Richard Young Associates, Ltd. holds a concentrated book of 29 stocks worth $150.5M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened General Electric and trimmed Dimensional US Target Value. Their largest long position is Dimensional US Target Value at 26% of the equity book. Cloning the disclosed picks since 2026 would be +11% (+24.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Richard Young Associates, Ltd.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +12.9%, a 2.0-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Richard Young Associates, Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
10% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Richard Young Associates, Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 33 / 29 | $379.8B |
| ROYAL BANK OF CANADA | 33 / 29 | $103.6B |
| UBS Group AG | 33 / 29 | $90.9B |
| WELLS FARGO & COMPANY/MN | 33 / 29 | $87.1B |
| LPL Financial LLC | 33 / 29 | $40.6B |
| OSAIC HOLDINGS, INC. | 33 / 29 | $9.8B |
| BlackRock, Inc. | 32 / 29 | $1.6T |
| FMR LLC | 32 / 29 | $640.7B |
Ranked by how many of Richard Young Associates, Ltd.'s top 29 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US TARGETED VLU | $39.0M | 558.6K | 26.0% | ▼−0.1% Reduced · −347 sh | |
| 2 | Dimensional ETF Trust US MKTWIDE VALUE | $39.0M | 708.4K | 25.9% | ▼−0.2% Reduced · −2K sh | |
| 3 | Dimensional ETF Trust US SMALL CAP ETF | $38.2M | 463.8K | 25.4% | ▲+0.7% Added · +3K sh | |
| 4 | Dimensional ETF Trust US EQUI MARK ETF | $9.9M | 120.7K | 6.6% | ▼−1.1% Reduced · −1K sh | |
| 5 | Dimensional ETF Trust INTERNATNAL VAL | $7.8M | 144.6K | 5.2% | ▼−0.9% Reduced · −1K sh | |
| 6 | Nvidia Corporation COM | $3.5M | 17.4K | 2.3% | ▼−0.1% Reduced · −27 sh | |
| 7 | Apple Inc COM | $2.2M | 7.7K | 1.5% | ▲+1.3% Added · +100 sh | |
| 8 | Tesla Inc COM | $1.3M | 3.0K | 0.8% | ▼−0.6% Reduced · −18 sh | |
| 9 | Coca Cola Co COM | $1.2M | 14.6K | 0.8% | ▼−2.3% Reduced · −350 sh | |
| 10 | Amazon Com Inc COM | $872K | 3.7K | 0.6% | ▲+3.6% Added · +128 sh | |
| 11 | Carter Bankshares Inc COM NEW | $832K | 24.5K | 0.6% | ▼−2.9% Reduced · −743 sh | |
| 12 | Ge Aerospace COM NEW | $685K | 1.8K | 0.5% | ▲New New position | |
| 13 | Microsoft Corp COM | $662K | 1.8K | 0.4% | ▼−2.6% Reduced · −47 sh | |
| 14 | Meta Platforms Inc CL A | $498K | 884 | 0.3% | —Held | |
| 15 | RTX Corporation COM | $459K | 2.4K | 0.3% | ▲New New position | |
| 16 | Southstate BK Corp COM | $430K | 4.3K | 0.3% | —Held | |
| 17 | Alphabet Inc CAP STK CL A | $402K | 1.1K | 0.3% | —Held | |
| 18 | Exchange Listed FDS TR SABA INT RATE | $379K | 14.8K | 0.3% | ▲New New position | |
| 19 | Dimensional ETF Trust US HIGH PROF ETF | $375K | 9.0K | 0.2% | ▲+0.2% Added · +21 sh | |
| 20 | Berkshire Hathaway Inc Del CL B NEW | $370K | 740 | 0.2% | ▲+7.2% Added · +50 sh | |
| 21 | Exxon Mobil Corp COM | $332K | 2.4K | 0.2% | ▲+0.4% Added · +10 sh | |
| 22 | Ge Vernova Inc COM | $328K | 279 | 0.2% | ▲New New position | |
| 23 | Southern Co COM | $317K | 3.3K | 0.2% | ▲+0.3% Added · +10 sh | |
| 24 | State STR SPDR S&P 500 ETF T TR UNIT | $311K | 417 | 0.2% | ▲New New position | |
| 25 | AT&T Inc COM | $295K | 14.3K | 0.2% | ▲+0.1% Added · +8 sh | |
| 26 | Walmart Inc COM | $260K | 2.3K | 0.2% | ▲+2.7% Added · +60 sh | |
| 27 | Schwab Strategic TR US BRD MKT ETF | $254K | 8.8K | 0.2% | —Held | |
| 28 | Starbucks Corp COM | $209K | 2.0K | 0.1% | ▲New New position | |
| 29 | Genelux Corporation COM | $123K | 41.0K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.