Filed: 10/16/2025ACC: 0001172661-25-004302
📋 What this filing means
RICHWOOD INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 100 equity positions with a total reported market value of $127.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
100
Positions
$127.62M
Total AUM (reported)
768.45K
Total Shares
Allocation by class
COM$64.06M50.2%
CORE S&P500 ETF$25.08M19.6%
CORE S&P MCP ETF$8.61M6.7%
CORE S&P SCP ETF$8.58M6.7%
COM CL A$3.69M2.9%
MSCI EAFE ETF$3.37M2.6%
COM NEW$2.35M1.8%
Portfolio Concentration
Top 3$42.26M33.1%
4–10$24.74M19.4%
11–25$22.07M17.3%
Rest$38.55M30.2%
Top 3 weight
33.1%
Top 10 weight
52.5%
Voting Authority Distribution
Total shares with voting rights: 768.45K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
768.45K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole100
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings100
Rows:
ISHARES TR
SOLEShares37.47K
TypeSH
Market value$25.08M
19.65%
Sole
0.00
Shared
0.00
None
37.47K
ISHARES TR
SOLEShares131.87K
TypeSH
Market value$8.61M
6.74%
Sole
0.00
Shared
0.00
None
131.87K
ISHARES TR
SOLEShares72.20K
TypeSH
Market value$8.58M
6.72%
Sole
0.00
Shared
0.00
None
72.20K
ELI LILLY & CO
SOLEShares7.09K
TypeSH
Market value$5.41M
4.24%
Sole
0.00
Shared
0.00
None
7.09K
SERVICENOW INC
SOLEShares5.26K
TypeSH
Market value$4.84M
3.79%
Sole
0.00
Shared
0.00
None
5.26K
VISA INC
SOLEShares10.80K
TypeSH
Market value$3.69M
2.89%
Sole
0.00
Shared
0.00
None
10.80K
ISHARES TR
SOLEShares36.14K
TypeSH
Market value$3.37M
2.64%
Sole
0.00
Shared
0.00
None
36.14K
APPLE INC
SOLEShares11.83K
TypeSH
Market value$3.01M
2.36%
Sole
0.00
Shared
0.00
None
11.83K
MASTERCARD INCORPORATED
SOLEShares4.03K
TypeSH
Market value$2.29M
1.79%
Sole
0.00
Shared
0.00
None
4.03K
NORTHROP GRUMMAN CORP
SOLEShares3.48K
TypeSH
Market value$2.12M
1.66%
Sole
0.00
Shared
0.00
None
3.48K
MICROSOFT CORP
SOLEShares3.47K
TypeSH
Market value$1.80M
1.41%
Sole
0.00
Shared
0.00
None
3.47K
ORACLE CORP
SOLEShares6.03K
TypeSH
Market value$1.70M
1.33%
Sole
0.00
Shared
0.00
None
6.03K
COSTCO WHSL CORP NEW
SOLEShares1.80K
TypeSH
Market value$1.67M
1.31%
Sole
0.00
Shared
0.00
None
1.80K
HOME DEPOT INC
SOLEShares4.08K
TypeSH
Market value$1.65M
1.30%
Sole
0.00
Shared
0.00
None
4.08K
TRACTOR SUPPLY CO
SOLEShares28.85K
TypeSH
Market value$1.64M
1.29%
Sole
0.00
Shared
0.00
None
28.85K
ISHARES TR
SOLEShares11.21K
TypeSH
Market value$1.59M
1.25%
Sole
0.00
Shared
0.00
None
11.21K
CATERPILLAR INC
SOLEShares3.18K
TypeSH
Market value$1.52M
1.19%
Sole
0.00
Shared
0.00
None
3.18K
LOCKHEED MARTIN CORP
SOLEShares3K
TypeSH
Market value$1.50M
1.17%
Sole
0.00
Shared
0.00
None
3K
LOWES COS INC
SOLEShares5.90K
TypeSH
Market value$1.48M
1.16%
