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Livermore
Livermore
ZHEN

Richwood Investment Advisors, LLC

SEC CIK
0001911900
Latest filing
Jul 29, 2026

The latest 13F from Richwood Investment Advisors, LLC covers Q2 2026 (filed Jul 29, 2026): 106 long positions worth $142.2M. The top 10 holdings make up 53.8% of the portfolio, and the largest is iShares Core S&P 500 ETF at 20.6%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
11
Est. +$2.65M
Added
39
Est. +$2.10M
Reduced
48
Est. −$7.52M
Sold out
3
Est. −$2.43M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    20.6%$29.3M
  2. iShares Core S&P Small Cap ETF464287804
    7.5%$10.7M
  3. iShares Core S&P Mid-Cap ETF464287507
    7.1%$10.1M
  4. LLYEli Lilly & Co
    5.4%$7.71MHistory
  5. iShares MSCI Eafe ETF464287465
    2.8%$4.00M

Share of portfolio

Top 5 holdings and the other 101 positions, by share of portfolio value

  1. iShares Core S&P 500 ETF20.6%
  2. iShares Core S&P Small Cap ETF7.5%
  3. iShares Core S&P Mid-Cap ETF7.1%
  4. LLY5.4%
  5. iShares MSCI Eafe ETF2.8%
  6. Other 101 positions56.6%

Biggest buys

New and added positions, by estimated amount bought

  1. State Street SPDR S&P Biotech ETF78464A870
    +$317.1KNew
  2. TXNTexas Instruments Inc
    +$286.1KNewHistory
  3. Vanguard Morningstar Mid-Cap Growth ETF922908538
    +$269.5KNew
  4. AMATApplied Materials Inc
    +$256.7KNewHistory
  5. Vanguard Information Technology ETF92204A702
    +$231.7KNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. CATCaterpillar Inc
    +0.71 pp1.8% → 2.5%History
  2. INTCIntel Corp
    +0.69 pp0.3% → 1.0%History
  3. State Street SPDR S&P Biotech ETF78464A870
    +0.22 pp0.0% → 0.2%
  4. TXNTexas Instruments Inc
    +0.20 pp0.0% → 0.2%History
  5. Vanguard Morningstar Mid-Cap Growth ETF922908538
    +0.19 pp0.0% → 0.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Core High Dividend ETF46429B663
    −$1.99MReducedConverted for a 5-for-1 split
  2. XOMExxonMobil Holdings Corp
    −$1.90MSold outHistory
  3. Vanguard S&P 500 Growth ETF921932505
    −$1.88MReducedConverted for a 6-for-1 split
  4. iShares Core S&P 500 ETF464287200
    −$739.2KReduced
  5. LLYEli Lilly & Co
    −$533.7KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −1.46 pp1.5% → 0.0%History
  2. NOWServiceNow, Inc.
    −0.45 pp2.2% → 1.7%History
  3. LMTLockheed Martin Corp
    −0.40 pp1.6% → 1.2%History
  4. TSCOTractor Supply Co
    −0.38 pp1.0% → 0.7%History
  5. iShares Tr464288307
    −0.23 pp0.2% → 0.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$142.2M
+$12.4M (+9.6%) vs. prior quarter
Positions
106
+8 vs. prior quarter
Top 10 concentration
53.8%
Top 10 as share of value
Turnover
3.5%
Q2 2026, one quarter
Average holding period
18.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $142.2M (Q2 2026)

Q4 2021: $114.3MQ1 2022: $112.0MQ2 2022: $99.1MQ3 2022: $91.1MQ4 2022: $99.4MQ1 2023: $100.3MQ2 2023: $102.4MQ3 2023: $98.1MQ4 2023: $106.5MQ1 2024: $112.6MQ2 2024: $114.1MQ3 2024: $120.9MQ4 2024: $119.9MQ1 2025: $117.6MQ2 2025: $121.8MQ3 2025: $127.6MQ4 2025: $139.3MQ1 2026: $129.7MQ2 2026: $142.2M
Q4 2021Q2 2026
13F filings of Richwood Investment Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 29, 2026106$142.2MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFiShares Core S&P Mid-Cap ETFvs. Q1 2026SEC
Q1 2026May 15, 202698$129.7MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFiShares Core S&P Mid-Cap ETFvs. Q4 2025SEC
Q4 2025Feb 12, 2026106$139.3MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFiShares Core S&P Mid-Cap ETFvs. Q3 2025SEC
Q3 2025Oct 16, 2025100$127.6MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core S&P Small Cap ETFvs. Q2 2025SEC
Q2 2025Jul 23, 2025100$121.8MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core S&P Small Cap ETFvs. Q1 2025SEC
Q1 2025May 15, 202597$117.6MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core S&P Small Cap ETFvs. Q4 2024SEC
Q4 2024Feb 11, 2025100$119.9MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFiShares Core S&P Mid-Cap ETFvs. Q3 2024SEC
Q3 2024Oct 15, 2024102$120.9MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFiShares Core S&P Mid-Cap ETFvs. Q2 2024SEC
Q2 2024Jul 26, 2024100$114.1MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core S&P Small Cap ETFvs. Q1 2024SEC
Q1 2024May 13, 2024100$112.6MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core S&P Small Cap ETFvs. Q4 2023SEC
Q4 2023Feb 9, 2024100$106.5MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFiShares Core S&P Mid-Cap ETFvs. Q3 2023SEC
Q3 2023Oct 30, 202399$98.1MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFiShares Core S&P Mid-Cap ETFvs. Q2 2023SEC
Q2 2023Jul 21, 2023101$102.4MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFiShares Core S&P Mid-Cap ETFvs. Q1 2023SEC
Q1 2023Apr 19, 2023103$100.3MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFiShares Core S&P Mid-Cap ETFvs. Q4 2022SEC
Q4 2022Feb 8, 2023105$99.4MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFiShares Core S&P Mid-Cap ETFvs. Q3 2022SEC
Q3 2022Oct 27, 2022102$91.1MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFiShares Core S&P Mid-Cap ETFvs. Q2 2022SEC
Q2 2022Jul 22, 2022106$99.1MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFiShares Core S&P Mid-Cap ETFvs. Q1 2022SEC
Q1 2022Apr 28, 2022117$112.0MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFiShares Core S&P Mid-Cap ETFvs. Q4 2021SEC
Q4 2021Feb 17, 2022268$114.3MiShares Core S&P 500 ETFiShares Core S&P Small Cap ETFiShares Core S&P Mid-Cap ETF–SEC