13F Insight
DOSSIER · 13F-HR · Q1 2026

Richard Bernstein Advisors LLC

$3.4B in tracked AUM across 227 positions as of Q1 2026.

RB
CIK 0001528214 · last filed Mar 31, 2026
Total AUM
$3.4B
as of Q1 2026
Holdings
227
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Richard Bernstein Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IDEV
ISHARES TR
$516M6.2M15.0%02
QUAL
ISHARES TR
$354M1.8M10.3%03
IEF
ISHARES TR
$351M3.7M10.2%04
CLOA
BLACKROCK ETF TRUST II
$321M6.2M9.3%05
EMXC
ISHARES INC
$267M3.4M7.8%06
PZA
INVESCO EXCH TRADED FD TR II
$209M9.1M6.1%07
VTV
VANGUARD INDEX FDS
$190M970K5.5%08
SDY
SPDR SERIES TRUST
$166M1.1M4.8%09
MBB
ISHARES TR
$157M1.6M4.5%10
BIL
SPDR SERIES TRUST
$146M1.6M4.2%

Filing history

2026Q1Mar 31
$3.4B▲ 1.3%
227 positionsView →2025Q4Dec 31
$3.4B▼ 2.9%
174 positionsView →2025Q3Sep 30
$3.5B▼ 13.5%
204 positionsView →2025Q2Jun 30
$4.1B▼ 1.9%
212 positionsLocked2025Q1Mar 31
$4.1B▼ 6.4%
223 positionsLocked2024Q4Dec 31
$4.4B▼ 5.4%
219 positionsLocked2024Q3Sep 30
$4.7B▲ 3.3%
225 positionsLocked2024Q2Jun 30
$4.5B▼ 3.1%
209 positionsLocked2024Q1Mar 31
$4.7B▲ 3.2%
213 positionsLocked2023Q4Dec 31
$4.5B▲ 0.7%
227 positionsLocked2023Q3Sep 30
$4.5B▼ 5.3%
202 positionsLocked2023Q2Jun 30
$4.7B▲ 0.4%
175 positionsLocked
Showing 12 of 55