Richmond Investment Services, LLC
All 13F Filings
- Location
- Mequon, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 618,751
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/29/2026 | 255 | 618,751 | 13F-HR | Richmond Investment Services, LLC |
| Q4 2025 | 2/12/2026 | 235 | 578,520 | 13F-HR | Richmond Investment Services, LLC |
| Q3 2025 | 11/12/2025 | 224 | 537,353 | 13F-HR | Richmond Investment Services, LLC |
| Q2 2025 | 8/12/2025 | 207 | 473,486 | 13F-HR | Richmond Investment Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 143.8 K | 23.2% | 0 | 227.3 K | -227.3 K |
| ETFs | 472.5 K | 76.4% | 270 K | 0 | 270 K |
| Debt | 2.464 K | 0.4% | 0 | 115 | -115 |
| Other | 0 | 0.0% | 0 | 2.385 K | -2.385 K |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
618,751
Holdings
255
QoQ value change ($000)
40,231
(7.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.