13F Filings History of Richmond Investment Services, LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$578,520,047
Signature - Title
Matthew Richmond - Principal/CEO/CCO
Location
Mequon, WI
Summary
This page shows a list of all the recent 13F filings made by Richmond Investment Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Richmond Investment Services, LLC reported 235 stock holdings with total value $578,520,047 as of Q4 2025. Top holdings included IWL, QQQ, SPYM, MOAT, and GDX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 235 $578,520,047 +$43,146,711 -$12,834,529 +$30,312,182 IWL, QQQ, SPYM, MOAT, GDX 13F-HR 12 Feb 2026, 17:10
Q3 2025 224 $537,352,647 +$49,469,200 -$24,903,976 +$24,565,224 IWL, QQQ, SPLG, MOAT, VNLA 13F-HR 12 Nov 2025, 10:19
Q2 2025 207 $473,486,405 +$283,847,702 -$10,539,174 +$273,308,528 IWL, QQQ, MOAT, VNLA, SPLG 13F-HR 12 Aug 2025, 15:24
Q1 2025 111 $184,074,358 +$33,758,316 -$21,404,825 +$12,353,491 IWL, MOAT, QQQ, SDVY, VNLA 13F-HR 14 May 2025, 09:43
Q4 2024 106 $178,121,804 $0 $0 $0 IWL, MOAT, QQQ, VNLA, SDVY 13F-HR 19 Feb 2025, 13:07