Richwood Investment Advisors, LLC

CIK 0001911900 · CINCINNATI, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

Richwood Investment Advisors, LLC reported 106 positions worth $142.2M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: IVV (20.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$142.2M
2026 Q2
Positions
106
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.8%
Est. Net Flow (Q)
2026 Q2
10 / 106 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$29.3M20.63%39,165
2IJRISHARES TRSH$10.7M7.50%71,913
3IJHISHARES TRSH$10.1M7.08%130,501
4LLYELI LILLY & COSH$7.7M5.42%6,425
5EFAISHARES TRSH$4.0M2.81%38,520
6CATCATERPILLAR INCSH$3.5M2.48%3,309
7VVISA INCSH$3.5M2.47%10,231
8AAPLAPPLE INCSH$3.2M2.26%11,113
9NOWSERVICENOW INCSH$2.4M1.71%24,556
10MAMASTERCARD INCORPORATEDSH$2.0M1.44%3,985

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Richwood Investment Advisors, LLC hold as of Q2 2026?

Richwood Investment Advisors, LLC reported 106 positions worth $142.2M in its Q2 2026 13F filing. Largest positions: IVV (20.6%), IJR (7.5%), IJH (7.1%), LLY (5.4%) and EFA (2.8%).

What did Richwood Investment Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Richwood Investment Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.