Sole
0.00
Shared
0.00
None
5.90K
UNITEDHEALTH GROUP INC
SOLEShares4.29K
TypeSH
Market value$1.48M
1.16%
Sole
0.00
Shared
0.00
None
4.29K
SPDR SERIES TRUST
SOLEShares9.12K
TypeSH
Market value$1.28M
1.00%
Sole
0.00
Shared
0.00
None
9.12K
EXXON MOBIL CORP
SOLEShares11.14K
TypeSH
Market value$1.26M
0.98%
Sole
0.00
Shared
0.00
None
11.14K
MCDONALDS CORP
SOLEShares4.03K
TypeSH
Market value$1.22M
0.96%
Sole
0.00
Shared
0.00
None
4.03K
MERCK & CO INC
SOLEShares13.99K
TypeSH
Market value$1.17M
0.92%
Sole
0.00
Shared
0.00
None
13.99K
WELLTOWER INC
SOLEShares6.23K
TypeSH
Market value$1.11M
0.87%
Sole
0.00
Shared
0.00
None
6.23K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 37.47K | SH | $25.08M 19.65% | 0.00 | 0.00 | 37.47K |
ISHARES TRSOLE | CORE S&P MCP ETF | 131.87K | SH | $8.61M 6.74% | 0.00 | 0.00 | 131.87K |
ISHARES TRSOLE | CORE S&P SCP ETF | 72.20K | SH | $8.58M 6.72% | 0.00 | 0.00 | 72.20K |
ELI LILLY & COSOLE | COM | 7.09K | SH | $5.41M 4.24% | 0.00 | 0.00 | 7.09K |
SERVICENOW INCSOLE | COM | 5.26K | SH | $4.84M 3.79% | 0.00 | 0.00 | 5.26K |
VISA INCSOLE | COM CL A | 10.80K | SH | $3.69M 2.89% | 0.00 | 0.00 | 10.80K |
ISHARES TRSOLE | MSCI EAFE ETF | 36.14K | SH | $3.37M 2.64% | 0.00 | 0.00 | 36.14K |
APPLE INCSOLE | COM | 11.83K | SH | $3.01M 2.36% | 0.00 | 0.00 | 11.83K |
MASTERCARD INCORPORATEDSOLE | CL A | 4.03K | SH | $2.29M 1.79% | 0.00 | 0.00 | 4.03K |
NORTHROP GRUMMAN CORPSOLE | COM | 3.48K | SH | $2.12M 1.66% | 0.00 | 0.00 | 3.48K |
MICROSOFT CORPSOLE | COM | 3.47K | SH | $1.80M 1.41% | 0.00 | 0.00 | 3.47K |
ORACLE CORPSOLE | COM | 6.03K | SH | $1.70M 1.33% | 0.00 | 0.00 | 6.03K |
COSTCO WHSL CORP NEWSOLE | COM | 1.80K | SH | $1.67M 1.31% | 0.00 | 0.00 | 1.80K |
HOME DEPOT INCSOLE | COM | 4.08K | SH | $1.65M 1.30% | 0.00 | 0.00 | 4.08K |
TRACTOR SUPPLY COSOLE | COM | 28.85K | SH | $1.64M 1.29% | 0.00 | 0.00 | 28.85K |
ISHARES TRSOLE | SELECT DIVID ETF | 11.21K | SH | $1.59M 1.25% | 0.00 | 0.00 | 11.21K |
CATERPILLAR INCSOLE | COM | 3.18K | SH | $1.52M 1.19% | 0.00 | 0.00 | 3.18K |
LOCKHEED MARTIN CORPSOLE | COM | 3K | SH | $1.50M 1.17% | 0.00 | 0.00 | 3K |
LOWES COS INCSOLE | COM | 5.90K | SH | $1.48M 1.16% | 0.00 | 0.00 | 5.90K |
UNITEDHEALTH GROUP INCSOLE | COM | 4.29K | SH | $1.48M 1.16% | 0.00 | 0.00 | 4.29K |
SPDR SERIES TRUSTSOLE | S&P DIVID ETF | 9.12K | SH | $1.28M 1.00% | 0.00 | 0.00 | 9.12K |
EXXON MOBIL CORPSOLE | COM | 11.14K | SH | $1.26M 0.98% | 0.00 | 0.00 | 11.14K |
MCDONALDS CORPSOLE | COM | 4.03K | SH | $1.22M 0.96% | 0.00 | 0.00 | 4.03K |
MERCK & CO INCSOLE | COM | 13.99K | SH | $1.17M 0.92% | 0.00 | 0.00 | 13.99K |
WELLTOWER INCSOLE | COM | 6.23K | SH | $1.11M 0.87% | 0.00 | 0.00 | 6.23K |
Page 1 of 4