Richard Young Associates
Richard Young Associates reported 29 stocks worth $150M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are Dimensional U S Targeted (25.9%), DFUV (25.9%) and Dimensional U S Small Cap ETF (25.4%). Compared with Q1 2026, the fund opened new positions in GE, RTX and CEFS, added to AAPL, AMZN and BRK.B, trimmed DFUV, DFUS and DFIV and sold out of IAU and CVX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL U S TARGETED | $39M | 25.9% | 559K | No change | 3 of 3 | |
| 2 |  DFUV Dimensional US Marketwide Value ETF | $39M | 25.9% | 708K | −1,596 (−0%) | 3 of 3 | |
| 3 | DIMENSIONAL U S SMALL CAP ETF | $38.2M | 25.4% | 464K | +3,409 (+1%) | 3 of 3 | |
| 4 |  DFUS Dimensional US Equity Market ETF | $9.9M | 6.6% | 121K | −1,340 (−1%) | 3 of 3 | |
| 5 |  DFIV Dimensional ETF Trust | $7.8M | 5.2% | 145K | −1,277 (−1%) | 3 of 3 | |
| 6 |  NVDA Nvidia Corporation | $3.5M | 2.3% | 17K | −27 (−0%) | 3 of 3 | |
| 7 |  AAPL Apple Inc | $2.2M | 1.5% | 7,741 | +100 (+1%) | 3 of 3 | |
| 8 |  TSLA Tesla Inc | $1.3M | 0.8% | 2,975 | −18 (−1%) | 3 of 3 | |
| 9 |  KO Coca Cola Co | $1.2M | 0.8% | 15K | −350 (−2%) | 3 of 3 | |
| 10 |  AMZN Amazon Com Inc | $872K | 0.6% | 3,658 | +128 (+4%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 27, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Richard Young Associates 13F FAQ
What does Richard Young Associates own?
Richard Young Associates reported 29 stocks worth $150M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are Dimensional U S Targeted (25.9%), DFUV (25.9%) and Dimensional U S Small Cap ETF (25.4%). The table above lists every position in the filing (the top 10 without an account).
What did Richard Young Associates buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 8 added to, 8 trimmed and 2 sold out. New positions include GE, RTX and CEFS. It sold all of IAU and CVX.
When will Richard Young Associates file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Richard Young Associates's portfolio worth?
The Q2 2026 filing reports $150M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.