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
$181B
$343 Million 0.21% of portfolio
12,152
Q3 2025 Added 4.61%
$19.3B
$333 Million 0.21% of portfolio
3,573
Q3 2025 Reduced 2.72%
$172B
$317 Million 0.2% of portfolio
7,212
Q3 2025 Added 4.8%
$346B
$314 Million 0.19% of portfolio
2,046
Q3 2025 Added 6.9%
$47.7B
$309 Million 0.19% of portfolio
620
Q3 2025 Reduced 1.59%
$161B
$299 Million 0.19% of portfolio
277
Q2 2025 Added 5.73%
$104B
$310 Million 0.19% of portfolio
4,696
Q3 2025 Added 1.54%
$136B
$296 Million 0.18% of portfolio
695
Q3 2025 Reduced 1.42%
$306B
$278 Million 0.17% of portfolio
4,185
Q3 2025 Added 9.67%
$62.3B
$252 Million 0.16% of portfolio
2,244
Q3 2025 Reduced 2.39%
$123B
$259 Million 0.16% of portfolio
917
Q3 2025 Added 7.38%
$6.2B
$247 Million 0.15% of portfolio
2,295
Q3 2025 Reduced 10.18%
$26.1B
$241 Million 0.15% of portfolio
1,525
Q3 2025 Reduced 5.28%
$13.3B
$248 Million 0.15% of portfolio
5,337
Q3 2025 Reduced 2.91%
$25.6B
$228 Million 0.14% of portfolio
4,298
Q3 2025 Reduced 4.87%
$8.77B
$229 Million 0.14% of portfolio
2,515
Q4 2024 Reduced 24.2%
$67.6B
$231 Million 0.14% of portfolio
4,777
Q3 2025 Reduced 2.33%
$28.9B
$214 Million 0.13% of portfolio
2,373
Q3 2025 Reduced 0.5%
$17.4B
$215 Million 0.13% of portfolio
4,974
Q2 2025 Reduced 1.97%
$35B
$203 Million 0.13% of portfolio
1,773
Q3 2025 Reduced 1.83%
$300B
$217 Million 0.13% of portfolio
628
Q3 2025 Reduced 73.08%
$68.7B
$192 Million 0.12% of portfolio
2,300
Q3 2025 Reduced 1.92%
$23.3B
$195 Million 0.12% of portfolio
7,410
Q3 2025 Added 31.62%
$26.6B
$192 Million 0.12% of portfolio
1,355
Q3 2025 Reduced 4.91%
$123B
$170 Million 0.11% of portfolio
340
Q3 2025 Reduced 2.3%
$17.7B
$185 Million 0.11% of portfolio
1,880
Q3 2025 Added 74.24%
$26.3B
$184 Million 0.11% of portfolio
4,008
Q3 2025 Reduced 4.3%
$62.7B
$176 Million 0.11% of portfolio
2,139
Q3 2025 Reduced 2.28%
$405B
$169 Million 0.11% of portfolio
175
Q3 2025 Reduced 2.78%
$156B
$163 Million 0.1% of portfolio
1,470
Q3 2025 Reduced 2.65%
$319B
$160 Million 0.1% of portfolio
2,333
Q3 2025 Added 43.04%
$50.4B
$168 Million 0.1% of portfolio
2,740
Q3 2025 Reduced 3.01%
$16.1B
$159 Million 0.1% of portfolio
2,630
Q3 2025 Reduced 4.71%
$41.3B
$166 Million 0.1% of portfolio
1,990
Q3 2025 Reduced 6.13%
$104B
$157 Million 0.1% of portfolio
535
Q3 2025 Added 16.81%
$73.4B
$139 Million 0.09% of portfolio
3,917
Q3 2025 Added 0.62%
$270B
$145 Million 0.09% of portfolio
911
Q3 2025 Added 36.58%
$9.63B
$137 Million 0.09% of portfolio
4,917
Q3 2025 Added 22.77%
$53.3B
$152 Million 0.09% of portfolio
645
Q3 2025 Reduced 3.01%
$46.9B
$138 Million 0.09% of portfolio
1,134
Q3 2025 Reduced 1.39%
$25.4B
$144 Million 0.09% of portfolio
2,022
Q3 2025 Reduced 1.94%
$265B
$135 Million 0.08% of portfolio
169
Q3 2025 Added 21.58%
$193B
$135 Million 0.08% of portfolio
1,178
Q3 2025 Added 14.48%
$15.4B
$125 Million 0.08% of portfolio
965
Q3 2025 Reduced 7.12%
$3.99B
$136 Million 0.08% of portfolio
3,145
Q3 2025 Added 43.94%
$23.9B
$135 Million 0.08% of portfolio
-
Q3 2025 Added 65.78%
$136B
$136 Million 0.08% of portfolio
367
Q3 2025 Added 158.45%
$114B
$122 Million 0.08% of portfolio
1,061
Q3 2025 Added 38.87%
$141B
$126 Million 0.08% of portfolio
4,952
Q3 2025 Added 3.99%

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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