Richardson Financial Services Inc. holds a diversified book of 513 stocks worth $161.3M as of Q3 2025 (disclosed Oct 28, 2025, a ~28-day 13F lag). This quarter they opened JPMorgan International Growt and trimmed Vanguard Growth ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 5% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
44% 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 Richardson Financial Services Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $584.3B |
| JPMORGAN CHASE & CO | 80 / 80 | $536.9B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $481.5B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $175.2B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $116.4B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $106.9B |
| LPL Financial LLC | 80 / 80 | $98.6B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80 / 80 | $76.2B |
Ranked by how many of Richardson Financial Services Inc.'s top 80 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 | SPDR S&P 500 ETF ETF - EQUITY | $8.2M | 104.5K | 5.1% | ▲+12% Added · +11K sh | |
| 2 | Apple Inc COMMON STOCKS | $7.0M | 27.4K | 4.3% | ▲+5.3% Added · +1K sh | |
| 3 | Vanguard Growth ETF ETF - EQUITY | $6.8M | 14.2K | 4.2% | ▼−1.6% Reduced · −234 sh | |
| 4 | Vanguard Value ETF ETF - EQUITY | $6.5M | 34.6K | 4.0% | ▼−0.7% Reduced · −234 sh | |
| 5 | Nvidia Corp COMMON STOCKS | $4.6M | 24.5K | 2.8% | ▲+1.7% Added · +415 sh | |
| 6 | SPDR Dev World Ex-US ETF ETF - EQUITY | $3.4M | 79.2K | 2.1% | ▲+19% Added · +13K sh | |
| 7 | Microsoft Corporation COMMON STOCKS | $3.4M | 6.5K | 2.1% | ▲+5.1% Added · +313 sh | |
| 8 | Vanguard S&P 500 ETF - EQUITY | $3.3M | 5.4K | 2.1% | ▲+0.1% Added · +7 sh | |
| 9 | SPDR Emerg MKTS ETF ETF - EQUITY | $3.0M | 64.5K | 1.9% | ▲+7.2% Added · +4K sh | |
| 10 | Ishs Ibox $ H/y Corp ETF ETF - FIXED INCOME | $3.0M | 37.0K | 1.9% | ▲+26% Added · +8K sh | |
| 11 | Ishares Core Msci Europe ETF ETF - EQUITY | $2.7M | 39.9K | 1.7% | ▲+0.4% Added · +160 sh | |
| 12 | Vanguard FTSE Developed Markets ETF Exchange Traded Fund | $2.7M | 44.9K | 1.7% | ▼−0.5% Reduced · −221 sh | |
| 13 | Alphabet Inc A COMMON STOCKS | $2.6M | 10.8K | 1.6% | ▲+6.1% Added · +617 sh | |
| 14 | Ishs Core Msci E/mkt ETF ETF - EQUITY | $2.6M | 39.1K | 1.6% | ▼−0.2% Reduced · −98 sh | |
| 15 | Amazon.com Inc COMMON STOCKS | $2.0M | 9.2K | 1.2% | ▲+5.2% Added · +456 sh | |
| 16 | Vanguard Small Cap Growth ETF ETF - EQUITY | $2.0M | 6.7K | 1.2% | ▼−1.2% Reduced · −80 sh | |
| 17 | SPDR S&P 600 Small Cap ETF - EQUITY | $1.9M | 40.2K | 1.2% | ▲+48% Added · +13K sh | |
| 18 | JPMorgan Chase & Co COMMON STOCKS | $1.6M | 5.2K | 1.0% | ▲+3.4% Added · +170 sh | |
| 19 | Vanguard Small Cap Value ETF ETF - EQUITY | $1.6M | 7.4K | 1.0% | ▼−0.9% Reduced · −68 sh | |
| 20 | SPDR S&P 500 ETF ETF - EQUITY | $1.5M | 2.2K | 0.9% | ▲+3.5% Added · +75 sh | |
| 21 | Ishares 0-5 Year High Yield Corp ETF ETF - FIXED INCOME | $1.5M | 33.6K | 0.9% | ▲+2.2% Added · +723 sh | |
