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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$55.6B
$375 Million 0.23% of portfolio
2,564
Q3 2025 Reduced 1.54%
$413B
$374 Million 0.23% of portfolio
7,248
Q3 2025 Added 7.38%
$111B
$369 Million 0.23% of portfolio
942
Q3 2025 Reduced 7.65%
$96.4B
$357 Million 0.22% of portfolio
2,882
Q3 2025 Added 10.72%
$971B
$362 Million 0.22% of portfolio
474
Q3 2025 Added 16.46%
$29.2B
$356 Million 0.22% of portfolio
7,990
Q3 2025 Added 5.31%
$0
$354 Million 0.22% of portfolio
2,028
Q3 2025 Added 4.37%
$0
$352 Million 0.22% of portfolio
13,613
Q3 2025 Reduced 73.01%
$0
$332 Million 0.21% of portfolio
1,584
Q3 2025 Reduced 5.83%
$204B
$333 Million 0.21% of portfolio
2,270
Q3 2025 Reduced 25.5%
$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%
$0
$341 Million 0.21% of portfolio
3,715
Q3 2025 Added 142.18%
$0
$316 Million 0.2% of portfolio
1,077
Q3 2025 Reduced 5.86%
$172B
$317 Million 0.2% of portfolio
7,212
Q3 2025 Added 4.8%
$0
$322 Million 0.2% of portfolio
8,524
Q3 2025 Added 1.66%
$0
$325 Million 0.2% of portfolio
6,394
Q3 2025 Reduced 0.2%
$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%
$0
$311 Million 0.19% of portfolio
10,765
Q3 2025 Added 0.39%
$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%
$0
$282 Million 0.17% of portfolio
4,625
Q3 2025 Added 10.22%
$306B
$278 Million 0.17% of portfolio
4,185
Q3 2025 Added 9.67%
$0
$265 Million 0.16% of portfolio
2,377
Q3 2025 Reduced 6.49%
$62.3B
$252 Million 0.16% of portfolio
2,244
Q3 2025 Reduced 2.39%
$0
$256 Million 0.16% of portfolio
9,496
Q3 2025 Added 0.69%
$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%
$190B
$221 Million 0.14% of portfolio
2,180
Q3 2025 Reduced 3.96%
$0
$222 Million 0.14% of portfolio
5,480
Q3 2025 Reduced 63.25%
$0
$219 Million 0.14% of portfolio
2,773
Q2 2025 Reduced 0.18%
$67.6B
$231 Million 0.14% of portfolio
4,777
Q3 2025 Reduced 2.33%
$0
$230 Million 0.14% of portfolio
4,904
Q3 2025 Added 3.68%
$0
$205 Million 0.13% of portfolio
4,483
Q2 2025 Reduced 5.7%
$28.9B
$214 Million 0.13% of portfolio
2,373
Q3 2025 Reduced 0.5%
$0
$215 Million 0.13% of portfolio
1,527
Q2 2025 New
$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%
$0
$194 Million 0.12% of portfolio
3,771
Q3 2025 Added 1.37%
$26.6B
$192 Million 0.12% of portfolio
1,355
Q3 2025 Reduced 4.91%

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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