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
Ccm Community Impact Bond Institutional
-
$26.9 Million 0.02% of portfolio
-
Q3 2025 Reduced 16.95%
$78.2B
$25.9 Million 0.02% of portfolio
80
Q3 2025 Added 33.33%
$2.36B
$29.4 Million 0.02% of portfolio
743
Q3 2025 Added 86.68%
$169B
$35 Million 0.02% of portfolio
38
Q3 2025 Added 15.15%
$5.67B
$16.2 Million 0.01% of portfolio
227
Q3 2025 New
$2.59B
$19.9 Million 0.01% of portfolio
1,065
Q3 2025 Added 83.3%
Crane CO New
-
$18.6 Million 0.01% of portfolio
-
Q3 2025 Added 83.64%
American Funds Smallcap World F2
-
$17.9 Million 0.01% of portfolio
-
Q2 2025 Added 25.54%
$19.9B
$10.9 Million 0.01% of portfolio
140
Q3 2025 Reduced 44.0%
American Funds Strategic Bond F 2
-
$9 Million 0.01% of portfolio
-
Q3 2025 Added 0.95%
American Funds Capital Income Bldr F2
-
$20.3 Million 0.01% of portfolio
-
Q3 2025 Added 0.78%
$78.4B
$8.93 Million 0.01% of portfolio
67
Q3 2025 Added 1,016.67%
American Funds Multi Sector Income F 2
-
$9.59 Million 0.01% of portfolio
-
Q3 2025 Added 1.62%
$6.27B
$23.7 Million 0.01% of portfolio
940
Q3 2025 Added 265.76%
$71.5B
$11.7 Million 0.01% of portfolio
15
Q3 2025 New
$1.95B
$15.5 Million 0.01% of portfolio
222
Q3 2025 Added 85.0%
$14.2B
$9.41 Million 0.01% of portfolio
30
Q3 2025 Added 20.0%
$31.5B
$11.7 Million 0.01% of portfolio
160
Q3 2025 New
American Funds Global Insight F 2
-
$10.9 Million 0.01% of portfolio
-
Q2 2025 Added 9.52%
$120B
$10.2 Million 0.01% of portfolio
325
Q3 2025 Reduced 4.69%
American Funds Growth Fund Of Amer F2
-
$16.4 Million 0.01% of portfolio
-
Q2 2025 Added 8.09%
$0
$18.9 Million 0.01% of portfolio
107
Q1 2025 Added 12.63%
$268B
$16.4 Million 0.01% of portfolio
98
Q3 2025 Added 988.89%
American Funds Washington Mutual F2
-
$21.3 Million 0.01% of portfolio
-
Q3 2025 Added 0.32%
$99.5B
$19.4 Million 0.01% of portfolio
430
Q3 2025 Added 30.3%
$3.47B
$17.6 Million 0.01% of portfolio
226
Q3 2025 Added 83.74%
$1.28B
$11.6 Million 0.01% of portfolio
1,050
Q4 2024 Reduced 50.0%
$12.3B
$16 Million 0.01% of portfolio
813
Q3 2025 New
$8.79B
$20 Million 0.01% of portfolio
184
Q3 2025 Added 138.96%
$0
$16.6 Million 0.01% of portfolio
52
Q1 2025 Reduced 27.78%
$0
$15.7 Million 0.01% of portfolio
83
Q4 2024 Reduced 50.0%
$0
$23 Million 0.01% of portfolio
1,000
Q3 2025 Added 1.11%
Invesco Floating Rate Esg Y
-
$15.7 Million 0.01% of portfolio
-
Q3 2025 Added 37.82%
$5.51B
$20.1 Million 0.01% of portfolio
152
Q3 2025 Added 85.37%
$143B
$21.8 Million 0.01% of portfolio
650
Q3 2025 Added 62.5%
Impax Small Cap Institutional
-
$11.1 Million 0.01% of portfolio
-
Q3 2025 Reduced 33.94%
American Funds Bond Fund Of Amer F2
-
$9.33 Million 0.01% of portfolio
-
Q3 2025 Added 0.99%
$5.57B
$23.7 Million 0.01% of portfolio
1,473
Q4 2024 Reduced 50.0%
$2.13B
$17.5 Million 0.01% of portfolio
866
Q3 2025 Added 86.24%
$6.49B
$22.7 Million 0.01% of portfolio
172
Q3 2025 Added 28.36%
$0
$11.8 Million 0.01% of portfolio
110
Q4 2024 New
$55.9B
$9.86 Million 0.01% of portfolio
505
Q3 2025 New
$43.5B
$16.8 Million 0.01% of portfolio
48
Q4 2024 Reduced 50.0%
$4.38B
$15.7 Million 0.01% of portfolio
302
Q3 2025 New
$0
$12.1 Million 0.01% of portfolio
1,000
Q4 2024 Reduced 50.0%
$0
$13.1 Million 0.01% of portfolio
439
Q3 2025 Reduced 97.98%
$96.7B
$12.4 Million 0.01% of portfolio
246
Q2 2025 Reduced 58.79%
Nuveen Large Cap Responsible Eq A
-
$10.7 Million 0.01% of portfolio
-
Q2 2025 Added 4.88%
American Funds American Balanced F2
-
$21 Million 0.01% of portfolio
-
Q3 2025 Added 0.37%

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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