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

RICHARDSON FINANCIAL SERVICES INC.

$160M in tracked AUM across 1,132 positions as of Q1 2026.

RF
CIK 0002012303 · last filed Mar 31, 2026
Total AUM
$160M
as of Q1 2026
Holdings
1,132
—
positions
Whale Score
39
39
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

RICHARDSON FINANCIAL SERVICES INC. 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
AAPL
Apple Inc
$7M27K4.4%02
SPYM
ST STR SPDR S&P 500 ETF
$7M89K4.3%03
VTV
Vanguard Value ETF
$7M34K4.2%04
VUG
Vanguard Growth ETF
$6M14K3.8%05
NVDA
NVIDIA Corp
$4M24K2.6%06
SPDW
ST STR PRT DEV WRLD ETF
$4M81K2.3%07
GOOGL
ALPHABET INC A
$4M12K2.2%08
VOO
Vanguard S&P 500 ETF
$3M6K2.1%09
HYG
ISHS IBOX $ H/Y CORP ETF
$3M39K1.9%10
VEA
Vanguard FTSE Developed Markets ETF
$3M44K1.8%

Filing history

2026Q1Mar 31
$160M▼ 48.3%
1,132 positionsView →2025Q4Dec 31
$309M▲ 91.8%
1,130 positionsView →2025Q3Sep 30
$161M▲ 8.4%
1,024 positionsView →2025Q2Jun 30
$149M▲ 13.3%
1,242 positionsLocked2025Q1Mar 31
$131M▼ 7.7%
1,227 positionsLocked2024Q4Dec 31
$142M▼ 9.6%
1,208 positionsLocked2024Q3Sep 30
$157M▲ 13.3%
1,909 positionsLocked2024Q2Jun 30
$139M▼ 2.1%
1,273 positionsLocked2024Q1Mar 31
$142M▲ 24.3%
1,461 positionsLocked2023Q4Dec 31
$114M—
447 positionsLocked