Richmond Investment Services 13F Portfolio Q4 2025

Richmond Investment Services, LLC (CIK: 0002031991) is a financial institution headquartered at 7702 W Mequon Rd, , Mequon, Wisconsin 53097. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $578,520,047, comprising 235 distinct securities. Over its filing history, it has submitted 5 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Top Buys

Q4 2025

1. SPLG Spdr Portfolio S&P 500 Etf

+$2.84 M

2. FTLS First Trust Long/Short Equity Etf

+$1.82 M

3. IWL Ishares Russell Top 200 Etf

+$1.78 M

4. XLK Technology Select Sector Spdr Fund

+$1.74 M

5. GTO Invesco Total Return Bond Etf

+$1.68 M

Top Sells

Q4 2025

1. VUG Vanguard Growth Etf

−$1.96 M

2. VO Vanguard Mid-Cap Etf

−$1.61 M

3. BSCP Invesco Bulletshares 2025 Corporate Bond Etf

−$1.24 M

4. SPTI Spdr Portfolio Intermediate Term Treasury Etf

−$461,180.08

5. IREN Iren Limited

−$457,280.87

Stocks/ETFs

+8.65%

$578.52 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Ishares Russell Top 200 Etf ETF-IWL	396,436	$67.64 M	11.69%	▲ 10,424	Add 2.7%
Invesco Qqq Trust Series I ETF-QQQ	67,207	$41.29 M	7.14%	▲ 2,055	Add 3.2%
Spdr Portfolio S&P 500 Etf ETF-SPLG	451,131	$36.19 M	6.26%	▲ 35,386	Add 8.5%
Vaneck Morningstar Wide Moat Etf ETF-MOAT	295,973	$30.65 M	5.30%	▼ 2,152	Reduce -0.7%
Vaneck Gold Miners Etf ETF-GDX	251,328	$21.56 M	3.73%	▲ 3,942	Add 1.6%
Janus Henderson Short Duration Income Etf ETF-VNLA	412,177	$20.25 M	3.50%	▼ 4,703	Reduce -1.1%
Invesco Total Return Bond Etf ETF-GTO	345,056	$16.36 M	2.83%	▲ 35,475	Add 11.5%
First Trust Smid Cap Rising Dividend Achievers Etf ETF-SDVY	396,720	$15.2 M	2.63%	▲ 42,270	Add 11.9%
Proshares S&P 500 High Income Etf ETF-ISPY	330,464	$15.08 M	2.61%	▲ 10,628	Add 3.3%
Vanguard Growth Etf ETF-VUG	29,170	$14.24 M	2.46%	▼ 4,015	Reduce -12.1%

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Richmond Investment Services, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Richmond Investment Services, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 5 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Richmond Investment Services, LLC Quarterly 13F Statistics

Discover detailed insights into Richmond Investment Services, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Richmond Investment Services, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Richmond Investment Services, LLC. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Richmond Investment Services, LLC 13F Filings, Portfolio & Analysis

Richmond Investment Services, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

Richmond Investment Services, LLC's Portfolio

Richmond Investment Services, LLC Quarterly 13F Statistics

Richmond Investment Services, LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)