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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.35T
$6.97 Billion 4.32% of portfolio
27,373
Q3 2025 Added 5.33%
$505B
$4.57 Billion 2.83% of portfolio
24,486
Q3 2025 Added 1.72%
$3.86T
$3.36 Billion 2.08% of portfolio
6,479
Q3 2025 Added 5.08%
$1.68T
$2.62 Billion 1.63% of portfolio
10,792
Q3 2025 Added 6.06%
$2.49T
$2.01 Billion 1.25% of portfolio
9,150
Q3 2025 Added 5.24%
$913B
$1.65 Billion 1.02% of portfolio
5,230
Q3 2025 Added 3.36%
$526B
$1.37 Billion 0.85% of portfolio
2,404
Q3 2025 Added 0.38%
$557B
$1.34 Billion 0.83% of portfolio
3,937
Q3 2025 Reduced 8.59%
$389B
$1.21 Billion 0.75% of portfolio
2,991
Q3 2025 Added 4.03%
$1.44T
$1.19 Billion 0.74% of portfolio
2,667
Q3 2025 Added 3.09%
$261B
$1.17 Billion 0.72% of portfolio
4,869
Q3 2025 Reduced 0.61%
$1.46T
$1.15 Billion 0.71% of portfolio
1,569
Q3 2025 Added 37.15%
$18.6B
$1.03 Billion 0.64% of portfolio
5,004
Q3 2025 Added 1.28%
$220B
$1.01 Billion 0.63% of portfolio
3,328
Q3 2025 Added 3.39%
$150B
$982 Million 0.61% of portfolio
2,976
Q3 2025 Added 8.45%
$403B
$980 Million 0.61% of portfolio
1,059
Q3 2025 Added 0.38%
$275B
$848 Million 0.53% of portfolio
8,227
Q3 2025 Added 3.69%
$99.3B
$745 Million 0.46% of portfolio
982
Q3 2025 Reduced 1.01%
$163B
$719 Million 0.45% of portfolio
4,975
Q3 2025 Reduced 3.49%
$69.4B
$728 Million 0.45% of portfolio
1,476
Q3 2025 Reduced 1.99%
$222B
$718 Million 0.45% of portfolio
1,481
Q3 2025 Added 2.21%
$189B
$678 Million 0.42% of portfolio
1,516
Q3 2025 Reduced 0.66%
$160B
$639 Million 0.4% of portfolio
8,466
Q3 2025 Reduced 1.56%
$708B
$631 Million 0.39% of portfolio
2,245
Q3 2025 Reduced 0.88%
$413B
$637 Million 0.39% of portfolio
3,935
Q3 2025 Added 0.46%
$158B
$613 Million 0.38% of portfolio
1,737
Q3 2025 Reduced 3.23%
$477B
$598 Million 0.37% of portfolio
5,307
Q3 2025 Reduced 2.77%
$23.3B
$601 Million 0.37% of portfolio
4,315
Q3 2025 Reduced 2.82%
$84.4B
$584 Million 0.36% of portfolio
2,747
Q3 2025 Reduced 4.02%
$89.8B
$578 Million 0.36% of portfolio
948
Q3 2025 Reduced 2.67%
$62B
$544 Million 0.34% of portfolio
4,854
Q3 2025 Reduced 3.54%
$65.9B
$540 Million 0.33% of portfolio
2,653
Q3 2025 Reduced 1.12%
$95.4B
$496 Million 0.31% of portfolio
1,836
Q3 2025 Reduced 5.31%
$54.9B
$492 Million 0.31% of portfolio
2,161
Q3 2025 Reduced 3.14%
$646B
$483 Million 0.3% of portfolio
961
Q3 2025 Reduced 4.19%
$260B
$452 Million 0.28% of portfolio
1,908
Q3 2025 Added 1.06%
$498B
$429 Million 0.27% of portfolio
358
Q3 2025 Added 2.87%
$70.5B
$411 Million 0.25% of portfolio
6,488
Q3 2025 Added 3.36%
$276B
$388 Million 0.24% of portfolio
1,374
Q3 2025 Added 11.26%
$386B
$383 Million 0.24% of portfolio
1,655
Q3 2025 Added 9.89%
$224B
$368 Million 0.23% of portfolio
2,269
Q3 2025 Added 13.73%
$309B
$365 Million 0.23% of portfolio
2,351
Q3 2025 Added 6.86%
$67.5B
$375 Million 0.23% of portfolio
2,564
Q3 2025 Reduced 1.54%
$429B
$374 Million 0.23% of portfolio
7,248
Q3 2025 Added 7.38%
$109B
$369 Million 0.23% of portfolio
942
Q3 2025 Reduced 7.65%
$95.7B
$357 Million 0.22% of portfolio
2,882
Q3 2025 Added 10.72%
$820B
$362 Million 0.22% of portfolio
474
Q3 2025 Added 16.46%
$28.6B
$356 Million 0.22% of portfolio
7,990
Q3 2025 Added 5.31%
$201B
$333 Million 0.21% of portfolio
2,270
Q3 2025 Reduced 25.5%

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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