account_balance
Investment manager · 13F filer · SEC CIK 2107563
Richard Young Associates, Ltd.
Reported value$155Mas of Sep 30, 2026
Positions31 4 new, 2 sold out
Top 10 weight94.7%DFUV alone is 27%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFUVDimensional ETF Trust
26.6%Added +5%
DFATDimensional ETF Trust
25.6%Added +6%
DFASDimensional ETF Trust
24.9%Added +7%
DFUSDimensional ETF Trust
6.4%
DFIVDimensional ETF Trust
5.1%−3%
NVDANVIDIA Corp
2.3%
AAPL1.8%KO0.8%TSLACAREDFUVDimensional ETF Trust
26.6%Added +5%
DFATDimensional ETF Trust
25.6%Added +6%
DFASDimensional ETF Trust
24.9%Added +7%
DFUS6.4%
DFIV
AAPLKOBoxes 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
DFUV Dimensional ETF Trust 26.6% Added +5%
DFAT Dimensional ETF Trust 25.6% Added +6%
DFAS Dimensional ETF Trust 24.9% Added +7%
DFUS Dimensional ETF Trust 6.4% Held
DFIV Dimensional ETF Trust 5.1% Trimmed −3%
NVDA NVIDIA Corp 2.3% Trimmed −10%AAPL Apple Inc. 1.8% Added +5%KO Coca-Cola Co 0.8% Added +5%TSLA Tesla, Inc. 0.7% HeldAMZN Amazon.com Inc 0.6% HeldMSFT Microsoft Corp 0.6% HeldCARE Carter Bankshares, Inc. 0.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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