RICHARDSON FINANCIAL SERVICES INC.

Est. AUM

$67.8M

13F long equity, this entity only

Positions

609

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ST STR SPDR S&P 500 ETF	ETF - EQUITY	$3.7M	48633	5.49%	SOLE
2	Vanguard Growth ETF	Exchange Traded Fund	$1.8M	4031	2.60%	SOLE
3	ST STR SPDR S&P EMG ETF	ETF - EQUITY	$1.6M	35098	2.43%	SOLE
4	ISHARES 0-5 YEAR HIGH YIELD CORP ETF	ETF - FIXED INCOME	$1.6M	38238	2.39%	SOLE
5	Vanguard Value ETF	Exchange Traded Fund	$1.4M	7325	2.12%	SOLE
6	ST STR PRT DEV WRLD ETF	ETF - EQUITY	$1.3M	29355	1.98%	SOLE
7	ISHS CORE UNVL USD ETF	ETF - FIXED INCOME	$1.1M	22910	1.56%	SOLE
8	T-MOBILE US, INC.	COMMON STOCKS	$1.0M	4879	1.51%	SOLE
9	COSTCO WHOLESALE CORP	COMMON STOCKS	$1.0M	1017	1.49%	SOLE
10	MCDONALDS CORP	COMMON STOCKS	$963K	3099	1.42%	SOLE
11	HOME DEPOT INC	COMMON STOCKS	$937K	2850	1.38%	SOLE
12	JPMORGAN BETABUILDERS US EQY ETF	ETF - EQUITY	$928K	7921	1.37%	SOLE
13	WALMART INC	COMMON STOCKS	$927K	7459	1.37%	SOLE
14	VNGRD MEGA CAP GRWTH ETF	ETF - EQUITY	$921K	2508	1.36%	SOLE
15	EOG RESOURCES INC	COMMON STOCKS	$805K	5574	1.19%	SOLE
16	TRANE TECHNOLOGIES PLC	FOREIGN COMMON STOCKS	$768K	1843	1.13%	SOLE
17	ISHS RUSS 2000 INDX ETF	ETF - EQUITY	$720K	2906	1.06%	SOLE
18	VNGRD MEGA CAP VAL ETF	ETF - EQUITY	$670K	4623	0.99%	SOLE
19	ISHARES RUSSELL MID CAP ETF	ETF - EQUITY	$669K	6890	0.99%	SOLE
20	ST STR SPDR S&P 400 ETF	ETF - EQUITY	$642K	10843	0.95%	SOLE
21	ISHARES CORE S&P MID CAP ETF	ETF - EQUITY	$621K	9203	0.92%	SOLE
22	ISHARES JPMORGAN USD EMERG MARKETS BOND	ETF - FIXED INCOME	$612K	6526	0.90%	SOLE
23	Vanguard FTSE Emerging Markets ETF	Exchange Traded Fund	$612K	11335	0.90%	SOLE
24	LINDE PLC NEW	FOREIGN COMMON STOCKS	$604K	1219	0.89%	SOLE
25	SYNOPSYS INC	COMMON STOCKS	$587K	1483	0.87%	SOLE
26	COMMUNICATION SVCS SELECT SECTOR SPDR	ETF - EQUITY	$563K	5079	0.83%	SOLE
27	ST STR BLMBRG H/Y ETF	ETF - FIXED INCOME	$556K	5813	0.82%	SOLE
28	EQUINIX, INC.	REAL ESTATE INVESTMENT	$551K	562	0.81%	SOLE
29	BERKSHIRE HATHAWAY, INC. CL B	COMMON STOCKS	$549K	1147	0.81%	SOLE
30	NEXTERA ENERGY INC	COMMON STOCKS	$548K	5911	0.81%	SOLE
31	ELI LILLY & CO	COMMON STOCKS	$539K	586	0.80%	SOLE
32	CAPITAL ONE FINL CORP	COMMON STOCKS	$534K	2932	0.79%	SOLE
33	CME GROUP INC CL A	COMMON STOCKS	$531K	1799	0.78%	SOLE
34	AMER WATER WORKS COMPANY	COMMON STOCKS	$521K	3830	0.77%	SOLE
35	ISHS CORE MSCI EAFE ETF	ETF - EQUITY	$521K	5764	0.77%	SOLE
36	PALO ALTO NETWORKS INC	COMMON STOCKS	$486K	3035	0.72%	SOLE
37	Vanguard Tax-Exempt Bond ETF	Exchange Traded Fund	$484K	9702	0.71%	SOLE
38	Vanguard Small-Cap ETF	Exchange Traded Fund	$460K	1759	0.68%	SOLE
39	Vanguard Total Bond Market ETF	Exchange Traded Fund	$456K	6197	0.67%	SOLE
40	JPM BETABLDR INTL EQ ETF	ETF - EQUITY	$450K	6156	0.66%	SOLE
41	Vanguard Wellesley Income Admiral	Mutual Fund	$400K	6538	0.59%	SOLE
42	ENTERGY CORP NEW	COMMON STOCKS	$392K	3493	0.58%	SOLE
43	VERTEX PHARMS INC	COMMON STOCKS	$391K	877	0.58%	SOLE
44	ST SR SPDR BL ED RL YD CO ST K1 ETF	ETF - EQUITY	$389K	11042	0.57%	SOLE
45	QUANTA SERVICES INC	COMMON STOCKS	$387K	706	0.57%	SOLE
46	JPMORGAN GLOBAL SELECT EQUITY ETF	ETF - EQUITY	$384K	5885	0.57%	SOLE
47	NETFLIX INC	COMMON STOCKS	$379K	3944	0.56%	SOLE
48	CITIGROUP INC NEW	COMMON STOCKS	$378K	3341	0.56%	SOLE
49	Vanguard Total Stock Market ETF	Exchange Traded Fund	$371K	1158	0.55%	SOLE
50	ALTRIA GROUP INC	COMMON STOCKS	$367K	5568	0.54%	SOLE

1–50 of 609

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.