DOSSIER · 13F-HR · Q2 2026

Richardson Capital Management LLC

$234M in tracked AUM across 244 positions as of Q2 2026.

RC
CIK 0001621646 · last filed Jun 30, 2026
Total AUM
$234M
as of Q2 2026
Holdings
244
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Richardson Capital Management LLC 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
SCHX
Schwab US Large-Cap ETF
$53M1.8M22.5%
02
SCHG
Schwab US Large-Cap Growth ETF
$35M1.0M15.1%
03
FNDX
Schwab Fundamental US Large Company ETF
$32M1.0M13.7%
04
VOO
Vanguard 500 ETF
$25M37K10.8%
05
IJH
iShares Core S&P Mid-Cap ETF
$21M268K8.8%
06
SCHD
Schwab US Dividend Equity ETF
$13M404K5.5%
07
NVDA
NVIDIA Corp
$12M60K5.1%
08
DFSV
Dimensional US Small Cap Value ETF
$6M152K2.5%
09
MEMS
Matthews EM Discovery Active ETF
$5M149K2.0%
10
SCHM
Schwab US Mid-Cap ETF
$4M118K1.9%

Filing history

2026Q2Jun 30
$234M 13.0%
244 positionsView →
2026Q1Mar 31
$207M 3.9%
394 positionsView →
2025Q4Dec 31
$199M 5.3%
249 positionsView →
2025Q3Sep 30
$210M 10.3%
223 positionsView →
2025Q2Jun 30
$191M 18.9%
206 positionsLocked
2025Q1Mar 31
$160M 2.0%
245 positionsLocked
2024Q4Dec 31
$157M 9.8%
142 positionsLocked
2024Q3Sep 30
$143M 10.2%
138 positionsLocked
2024Q2Jun 30
$130M 6.2%
185 positionsLocked
2024Q1Mar 31
$122M 18.9%
143 positionsLocked
2023Q4Dec 31
$103M
134 positionsLocked