Richmond Brothers, Inc. — 13F Holdings & Portfolio

CIK 1540462 · latest 13F-HR filed 2026-05-11

Richmond Brothers, Inc. manages $150.2M in 13F-reported U.S. long-equity assets across 69 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are QQQ (15.95%), QQQ (13.03%), VDE (3.95%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 6, and trimmed 22.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$150.2M

Long-equity book

Holdings

69

Distinct positions

Period

2026-03-31

Filed 2026-05-11

Q/Q Activity

+0 / −0 / ↑6 / ↓22

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$3.0M +94.6%
  • VANGUARD WORLD FD$2.0M +30.3%
  • CONNECT BIOPHARMA HLDGS LTD$759.4K +155.2%
  • HERON THERAPEUTICS INC$405.8K +54.6%
  • ALVOTECH$82.1K +114.6%
Show all 6

Top Trims

  • INVESCO QQQ TR-$3.3M -7.0%
  • VANGUARD BD INDEX FDS-$1.2M -21.2%
  • VANGUARD BD INDEX FDS-$1.1M -20.8%
  • VANGUARD MALVERN FDS-$904.1K -31.0%
  • PROSHARES TR-$823.8K -40.1%
Show all 22

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 INVESCO QQQ TR QQQ 46090E103 $24.0M 15.95% 41,504 SH
2 INVESCO QQQ TR QQQ 46090E103 $19.6M 13.03% 33,904 SH
3 VANGUARD WORLD FD VDE 92204A306 $5.9M 3.95% 34,302 SH
4 VANGUARD WORLD FD VPU 92204A876 $4.9M 3.28% 24,888 SH
5 VANGUARD WORLD FD VAW 92204A801 $4.8M 3.22% 21,473 SH
6 VANGUARD WORLD FD VIS 92204A603 $4.7M 3.15% 15,165 SH
7 VANGUARD WORLD FD VDC 92204A207 $4.6M 3.06% 20,473 SH
8 VANGUARD WORLD FD VOX 92204A884 $4.5M 3.03% 25,266 SH
9 VANGUARD WORLD FD VHT 92204A504 $4.5M 3.01% 16,596 SH
10 VANGUARD WORLD FD VGT 92204A702 $4.4M 2.92% 6,282 SH
11 VANGUARD INDEX FDS VNQ 922908553 $4.3M 2.85% 48,272 SH
12 VANGUARD WORLD FD VFH 92204A405 $4.3M 2.85% 35,428 SH
13 VANGUARD WORLD FD VCR 92204A108 $4.2M 2.78% 11,620 SH
14 VANGUARD BD INDEX FDS BIV 921937819 $3.2M 2.14% 41,707 SH
15 VANGUARD BD INDEX FDS BLV 921937793 $3.2M 2.12% 46,297 SH
16 GUGGENHEIM STRATEGIC OPPORTU GOF 40167F101 $2.6M 1.76% 240,108 SH
17 VANGUARD WORLD FD VDE 92204A306 $2.6M 1.72% 14,910 SH
18 VANGUARD WORLD FD VPU 92204A876 $2.2M 1.46% 11,060 SH
19 APPLE INC AAPL 037833100 $2.2M 1.44% 8,500 SH
20 VANGUARD WORLD FD VAW 92204A801 $2.2M 1.43% 9,560 SH
21 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.1M 1.42% 4,444 SH
22 VANGUARD WORLD FD VIS 92204A603 $2.1M 1.41% 6,775 SH
23 VANGUARD WORLD FD VDC 92204A207 $2.1M 1.37% 9,134 SH
24 VANGUARD WORLD FD VOX 92204A884 $2.0M 1.36% 11,360 SH
25 VANGUARD WORLD FD VHT 92204A504 $2.0M 1.31% 7,211 SH
26 VANGUARD WORLD FD VGT 92204A702 $1.9M 1.28% 2,748 SH
27 VANGUARD WORLD FD VFH 92204A405 $1.9M 1.26% 15,704 SH
28 VANGUARD INDEX FDS VNQ 922908553 $1.9M 1.26% 21,316 SH
29 VANGUARD WORLD FD VCR 92204A108 $1.8M 1.23% 5,139 SH
30 VANGUARD BD INDEX FDS BSV 921937827 $1.8M 1.17% 22,465 SH
31 VANGUARD MALVERN FDS VTIP 922020805 $1.5M 1.00% 29,936 SH
32 VANGUARD WORLD FD EDV 921910709 $1.4M 0.96% 22,254 SH
33 VANGUARD BD INDEX FDS BIV 921937819 $1.2M 0.78% 15,209 SH
34 VANGUARD BD INDEX FDS BLV 921937793 $1.1M 0.76% 16,572 SH
35 HERON THERAPEUTICS INC HRTX 427746102 $1.1M 0.71% 1,341,361 SH
36 CONNECT BIOPHARMA HLDGS LTD CNTB G23549101 $1.1M 0.71% 404,365 SH
37 MICROSOFT CORP MSFT 594918104 $827.6K 0.55% 2,235 SH
38 APPLE INC AAPL 037833100 $782.9K 0.52% 3,085 SH
39 VANGUARD BD INDEX FDS BSV 921937827 $779.0K 0.52% 9,935 SH
40 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $693.9K 0.46% 1,448 SH
41 PROSHARES TR SSO 74347R107 $677.9K 0.45% 13,067 SH
42 PROSHARES TR QLD 74347R206 $641.8K 0.43% 10,522 SH
43 PROSHARES TR SSO 74347R107 $618.0K 0.41% 11,913 SH
44 PROSHARES TR QLD 74347R206 $587.0K 0.39% 9,623 SH
45 PROSHARES TR TQQQ 74347X831 $551.3K 0.37% 13,227 SH
46 VANGUARD MALVERN FDS VTIP 922020805 $518.8K 0.35% 10,386 SH
47 VANGUARD WORLD FD EDV 921910709 $492.0K 0.33% 7,575 SH
48 MIMEDX GROUP INC MDXG 602496101 $459.4K 0.31% 116,298 SH
49 PROSHARES TR TQQQ 74347X831 $373.0K 0.25% 8,948 SH
50 ALPHABET INC GOOGL 02079K305 $353.1K 0.24% 1,228 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-11 $150.2M 69 0001540462-26-000002
2025-12-31 2026-02-12 $157.2M 57 0001540462-26-000001
2025-09-30 2025-11-10 $158.4M 54 0001540462-25-000004