Richwood Investment Advisors
Richwood Investment Advisors reported 108 stocks worth $142M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are IVV (20.9%), IJR (6.8%) and IJH (6.5%). Compared with Q2 2026, the fund opened new positions in XOM, TMO and WMT, added to EFA, AAPL and V, trimmed IVV, IJR and IJH and sold out of AMAT, IP and Q.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $29.6M | 20.9% | 39K | −509 (−1%) | 8 of 8 | |
| 2 |  IJR Ishares TR | $9.6M | 6.8% | 71K | −1,126 (−2%) | 8 of 8 | |
| 3 |  IJH Ishares TR | $9.2M | 6.5% | 128K | −2,699 (−2%) | 8 of 8 | |
| 4 |  LLY Eli Lilly & Co | $7.2M | 5.1% | 6,262 | −163 (−3%) | 8 of 8 | |
| 5 |  EFA Ishares TR | $4.1M | 2.9% | 39K | +624 (+2%) | 8 of 8 | |
| 6 |  AAPL Apple Inc | $3.9M | 2.8% | 12K | +738 (+7%) | 8 of 8 | |
| 7 |  V Visa Inc | $3.7M | 2.6% | 10K | +127 (+1%) | 8 of 8 | |
| 8 |  NOW Servicenow Inc | $3.2M | 2.3% | 24K | −695 (−3%) | 8 of 8 | |
| 9 |  CAT Caterpillar Inc | $2.5M | 1.8% | 3,062 | −247 (−7%) | 8 of 8 | |
| 10 |  MA Mastercard Incorporated | $2.3M | 1.6% | 4,218 | +233 (+6%) | 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
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 →Richwood Investment Advisors 13F FAQ
What does Richwood Investment Advisors own?
Richwood Investment Advisors reported 108 stocks worth $142M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are IVV (20.9%), IJR (6.8%) and IJH (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did Richwood Investment Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 29 added to, 55 trimmed and 4 sold out. New positions include XOM, TMO and WMT. It sold all of AMAT, IP and Q.
When will Richwood Investment Advisors 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 Richwood Investment Advisors's portfolio worth?
The Q3 2026 filing reports $142M 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.