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Richwood Investment Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Oct 30, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $141,618,740
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $29,604,960
- ISHARES TR · CORE S&P SCP ETF · 464287804 · shares: $9,629,986
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $9,195,372
- ELI LILLY & CO · COM · 532457108 · shares: $7,245,635
- ISHARES TR · MSCI EAFE ETF · 464287465 · shares: $4,066,722
- APPLE INC · COM · 037833100 · shares: $3,946,716
- VISA INC · COM CL A · 92826C839 · shares: $3,722,120
- SERVICENOW INC · COM · 81762P102 · shares: $3,197,613
- CATERPILLAR INC · COM · 149123101 · shares: $2,482,639
- MASTERCARD INCORPORATED · CL A · 57636Q104 · shares: $2,326,376
Reported holdings
108 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| META PLATFORMS INC | CL A | 30303M102 | — | 299 shares | $216,829 |
| PUBLIC STORAGE | COM | 74460D109 | — | 753 shares | $213,120 |
| ISHARES TR | MRNING SM CP ETF | 464288703 | — | 2,775 shares | $207,587 |
| PACKAGING CORP AMER | COM | 695156109 | — | 897 shares | $205,646 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 1,733 shares | $205,603 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 275 shares | $203,898 |
| BLACKROCK INC | COM | 09290D101 | — | 191 shares | $202,133 |
| PAYCHEX INC | COM | 704326107 | — | 2,037 shares | $200,645 |