Q2 2026 13F · SEC CIK 1911900

Richwood Investment Advisors, LLC

Wealth managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $142.2M
Reported positions: 106
Top holdings a year, 3 yrs: +13.2%
Assets under management: $155.1M

Richwood Investment Advisors, LLC is a wealth manager that reported 106 positions worth $142.2M in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 20.6%), Ishares Core S&p Small Cap ETF (IJR, 7.5%), Ishares Tr (IJH, 7.1%). A portfolio copying its top holdings returned 13.2% a year over the last 3 years, against 20.4% for the S&P 500.

Richwood Investment Advisors, LLC holdings largest 50 of 106 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Richwood Investment Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	20.6%	20.2%	39,165	-2.5%	$29.3M
IJRIshares Core S&p Small Cap ETF	7.5%	7.2%	71,913	-4.3%	$10.7M
IJHIshares Tr	7.1%	7.1%	130,501	-3.7%	$10.1M
LLYLilly Eli & Co	5.4%	4.9%	6,425	-6.5%	$7.7M
EFAiShs MSCI EAFE	2.8%	2.8%	38,520	+1.7%	$4.0M
CATCaterpillar Inc Com	2.5%	1.8%	3,309	+2.3%	$3.5M
VVisa Inc Com Cl A	2.5%	2.5%	10,231	-6.2%	$3.5M
AAPLApple Inc	2.3%	2.2%	11,113	+0.4%	$3.2M
NOWServicenow Inc Com	1.7%	2.2%	24,556	-8.5%	$2.4M
MAMastercard Inc.	1.4%	1.5%	3,985	+0.5%	$2.0M
NOCNorthrop Grumman Corp	1.4%	1.9%	3,809	+3.2%	$1.9M
COSTCostco Whsl Corp New	1.2%	1.4%	1,825	+0.0%	$1.7M
UNHUnitedhealth Group Inc Com	1.2%	0.9%	4,089	-2.9%	$1.7M
MRKMerck & Co. Inc	1.2%	1.2%	13,045	-1.4%	$1.7M
LMTLockheed Martin Corp Com	1.2%	1.6%	3,235	-3.5%	$1.6M
DVYiShares Select Dividend ETF Total	1.1%	1.2%	10,427	-1.3%	$1.6M
HDHome Depot Inc Com	1.1%	1.2%	4,539	-2.8%	$1.6M
INTCIntel Corp	1.0%	—	10,376	—	$1.4M
DEDeere & Co Com	1.0%	0.9%	2,280	+14.7%	$1.4M
WELLWelltower Inc	0.9%	0.9%	5,808	-4.1%	$1.3M
JNJJohnson & Johnson	0.9%	0.9%	5,029	+6.8%	$1.3M
MSFTMicrosoft Corp	0.9%	1.0%	3,359	+0.4%	$1.3M
LOWLowes Cos Inc	0.9%	1.0%	5,556	-0.4%	$1.2M
SDYSpdr Series Trust	0.9%	0.9%	8,048	-3.4%	$1.2M
SNASnap-on Inc.	0.8%	0.8%	2,878	+0.3%	$1.2M
AXPAmerican Express Co Com	0.8%	0.7%	3,275	+5.2%	$1.1M
BABoeing Co	0.8%	0.8%	5,057	+1.0%	$1.1M
MCDMcdonalds Corp Com	0.7%	0.9%	3,800	-2.6%	$1.0M
AMGNAmgen Inc Com	0.7%	0.8%	2,730	-2.3%	$989K
WFCWells Fargo Co New	0.7%	0.8%	11,864	-5.1%	$980K
PGProcter & Gamble Co Com	0.7%	0.7%	6,539	-1.9%	$959K
KOCoca Cola Co	0.7%	0.6%	11,589	+6.4%	$942K
GDGeneral Dynamics Corp	0.7%	0.7%	2,652	-3.3%	$939K
TSCOTractor Supply Co	0.7%	1.0%	29,388	-0.8%	$929K
FDXFedex Corp	0.7%	0.7%	2,962	+10.5%	$927K
MSMorgan Stanley Com New	0.6%	0.5%	4,403	+7.2%	$920K
ETNEaton Corp PLC	0.6%	0.6%	2,115	-0.9%	$901K
NVDANvidia Corporation Com	0.6%	0.6%	4,436	+2.3%	$888K
CCitigroup Inc Com New	0.6%	0.6%	6,128	-4.4%	$858K
ORCLOracle Corp	0.6%	0.7%	5,810	+0.0%	$851K
JPMJpmorgan Chase & Co	0.6%	0.6%	2,601	+0.0%	$851K
PEPPepsico Inc	0.6%	0.7%	5,999	+9.8%	$812K
DALDelta Air Lines Inc Com New	0.5%	—	8,161	—	$764K
GILDGilead Sciences	0.5%	0.7%	5,873	-4.6%	$742K
VYMVym	0.5%	0.6%	4,498	-11.8%	$711K
COFCapital One Financial Corp	0.5%	—	3,534	—	$709K
WMWaste Mgmt Inc Del	0.5%	0.6%	3,135	-2.0%	$699K
JKJiShares Morningstar Small-Cap	0.5%	—	8,934	—	$675K
IJSIShares S&P Small Cap 600 Value	0.5%	—	4,905	—	$670K
OSKOshkosh Corp	0.5%	0.5%	4,340	+0.0%	$666K

What Richwood Investment Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.3% /yr; S&P 500 +20.1%
3 years: +13.2% /yr; S&P 500 +20.4%
5 years: +11.9% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$142.2M	106
Q1 2026	$129.7M	98
Q4 2025	$139.3M	106
Q3 2025	$127.6M	100
Q2 2025	$121.8M	100
Q1 2025	$117.6M	97
Q4 2024	$119.9M	100
Q3 2024	$120.9M	102
Q2 2024	$114.1M	100
Q1 2024	$112.6M	100
Q4 2023	$106.5M	100
Q3 2023	$98.1M	99

Questions about Richwood Investment Advisors, LLC's portfolio

What stocks does Richwood Investment Advisors, LLC own?

Richwood Investment Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 106 positions worth $142.2M. The largest are Ishares Core S&p 500 ETF (IVV) at 20.6%, Ishares Core S&p Small Cap ETF (IJR) at 7.5%, Ishares Tr (IJH) at 7.1%, Lilly Eli & Co (LLY) at 5.4% and iShs MSCI EAFE (EFA) at 2.8%.

What did Richwood Investment Advisors, LLC buy last quarter?

In Q2 2026, Richwood Investment Advisors, LLC added Deere & Co Com (DE) (+14.7% shares), Fedex Corp (FDX) (+10.5% shares) and Pepsico Inc (PEP) (+9.8% shares), compared with its Q1 2026 filing.

What did Richwood Investment Advisors, LLC sell last quarter?

In Q2 2026, Richwood Investment Advisors, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Phillips 66 (PSX), cut from its top 50 Verizon Communications Inc Com (VZ), cut from its top 50 Bristol-Myers Squibb Co Com (BMY), cut from its top 50 Southern Co. (SO), Vym (VYM) (-11.8% shares), Servicenow Inc Com (NOW) (-8.5% shares) and Lilly Eli & Co (LLY) (-6.5% shares), compared with its Q1 2026 filing.

How has Richwood Investment Advisors, LLC's portfolio performed?

A portfolio copying Richwood Investment Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.3% against +20.1%. Over 5 years: +11.9% a year against +16.8%.

When is Richwood Investment Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Richwood Investment Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Richwood Investment Advisors, LLC manage?

Richwood Investment Advisors, LLC reported $155.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $142.2M.