Richardson Financial Services Inc. Portfolio Holdings

Richardson Financial Services Inc.

  • $161 Billion
  • Q3 2025

Richardson Financial Services Inc. has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $161 Billion distributed in 1024 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $8.19B, Apple Inc. with a value of $6.97B, Vanguard Growth ETF with a value of $6.83B, Vanguard Value ETF with a value of $6.46B, and Nvidia Corp with a value of $4.57B.

Examining the 13F form we can see an increase of $12.4B in the current position value, from $149B to 161B.

Richardson Financial Services Inc. is based out at Medway, MA

Below you can find more details about Richardson Financial Services Inc. portfolio as well as his latest detailed transactions.

Portfolio value $161 Billion
ETFs: $88 Billion
Technology: $22.7 Billion
Financial Services: $10.3 Billion
Consumer Cyclical: $7.72 Billion
Communication Services: $6.5 Billion
Industrials: $5.65 Billion
Healthcare: $4.94 Billion
Utilities: $4.17 Billion
Other: $6.94 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.19 Billion 5.08% of portfolio
104,516
Q3 2025 Added 12.23%
$4.32T
$6.97 Billion 4.32% of portfolio
27,373
Q3 2025 Added 5.33%
$0
$6.83 Billion 4.24% of portfolio
14,249
Q3 2025 Reduced 1.62%
$0
$6.46 Billion 4.01% of portfolio
34,642
Q3 2025 Reduced 0.67%
$477B
$4.57 Billion 2.83% of portfolio
24,486
Q3 2025 Added 1.72%
$0
$3.39 Billion 2.1% of portfolio
79,180
Q3 2025 Added 19.29%
$3.96T
$3.36 Billion 2.08% of portfolio
6,479
Q3 2025 Added 5.08%
$0
$3.31 Billion 2.05% of portfolio
5,412
Q3 2025 Added 0.13%
$0
$3.02 Billion 1.87% of portfolio
64,477
Q3 2025 Added 7.19%
$0
$3.01 Billion 1.86% of portfolio
37,047
Q3 2025 Added 25.96%
$0
$2.72 Billion 1.69% of portfolio
39,942
Q3 2025 Added 0.4%
$0
$2.69 Billion 1.67% of portfolio
44,936
Q3 2025 Reduced 0.49%
$1.5T
$2.62 Billion 1.63% of portfolio
10,792
Q3 2025 Added 6.06%
$0
$2.58 Billion 1.6% of portfolio
39,119
Q3 2025 Reduced 0.25%
$2.31T
$2.01 Billion 1.25% of portfolio
9,150
Q3 2025 Added 5.24%
$0
$2.01 Billion 1.24% of portfolio
6,744
Q3 2025 Reduced 1.17%
$892B
$1.65 Billion 1.02% of portfolio
5,230
Q3 2025 Added 3.36%
$0
$1.55 Billion 0.96% of portfolio
7,442
Q3 2025 Reduced 0.91%
$0
$1.46 Billion 0.9% of portfolio
2,213
Q3 2025 Added 3.51%
$0
$1.45 Billion 0.9% of portfolio
33,593
Q3 2025 Added 2.2%
$0
$1.44 Billion 0.89% of portfolio
19,550
Q3 2025 Reduced 0.05%
$546B
$1.37 Billion 0.85% of portfolio
2,404
Q3 2025 Added 0.38%
$569B
$1.34 Billion 0.83% of portfolio
3,937
Q3 2025 Reduced 8.59%
$0
$1.27 Billion 0.79% of portfolio
2,715
Q3 2025 Added 546.43%
$0
$1.25 Billion 0.78% of portfolio
4,922
Q3 2025 Reduced 0.87%
$394B
$1.21 Billion 0.75% of portfolio
2,991
Q3 2025 Added 4.03%
$1.43T
$1.19 Billion 0.74% of portfolio
2,667
Q3 2025 Added 3.09%
$275B
$1.17 Billion 0.72% of portfolio
4,869
Q3 2025 Reduced 0.61%
$1.65T
$1.15 Billion 0.71% of portfolio
1,569
Q3 2025 Added 37.15%
$0
$1.1 Billion 0.68% of portfolio
11,180
Q3 2025 Added 61.12%
$0
$1.09 Billion 0.68% of portfolio
19,087
Q3 2025 Reduced 2.53%
$0
$1.04 Billion 0.65% of portfolio
20,793
Q2 2025 New
$19.2B
$1.03 Billion 0.64% of portfolio
5,004
Q3 2025 Added 1.28%
$0
$1.04 Billion 0.64% of portfolio
2,575
Q3 2025 Added 11.62%
$228B
$1.01 Billion 0.63% of portfolio
3,328
Q3 2025 Added 3.39%
$0
$993 Million 0.62% of portfolio
8,386
Q3 2025 Reduced 5.93%
$0
$993 Million 0.62% of portfolio
18,337
Q3 2025 Reduced 0.63%
$0
$984 Million 0.61% of portfolio
7,073
Q3 2025 Added 2.15%
$147B
$982 Million 0.61% of portfolio
2,976
Q3 2025 Added 8.45%
$412B
$980 Million 0.61% of portfolio
1,059
Q3 2025 Added 0.38%
$0
$955 Million 0.59% of portfolio
20,436
Q3 2025 Added 5.96%
$0
$933 Million 0.58% of portfolio
11,905
Q3 2025 Added 6.74%
$0
$915 Million 0.57% of portfolio
21,998
Q3 2025 Added 1.03%
$0
$905 Million 0.56% of portfolio
7,502
Q3 2025 Added 17.99%
$99.2B
$864 Million 0.54% of portfolio
2,048
Q3 2025 Reduced 4.66%
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$849 Million 0.53% of portfolio
-
Q3 2025 Added 33.4%
$284B
$848 Million 0.53% of portfolio
8,227
Q3 2025 Added 3.69%
$0
$794 Million 0.49% of portfolio
8,689
Q3 2025 Added 1.2%
$0
$790 Million 0.49% of portfolio
8,300
Q3 2025 Added 0.45%

Summary

  • Portfolio
  • No. of Stocks 1,024
  • Current Value $161 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 47 stocks
  • Additional Purchases 260 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 136 stocks
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