Richwood Investment Advisors, LLC Portfolio Holdings

Richwood Investment Advisors, LLC

  • $128 Million
  • Q3 2025

Richwood Investment Advisors, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $128 Million distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $25.1M, Ishares Core S&P Mid Cap ETF with a value of $8.61M, Ishares Core S&P Sm Cap ETF with a value of $8.58M, Eli Lilly & CO with a value of $5.41M, and Service Now, Inc. with a value of $4.84M.

Examining the 13F form we can see an increase of $5.92M in the current position value, from $122M to 128M.

Below you can find more details about Richwood Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $128 Million
ETFs: $53.2 Million
Industrials: $15.4 Million
Healthcare: $13.7 Million
Technology: $13 Million
Financial Services: $12.3 Million
Consumer Cyclical: $7.16 Million
Consumer Defensive: $5.58 Million
Energy: $2.63 Million
Other: $4.52 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.1 Million 19.66% of portfolio
37,465
Q3 2025 Added 1.35%
$0
$8.61 Million 6.75% of portfolio
131,872
Q3 2025 Reduced 0.27%
$0
$8.58 Million 6.72% of portfolio
72,197
Q3 2025 Reduced 0.41%
$779B
$5.41 Million 4.24% of portfolio
7,095
Q3 2025 Reduced 0.35%
$181B
$4.84 Million 3.79% of portfolio
5,259
Q3 2025 Reduced 2.67%
$548B
$3.69 Million 2.89% of portfolio
10,796
Q3 2025 Reduced 0.83%
$0
$3.37 Million 2.64% of portfolio
36,142
Q3 2025 Added 1.1%
$3.98T
$3.01 Million 2.36% of portfolio
11,834
Q3 2025 Reduced 0.76%
$524B
$2.29 Million 1.8% of portfolio
4,026
Q3 2025 Reduced 1.49%
$92.2B
$2.12 Million 1.66% of portfolio
3,476
Q3 2025 Added 1.43%
$3.81T
$1.8 Million 1.41% of portfolio
3,473
Q2 2025 Reduced 0.43%
$844B
$1.7 Million 1.33% of portfolio
6,031
Q3 2025 Reduced 0.99%
$410B
$1.67 Million 1.31% of portfolio
1,804
Q2 2025 Reduced 0.39%
$397B
$1.65 Million 1.3% of portfolio
4,082
Q3 2025 Reduced 1.19%
$6.12B
$1.64 Million 1.29% of portfolio
28,847
Q3 2025 Added 1.74%
$0
$1.59 Million 1.25% of portfolio
11,212
Q3 2025 Reduced 2.53%
$129B
$1.5 Million 1.17% of portfolio
2,995
Q3 2025 Reduced 10.57%
$151B
$1.48 Million 1.16% of portfolio
5,896
Q3 2025 Reduced 0.27%
$334B
$1.48 Million 1.16% of portfolio
4,290
Q3 2025 Reduced 1.72%
$0
$1.28 Million 1.0% of portfolio
9,122
Q3 2025 Reduced 1.14%
$461B
$1.26 Million 0.98% of portfolio
11,142
Q1 2025 Added 0.47%
$225B
$1.22 Million 0.96% of portfolio
4,025
Q3 2025 Reduced 0.98%
$213B
$1.17 Million 0.92% of portfolio
13,994
Q3 2025 Reduced 3.19%
$79.7B
$1.11 Million 0.87% of portfolio
6,232
Q3 2025 Reduced 0.61%
$241B
$1.09 Million 0.86% of portfolio
3,291
Q3 2025 Reduced 0.03%
$150B
$1.09 Million 0.85% of portfolio
2,915
Q3 2025 Reduced 0.1%
$18.3B
$1.08 Million 0.85% of portfolio
3,128
Q1 2025 Added 2.46%
$319B
$1.07 Million 0.84% of portfolio
12,797
Q2 2025 Reduced 1.06%
$158B
$1.03 Million 0.81% of portfolio
3,644
Q3 2025 Reduced 3.75%
$90.8B
$1.01 Million 0.79% of portfolio
2,948
Q2 2025 Reduced 1.27%
$126B
$990,000 0.78% of portfolio
4,588
Q3 2025 Reduced 0.65%
$138B
$876,000 0.69% of portfolio
1,917
Q3 2025 Added 6.68%
$67.4B
$820,000 0.64% of portfolio
7,343
Q3 2025 Reduced 0.34%
$0
$788,000 0.62% of portfolio
5,597
Q3 2025 Reduced 0.02%
$78B
$755,000 0.59% of portfolio
3,552
Q3 2025 Reduced 3.4%
$876B
$752,000 0.59% of portfolio
2,386
Q3 2025 Added 4.37%
$292B
$734,000 0.58% of portfolio
11,068
Q3 2025 Added 2.4%
$148B
$722,000 0.57% of portfolio
6,508
Q3 2025 Reduced 0.76%
$210B
$731,000 0.57% of portfolio
5,211
Q3 2025 Reduced 3.98%
$502B
$717,000 0.56% of portfolio
3,868
Q3 2025 Reduced 0.28%
$453B
$719,000 0.56% of portfolio
3,856
Q3 2025 Added 5.67%
$87.6B
$706,000 0.55% of portfolio
3,200
Q3 2025 Reduced 1.54%
$107B
$673,000 0.53% of portfolio
7,108
Q1 2025 Reduced 5.64%
$170B
$650,000 0.51% of portfolio
14,794
Q3 2025 Reduced 1.6%
$355B
$637,000 0.5% of portfolio
4,149
Q3 2025 Reduced 0.02%
$0
$644,000 0.5% of portfolio
20,388
Q3 2025 Reduced 0.79%
$0
$629,000 0.49% of portfolio
10,019
Q2 2025 Reduced 1.57%
$40.8B
$587,000 0.46% of portfolio
3,863
Q3 2025 Added 4.04%
$61.7B
$586,000 0.46% of portfolio
4,310
Q2 2025 Reduced 2.6%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $128 Million
  • Prior Value $122 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
Track This Portfolio

Track Richwood Investment Advisors, LLC Portfolio

Follow Richwood Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Richwood Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Richwood Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email