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Richmond Brothers, Inc.

Q2 2026 13F filing

Updated 30 days ago

134 disclosed positions worth $192.3M

Portfolio value
$192.3M
Total holdings
134
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-11

Full holdings

Every line item disclosed in Q2 2026

Q
1.QQQ

INVESCO QQQ TR

Value
$21.1M
Shares
28.7K
% Port
10.98%
A

APPLE INC

Value
$7.7M
Shares
26.7K
% Port
4.01%
Q
3.QQQ

INVESCO QQQ TR

Value
$7.3M
Shares
9.9K
% Port
3.77%
N

NVIDIA CORPORATION

Value
$6.2M
Shares
31.2K
% Port
3.24%
M

MICROSOFT CORP

Value
$5.3M
Shares
14.3K
% Port
2.78%
?
6.N/A

AIM ETF PRODUCTS TRUST

Value
$3.4M
Shares
111.6K
% Port
1.79%
V

VANGUARD WORLD FD

Value
$3.4M
Shares
28.6K
% Port
1.78%
A

AMAZON COM INC

Value
$3.2M
Shares
13.3K
% Port
1.65%
?
9.N/A

AIM ETF PRODUCTS TRUST

Value
$3.1M
Shares
79.0K
% Port
1.60%
V
10.VGES

VANGUARD WORLD FD

Value
$3.1M
Shares
8.5K
% Port
1.60%
V
11.VGES

VANGUARD WORLD FD

Value
$2.9M
Shares
19.2K
% Port
1.50%
V
12.VLO

VANGUARD WORLD FD

Value
$2.8M
Shares
9.3K
% Port
1.45%
S

SPDR SERIES TRUST

Value
$2.8M
Shares
24.7K
% Port
1.44%
V
14.VGES

VANGUARD WORLD FD

Value
$2.7M
Shares
12.0K
% Port
1.43%
?
15.N/A

FIDELITY COVINGTON TRUST

Value
$2.7M
Shares
26.4K
% Port
1.41%
V
16.VGES

VANGUARD WORLD FD

Value
$2.7M
Shares
13.9K
% Port
1.41%
?
17.N/A

ELEVATION SERIES TRUST

Value
$2.7M
Shares
98.1K
% Port
1.41%
F
18.FIS

FIDELITY COVINGTON TRUST

Value
$2.7M
Shares
34.3K
% Port
1.38%
V
19.VGES

VANGUARD WORLD FD

Value
$2.6M
Shares
14.3K
% Port
1.37%
V
20.VGES

VANGUARD WORLD FD

Value
$2.5M
Shares
6.4K
% Port
1.31%
?
21.N/A

FIDELITY COVINGTON TRUST

Value
$2.5M
Shares
25.3K
% Port
1.31%
V
22.VGES

VANGUARD WORLD FD

Value
$2.5M
Shares
11.1K
% Port
1.30%
V
23.VGES

VANGUARD WORLD FD

Value
$2.5M
Shares
19.0K
% Port
1.30%
B

BERKSHIRE HATHAWAY INC DEL

Value
$2.5M
Shares
5.0K
% Port
1.29%
V
25.VGES

VANGUARD INDEX FDS

Value
$2.5M
Shares
25.5K
% Port
1.28%
?
26.N/A

FIDELITY COVINGTON TRUST

Value
$2.4M
Shares
41.9K
% Port
1.27%
?
27.N/A

AIM ETF PRODUCTS TRUST

Value
$2.4M
Shares
60.1K
% Port
1.23%
M
28.META

META PLATFORMS INC

Value
$2.3M
Shares
4.1K
% Port
1.20%
G

ALPHABET INC

Value
$2.2M
Shares
6.1K
% Port
1.14%
S

SPDR SERIES TRUST

Value
$2.2M
Shares
22.7K
% Port
1.12%
M
31.MCD

MCDONALDS CORP

Value
$2.1M
Shares
7.9K
% Port
1.11%
M
32.MU

MICRON TECHNOLOGY INC

Value
$2.1M
Shares
1.8K
% Port
1.09%
V
33.VGES

VANGUARD BD INDEX FDS

Value
$2.1M
Shares
27.1K
% Port
1.08%
V
34.VGES

VANGUARD BD INDEX FDS

Value
$2M
Shares
29.6K
% Port
1.06%
?
35.N/A

AIM ETF PRODUCTS TRUST

Value
$2M
Shares
52.6K
% Port
1.03%
A
36.AVGO

BROADCOM INC

Value
$2M
Shares
5.2K
% Port
1.03%
A
37.AMAT

APPLIED MATLS INC

Value
$1.9M
Shares
2.7K
% Port
1.00%
G
38.GOF

GUGGENHEIM STRATEGIC OPPORTU

Value
$1.8M
Shares
169.2K
% Port
0.96%
C
39.CSCO

CISCO SYS INC

Value
$1.8M
Shares
15.6K
% Port
0.95%
J
40.JNJ

JOHNSON & JOHNSON

Value
$1.8M
Shares
6.9K
% Port
0.92%
M
41.MA

MASTERCARD INCORPORATED

Value
$1.8M
Shares
3.4K
% Port
0.91%
K
42.KOLD

PROSHARES TR

Value
$1.7M
Shares
21.4K
% Port
0.90%
?
43.N/A

FIDELITY COVINGTON TRUST

Value
$1.7M
Shares
29.6K
% Port
0.90%
?
44.N/A

AIM ETF PRODUCTS TRUST

Value
$1.6M
Shares
39.7K
% Port
0.85%
X
45.XOM

EXXON MOBIL CORP

Value
$1.4M
Shares
9.9K
% Port
0.70%
I
46.IBM

INTERNATIONAL BUSINESS MACHS

Value
$1.3M
Shares
4.7K
% Port
0.68%
A
47.AAPL

APPLE INC

Value
$1.3M
Shares
4.5K
% Port
0.68%
W
48.WTS

WATTS WATER TECHNOLOGIES INC

Value
$1.3M
Shares
3.2K
% Port
0.65%
P
49.PM

PHILIP MORRIS INTL INC

Value
$1.3M
Shares
6.9K
% Port
0.65%
V
50.V

VISA INC

Value
$1.2M
Shares
3.6K
% Port
0.65%