Richmond Brothers, Inc. — 13F Holdings & Portfolio

CIK 1540462 · latest 13F-HR filed 2026-08-11

Richmond Brothers, Inc. manages $192.3M in 13F-reported U.S. long-equity assets across 134 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are QQQ (10.98%), AAPL (4.01%), QQQ (3.77%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 61 new positions, exited 1, added to 8, and trimmed 24.

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.

Filer Information
Address
7415 FOXWORTH COURT
JACKSON, MI 49201
Phone
(517) 536-5000
Filing Manager
Richmond Brothers, Inc.
JACKSON, MI
Signatory
G. Matthew Pirner
Chief Compliance Officer
Loading holdings…
AUM

$192.3M

Long-equity book

Holdings

134

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+61 / −1 / ↑8 / ↓24

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLE INC$6.1M +207.0%
  • MICROSOFT CORP$5.1M +605.6%
  • AMAZON COM INC$3.1M +1400.9%
  • ALPHABET INC$2.2M +585.2%
  • PROSHARES TR$829.2K +89.7%
Show all 8

Top Trims

  • INVESCO QQQ TR-$15.2M -34.8%
  • VANGUARD WORLD FD-$5.3M -61.8%
  • VANGUARD WORLD FD-$4.0M -56.7%
  • VANGUARD WORLD FD-$3.9M -55.4%
  • VANGUARD WORLD FD-$3.8M -57.0%
Show all 24

New Positions

  • NVIDIA CORPORATION$6.3M
  • AIM ETF PRODUCTS TRUST$3.4M
  • AIM ETF PRODUCTS TRUST$3.1M
  • SPDR SERIES TRUST$2.8M
  • FIDELITY COVINGTON TRUST$2.7M
Show all 61

Exited Positions

  • SPDR SERIES TRUST$250.3K
Show all 1
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 $21.1M 10.98% 28,669 SH
2 APPLE INC AAPL 037833100 $7.7M 4.01% 26,668 SH
3 INVESCO QQQ TR QQQ 46090E103 $7.3M 3.77% 9,859 SH
4 NVIDIA CORPORATION NVDA 67066G104 $6.2M 3.24% 31,181 SH
5 MICROSOFT CORP MSFT 594918104 $5.3M 2.78% 14,328 SH
6 AIM ETF PRODUCTS TRUST SIXD 00888H646 $3.4M 1.79% 111,640 SH
7 VANGUARD WORLD FD VGT 92204A702 $3.4M 1.78% 28,569 SH
8 AMAZON COM INC AMZN 023135106 $3.2M 1.65% 13,278 SH
9 AIM ETF PRODUCTS TRUST MAYT 00888H760 $3.1M 1.60% 78,997 SH
10 VANGUARD WORLD FD VIS 92204A603 $3.1M 1.60% 8,523 SH
11 VANGUARD WORLD FD VDE 92204A306 $2.9M 1.50% 19,201 SH
12 VANGUARD WORLD FD VHT 92204A504 $2.8M 1.45% 9,309 SH
13 SPDR SERIES TRUST MDYG 78464A821 $2.8M 1.44% 24,659 SH
14 VANGUARD WORLD FD VAW 92204A801 $2.7M 1.42% 11,978 SH
15 FIDELITY COVINGTON TRUST FDIS 316092204 $2.7M 1.41% 26,432 SH
16 VANGUARD WORLD FD VPU 92204A876 $2.7M 1.41% 13,878 SH
17 ELEVATION SERIES TRUST ONEZ 210322608 $2.7M 1.41% 98,061 SH
18 FIDELITY COVINGTON TRUST FHLC 316092600 $2.7M 1.38% 34,305 SH
19 VANGUARD WORLD FD VOX 92204A884 $2.6M 1.37% 14,318 SH
20 VANGUARD WORLD FD VCR 92204A108 $2.5M 1.31% 6,367 SH
21 FIDELITY COVINGTON TRUST FIDU 316092709 $2.5M 1.31% 25,307 SH
22 VANGUARD WORLD FD VDC 92204A207 $2.5M 1.30% 11,124 SH
23 VANGUARD WORLD FD VFH 92204A405 $2.5M 1.30% 18,995 SH
24 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.5M 1.29% 4,954 SH
25 VANGUARD INDEX FDS VNQ 922908553 $2.5M 1.28% 25,499 SH
26 FIDELITY COVINGTON TRUST FUTY 316092865 $2.4M 1.27% 41,897 SH
27 AIM ETF PRODUCTS TRUST DECT 00888H836 $2.4M 1.23% 60,114 SH
28 META PLATFORMS INC META 30303M102 $2.3M 1.20% 4,091 SH
29 ALPHABET INC GOOGL 02079K305 $2.2M 1.14% 6,116 SH
30 SPDR SERIES TRUST MDYV 78464A839 $2.2M 1.12% 22,681 SH
31 MCDONALDS CORP MCD 580135101 $2.1M 1.11% 7,912 SH
32 MICRON TECHNOLOGY INC MU 595112103 $2.1M 1.09% 1,815 SH
33 VANGUARD BD INDEX FDS BIV 921937819 $2.1M 1.08% 27,082 SH
34 VANGUARD BD INDEX FDS BLV 921937793 $2.0M 1.06% 29,556 SH
35 AIM ETF PRODUCTS TRUST JUNT 00888H745 $2.0M 1.03% 52,590 SH
36 BROADCOM INC AVGO 11135F101 $2.0M 1.03% 5,228 SH
37 APPLIED MATLS INC AMAT 038222105 $1.9M 1.00% 2,670 SH
38 GUGGENHEIM STRATEGIC OPPORTU GOF 40167F101 $1.8M 0.96% 169,165 SH
39 CISCO SYS INC CSCO 17275R102 $1.8M 0.95% 15,599 SH
40 JOHNSON & JOHNSON JNJ 478160104 $1.8M 0.92% 6,945 SH
41 MASTERCARD INCORPORATED MA 57636Q104 $1.8M 0.91% 3,411 SH
42 PROSHARES TR TQQQ 74347X831 $1.7M 0.90% 21,394 SH
43 FIDELITY COVINGTON TRUST FMAT 316092881 $1.7M 0.90% 29,593 SH
44 AIM ETF PRODUCTS TRUST FEBT 00888H828 $1.6M 0.85% 39,690 SH
45 EXXON MOBIL CORP XOM 30231G102 $1.4M 0.70% 9,885 SH
46 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.3M 0.68% 4,674 SH
47 APPLE INC AAPL 037833100 $1.3M 0.68% 4,528 SH
48 WATTS WATER TECHNOLOGIES INC WTS 942749102 $1.3M 0.65% 3,212 SH
49 PHILIP MORRIS INTL INC PM 718172109 $1.3M 0.65% 6,935 SH
50 VISA INC V 92826C839 $1.2M 0.65% 3,634 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $192.3M 134 0001540462-26-000003
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