Richardson Financial Services
Richardson Financial Services reported 595 stocks worth $176M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are AAPL (5.4%), VUG (4.2%) and SPYM (4.1%). Compared with Q2 2026, the fund opened new positions in EMXC, SHV and ILF, added to AAPL, NVDA and MSFT, trimmed VUG, SPYM and VTV and sold out of XLI, XOM and JGLO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $9.5M | 5.4% | 29K | +282 (+1%) | 8 of 8 | |
| 2 |  VUG Vanguard Index Fds | $7.3M | 4.2% | 82K | −1,649 (−2%) | 8 of 8 | |
| 3 |  SPYM Spdr Series Trust | $7.3M | 4.1% | 81K | −13K (−14%) | 8 of 8 | |
| 4 |  VTV Vanguard Index Fds | $6.8M | 3.9% | 32K | −2,034 (−6%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $5.6M | 3.2% | 25K | +239 (+1%) | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $4.1M | 2.3% | 12K | No change | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $4M | 2.2% | 7,706 | +489 (+7%) | 8 of 8 | |
| 8 |  VOO Vanguard S&P 500 ETF | $3.9M | 2.2% | 5,529 | +461 (+9%) | 8 of 8 | |
| 9 |  SPDW Spdr Developed | $3.5M | 2.0% | 70K | +6,863 (+11%) | 8 of 8 | |
| 10 |  VEA Vanguard Tax-Managed Fds | $3.1M | 1.8% | 44K | +2,243 (+5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XLI Select Sector Spdr TR | $955K | 5,156 |
 XOM Exxon Mobil Corp | $236K | 1,723 |
 JGLO J P Morgan Exchange Traded F Global | $222K | 3,122 |
 SJNK State Street SPDR Bloomberg Short Term High Yield Bond ETF | $135K | 5,413 |
 BCS Barclays PLC | $95K | 3,523 |
🔒 Free account: see all 30.
Reported value
last 8 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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Richardson Financial Services 13F FAQ
What does Richardson Financial Services own?
Richardson Financial Services reported 595 stocks worth $176M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are AAPL (5.4%), VUG (4.2%) and SPYM (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did Richardson Financial Services buy and sell in Q3 2026?
Compared with Q2 2026: 42 new positions, 217 added to, 204 trimmed and 55 sold out. New positions include EMXC, SHV and ILF. It sold all of XLI, XOM and JGLO.
When will Richardson Financial Services file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Richardson Financial Services's portfolio worth?
The Q3 2026 filing reports $176M 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.