Filed: 5/15/2026ACC: 0001172661-26-002346
📋 What this filing means
RICHWOOD INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 98 equity positions with a total reported market value of $129.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
98
Positions
$129.75M
Total AUM (reported)
809.11K
Total Shares
Allocation by class
COM$64.72M49.9%
CORE S&P500 ETF$26.23M20.2%
CORE S&P SCP ETF$9.34M7.2%
CORE S&P MCP ETF$9.15M7.1%
MSCI EAFE ETF$3.68M2.8%
COM CL A$3.30M2.5%
COM NEW$2.84M2.2%
Portfolio Concentration
Top 3$44.73M34.5%
4–10$23.72M18.3%
11–25$22.27M17.2%
Rest$39.03M30.1%
Top 3 weight
34.5%
Top 10 weight
52.8%
Voting Authority Distribution
Total shares with voting rights: 809.11K
Sole
Full voting authority
809.11K
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)
Sole98
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings98
Rows:
ISHARES TR
SOLEShares40.15K
TypeSH
Market value$26.23M
20.21%
Sole
40.15K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares75.17K
TypeSH
Market value$9.34M
7.20%
Sole
75.17K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares135.55K
TypeSH
Market value$9.15M
7.05%
Sole
135.55K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares6.87K
TypeSH
Market value$6.32M
4.87%
Sole
6.87K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares37.89K
TypeSH
Market value$3.68M
2.84%
Sole
37.89K
Shared
0.00
None
0.00
VISA INC
SOLEShares10.91K
TypeSH
Market value$3.30M
2.54%
Sole
10.91K
Shared
0.00
None
0.00
APPLE INC
SOLEShares11.07K
TypeSH
Market value$2.81M
2.17%
Sole
11.07K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares26.83K
TypeSH
Market value$2.80M
2.16%
Sole
26.83K
Shared
0.00
None
0.00
NORTHROP GRUMMAN CORP
SOLEShares3.69K
TypeSH
Market value$2.52M
1.94%
Sole
3.69K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares3.23K
TypeSH
Market value$2.29M
1.77%
Sole
3.23K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares3.35K
TypeSH
Market value$2.03M
1.56%
Sole
3.35K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares3.96K
TypeSH
Market value$1.98M
1.53%
Sole
3.96K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares11.20K
TypeSH
Market value$1.90M
1.46%
Sole
11.20K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares1.82K
TypeSH
Market value$1.82M
1.40%
Sole
1.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.57K
TypeSH
Market value$1.60M
1.23%
Sole
10.57K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares13.23K
TypeSH
Market value$1.59M
1.23%
Sole
13.23K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares4.67K
TypeSH
Market value$1.54M
1.18%
Sole
4.67K
Shared
0.00
None
0.00
TRACTOR SUPPLY CO
SOLEShares29.61K
TypeSH
Market value$1.34M
1.03%
Sole
29.61K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares5.58K
TypeSH
Market value$1.32M
1.02%
Sole
5.58K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.34K
TypeSH
Market value$1.24M
0.95%
Sole
3.34K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares8.33K
TypeSH
Market value$1.22M
0.94%
Sole
8.33K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares3.90K
TypeSH
Market value$1.21M
0.93%
Sole
3.90K
Shared
0.00
None
0.00
WELLTOWER INC
SOLEShares6.06K
TypeSH
Market value$1.20M
0.92%
Sole
6.06K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares4.71K
TypeSH
Market value$1.15M
0.89%
Sole
4.71K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares4.21K
TypeSH
Market value$1.14M
0.88%
Sole
4.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 40.15K | SH | $26.23M 20.21% | 40.15K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 75.17K | SH | $9.34M 7.20% | 75.17K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 135.55K | SH | $9.15M 7.05% | 135.55K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 6.87K | SH | $6.32M 4.87% | 6.87K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 37.89K | SH | $3.68M 2.84% | 37.89K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 10.91K | SH | $3.30M 2.54% | 10.91K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 11.07K | SH | $2.81M 2.17% | 11.07K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 26.83K | SH | $2.80M 2.16% | 26.83K | 0.00 | 0.00 |
NORTHROP GRUMMAN CORPSOLE | COM | 3.69K | SH | $2.52M 1.94% | 3.69K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 3.23K | SH | $2.29M 1.77% | 3.23K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 3.35K | SH | $2.03M 1.56% | 3.35K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 3.96K | SH | $1.98M 1.53% | 3.96K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 11.20K | SH | $1.90M 1.46% | 11.20K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.82K | SH | $1.82M 1.40% | 1.82K | 0.00 | 0.00 |
ISHARES TRSOLE | SELECT DIVID ETF | 10.57K | SH | $1.60M 1.23% | 10.57K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 13.23K | SH | $1.59M 1.23% | 13.23K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 4.67K | SH | $1.54M 1.18% | 4.67K | 0.00 | 0.00 |
TRACTOR SUPPLY COSOLE | COM | 29.61K | SH | $1.34M 1.03% | 29.61K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 5.58K | SH | $1.32M 1.02% | 5.58K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.34K | SH | $1.24M 0.95% | 3.34K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 8.33K | SH | $1.22M 0.94% | 8.33K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 3.90K | SH | $1.21M 0.93% | 3.90K | 0.00 | 0.00 |
WELLTOWER INCSOLE | COM | 6.06K | SH | $1.20M 0.92% | 6.06K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 4.71K | SH | $1.15M 0.89% | 4.71K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 4.21K | SH | $1.14M 0.88% | 4.21K | 0.00 | 0.00 |
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