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 Investment Services, LLC (CIK 2031991) reported $618.8M across 253 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWL ($65.8M, 10.63%), QQQ ($40.0M, 6.46%), SPLG ($36.0M, 5.81%), MOAT ($29.3M, 4.73%), GDX ($23.4M, 3.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWL | ISHARES TR | $65.8M | 10.63% | 409,892 | Added |
| 2 | QQQ | INVESCO QQQ TR | $40.0M | 6.46% | 69,268 | Added |
| 3 | SPLG | SPDR SERIES TRUST | $36.0M | 5.81% | 469,712 | Added |
| 4 | MOAT | VANECK ETF TRUST | $29.3M | 4.73% | 302,917 | Added |
| 5 | GDX | VANECK ETF TRUST | $23.4M | 3.78% | 255,066 | Added |
| 6 | VNLA | JANUS DETROIT STR TR | $22.0M | 3.56% | 450,751 | Added |
| 7 | GTO | INVESCO ACTIVELY MANAGED EXC | $16.8M | 2.72% | 359,478 | Added |
| 8 | SDVY | FIRST TR EXCHANGE TRADED FD | $16.4M | 2.64% | 414,692 | Added |
| 9 | FYC | FIRST TR EXCHANGE-TRADED ALP | $14.3M | 2.30% | 146,944 | Added |
| 10 | GPIX | GOLDMAN SACHS ETF TR | $13.7M | 2.22% | 274,642 | New |
| 11 | SMH | VANECK ETF TRUST | $13.6M | 2.21% | 35,580 | Added |
| 12 | FEOE | RBB FUND TRUST | $12.4M | 2.01% | 246,294 | New |
| 13 | VUG | VANGUARD INDEX FDS | $12.3M | 1.99% | 28,245 | Trimmed |
| 14 | AVEM | AMERICAN CENTY ETF TR | $11.1M | 1.79% | 137,310 | Added |
| 15 | SPSM | SPDR SERIES TRUST | $10.4M | 1.68% | 214,545 | Trimmed |
| 16 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $8.3M | 1.34% | 195,085 | Trimmed |
| 17 | VEU | VANGUARD INTL EQUITY INDEX F | $8.3M | 1.34% | 110,427 | Trimmed |
| 18 | BUFZ | FIRST TR EXCHNG TRADED FD VI | $8.0M | 1.29% | 304,966 | Added |
| 19 | SPDW | SPDR INDEX SHS FDS | $7.7M | 1.24% | 168,604 | Trimmed |
| 20 | NVDA | NVIDIA CORPORATION | $7.3M | 1.17% | 41,594 | Added |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.3M | 1.17% | 15,151 | Added |
| 22 | IEMG | ISHARES INC | $6.7M | 1.08% | 96,163 | Added |
| 23 | AAPL | APPLE INC | $6.0M | 0.96% | 23,489 | Added |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $5.4M | 0.87% | 8,303 | Trimmed |
| 25 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $4.6M | 0.75% | 130,904 | Added |
Source: SEC Form 13F filings · as of 2026-03-31