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
$1.63B
$45.4 Million 0.03% of portfolio
1,569
Q3 2025 Added 166.38%
$68B
$54.3 Million 0.03% of portfolio
486
Q3 2025 Added 8.72%
$45.1B
$49.1 Million 0.03% of portfolio
387
Q3 2025 Added 1.84%
$7.4B
$44.1 Million 0.03% of portfolio
321
Q3 2025 Added 163.11%
$85.1B
$48.3 Million 0.03% of portfolio
214
Q4 2023 New
American Funds Invmt CO Of Amer F2
-
$43.6 Million 0.03% of portfolio
-
Q3 2025 Reduced 3.83%
$24B
$42.2 Million 0.03% of portfolio
204
Q3 2025 Added 63.2%
$84.5B
$30.1 Million 0.02% of portfolio
482
Q3 2025 Added 141.0%
$0
$30 Million 0.02% of portfolio
1,012
Q3 2025 Added 3.9%
$0
$31.7 Million 0.02% of portfolio
224
Q4 2023 New
$105B
$29.2 Million 0.02% of portfolio
225
Q3 2025 Added 2,150.0%
$2.91B
$25.3 Million 0.02% of portfolio
217
Q3 2025 Added 210.0%
$1.9B
$26.5 Million 0.02% of portfolio
2,895
Q3 2025 Reduced 34.35%
$18B
$27.6 Million 0.02% of portfolio
249
Q3 2025 Added 64.9%
$193B
$34.8 Million 0.02% of portfolio
51
Q3 2025 Added 70.0%
$159B
$36.6 Million 0.02% of portfolio
618
Q3 2025 Added 32.05%
$3.16B
$28.6 Million 0.02% of portfolio
195
Q3 2025 Added 68.1%
$7.91B
$33.3 Million 0.02% of portfolio
360
Q3 2025 Added 88.48%
$95.9B
$32.8 Million 0.02% of portfolio
216
Q3 2025 Reduced 12.2%
$5.27B
$31.8 Million 0.02% of portfolio
348
Q3 2025 Added 123.08%
$13.8B
$31.3 Million 0.02% of portfolio
463
Q4 2024 Reduced 50.0%
$55.7B
$26 Million 0.02% of portfolio
85
Q2 2025 Added 30.77%
$48.2B
$32.7 Million 0.02% of portfolio
133
Q3 2025 Added 62.2%
$18.4B
$36.1 Million 0.02% of portfolio
329
Q3 2025 Added 63.68%
$2.42B
$31.5 Million 0.02% of portfolio
836
Q3 2025 Added 166.24%
Rbc Emerging Markets Equity I
-
$24.9 Million 0.02% of portfolio
-
Q3 2025 Reduced 20.21%
$17.7B
$26.8 Million 0.02% of portfolio
100
Q2 2025 Added 300.0%
Pimco Low Duration Esg Institutional
-
$28 Million 0.02% of portfolio
-
Q3 2025 Added 6.31%
$12.9B
$24.7 Million 0.02% of portfolio
599
Q3 2025 Added 95.11%
$0
$27 Million 0.02% of portfolio
262
Q3 2025 Reduced 52.36%
$11.9B
$34.4 Million 0.02% of portfolio
100
Q3 2025 Added 122.22%
$18.7B
$38.6 Million 0.02% of portfolio
510
Q3 2025 Reduced 7.27%
$4.52B
$38 Million 0.02% of portfolio
244
Q3 2025 Added 134.62%
$0
$31 Million 0.02% of portfolio
421
Q3 2025 Reduced 16.47%
$0
$24.8 Million 0.02% of portfolio
1,106
Q3 2025 Added 4.73%
$3.15B
$37.2 Million 0.02% of portfolio
210
Q3 2025 Added 85.84%
$8.78B
$25.2 Million 0.02% of portfolio
1,295
Q3 2025 Added 330.23%
Hartford Schroders International Stk I
-
$26.4 Million 0.02% of portfolio
-
Q3 2025 Reduced 20.96%
Franklin Ma Tax Free Income A1
-
$35.7 Million 0.02% of portfolio
-
Q3 2025 Added 0.79%
$2.02B
$25.8 Million 0.02% of portfolio
763
Q3 2025 Added 132.62%
$2.44B
$28.2 Million 0.02% of portfolio
816
Q3 2025 Added 150.31%
$0
$24.8 Million 0.02% of portfolio
224
Q1 2024 Reduced 76.62%
$199B
$24.4 Million 0.02% of portfolio
119
Q3 2025 Added 41.67%
$9.26B
$31.1 Million 0.02% of portfolio
424
Q3 2025 Added 87.61%
$31.7B
$37.9 Million 0.02% of portfolio
418
Q3 2025 Added 63.28%
$4.28B
$35.9 Million 0.02% of portfolio
144
Q3 2025 Added 58.24%
Impax International Sust Econ Instl
-
$26.5 Million 0.02% of portfolio
-
Q3 2025 Reduced 18.18%
$54.6B
$29.4 Million 0.02% of portfolio
704
Q3 2025 Added 64.1%
American Funds Capital World Gr&Inc F2
-
$33.2 Million 0.02% of portfolio
-
Q3 2025 Added 0.23%

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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