Arkolith/Funds/Richmond Investment Services, LLC

Richmond Investment Services, LLC

CIK 2031991
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Richmond Investment Services, LLC holds a focused book of 145 stocks worth $316.1M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Sensei Biotherapeutics Inc and trimmed Ishares Russell Top 200 ETF. Their largest long position is Ishares Russell Top 200 ETF at 13% of the equity book. Cloning the disclosed picks since 2025 would be +25% (+16.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
47
new positions
Added to
8
existing
Trimmed
122
reduced
Sold out
125
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+24.8%
+16.7%/yr · since Feb '25
Their reported book
+23.4%
held from quarter-end
S&P 500
+22.3%
same window
$8K$9K$11K$12K$13KFeb '25Jun '25Sep '25Dec '25Apr '26Jul '26
Richmond Investment Services, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Richmond Investment Services, LLC'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.

Concentration

Top-heavy: focused book

Top 5 holdings
36%
Top 10 holdings
51%
Top 20 holdings
70%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

10% mapped to company sectors

ETF / fund or unclassified
90%
Information Technology
5%
Financials
2%
Consumer Discretionary
1%
Health Care
1%
Industrials
0%
Utilities
0%
Communication Services
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Richmond Investment Services, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$452.7B
ROYAL BANK OF CANADA79 / 80$120.6B
LPL Financial LLC79 / 80$104.9B
ENVESTNET ASSET MANAGEMENT INC79 / 80$93.7B
COMMONWEALTH EQUITY SERVICES, LLC79 / 80$20.3B
OSAIC HOLDINGS, INC.79 / 80$19.9B
WELLS FARGO & COMPANY/MN78 / 80$132.7B
RAYMOND JAMES FINANCIAL INC78 / 80$83.9B

Ranked by how many of Richmond Investment Services, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

