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

Richmond Brothers, Inc.

$192M in tracked AUM across 134 positions as of Q2 2026.

RB
CIK 0001540462 · last filed Jun 30, 2026
Total AUM
$192M
as of Q2 2026
Holdings
134
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Richmond Brothers, 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
QQQ
INVESCO QQQ TR
$28M39K14.8%02
AAPL
APPLE INC
$9M31K4.7%03
NVDA
NVIDIA CORPORATION
$6M31K3.3%04
MSFT
MICROSOFT CORP
$6M16K3.1%05
VGT
VANGUARD WORLD FD
$4M32K2.0%06
VIS
VANGUARD WORLD FD
$3M10K1.8%07
SIXD
AIM ETF PRODUCTS TRUST
$3M112K1.8%08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$3M7K1.7%09
AMZN
AMAZON COM INC
$3M14K1.7%10
VDE
VANGUARD WORLD FD
$3M22K1.7%

Filing history

2026Q2Jun 30
$192M▲ 28.1%
134 positionsView →2026Q1Mar 31
$150M▼ 4.4%
69 positionsView →2025Q4Dec 31
$157M▼ 0.8%
57 positionsView →2025Q3Sep 30
$158M▲ 3.8%
54 positionsView →2025Q2Jun 30
$153M▼ 3.5%
49 positionsLocked2025Q1Mar 31
$158M▲ 1.4%
47 positionsLocked2024Q4Dec 31
$156M▼ 3.8%
51 positionsLocked2024Q3Sep 30
$162M▲ 220.8%
53 positionsLocked2024Q2Jun 30
$51M▼ 6.3%
22 positionsLocked2024Q1Mar 31
$54M▼ 5.9%
24 positionsLocked2023Q4Dec 31
$57M▲ 7.7%
23 positionsLocked2023Q3Sep 30
$53M▼ 13.8%
24 positionsLocked
Showing 12 of 19