Richmond Investment Services, LLC has filed its Form 13F-HR for the period ending September 30, 2026. The filing discloses the firm holds 147 equity securities, with a total value of approximately $315.8 million.
The firm is managed by Matthew Richmond, who serves as Principal, CEO, and Chief Compliance Officer. The report lists a diverse portfolio of U.S. and international stocks, as well as exchange-traded funds (ETFs). The largest equity position disclosed is in NVIDIA Corporation, with 15,945 shares.
Other notable individual stock holdings include Alphabet Inc. Class A (4,644 shares), Apple Inc. (9,767 shares), Microsoft Corporation (3,591 shares), and Meta Platforms Inc. Class A (372 shares). The portfolio also includes significant positions in various ETFs, such as the VanEck Morningstar Wide Moat ETF (95,824 shares) and the Vanguard Mid-Cap Growth ETF (52,720 shares).
The filing indicates that all positions are held in a sole capacity.
