13F Filings History of Richardson Capital Management LLC

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$199,332,540
Signature - Title
Scott Richardson - President & Chief Compliance Officer
Location
Menomonee Falls, WI
Summary
This page shows a list of all the recent 13F filings made by Richardson Capital Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Richardson Capital Management LLC reported 249 stock holdings with total value $199,332,540 as of Q4 2025. Top holdings included SCHX, SCHG, FNDX, VOO, and SCHD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 249 $199,332,540 +$1,115,353 -$15,660,366 -$14,545,013 SCHX, SCHG, FNDX, VOO, SCHD 13F-HR 30 Jan 2026, 15:31
Q3 2025 223 $210,393,437 +$56,610,453 -$50,316,566 +$6,293,887 SCHX, SCHG, FNDX, SCHD, VOO 13F-HR 31 Oct 2025, 13:35
Q2 2025 206 $190,692,394 +$17,639,523 -$1,181,489 +$16,458,034 SCHX, SCHD, SCHG, SCHM, NVDA 13F-HR 23 Jul 2025, 16:49
Q1 2025 245 $160,353,613 +$11,470,857 -$536,805 +$10,934,052 SCHX, SCHD, SCHG, SCHM, NVDA 13F-HR 25 Apr 2025, 15:37
Q4 2024 142 $157,211,559 +$95,851,838 -$592,571 +$95,259,267 SCHX, SCHD, SCHG, SCHM, NVDA 13F-HR 03 Feb 2025, 17:36
Q3 2024 138 $143,160,181 +$7,221,844 -$1,778,964 +$5,442,880 SCHD, SCHX, SCHG, SCHM, IJH 13F-HR 05 Nov 2024, 16:16
Q2 2024 185 $129,929,584 +$7,503,910 -$854,560 +$6,649,350 SCHD, SCHX, SCHG, SCHM, IJH 13F-HR 26 Jul 2024, 17:12
Q1 2024 143 $122,339,299 +$8,807,062 -$3,492,282 +$5,314,780 SCHD, SCHX, SCHG, SCHM, IJH 13F-HR 17 Apr 2024, 16:34
Q4 2023 134 $8,491,287 $0 $0 $0 VOO, VYM, SPDW, PRU, IWB 13F-HR 12 Feb 2024, 18:34