13F Filings History of RICHARDSON FINANCIAL SERVICES INC.

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$149,113,116
Signature - Title
Edward Pitts - Chief Compliance Officer
Location
Medway, MA
Summary
This page shows a list of all the recent 13F filings made by RICHARDSON FINANCIAL SERVICES INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RICHARDSON FINANCIAL SERVICES INC. reported 684 stock holdings with total value $149,113,116 as of Q4 2025. Top holdings included SPYM, AAPL, VTV, VUG, and NVDA.

Notify me when RICHARDSON FINANCIAL SERVICES INC. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 684 $149,113,116 +$12,245,159 -$23,381,736 -$11,136,577 SPYM, AAPL, VTV, VUG, NVDA 13F-HR 22 Jan 2026, 16:18
Q3 2025 516 $161,024,457 +$11,082,338 -$8,089,443 +$2,992,895 SPLG, AAPL, VUG, VTV, NVDA 13F-HR 28 Oct 2025, 15:34
Q2 2025 609 $148,860,718 +$21,822,549 -$13,141,703 +$8,680,846 SPLG, VUG, VTV, AAPL, NVDA 13F-HR 24 Jul 2025, 17:54
Q1 2025 602 $131,364,091 +$8,233,657 -$16,615,167 -$8,381,510 AAPL, SPLG, VTV, SPDW, VUG 13F-HR 06 May 2025, 11:37
Q4 2024 606 $142,276,723 +$8,412,582 -$28,889,132 -$20,476,550 SPLG, AAPL, VTV, VUG, NVDA 13F-HR 24 Jan 2025, 10:59
Q3 2024 607 $156,156,019 +$18,296,213 $0 +$18,296,213 VUG, VTV, SPLG, AAPL, VOO 13F-HR 24 Oct 2024, 16:49
Q2 2024 588 $138,424,770 +$4,108,700 -$10,041,657 -$5,932,957 SPLG, VTV, VUG, AAPL, SPDW 13F-HR 12 Aug 2024, 16:38
Q1 2024 663 $140,867,193 +$28,821,617 -$7,686,900 +$21,134,717 SPLG, VTV, VUG, AAPL, SPDW 13F-HR 03 May 2024, 15:12
Q4 2023 377 $114,150,392 $0 $0 $0 SPLG, AAPL, VTV, SPDW, VUG 13F-HR 04 Mar 2024, 15:02