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%
$971B
$5.41 Million 4.24% of portfolio
7,095
Q3 2025 Reduced 0.35%
$169B
$4.84 Million 3.79% of portfolio
5,259
Q3 2025 Reduced 2.67%
$533B
$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%
$4.3T
$3.01 Million 2.36% of portfolio
11,834
Q3 2025 Reduced 0.76%
$512B
$2.29 Million 1.8% of portfolio
4,026
Q3 2025 Reduced 1.49%
$86.7B
$2.12 Million 1.66% of portfolio
3,476
Q3 2025 Added 1.43%
$3.78T
$1.8 Million 1.41% of portfolio
3,473
Q2 2025 Reduced 0.43%
$593B
$1.7 Million 1.33% of portfolio
6,031
Q3 2025 Reduced 0.99%
$404B
$1.67 Million 1.31% of portfolio
1,804
Q2 2025 Reduced 0.39%
$367B
$1.65 Million 1.3% of portfolio
4,082
Q3 2025 Reduced 1.19%
$6.15B
$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%
$123B
$1.5 Million 1.17% of portfolio
2,995
Q3 2025 Reduced 10.57%
$140B
$1.48 Million 1.16% of portfolio
5,896
Q3 2025 Reduced 0.27%
$300B
$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%
$490B
$1.26 Million 0.98% of portfolio
11,142
Q1 2025 Added 0.47%
$224B
$1.22 Million 0.96% of portfolio
4,025
Q3 2025 Reduced 0.98%
$235B
$1.17 Million 0.92% of portfolio
13,994
Q3 2025 Reduced 3.19%
$89.8B
$1.11 Million 0.87% of portfolio
6,232
Q3 2025 Reduced 0.61%
$255B
$1.09 Million 0.86% of portfolio
3,291
Q3 2025 Reduced 0.03%
$140B
$1.09 Million 0.85% of portfolio
2,915
Q3 2025 Reduced 0.1%
$17.5B
$1.08 Million 0.85% of portfolio
3,128
Q1 2025 Added 2.46%
$317B
$1.07 Million 0.84% of portfolio
12,797
Q2 2025 Reduced 1.06%
$183B
$1.03 Million 0.81% of portfolio
3,644
Q3 2025 Reduced 3.75%
$94.5B
$1.01 Million 0.79% of portfolio
2,948
Q2 2025 Reduced 1.27%
$114B
$990,000 0.78% of portfolio
4,588
Q3 2025 Reduced 0.65%
$144B
$876,000 0.69% of portfolio
1,917
Q3 2025 Added 6.68%
$72.3B
$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%
$77.2B
$755,000 0.59% of portfolio
3,552
Q3 2025 Reduced 3.4%
$881B
$752,000 0.59% of portfolio
2,386
Q3 2025 Added 4.37%
$306B
$734,000 0.58% of portfolio
11,068
Q3 2025 Added 2.4%
$156B
$722,000 0.57% of portfolio
6,508
Q3 2025 Reduced 0.76%
$204B
$731,000 0.57% of portfolio
5,211
Q3 2025 Reduced 3.98%
$522B
$717,000 0.56% of portfolio
3,868
Q3 2025 Reduced 0.28%
$465B
$719,000 0.56% of portfolio
3,856
Q3 2025 Added 5.67%
$85.9B
$706,000 0.55% of portfolio
3,200
Q3 2025 Reduced 1.54%
$98.6B
$673,000 0.53% of portfolio
7,108
Q1 2025 Reduced 5.64%
$172B
$650,000 0.51% of portfolio
14,794
Q3 2025 Reduced 1.6%
$346B
$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%
$42.4B
$587,000 0.46% of portfolio
3,863
Q3 2025 Added 4.04%
$68.5B
$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
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