Richardson Capital Management LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $210 Billion distributed in 223 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 $49.7B, Schwab Strategic Tr Us Large C with a value of $35.4B, Schwab Fundamental U S Large C with a value of $22.9B, Schwab Strategic Tr Us Dividen with a value of $21.2B, and Vanguard Index Fds S&P 500 ETF with a value of $20.9B.
Examining the 13F form we can see an increase of $19.7B in the current position value, from $191B to 210B.
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
$210 Billion
ETFs: $189 Billion
Technology: $12.8 Billion
Industrials: $1.23 Billion
Financial Services: $1.07 Billion
Consumer Cyclical: $632 Million
Healthcare: $497 Million
Consumer Defensive: $370 Million
Communication Services: $324 Million
Other: $422 Million
Stock Holdings Table Market Cap. of $200 Billions or more