145 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
RUS TOP 200 ETF
$40.3M218.1K
12.8%
−47%
Reduced · −192K sh
2Invesco QQQ TR
UNIT SER 1
$27.2M36.9K
8.6%
−47%
Reduced · −32K sh
3SPDR Series Trust
ST STR P500ETF
$21.7M246.9K
6.9%
−47%
Reduced · −223K sh
4Vaneck ETF Trust
SEMICONDUCTR ETF
$13.6M20.7K
4.3%
−42%
Reduced · −15K sh
5Janus Detroit STR TR
HENDRSN SHRT ETF
$11.4M233.7K
3.6%
−48%
Reduced · −217K sh
6Vaneck ETF Trust
GOLD MINERS ETF
$10.0M132.4K
3.2%
−48%
Reduced · −123K sh
7Vaneck ETF Trust
MRNGSTR WDE MOAT
$9.9M95.3K
3.1%
−69%
Reduced · −208K sh
8First TR Exchange-Traded Alp
SML CP GRW ALP
$9.8M77.2K
3.1%
−47%
Reduced · −70K sh
9First TR Exchange Traded FD
SMID RISNG ETF
$9.5M220.5K
3.0%
−47%
Reduced · −194K sh
10Invesco Actively Managed Exc
TOTAL RETURN
$8.8M188.0K
2.8%
−48%
Reduced · −172K sh
11Goldman Sachs ETF TR
S&P 500 PREMIUM
$8.3M148.6K
2.6%
−46%
Reduced · −126K sh
12First TR Exchange Traded FD
RBA INDL ETF
$7.7M57.6K
2.4%
+489%
Added · +48K sh
13American Centy ETF TR
AVANTIS EMGMKT
$7.0M72.4K
2.2%
−47%
Reduced · −65K sh
14RBB Fund Trust
FIRS EAGL OV ETF
$6.9M129.5K
2.2%
−47%
Reduced · −117K sh
15SPDR Series Trust
ST STR SP600 SML
$6.6M113.8K
2.1%
−47%
Reduced · −101K sh
16Vanguard Intl Equity Index F
ALLWRLD EX US
$5.6M66.7K
1.8%
−40%
Reduced · −44K sh
17First TR Exchng Traded FD VI
FT VEST LAD
$4.8M170.4K
1.5%
−44%
Reduced · −135K sh
18Vanguard Index FDS
GROWTH ETF
$4.6M53.6K
1.5%
+90%
Added · +25K sh
19SPDR Index SHS FDS
ST STR PO EX ETF
$4.5M90.3K
1.4%
−46%
Reduced · −78K sh
20Capital Group Dividend Value
SHS CREAT UNIT
$3.8M77.4K
1.2%
−60%
Reduced · −118K sh
21Berkshire Hathaway Inc Del
CL B NEW
$3.6M7.2K
1.1%
−53%
Reduced · −8K sh
22Apple Inc
COM
$3.2M11.0K
1.0%
−53%
Reduced · −13K sh
23State STR SPDR S&P 500 ETF T
TR UNIT
$3.1M4.2K
1.0%
−50%
Reduced · −4K sh
24Nvidia Corporation
COM
$3.0M15.0K
1.0%
−64%
Reduced · −27K sh
25First TR Exchng Traded FD VI
FT VEST NASD ETF
$2.9M73.2K
0.9%
−44%
Reduced · −58K sh
26Trust For Professional Manag
CONVERGENCE LNG
$2.7M80.4K
0.9%
+327%
Added · +62K sh
27SPDR Index SHS FDS
ST PORT MARK ETF
$2.5M48.9K
0.8%
−50%
Reduced · −49K sh
28Ishares Inc
CORE MSCI EMKT
$2.3M27.4K
0.7%
−71%
Reduced · −69K sh
29First TR Exchng Traded FD VI
FT VEST DEEP ETF
$2.2M74.0K
0.7%
−44%
Reduced · −58K sh
30Select Sector SPDR TR
ST STR TECHN ETF
$2.1M11.2K
0.7%
−59%
Reduced · −16K sh
31Faeth Therapeutics Inc
COM NEW
$2.0M79.7K
0.6%
New
New position
32Amazon Com Inc
COM
$2.0M8.3K
0.6%
−57%
Reduced · −11K sh
33Vanguard Index FDS
TOTAL STK MKT
$2.0M5.3K
0.6%
−56%
Reduced · −7K sh
34Capital Group Core Balanced
SHS
$1.8M48.4K
0.6%
+48%
Added · +16K sh
35Vanguard Index FDS
MID CAP ETF
$1.8M22.1K
0.6%
+80%
Added · +10K sh
36J P Morgan Exchange Traded F
EQUITY PREMIUM
$1.7M30.4K
0.5%
+203%
Added · +20K sh
37Alphabet Inc
CAP STK CL A
$1.7M4.7K
0.5%
−60%
Reduced · −7K sh
38BlackRock ETF Trust
ISHARES US EQUIT
$1.5M22.6K
0.5%
−67%
Reduced · −45K sh
39Invesco Exch TRD SLF Idx FD
BULSHS 2027 CB
$1.4M71.7K
0.4%
−48%
Reduced · −67K sh
40First TR Exchange Traded FD
DORSEY WRT 5 ETF
$1.2M16.0K
0.4%
−51%
Reduced · −16K sh
41First TR Exchange-Traded FD
CAP STRENGTH ETF
$1.2M12.6K
0.4%
−51%
Reduced · −13K sh
42Principal Exchange Traded FD
US MEGA CP ETF
$1.2M15.8K
0.4%
−51%
Reduced · −16K sh
43Vertiv Holdings Co
COM CL A
$1.2M3.5K
0.4%
−53%
Reduced · −4K sh
44Microsoft Corp
COM
$1.1M3.1K
0.4%
−63%
Reduced · −5K sh
45Alphabet Inc
CAP STK CL C
$1.1M3.2K
0.4%
−60%
Reduced · −5K sh
46SPDR Gold TR
GOLD SHS
$1.1M3.1K
0.4%
−51%
Reduced · −3K sh
47Vanguard Index FDS
VALUE ETF
$1.1M5.1K
0.4%
−55%
Reduced · −6K sh
48SPDR Series Trust
ST STR BLO 1 ETF
$1.1M11.9K
0.3%
−49%
Reduced · −12K sh
49Invesco Exch TRD SLF Idx FD
INVSCO BLSH 28
$1.0M50.1K
0.3%
−48%
Reduced · −46K sh
50First TR Exchange Traded FD
RISNG DIVD ACHIV
$962K11.9K
0.3%
−52%
Reduced · −13K sh
Showing 50 of 145 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 2026145$316.1M13F-HR
Q1 2026Mar 31, 2026Apr 29, 2026255$618.8M13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026235$578.5M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025306$537.4M13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025242$473.5M13F-HR
Q1 2025Mar 31, 2025May 14, 2025111$184.1M13F-HR
Q4 2024Dec 31, 2024Feb 19, 2025106$178.1M13F-HR

Data source

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.