DOSSIER · 13F-HR · Q2 2026

Richwood Investment Advisors, LLC

$142M in tracked AUM across 106 positions as of Q2 2026.

RI
CIK 0001911900 · last filed Jun 30, 2026
Total AUM
$142M
as of Q2 2026
Holdings
106
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Richwood Investment Advisors, 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
IVV
ISHARES TR
$29M39K20.6%
02
IJR
ISHARES TR
$11M72K7.5%
03
IJH
ISHARES TR
$10M131K7.1%
04
LLY
ELI LILLY & CO
$8M6K5.4%
05
EFA
ISHARES TR
$4M39K2.8%
06
CAT
CATERPILLAR INC
$4M3K2.5%
07
V
VISA INC
$4M10K2.5%
08
AAPL
APPLE INC
$3M11K2.3%
09
NOW
SERVICENOW INC
$2M25K1.7%
10
MA
MASTERCARD INCORPORATED
$2M4K1.4%

Filing history

2026Q2Jun 30
$142M 9.6%
106 positionsView →
2026Q1Mar 31
$130M 6.8%
98 positionsView →
2025Q4Dec 31
$139M 9.1%
106 positionsView →
2025Q3Sep 30
$128M 4.8%
100 positionsView →
2025Q2Jun 30
$122M 3.5%
100 positionsLocked
2025Q1Mar 31
$118M 1.9%
97 positionsLocked
2024Q4Dec 31
$120M 0.8%
100 positionsLocked
2024Q3Sep 30
$121M 6.0%
102 positionsLocked
2024Q2Jun 30
$114M 1.3%
100 positionsLocked
2024Q1Mar 31
$113M 5.8%
100 positionsLocked
2023Q4Dec 31
$106M 8.6%
100 positionsLocked
2023Q3Sep 30
$98M 4.2%
99 positionsLocked
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