Richard Young Associates, Ltd.

Q4 2025 13F-HR Holdings

Location
Augusta, GA
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
25
Total value ($000)
$128,050
Net value change ($000)
—
New positions
25
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 5/7/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAT 32,968 —
DFUV 32,821 —
DFAS 31,755 —
DFUS 9,081 —
DFIV 7,365 —
NVDA 3,694 —
AAPL 2,040 —
TSLA 1,346 —
KO 1,066 —
AMZN 773 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type