Richwood Investment Advisors, LLC holds a focused book of 98 stocks worth $129.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Qualcomm Inc and trimmed Caterpillar Inc. Their largest long position is Ishares Core S&P 500 ETF at 20% of the equity book.
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/1911900/holdings"
Use Arkolith to show Richwood Investment Advisors, LLC's latest holdings, largest changes, and filing provenance.
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.
57% 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
Bars show each stock'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 | $26.2M | 40.2K | 20.2% | ▲+1.4% Added · +569 sh | |
| 2 | Ishares TR CORE S&P SCP ETF | $9.3M | 75.2K | 7.2% | ▲+1.5% Added · +1K sh | |
| 3 | Ishares TR CORE S&P MCP ETF | $9.2M | 135.5K | 7.1% | ▲+1.0% Added · +1K sh | |
| 4 | Eli Lilly & Co COM | $6.3M | 6.9K | 4.9% | ▲+0.3% Added · +20 sh | |
| 5 | Ishares TR MSCI EAFE ETF | $3.7M | 37.9K | 2.8% | ▲+2.3% Added · +855 sh | |
| 6 | Visa Inc COM CL A | $3.3M | 10.9K | 2.5% | ▲+3.4% Added · +360 sh | |
| 7 | Apple Inc COM | $2.8M | 11.1K | 2.2% | ▲+0.6% Added · +61 sh | |
| 8 | Servicenow Inc COM | $2.8M | 26.8K | 2.2% | ▲+4.2% Added · +1K sh | |
| 9 | Northrop Grumman Corp COM | $2.5M | 3.7K | 1.9% | ▲+4.5% Added · +158 sh | |
| 10 | Caterpillar Inc COM | $2.3M | 3.2K | 1.8% | ▼−1.2% Reduced · −40 sh | |
| 11 | Lockheed Martin Corp COM | $2.0M | 3.4K | 1.6% | ▲+3.7% Added · +121 sh | |
| 12 | Mastercard Incorporated CL A | $2.0M | 4.0K | 1.5% | ▲+1.2% Added · +48 sh | |
| 13 | Exxon Mobil Corp COM | $1.9M | 11.2K | 1.5% | ▲+0.5% Added · +55 sh | |
| 14 | Costco Wholesale Corporation COM | $1.8M | 1.8K | 1.4% | ▲+2.5% Added · +45 sh | |
| 15 | Ishares TR SELECT DIVID ETF | $1.6M | 10.6K | 1.2% | ▼−1.9% Reduced · −200 sh | |
| 16 | Merck & Co Inc COM | $1.6M | 13.2K | 1.2% | ▼−0.1% Reduced · −20 sh | |
| 17 | Home Depot Inc COM | $1.5M | 4.7K | 1.2% | ▲+9.0% Added · +386 sh | |
| 18 | Tractor Supply Co COM | $1.3M | 29.6K | 1.0% | ▼−0.7% Reduced · −209 sh | |
| 19 | Lowes Cos Inc COM | $1.3M | 5.6K | 1.0% | ▼−0.9% Reduced · −51 sh | |
| 20 | Microsoft Corp COM | $1.2M | 3.3K | 1.0% | ▼−1.1% Reduced · −38 sh | |
| 21 | SPDR Series Trust STATE STREET SPD | $1.2M | 8.3K | 0.9% | ▼−5.4% Reduced · −475 sh | |
| 22 | McDonalds Corp COM | $1.2M | 3.9K | 0.9% | ▲+2.0% Added · +75 sh | |
| 23 | Welltower Inc COM | $1.2M | 6.1K | 0.9% | —Held | |
| 24 | Johnson & Johnson COM | $1.2M | 4.7K | 0.9% | ▲+9.3% Added · +403 sh | |
| 25 | Unitedhealth Group Inc COM | $1.1M | 4.2K | 0.9% | ▼−1.1% Reduced · −46 sh | |
| 26 | Deere & Co COM | $1.1M | 2.0K | 0.9% | ▲+2.6% Added · +50 sh | |
| 27 | Snap On Inc COM | $1.0M | 2.9K | 0.8% | ▼−6.5% Reduced · −200 sh | |
| 28 | Boeing Co COM | $997K | 5.0K | 0.8% | ▲+4.4% Added · +210 sh | |
| 29 | Wells Fargo & Co COM | $995K | 12.5K | 0.8% | —Held | |
| 30 | Amgen Inc COM | $983K | 2.8K | 0.8% | ▼−12% Reduced · −396 sh | |
| 31 | Procter & Gamble Co COM | $962K | 6.7K | 0.7% | ▼−2.9% Reduced · −200 sh | |
| 32 | Fedex Corp COM | $955K | 2.7K | 0.7% | ▲+3.5% Added · +90 sh | |
| 33 | American Express Co COM | $942K | 3.1K | 0.7% | ▼−3.2% Reduced · −102 sh | |
| 34 | General Dynamics Corp COM | $941K | 2.7K | 0.7% | ▼−11% Reduced · −350 sh | |
| 35 | Gilead Sciences Inc COM | $858K | 6.2K | 0.7% | ▼−0.6% Reduced · −35 sh | |
| 36 | Oracle Corp COM | $855K | 5.8K | 0.7% | ▼−1.0% Reduced · −61 sh | |
| 37 | Pepsico Inc COM | $849K | 5.5K | 0.7% | ▲+3.1% Added · +165 sh | |
| 38 | Coca Cola Co COM | $828K | 10.9K | 0.6% | ▼−0.7% Reduced · −80 sh | |
| 39 | JPMorgan Chase & Co COM | $765K | 2.6K | 0.6% | ▼−0.6% Reduced · −15 sh | |
| 40 | Eaton Corp PLC SHS | $764K | 2.1K | 0.6% | ▼−18% Reduced · −465 sh | |
| 41 | Nvidia Corporation COM | $756K | 4.3K | 0.6% | ▲+15% Added · +550 sh | |
| 42 | Vanguard Whitehall FDS HIGH DIV YLD | $755K | 5.1K | 0.6% | —Held | |
| 43 | Phillips 66 COM | $749K | 4.1K | 0.6% | ▼−4.6% Reduced · −200 sh | |
| 44 | Waste Mgmt Inc Del COM | $735K | 3.2K | 0.6% | —Held | |
| 45 | Citigroup Inc COM NEW | $727K | 6.4K | 0.6% | ▲+5.1% Added · +310 sh | |
| 46 | Verizon Communications Inc COM | $688K | 13.7K | 0.5% | ▼−3.8% Reduced · −544 sh | |
| 47 | Morgan Stanley COM NEW | $676K | 4.1K | 0.5% | ▲+11% Added · +400 sh | |
| 48 | Bristol-Myers Squibb Co COM | $643K | 10.6K | 0.5% | ▼−3.7% Reduced · −410 sh | |
| 49 | Oshkosh Corp COM | $639K | 4.3K | 0.5% | ▲+12% Added · +465 sh | |
| 50 | Southern Co COM | $626K | 6.5K | 0.5% | —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. Price-derived performance is withheld until the price-source policy and freshness gate are green.