DOSSIER · 13F-HR · Q2 2026

Richard Young Associates, Ltd.

$150M in tracked AUM across 29 positions as of Q2 2026.

RY
CIK 0002107563 · last filed Jun 30, 2026
Total AUM
$150M
as of Q2 2026
Holdings
29
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Richard Young Associates, Ltd. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAT
DIMENSIONAL ETF TRUST
$39M559K26.0%
02
DFUV
DIMENSIONAL ETF TRUST
$39M708K25.9%
03
DFAS
DIMENSIONAL ETF TRUST
$38M464K25.4%
04
DFUS
DIMENSIONAL ETF TRUST
$10M121K6.6%
05
DFIV
DIMENSIONAL ETF TRUST
$8M145K5.2%
06
NVDA
NVIDIA CORPORATION
$3M17K2.3%
07
AAPL
APPLE INC
$2M8K1.5%
08
TSLA
TESLA INC
$1M3K0.8%
09
KO
COCA COLA CO
$1M15K0.8%
10
AMZN
AMAZON COM INC
$872K4K0.6%

Filing history

2026Q2Jun 30
$150M 14.2%
29 positionsView →
2026Q1Mar 31
$132M 2.9%
25 positionsView →
2025Q4Dec 31
$128M
25 positionsView →