| 22 | Ishares Core Msci Pacific ETF ETF - EQUITY | $1.4M | 19.6K | 0.9% | ▼−0.1% Reduced · −10 sh | |
| 23 | Mastercard Inc A COMMON STOCKS | $1.4M | 2.4K | 0.8% | ▲+0.4% Added · +9 sh | |
| 24 | Visa Inc CL A COMMON STOCKS | $1.3M | 3.9K | 0.8% | ▼−8.6% Reduced · −370 sh | |
| 25 | Quanta Services Inc COMMON STOCKS | $1.3M | 2.7K | 0.8% | ▲+546% Added · +2K sh | |
| 26 | Vanguard Small Cap ETF ETF - EQUITY | $1.3M | 4.9K | 0.8% | ▼−0.9% Reduced · −43 sh | |
| 27 | Home Depot Inc COMMON STOCKS | $1.2M | 3.0K | 0.8% | ▲+4.0% Added · +116 sh | |
| 28 | Tesla Inc COMMON STOCKS | $1.2M | 2.7K | 0.7% | ▲+3.1% Added · +80 sh | |
| 29 | T-Mobile US, Inc. COMMON STOCKS | $1.2M | 4.9K | 0.7% | ▼−0.6% Reduced · −30 sh | |
| 30 | Meta Platforms Inc A COMMON STOCKS | $1.2M | 1.6K | 0.7% | ▲+37% Added · +425 sh | |
| 31 | SPDR BLM Barclays High Yld Bond ETF - FIXED INCOME | $1.1M | 11.2K | 0.7% | ▲+61% Added · +4K sh | |
| 32 | SPDR S&P 400 MDCP ETF ETF - EQUITY | $1.1M | 19.1K | 0.7% | ▼−2.5% Reduced · −495 sh | |
| 33 | Vanguard Tax-Exempt Bond ETF Exchange Traded Fund | $1.0M | 20.8K | 0.6% | —Held | |
| 34 | VNGRD Mega Cap GRWTH ETF ETF - EQUITY | $1.0M | 2.6K | 0.6% | ▲+12% Added · +268 sh | |
| 35 | Cintas Corp COMMON STOCKS | $1.0M | 5.0K | 0.6% | ▲+1.3% Added · +63 sh | |
| 36 | McDonalds Corp COMMON STOCKS | $1.0M | 3.3K | 0.6% | ▲+3.4% Added · +109 sh | |
| 37 | Vanguard FTSE Emerging Markets ETF Exchange Traded Fund | $993K | 18.3K | 0.6% | ▼−0.6% Reduced · −116 sh | |
| 38 | Communication Svcs Select Sector SPDR ETF - EQUITY | $993K | 8.4K | 0.6% | ▼−5.9% Reduced · −529 sh | |
| 39 | HLTHCR Sel Sect SPDR ETF ETF - EQUITY | $984K | 7.1K | 0.6% | ▲+2.1% Added · +149 sh | |
| 40 | Broadcom Inc COMMON STOCKS | $982K | 3.0K | 0.6% | ▲+8.4% Added · +232 sh | |
| 41 | Costco Wholesale Corp COMMON STOCKS | $980K | 1.1K | 0.6% | ▲+0.4% Added · +4 sh | |
| 42 | Ishares Core Total Usd BD MKT ETF ETF - FIXED INCOME | $955K | 20.4K | 0.6% | ▲+6.0% Added · +1K sh | |
| 43 | Cons STPLS Sel SPDR ETF ETF - EQUITY | $933K | 11.9K | 0.6% | ▲+6.7% Added · +752 sh | |
| 44 | SPDR Blackstone Gso Senior Loan ETF - FIXED INCOME | $915K | 22.0K | 0.6% | ▲+1.0% Added · +225 sh | |
| 45 | JPMorgan Betabuilders US Eqy ETF ETF - EQUITY | $905K | 7.5K | 0.6% | ▲+18% Added · +1K sh | |
| 46 | Trane Technologies PLC FOREIGN COMMON STOCKS | $864K | 2.0K | 0.5% | ▼−4.7% Reduced · −100 sh | |
| 47 | SPDR Bloomberg Encd RL Yld CM ETF ETF - EQUITY | $849K | 29.6K | 0.5% | ▲+33% Added · +7K sh | |
| 48 | Walmart Inc COMMON STOCKS | $848K | 8.2K | 0.5% | ▲+3.7% Added · +293 sh | |
| 49 | VNGRD Real Est Indx ETF ETF - EQUITY | $794K | 8.7K | 0.5% | ▲+1.2% Added · +103 sh | |
| 50 | Ishares JPMorgan Usd Emerg Markets Bond ETF - FIXED INCOME | $790K | 8.3K | 0.5% | ▲+0.4% Added · +37 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2012303/holdings"
Use Arkolith to show RICHARDSON FINANCIAL SERVICES INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.