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
$784 Million 0.49% of portfolio
19,504
Q3 2025 Reduced 5.66%
$99.5B
$745 Million 0.46% of portfolio
982
Q3 2025 Reduced 1.01%
$166B
$719 Million 0.45% of portfolio
4,975
Q3 2025 Reduced 3.49%
$71.2B
$728 Million 0.45% of portfolio
1,476
Q3 2025 Reduced 1.99%
$221B
$718 Million 0.45% of portfolio
1,481
Q3 2025 Added 2.21%
$0
$708 Million 0.44% of portfolio
2,158
Q2 2025 Added 12.51%
$195B
$678 Million 0.42% of portfolio
1,516
Q3 2025 Reduced 0.66%
$0
$656 Million 0.41% of portfolio
6,853
Q3 2025 Added 1.38%
$169B
$639 Million 0.4% of portfolio
8,466
Q3 2025 Reduced 1.56%
$0
$633 Million 0.39% of portfolio
8,514
Q3 2025 Added 0.41%
$759B
$631 Million 0.39% of portfolio
2,245
Q3 2025 Reduced 0.88%
$419B
$637 Million 0.39% of portfolio
3,935
Q3 2025 Added 0.46%
Linde PLC New
-
$635 Million 0.39% of portfolio
-
Q3 2025 Added 4.05%
$0
$632 Million 0.39% of portfolio
4,589
Q3 2025 Added 2.82%
$166B
$613 Million 0.38% of portfolio
1,737
Q3 2025 Reduced 3.23%
$0
$609 Million 0.38% of portfolio
12,322
Q3 2025 Added 0.51%
$483B
$598 Million 0.37% of portfolio
5,307
Q3 2025 Reduced 2.77%
$0
$591 Million 0.37% of portfolio
9,063
Q4 2024 Reduced 9.78%
$25.1B
$601 Million 0.37% of portfolio
4,315
Q3 2025 Reduced 2.82%
$0
$604 Million 0.37% of portfolio
22,411
Q3 2025 Reduced 19.27%
$0
$595 Million 0.37% of portfolio
2,460
Q3 2025 Added 3.58%
$85.8B
$584 Million 0.36% of portfolio
2,747
Q3 2025 Reduced 4.02%
$91.7B
$578 Million 0.36% of portfolio
948
Q3 2025 Reduced 2.67%
$62.6B
$544 Million 0.34% of portfolio
4,854
Q3 2025 Reduced 3.54%
$0
$541 Million 0.34% of portfolio
5,689
Q3 2025 Reduced 0.26%
$127B
$537 Million 0.33% of portfolio
1,511
Q3 2025 Reduced 30.75%
$65.9B
$540 Million 0.33% of portfolio
2,653
Q3 2025 Reduced 1.12%
$97.4B
$496 Million 0.31% of portfolio
1,836
Q3 2025 Reduced 5.31%
$0
$501 Million 0.31% of portfolio
5,736
Q3 2025 Added 4.61%
$58.2B
$492 Million 0.31% of portfolio
2,161
Q3 2025 Reduced 3.14%
$0
$501 Million 0.31% of portfolio
5,741
Q3 2025 Added 0.38%
$0
$501 Million 0.31% of portfolio
5,908
Q3 2025 Added 0.41%
$646B
$483 Million 0.3% of portfolio
961
Q3 2025 Reduced 4.19%
$0
$487 Million 0.3% of portfolio
6,627
Q3 2025 Reduced 2.36%
Jpmorgan Global Select Equity ETF
-
$462 Million 0.29% of portfolio
-
Q3 2025 Reduced 27.84%
$0
$447 Million 0.28% of portfolio
9,371
Q3 2025 Added 1.35%
$255B
$452 Million 0.28% of portfolio
1,908
Q3 2025 Added 1.06%
$487B
$429 Million 0.27% of portfolio
358
Q3 2025 Added 2.87%
$0
$423 Million 0.26% of portfolio
9,275
Q3 2025 Added 2.19%
Vanguard Wellesley Income Admiral
-
$399 Million 0.25% of portfolio
-
Q2 2025 New
$0
$410 Million 0.25% of portfolio
8,102
Q3 2025 Reduced 1.77%
$70.3B
$411 Million 0.25% of portfolio
6,488
Q3 2025 Added 3.36%
$0
$411 Million 0.25% of portfolio
5,862
Q3 2025 Added 37.44%
$281B
$388 Million 0.24% of portfolio
1,374
Q3 2025 Added 11.26%
$0
$392 Million 0.24% of portfolio
9,622
Q4 2024 Reduced 50.0%
$403B
$383 Million 0.24% of portfolio
1,655
Q3 2025 Added 9.89%
$0
$391 Million 0.24% of portfolio
4,054
Q3 2025 Added 25.2%
$238B
$368 Million 0.23% of portfolio
2,269
Q3 2025 Added 13.73%
$304B
$365 Million 0.23% of portfolio
2,351
Q3 2025 Added 6.86%

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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