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 FINANCIAL SERVICES INC. (CIK 2012303) reported $159.8M across 607 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($7.0M, 4.36%), SPLG ($6.8M, 4.28%), VTV ($6.7M, 4.17%), VUG ($6.1M, 3.80%), NVDA ($4.2M, 2.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $7.0M | 4.36% | 27,479 | Added |
| 2 | SPLG | ST STR SPDR S&P 500 ETF | $6.8M | 4.28% | 89,351 | Trimmed |
| 3 | VTV | VANGUARD VALUE ETF | $6.7M | 4.17% | 33,952 | Trimmed |
| 4 | VUG | VANGUARD GROWTH ETF | $6.1M | 3.80% | 13,893 | Added |
| 5 | NVDA | NVIDIA CORP | $4.2M | 2.64% | 24,190 | Added |
| 6 | SPDW | ST STR PRT DEV WRLD ETF | $3.7M | 2.31% | 80,956 | Trimmed |
| 7 | GOOGL | ALPHABET INC A | $3.5M | 2.19% | 12,187 | Added |
| 8 | VOO | VANGUARD S&P 500 | $3.3M | 2.09% | 5,604 | Added |
| 9 | HYG | ISHS IBOX $ H/Y CORP ETF | $3.1M | 1.92% | 38,628 | Added |
| 10 | VEA | Vanguard FTSE Developed Markets ETF | $2.8M | 1.76% | 44,004 | Trimmed |
| 11 | SPEM | SPDR Portfolio Emerging Markets ETF | $2.7M | 1.71% | 58,170 | Trimmed |
| 12 | IEUR | ISHARES CORE MSCI EUROPE ETF | $2.7M | 1.66% | 37,850 | Trimmed |
| 13 | MSFT | Microsoft Corp | $2.6M | 1.62% | 6,992 | Added |
| 14 | IEMG | iShares Core MSCI Emerging Markets ETF | $2.4M | 1.48% | 34,000 | Trimmed |
| 15 | AMZN | AMAZON.COM INC | $2.0M | 1.27% | 9,726 | Added |
| 16 | VBK | VANGUARD SMALL CAP GROWTH ETF | $1.9M | 1.16% | 6,159 | Trimmed |
| 17 | VBR | VANGUARD SMALL CAP VALUE ETF | $1.6M | 1.02% | 7,512 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $1.6M | 1.01% | 5,492 | Added |
| 19 | SHYG | ISHARES 0-5 YEAR HIGH YIELD CORP ETF | $1.6M | 1.01% | 38,238 | Added |
| 20 | SPY | State Street SPDR S&P 500 ETF Trust | $1.5M | 0.94% | 2,303 | Trimmed |
| 21 | IPAC | ISHARES CORE MSCI PACIFIC ETF | $1.4M | 0.89% | 18,651 | Trimmed |
| 22 | VB | VANGUARD SMALL CAP ETF | $1.3M | 0.81% | 4,918 | Trimmed |
| 23 | SPSM | SPDR Portfolio S&P 600 Sm Cap ETF | $1.2M | 0.78% | 25,638 | Trimmed |
| 24 | MA | MASTERCARD INC A | $1.2M | 0.77% | 2,476 | Added |
| 25 | AVGO | BROADCOM INC | $1.2M | 0.74% | 3,833 | Added |
Source: SEC Form 13F filings · as of 2026-03-31