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Richard Young Associates, Ltd.

Updated 2 days ago

Managed by Richard Young Associates, Ltd. • Latest filing Q3 2026

Portfolio value
$154.5M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$128.1M
Q1 2026$131.7M
Q2 2026$150.5M
Q3 2026$154.5M

Top holdings

31 positions as of Q3 2026

View filing
?
1.N/A

DIMENSIONAL ETF TRUST

Value
$41.1M
Shares
746.8K
% Port
26.58%
A

DIMENSIONAL ETF TRUST

Value
$39.5M
Shares
594.9K
% Port
25.58%
R

DIMENSIONAL ETF TRUST

Value
$38.4M
Shares
496.4K
% Port
24.87%
R

DIMENSIONAL ETF TRUST

Value
$9.8M
Shares
118.6K
% Port
6.37%
M

DIMENSIONAL ETF TRUST

Value
$7.9M
Shares
140.7K
% Port
5.08%
N

NVIDIA CORPORATION

Value
$3.6M
Shares
15.6K
% Port
2.30%
A

APPLE INC

Value
$2.7M
Shares
8.1K
% Port
1.75%
K

COCA COLA CO

Value
$1.3M
Shares
15.2K
% Port
0.85%
T

TESLA INC

Value
$1.1M
Shares
3.0K
% Port
0.68%
A

AMAZON COM INC

Value
$926K
Shares
3.7K
% Port
0.60%
M

MICROSOFT CORP

Value
$902K
Shares
1.8K
% Port
0.58%
C

CARTER BANKSHARES INC

Value
$720K
Shares
24.1K
% Port
0.47%
M

META PLATFORMS INC

Value
$641K
Shares
884
% Port
0.41%
G

GE AEROSPACE

Value
$619K
Shares
2.0K
% Port
0.40%
X

EXXONMOBIL HOLDINGS CORP

Value
$462K
Shares
2.8K
% Port
0.30%
R

RTX CORPORATION

Value
$455K
Shares
2.4K
% Port
0.29%
S

SOUTHSTATE BK CORP

Value
$429K
Shares
4.3K
% Port
0.28%
P

PHILIP MORRIS INTL INC

Value
$390K
Shares
2.0K
% Port
0.25%
G

ALPHABET INC

Value
$387K
Shares
1.1K
% Port
0.25%
S

DFA INVT DIMENSIONS GROUP IN

Value
$377K
Shares
9.0K
% Port
0.24%

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