Richwood Investment Advisors, LLC holds a focused book of 106 reported positions worth $142.2M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened SS SPDR S&P Biotech ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 21% of the reported non-option book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
56% mapped to company sectors
+4 sectors below the cut, 5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Richwood Investment Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 49 / 80 | $1.0B |
| Emerald Advisors, LLC | 35 / 80 | $643.6M |
| Independent Investors Inc | 28 / 80 | $417.9M |
| Bontempo Ohly Capital Mgmt LLC | 18 / 80 | $186.4M |
| Ghe, LLC | 15 / 80 | $181.3M |
| V. M. Manning & Co., Inc. | 19 / 80 | $79.3M |
| Potomac Fund Management Inc | 21 / 80 | $2.7B |
| New England Professional Planning Group Inc. | 11 / 80 | $178.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Richwood Investment Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $29.3M | 39.2K | 20.6% | ▼−2.5% Reduced · −987 sh | |
| 2 | Ishares TR CORE S&P SCP ETF | $10.7M | 71.9K | 7.5% | ▼−4.3% Reduced · −3K sh | |
| 3 | Ishares TR CORE S&P MCP ETF | $10.1M | 130.5K | 7.1% | ▼−3.7% Reduced · −5K sh | |
| 4 | Eli Lilly & Co COM | $7.7M | 6.4K | 5.4% | ▼−6.5% Reduced · −445 sh | |
| 5 | Ishares TR MSCI EAFE ETF | $4.0M | 38.5K | 2.8% | ▲+1.6% Added · +627 sh | |
| 6 | Caterpillar Inc COM | $3.5M | 3.3K | 2.5% | ▲+2.3% Added · +75 sh | |
| 7 | Visa Inc COM CL A | $3.5M | 10.2K | 2.5% | ▼−6.2% Reduced · −679 sh | |
| 8 | Apple Inc COM | $3.2M | 11.1K | 2.3% | ▲+0.4% Added · +43 sh | |
| 9 | Servicenow Inc COM | $2.4M | 24.6K | 1.7% | ▼−8.5% Reduced · −2K sh | |
| 10 | Mastercard Incorporated CL A | $2.0M | 4.0K | 1.4% | ▲+0.5% Added · +21 sh | |
| 11 | Northrop Grumman Corp COM | $1.9M | 3.8K | 1.4% | ▲+3.2% Added · +119 sh | |
| 12 | Costco Wholesale Corporation COM | $1.7M | 1.8K | 1.2% | —Held | |
| 13 | Unitedhealth Group Inc COM | $1.7M | 4.1K | 1.2% | ▼−2.9% Reduced · −120 sh | |
| 14 | Merck & Co Inc COM | $1.7M | 13.0K | 1.2% | ▼−1.4% Reduced · −184 sh | |
| 15 | Lockheed Martin Corp COM | $1.6M | 3.2K | 1.2% | ▼−3.5% Reduced · −119 sh | |
| 16 | Ishares TR SELECT DIVID ETF | $1.6M | 10.4K | 1.1% | ▼−1.3% Reduced · −140 sh | |
| 17 | Home Depot Inc COM | $1.6M | 4.5K | 1.1% | ▼−2.8% Reduced · −129 sh | |
| 18 | Intel Corp COM | $1.4M | 10.4K | 1.0% | ▲+7.8% Added · +750 sh | |
| 19 | Deere & Co COM | $1.4M | 2.3K | 1.0% | ▲+15% Added · +293 sh | |
| 20 | Welltower Inc COM | $1.3M | 5.8K | 0.9% | ▼−4.1% Reduced · −249 sh | |
| 21 | Johnson & Johnson COM | $1.3M | 5.0K | 0.9% | ▲+6.8% Added · +318 sh | |
| 22 | Microsoft Corp COM | $1.3M | 3.4K | 0.9% | ▲+0.4% Added · +15 sh | |
| 23 | Lowes Cos Inc COM | $1.2M | 5.6K | 0.9% | ▼−0.3% Reduced · −20 sh | |
| 24 | SPDR Series Trust ST STR SP DIV | $1.2M | 8.0K | 0.9% | ▼−3.4% Reduced · −284 sh | |
| 25 | Snap On Inc COM | $1.2M | 2.9K | 0.8% | ▲+0.3% Added · +10 sh | |
| 26 | American Express Co COM | $1.1M | 3.3K | 0.8% | ▲+5.2% Added · +161 sh | |
| 27 | Boeing Co COM | $1.1M | 5.1K | 0.8% | ▲+1.0% Added · +50 sh | |
| 28 | McDonalds Corp COM | $1.0M | 3.8K | 0.7% | ▼−2.6% Reduced · −100 sh | |
| 29 | Amgen Inc COM | $989K | 2.7K | 0.7% | ▼−2.3% Reduced · −65 sh | |
| 30 | Wells Fargo & Co COM | $980K | 11.9K | 0.7% | ▼−5.1% Reduced · −633 sh | |
| 31 | Procter & Gamble Co COM | $959K | 6.5K | 0.7% | ▼−1.9% Reduced · −124 sh | |
| 32 | Coca Cola Co COM | $942K | 11.6K | 0.7% | ▲+6.4% Added · +701 sh | |
| 33 | General Dynamics Corp COM | $939K | 2.7K | 0.7% | ▼−3.3% Reduced · −90 sh | |
| 34 | Tractor Supply Co COM | $929K | 29.4K | 0.7% | ▼−0.8% Reduced · −225 sh | |
| 35 | Fedex Corp COM | $927K | 3.0K | 0.7% | ▲+10% Added · +281 sh | |
| 36 | Morgan Stanley COM NEW | $920K | 4.4K | 0.6% | ▲+7.2% Added · +296 sh | |
| 37 | Eaton Corp PLC SHS | $901K | 2.1K | 0.6% | ▼−0.9% Reduced · −20 sh | |
| 38 | Nvidia Corporation COM | $888K | 4.4K | 0.6% | ▲+2.3% Added · +100 sh | |
| 39 | Citigroup Inc COM NEW | $858K | 6.1K | 0.6% | ▼−4.4% Reduced · −283 sh | |
| 40 | Oracle Corp COM | $851K | 5.8K | 0.6% | —Held | |
| 41 | JPMorgan Chase & Co COM | $851K | 2.6K | 0.6% | —Held | |
| 42 | Pepsico Inc COM | $812K | 6.0K | 0.6% | ▲+9.8% Added · +535 sh | |
| 43 | Delta Air Lines Inc COM NEW | $764K | 8.2K | 0.5% | ▼−0.7% Reduced · −54 sh | |
| 44 | Gilead Sciences Inc COM | $742K | 5.9K | 0.5% | ▼−4.6% Reduced · −285 sh | |
| 45 | Vanguard Whitehall FDS HIGH DIV YLD | $711K | 4.5K | 0.5% | ▼−12% Reduced · −599 sh | |
| 46 | Capital One Finl Corp COM | $709K | 3.5K | 0.5% | ▲+7.2% Added · +237 sh | |
| 47 | Waste Mgmt Inc Del COM | $699K | 3.1K | 0.5% | ▼−2.0% Reduced · −65 sh | |
| 48 | Ishares TR MRGSTR SM CP ETF | $675K | 8.9K | 0.5% | ▼−2.5% Reduced · −225 sh | |
| 49 | Ishares TR SP SMCP600VL ETF | $670K | 4.9K | 0.5% | ▼−2.0% Reduced · −100 sh | |
| 50 | Oshkosh Corp COM | $666K | 4.3K | 0.5% | —Held |
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Use Arkolith to show Richwood Investment Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.