Richardson Capital Management LLC Portfolio Holdings

Richardson Capital Management LLC has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $199 Billion distributed in 249 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $47B, Schwab Strategic Tr Us Large C with a value of $33.3B, Schwab Fundamental U S Large C with a value of $22.1B, Vanguard Index Fds S&P 500 ETF with a value of $19.8B, and Schwab Strategic Tr Us Dividen with a value of $19.4B.

Examining the 13F form we can see an decrease of $11.1B in the current position value, from $210B to 199B.

Richardson Capital Management LLC is based out at Menomonee Falls, WI

Below you can find more details about Richardson Capital Management LLC portfolio as well as his latest detailed transactions.