYC First Tr Exchange-Traded Alp 2.8% Held
GPIX Goldman Sachs ETF Tr 2.6% Trimmed −2%
FEOE RBB Fund Trust 2.2% Held
AVEM American Centy ETF Tr 2.2% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Jul 27, 2026 filing
add_circleNew
  • BSCW $1.03M
  • BSCX $998K
  • VWO $710K
  • VTR $390K
arrow_upwardAdded
  • VEA +278%
  • LLY +132%
  • MU +52%
  • BUFR +43%
arrow_downwardTrimmed
  • VRT −16%
  • GLD −14%
  • VO −11%
  • VEU −7%
remove_circleSold out
  • BSCR $1.41M
  • BSCS $1.02M
  • WDC $296K
  • CRDO $291K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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