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.
Richmond Brothers, Inc. (CIK 1540462) reported $150.2M across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($43.5M, 28.98%), VDE ($8.5M, 5.67%), VPU ($7.1M, 4.74%), VAW ($7.0M, 4.66%), VIS ($6.8M, 4.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $43.5M | 28.98% | 75,408 | Trimmed |
| 2 | VDE | VANGUARD WORLD FD | $8.5M | 5.67% | 49,212 | Trimmed |
| 3 | VPU | VANGUARD WORLD FD | $7.1M | 4.74% | 35,948 | Trimmed |
| 4 | VAW | VANGUARD WORLD FD | $7.0M | 4.66% | 31,033 | Trimmed |
| 5 | VIS | VANGUARD WORLD FD | $6.8M | 4.56% | 21,940 | Trimmed |
| 6 | VDC | VANGUARD WORLD FD | $6.6M | 4.43% | 29,607 | Trimmed |
| 7 | VOX | VANGUARD WORLD FD | $6.6M | 4.39% | 36,626 | Trimmed |
| 8 | VHT | VANGUARD WORLD FD | $6.5M | 4.32% | 23,807 | Trimmed |
| 9 | VGT | VANGUARD WORLD FD | $6.3M | 4.19% | 9,030 | Trimmed |
| 10 | VNQ | VANGUARD INDEX FDS | $6.2M | 4.11% | 69,588 | Added |
| 11 | VFH | VANGUARD WORLD FD | $6.2M | 4.11% | 51,132 | Trimmed |
| 12 | VCR | VANGUARD WORLD FD | $6.0M | 4.01% | 16,759 | Trimmed |
| 13 | BIV | VANGUARD BD INDEX FDS | $4.4M | 2.93% | 56,916 | Trimmed |
| 14 | BLV | VANGUARD BD INDEX FDS | $4.3M | 2.88% | 62,869 | Trimmed |
| 15 | AAPL | APPLE INC | $2.9M | 1.96% | 11,585 | Trimmed |
| 16 | GOF | GUGGENHEIM STRATEGIC OPPORTU | $2.8M | 1.90% | 258,405 | Added |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.8M | 1.88% | 5,892 | Added |
| 18 | BSV | VANGUARD BD INDEX FDS | $2.5M | 1.69% | 32,400 | Trimmed |
| 19 | VTIP | VANGUARD MALVERN FDS | $2.0M | 1.34% | 40,322 | Trimmed |
| 20 | EDV | VANGUARD WORLD FD | $1.9M | 1.29% | 29,829 | Trimmed |
| 21 | SSO | PROSHARES TR | $1.3M | 0.86% | 24,980 | Trimmed |
| 22 | CONNECT BIOPHARMA HLDGS LTD | $1.2M | 0.83% | 476,584 | Added | |
| 23 | QLD | PROSHARES TR | $1.2M | 0.82% | 20,145 | Trimmed |
| 24 | HRTX | HERON THERAPEUTICS INC | $1.1M | 0.77% | 1.4M | Added |
| 25 | TQQQ | PROSHARES TR | $924,300 | 0.62% | 22,175 | Added |
Source: SEC Form 13F filings · as of 2026-03-31