Richwood Investment Advisors, LLC — 13F Holdings & Portfolio
CIK 1911900 · latest 13F-HR filed 2026-05-15
Richwood Investment Advisors, LLC manages $129.7M in 13F-reported U.S. long-equity assets across 98 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (20.21%), IJR (7.20%), IJH (7.05%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 9, added to 11, and trimmed 53.
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.
$129.7M
Long-equity book
98
Distinct positions
2026-03-31
Filed 2026-05-15
+1 / −9 / ↑11 / ↓53
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$239.0K +14.4%
- SERVICENOW INC$210.1K +8.1%
- JOHNSON & JOHNSON$117.7K +11.4%
- SYSCO CORP$99.1K +35.1%
- CONOCOPHILLIPS$87.9K +21.2%
Top Trims
- ELI LILLY & CO-$929.7K -12.8%
- TRACTOR SUPPLY CO-$316.9K -19.1%
- APPLE INC-$252.4K -8.2%
- LOWES COS INC-$249.0K -15.9%
- AMGEN INC-$242.9K -19.8%
Exited Positions
- SELECT SECTOR SPDR TR$306.9K
- THERMO FISHER SCIENTIFIC INC$263.5K
- ABBOTT LABS$231.0K
- 3M CO$229.3K
- PACKAGING CORP AMER$214.3K
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 | ISHARES TR | IVV | 464287200 | $26.2M | 20.21% | 40,152 | SH |
| 2 | ISHARES TR | IJR | 464287804 | $9.3M | 7.20% | 75,170 | SH |
| 3 | ISHARES TR | IJH | 464287507 | $9.2M | 7.05% | 135,546 | SH |
| 4 | ELI LILLY & CO | LLY | 532457108 | $6.3M | 4.87% | 6,870 | SH |
| 5 | ISHARES TR | EFA | 464287465 | $3.7M | 2.84% | 37,893 | SH |
| 6 | VISA INC | V | 92826C839 | $3.3M | 2.54% | 10,910 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $2.8M | 2.17% | 11,070 | SH |
| 8 | SERVICENOW INC | NOW | 81762P102 | $2.8M | 2.16% | 26,826 | SH |
| 9 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $2.5M | 1.94% | 3,690 | SH |
| 10 | CATERPILLAR INC | CAT | 149123101 | $2.3M | 1.77% | 3,234 | SH |
| 11 | LOCKHEED MARTIN CORP | LMT | 539830109 | $2.0M | 1.56% | 3,354 | SH |
| 12 | MASTERCARD INCORPORATED | MA | 57636Q104 | $2.0M | 1.53% | 3,964 | SH |
| 13 | EXXON MOBIL CORP | XOM | 30231G102 | $1.9M | 1.46% | 11,197 | SH |
| 14 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.8M | 1.40% | 1,825 | SH |
| 15 | ISHARES TR | DVY | 464287168 | $1.6M | 1.23% | 10,567 | SH |
| 16 | MERCK & CO INC | MRK | 58933Y105 | $1.6M | 1.23% | 13,229 | SH |
| 17 | HOME DEPOT INC | HD | 437076102 | $1.5M | 1.18% | 4,668 | SH |
| 18 | TRACTOR SUPPLY CO | TSCO | 892356106 | $1.3M | 1.03% | 29,613 | SH |
| 19 | LOWES COS INC | LOW | 548661107 | $1.3M | 1.02% | 5,576 | SH |
| 20 | MICROSOFT CORP | MSFT | 594918104 | $1.2M | 0.95% | 3,344 | SH |
| 21 | SPDR SERIES TRUST | SDY | 78464A763 | $1.2M | 0.94% | 8,332 | SH |
| 22 | MCDONALDS CORP | MCD | 580135101 | $1.2M | 0.93% | 3,900 | SH |
| 23 | WELLTOWER INC | WELL | 95040Q104 | $1.2M | 0.92% | 6,057 | SH |
| 24 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.2M | 0.89% | 4,711 | SH |
| 25 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $1.1M | 0.88% | 4,209 | SH |
| 26 | DEERE & CO | DE | 244199105 | $1.1M | 0.86% | 1,987 | SH |
| 27 | SNAP ON INC | SNA | 833034101 | $1.0M | 0.80% | 2,868 | SH |
| 28 | BOEING CO | BA | 097023105 | $996.5K | 0.77% | 5,007 | SH |
| 29 | WELLS FARGO & CO | WFC | 949746101 | $994.9K | 0.77% | 12,497 | SH |
| 30 | AMGEN INC | AMGN | 031162100 | $983.4K | 0.76% | 2,795 | SH |
| 31 | PROCTER & GAMBLE CO | PG | 742718109 | $962.5K | 0.74% | 6,663 | SH |
| 32 | FEDEX CORP | FDX | 31428X106 | $954.9K | 0.74% | 2,681 | SH |
| 33 | AMERICAN EXPRESS CO | AXP | 025816109 | $942.1K | 0.73% | 3,114 | SH |
| 34 | GENERAL DYNAMICS CORP | GD | 369550108 | $941.1K | 0.73% | 2,742 | SH |
| 35 | GILEAD SCIENCES INC | GILD | 375558103 | $858.2K | 0.66% | 6,158 | SH |
| 36 | ORACLE CORP | ORCL | 68389X105 | $854.7K | 0.66% | 5,810 | SH |
| 37 | PEPSICO INC | PEP | 713448108 | $848.5K | 0.65% | 5,464 | SH |
| 38 | COCA COLA CO | KO | 191216100 | $828.1K | 0.64% | 10,888 | SH |
| 39 | JPMORGAN CHASE & CO | JPM | 46625H100 | $765.1K | 0.59% | 2,601 | SH |
| 40 | EATON CORP PLC | ETN | G29183103 | $763.6K | 0.59% | 2,135 | SH |
| 41 | NVIDIA CORPORATION | NVDA | 67066G104 | $756.2K | 0.58% | 4,336 | SH |
| 42 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $754.9K | 0.58% | 5,097 | SH |
| 43 | PHILLIPS 66 | PSX | 718546104 | $748.8K | 0.58% | 4,110 | SH |
| 44 | WASTE MGMT INC DEL | WM | 94106L109 | $735.3K | 0.57% | 3,200 | SH |
| 45 | CITIGROUP INC | C | 172967424 | $727.1K | 0.56% | 6,411 | SH |
| 46 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $687.7K | 0.53% | 13,700 | SH |
| 47 | MORGAN STANLEY | MS | 617446448 | $676.0K | 0.52% | 4,107 | SH |
| 48 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $642.7K | 0.50% | 10,597 | SH |
| 49 | OSHKOSH CORP | OSK | 688239201 | $638.9K | 0.49% | 4,340 | SH |
| 50 | SOUTHERN CO | SO | 842587107 | $625.7K | 0.48% | 6,483 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $129.7M | 98 | 0001172661-26-002346 |
| 2025-12-31 | 2026-02-12 | $139.3M | 106 | 0001172661-26-000670 |
| 2025-09-30 | 2025-10-16 | $127.6M | 100 | 0001172661-25-004302 |