Filed: 2/12/2026ACC: 0001172661-26-000670
📋 What this filing means
RICHWOOD INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 106 equity positions with a total reported market value of $139.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
106
Positions
$139.26M
Total AUM (reported)
802.32K
Total Shares
Allocation by class
COM$69.28M49.8%
CORE S&P500 ETF$27.46M19.7%
CORE S&P SCP ETF$9.77M7.0%
CORE S&P MCP ETF$9.63M6.9%
MSCI EAFE ETF$3.80M2.7%
COM CL A$3.50M2.5%
COM NEW$3.07M2.2%
Portfolio Concentration
Top 3$46.86M33.7%
4–10$25.09M18.0%
11–25$23.32M16.7%
Rest$43.99M31.6%
Top 3 weight
33.7%
Top 10 weight
51.7%
Voting Authority Distribution
Total shares with voting rights: 802.32K
Sole
Full voting authority
802.32K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole106
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings106
Rows:
ISHARES TR
SOLEShares39.58K
TypeSH
Market value$27.46M
19.72%
Sole
39.58K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares74.04K
TypeSH
Market value$9.77M
7.02%
Sole
74.04K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares134.25K
TypeSH
Market value$9.63M
6.91%
Sole
134.25K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares6.85K
TypeSH
Market value$7.25M
5.20%
Sole
6.85K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares37.04K
TypeSH
Market value$3.80M
2.73%
Sole
37.04K
Shared
0.00
None
0.00
VISA INC
SOLEShares10.55K
TypeSH
Market value$3.50M
2.51%
Sole
10.55K
Shared
0.00
None
0.00
APPLE INC
SOLEShares11.01K
TypeSH
Market value$3.06M
2.20%
Sole
11.01K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares25.75K
TypeSH
Market value$2.59M
1.86%
Sole
25.75K
Shared
0.00
None
0.00
NORTHROP GRUMMAN CORP
SOLEShares3.53K
TypeSH
Market value$2.50M
1.80%
Sole
3.53K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares3.27K
TypeSH
Market value$2.38M
1.71%
Sole
3.27K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares3.92K
TypeSH
Market value$2.15M
1.54%
Sole
3.92K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares3.23K
TypeSH
Market value$2.02M
1.45%
Sole
3.23K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares1.78K
TypeSH
Market value$1.78M
1.28%
Sole
1.78K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.77K
TypeSH
Market value$1.67M
1.20%
Sole
10.77K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares11.14K
TypeSH
Market value$1.66M
1.19%
Sole
11.14K
Shared
0.00
None
0.00
TRACTOR SUPPLY CO
SOLEShares29.82K
TypeSH
Market value$1.66M
1.19%
Sole
29.82K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares4.28K
TypeSH
Market value$1.65M
1.18%
Sole
4.28K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares13.25K
TypeSH
Market value$1.62M
1.16%
Sole
13.25K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares5.63K
TypeSH
Market value$1.57M
1.12%
Sole
5.63K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.38K
TypeSH
Market value$1.36M
0.97%
Sole
3.38K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares8.81K
TypeSH
Market value$1.35M
0.97%
Sole
8.81K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares3.83K
TypeSH
Market value$1.25M
0.90%
Sole
3.83K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares3.19K
TypeSH
Market value$1.23M
0.88%
Sole
3.19K
Shared
0.00
None
0.00
WELLTOWER INC
SOLEShares6.06K
TypeSH
Market value$1.19M
0.85%
Sole
6.06K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares4.25K
TypeSH
Market value$1.18M
0.85%
Sole
4.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 39.58K | SH | $27.46M 19.72% | 39.58K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 74.04K | SH | $9.77M 7.02% | 74.04K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 134.25K | SH | $9.63M 6.91% | 134.25K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 6.85K | SH | $7.25M 5.20% | 6.85K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 37.04K | SH | $3.80M 2.73% | 37.04K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 10.55K | SH | $3.50M 2.51% | 10.55K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 11.01K | SH | $3.06M 2.20% | 11.01K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 25.75K | SH | $2.59M 1.86% | 25.75K | 0.00 | 0.00 |
NORTHROP GRUMMAN CORPSOLE | COM | 3.53K | SH | $2.50M 1.80% | 3.53K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 3.27K | SH | $2.38M 1.71% | 3.27K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 3.92K | SH | $2.15M 1.54% | 3.92K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 3.23K | SH | $2.02M 1.45% | 3.23K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 1.78K | SH | $1.78M 1.28% | 1.78K | 0.00 | 0.00 |
ISHARES TRSOLE | SELECT DIVID ETF | 10.77K | SH | $1.67M 1.20% | 10.77K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 11.14K | SH | $1.66M 1.19% | 11.14K | 0.00 | 0.00 |
TRACTOR SUPPLY COSOLE | COM | 29.82K | SH | $1.66M 1.19% | 29.82K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 4.28K | SH | $1.65M 1.18% | 4.28K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 13.25K | SH | $1.62M 1.16% | 13.25K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 5.63K | SH | $1.57M 1.12% | 5.63K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.38K | SH | $1.36M 0.97% | 3.38K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 8.81K | SH | $1.35M 0.97% | 8.81K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 3.83K | SH | $1.25M 0.90% | 3.83K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 3.19K | SH | $1.23M 0.88% | 3.19K | 0.00 | 0.00 |
WELLTOWER INCSOLE | COM | 6.06K | SH | $1.19M 0.85% | 6.06K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 4.25K | SH | $1.18M 0.85% | 4.25K | 0.00 | 0.00 |
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