13F Filings History of Richwood Investment Advisors, LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$139,262,341
Signature - Title
Debora Caley - Managing Member and Chief Compliance Officer
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by Richwood Investment Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Richwood Investment Advisors, LLC reported 106 stock holdings with total value $139,262,341 as of Q4 2025. Top holdings included IVV, IJR, IJH, LLY, and EFA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 106 $139,262,341 +$7,731,518 -$3,011,255 +$4,720,263 IVV, IJR, IJH, LLY, EFA 13F-HR 12 Feb 2026, 14:14
Q3 2025 100 $127,624,036 +$1,427,594 -$2,002,421 -$574,827 IVV, IJH, IJR, LLY, NOW 13F-HR 16 Oct 2025, 14:54
Q2 2025 100 $121,770,149 +$2,402,959 -$1,888,545 +$514,414 IVV, IJH, IJR, NOW, LLY 13F-HR 23 Jul 2025, 07:21
Q1 2025 97 $117,639,707 +$3,112,717 -$3,418,782 -$306,065 IVV, IJH, IJR, LLY, NOW 13F-HR 15 May 2025, 12:36
Q4 2024 100 $119,945,212 +$4,593,121 -$2,223,548 +$2,369,573 IVV, IJR, IJH, NOW, LLY 13F-HR 11 Feb 2025, 13:45
Q3 2024 102 $120,927,758 +$1,241,016 -$2,909,877 -$1,668,861 IVV, IJR, IJH, LLY, NOW 13F-HR 15 Oct 2024, 11:11
Q2 2024 100 $114,128,622 +$3,052,809 -$1,429,834 +$1,622,975 IVV, IJH, IJR, LLY, NOW 13F-HR 26 Jul 2024, 12:08
Q1 2024 100 $112,631,616 +$6,924,106 -$2,434,375 +$4,489,731 IVV, IJH, IJR, LLY, NOW 13F-HR 13 May 2024, 09:12
Q4 2023 100 $106,499,681 +$1,408,713 -$2,801,230 -$1,392,517 IVV, IJR, IJH, LLY, NOW 13F-HR 09 Feb 2024, 16:16
Q3 2023 99 $98,063,530 +$860,342 -$1,673,082 -$812,740 IVV, IJR, IJH, LLY, NOW 13F-HR 30 Oct 2023, 13:32
Q2 2023 101 $102,405,712 +$1,305,667 -$4,504,111 -$3,198,444 IVV, IJR, IJH, LLY, NOW 13F-HR 21 Jul 2023, 13:37
Q1 2023 103 $100,293,014 +$1,407,873 -$2,330,416 -$922,543 IVV, IJR, IJH, NOW, LLY 13F-HR 19 Apr 2023, 10:18
Q4 2022 105 $99,436,830 +$929,461 -$2,406,557 -$1,477,096 IVV, IJR, IJH, UNH, LLY 13F-HR 08 Feb 2023, 08:02
Q3 2022 102 $91,131,000 +$464,126 -$2,572,229 -$2,108,103 IVV, IJR, IJH, UNH, LLY 13F-HR 27 Oct 2022, 15:18
Q2 2022 106 $99,128,000 +$2,152,127 -$3,500,520 -$1,348,393 IVV, IJR, IJH, UNH, NOW 13F-HR 22 Jul 2022, 12:04
Q1 2022 117 $112,013,000 +$9,173,150 -$7,830,358 +$1,342,792 IVV, IJR, IJH, NOW, UNH 13F-HR 28 Apr 2022, 09:03
Q4 2021 266 $114,329,000 $0 $0 $0 IVV, IJR, IJH, NOW, UNH 13F-HR 17 Feb 2022, 15:42