Richmond Investment Services, LLC

Est. AUM

$618.5M

13F long equity, this entity only

Positions

254

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	RUS TOP 200 ETF	$65.8M	409892	10.63%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$40.0M	69268	6.47%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$36.0M	469712	5.81%	SOLE
4	VANECK ETF TRUST	MRNGSTR WDE MOAT	$29.3M	302917	4.74%	SOLE
5	VANECK ETF TRUST	GOLD MINERS ETF	$23.4M	255066	3.78%	SOLE
6	JANUS DETROIT STR TR	HENDRSN SHRT ETF	$22.0M	450751	3.56%	SOLE
7	INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$16.8M	359478	2.72%	SOLE
8	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$16.4M	414692	2.64%	SOLE
9	FIRST TR EXCHANGE-TRADED ALP	SML CP GRW ALP	$14.3M	146944	2.30%	SOLE
10	GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$13.7M	274642	2.22%	SOLE
11	VANECK ETF TRUST	SEMICONDUCTR ETF	$13.6M	35580	2.21%	SOLE
12	RBB FUND TRUST	FIRST EAGLE OVER	$12.4M	246294	2.01%	SOLE
13	VANGUARD INDEX FDS	GROWTH ETF	$12.3M	28245	2.00%	SOLE
14	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$11.1M	137310	1.79%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$10.4M	214545	1.68%	SOLE
16	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$8.3M	195085	1.34%	SOLE
17	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$8.3M	110427	1.34%	SOLE
18	FIRST TR EXCHNG TRADED FD VI	FT VEST LAD	$8.0M	304966	1.30%	SOLE
19	SPDR INDEX SHS FDS	STATE STREET SPD	$7.7M	168604	1.24%	SOLE
20	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.3M	15151	1.17%	SOLE
21	NVIDIA CORPORATION	COM	$7.3M	41594	1.17%	SOLE
22	ISHARES INC	CORE MSCI EMKT	$6.7M	96163	1.08%	SOLE
23	APPLE INC	COM	$6.0M	23489	0.96%	SOLE
24	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.4M	8303	0.87%	SOLE
25	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$4.6M	130904	0.75%	SOLE
26	SPDR INDEX SHS FDS	STATE STREET SPD	$4.6M	97412	0.74%	SOLE
27	FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$4.5M	63524	0.72%	SOLE
28	AMAZON COM INC	COM	$4.0M	19420	0.65%	SOLE
29	BLACKROCK ETF TRUST	ISHARES US EQUIT	$3.9M	67615	0.64%	SOLE
30	VANGUARD INDEX FDS	TOTAL STK MKT	$3.9M	12195	0.63%	SOLE
31	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$3.7M	132446	0.60%	SOLE
32	ISHARES TR	CORE S&P500 ETF	$3.7M	5648	0.60%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET TEC	$3.6M	26993	0.58%	SOLE
34	VANGUARD INDEX FDS	MID CAP ETF	$3.5M	12323	0.57%	SOLE
35	ALPHABET INC	CAP STK CL A	$3.4M	11829	0.55%	SOLE
36	MICROSOFT CORP	COM	$3.0M	8209	0.49%	SOLE
37	ISHARES TR	10-20 YR TRS ETF	$2.8M	28006	0.46%	SOLE
38	ISHARES TR	CORE MSCI EAFE	$2.7M	30216	0.44%	SOLE
39	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$2.7M	138378	0.44%	SOLE
40	SPDR GOLD TR	GOLD SHS	$2.7M	6230	0.43%	SOLE
41	COLUMBIA ETF TR I	RESH ENHNC COR	$2.7M	68635	0.43%	SOLE
42	ISHARES TR	CORE UNIVRSL USD	$2.5M	54570	0.41%	SOLE
43	ISHARES TR	US TREAS BD ETF	$2.5M	107830	0.40%	SOLE
44	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$2.4M	25724	0.39%	SOLE
45	ALPHABET INC	CAP STK CL C	$2.3M	7978	0.37%	SOLE
46	VANGUARD INDEX FDS	VALUE ETF	$2.3M	11500	0.36%	SOLE
47	VANECK ETF TRUST	CLO ETF	$2.2M	41264	0.35%	SOLE
48	ISHARES TR	MBS ETF	$2.2M	22687	0.35%	SOLE
49	SPDR SERIES TRUST	STATE STREET SPD	$2.1M	23397	0.35%	SOLE
50	ISHARES TR	S&P 500 GRWT ETF	$2.1M	18536	0.34%	SOLE

1–50 of 254

1 / 6

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