13F Insight
DOSSIER · 13F-HR · Q2 2026

RICHARDSON FINANCIAL SERVICES INC.

$176M in tracked AUM across 1,105 positions as of Q2 2026.

RF
CIK 0002012303 · last filed Jun 30, 2026
Total AUM
$176M
as of Q2 2026
Holdings
1,105
—
positions
Whale Score
39
39
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

RICHARDSON FINANCIAL SERVICES INC. 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
SPYM
ST STR SPDR S&P 500 ETF
$8M94K4.7%02
AAPL
Apple Inc
$8M28K4.7%03
VTV
Vanguard Value ETF
$7M34K4.2%04
VUG
Vanguard Growth ETF
$7M83K4.1%05
NVDA
NVIDIA Corp
$5M24K2.8%06
GOOGL
ALPHABET INC A
$4M12K2.4%07
VOO
Vanguard S&P 500 ETF
$3M5K2.0%08
SPDW
ST STR PRT DEV WRLD ETF
$3M64K1.8%09
HYG
ISHS IBOX $ H/Y CORP ETF
$3M39K1.8%10
SPEM
ST STR SPDR S&P EMG ETF
$3M61K1.8%

Filing history

2026Q2Jun 30
$176M▲ 10.3%
1,105 positionsView →2026Q1Mar 31
$160M▼ 48.3%
1,132 positionsView →2025Q4Dec 31
$309M▲ 91.8%
1,130 positionsView →2025Q3Sep 30
$161M▲ 8.4%
1,024 positionsLocked2025Q2Jun 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