Richardson Capital Management LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $191 Billion distributed in 206 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 $55.8B, Schwab Strategic Tr Us Dividen with a value of $43B, Schwab Strategic Tr Us Large C with a value of $33.7B, Schwab Strategic U.S. Mid Cap with a value of $15.2B, and Nvidia Corp with a value of $9.4B.
Examining the 13F form we can see an increase of $30.3B in the current position value, from $160B to 191B.
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.
Portfolio value
$191 Billion
ETFs: $172 Billion
Technology: $10.5 Billion
Industrials: $1.29 Billion
Financial Services: $1.04 Billion
Communication Services: $611 Million
Consumer Cyclical: $385 Million
Healthcare: $372 Million
Consumer Defensive: $301 Million
Other: $359 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
