DOSSIER · 13F-HR · Q1 2026

RICHARDSON FINANCIAL SERVICES INC.

RICHARDSON FINANCIAL SERVICES's asset manager based in London, UK $160M in tracked AUM across 1,132 positions as of Q1 2026.

RF
RICHARDSON FINANCIAL SERVICES·London, UK·Asset Manager
CIK 0002012303 · last filed Mar 31, 2026
Total AUM
$160M
2.2%
vs prior
Holdings
1,132
positions
Whale Score
41
41
tracked
Activity
no data
changes this Q
Top sector
Tech
37% weight
concentration
AI Analysis · Q1 2026 · 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

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