Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Richardson Capital Management LLC (CIK 1621646) reported $207.1M across 388 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($46.0M, 22.23%), SCHG ($30.4M, 14.69%), FNDX ($28.0M, 13.54%), VOO ($22.1M, 10.69%), IJH ($17.9M, 8.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-Cap ETF | $46.0M | 22.23% | 1.8M | Added |
| 2 | SCHG | Schwab US Large-Cap Growth ETF | $30.4M | 14.69% | 1.0M | Added |
| 3 | FNDX | Schwab Fundamental US Large Company ETF | $28.0M | 13.54% | 1.0M | Added |
| 4 | VOO | Vanguard 500 ETF | $22.1M | 10.69% | 37,067 | Added |
| 5 | IJH | iShares Core S&P Mid-Cap ETF | $17.9M | 8.65% | 265,414 | Added |
| 6 | SCHD | Schwab US Dividend Equity ETF | $12.9M | 6.24% | 421,632 | Trimmed |
| 7 | NVDA | NVIDIA Corp | $10.4M | 5.02% | 59,619 | Added |
| 8 | DFSV | Dimensional US Small Cap Value ETF | $5.1M | 2.48% | 146,886 | Added |
| 9 | MEMS | Matthews EM Discovery Active ETF | $3.8M | 1.83% | 144,277 | Added |
| 10 | SCHM | Schwab US Mid-Cap ETF | $3.7M | 1.80% | 120,126 | Trimmed |
| 11 | PULS | PGIM Ultra Short Bond ETF | $1.9M | 0.93% | 38,916 | New |
| 12 | QQQ | Invesco QQQ Trust ETF | $1.3M | 0.65% | 2,317 | Added |
| 13 | SCHK | Schwab 1000 Index ETF | $1.3M | 0.61% | 40,031 | Trimmed |
| 14 | IWP | iShares Russell Mid-Cap Growth ETF | $786,272 | 0.38% | 6,137 | Hold |
| 15 | VUG | Vanguard Growth ETF | $661,083 | 0.32% | 1,514 | Added |
| 16 | IVV | iShares Core S&P 500 ETF | $644,065 | 0.31% | 986 | Trimmed |
| 17 | IWF | iShares Russell 1000 Growth ETF | $605,050 | 0.29% | 1,419 | Hold |
| 18 | IWR | iShares Russell Mid-Cap ETF | $579,491 | 0.28% | 5,960 | Hold |
| 19 | VYM | Vanguard High Dividend Yield ETF | $553,269 | 0.27% | 3,736 | Trimmed |
| 20 | IWS | iShares Russell Mid-Cap Value ETF | $432,265 | 0.21% | 2,966 | Hold |
| 21 | PAVE | Global X US Infrastructure Dev ETF | $442,324 | 0.21% | 8,705 | Trimmed |
| 22 | AAPL | Apple Computer Inc | $442,243 | 0.21% | 1,743 | Added |
| 23 | VOYG | Voyager Technologies Inc | $400,296 | 0.19% | 17,114 | New |
| 24 | VTI | Vanguard Total Stock Market ETF | $398,583 | 0.19% | 1,242 | Added |
| 25 | JPM | JPMorgan Chase & Co | $385,350 | 0.19% | 1,310 | Added |
Source: SEC Form 13F filings · as of 2026-03-31