13F filer

Richardson Financial Services

As of Jun 30, 2026 Filed Aug 10, 2026 CIK 2012303 SEC filings ↗

13F Value

$176.3M

Positions

607

Top Position

SPYM4.7%

Top 5

20.3%

Latest filing changes

vs Mar 31, 2026

1 MU Micron Technology +114.3%+$814K

2 MGK Vanguard Morningstar Mega Cap Growth Index Fund — ETF Shares +50.2%+$553K

3 XLI State Street(R) Industrial Select Sector SPDR(R) ETF +97.9%+$472K

4 MGV Vanguard Morningstar Mega Cap Value Index Fund — ETF Shares +53.9%+$407K

5 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +4.9%+$389K

Holdings607

#							Trend (4Q)
1	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	4.7%	$8.2M	+4.9%	93.8K	4.3%		ETF
2	AAPL Apple	4.7%	$8.2M	+3.1%	28.3K	4.4%		Common Stock
3	VTV Vanguard Morningstar Value Index Fund — ETF Shares	4.2%	$7.3M	-0.8%	33.7K	4.2%		ETF
4	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	4.1%	$7.2M	—	83.2K	3.8%	—	ETF
5	NVDA NVIDIA	2.8%	$4.9M	+0.5%	24.3K	2.6%		Common Stock
6	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 11,822 reported quantity $4,224,825 reported value	2.4%	$4.2M	-3.0%	11.8K	2.2%		Common Stock
7	VOO Vanguard 500 Index Fund — ETF Shares	2.0%	$3.5M	-9.6%	5.1K	2.1%		ETF
8	SPDW State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	1.8%	$3.2M	-21.5%	63.6K	2.3%		ETF
9	HYG iShares iBoxx $ High Yield Corporate Bond ETF	1.8%	$3.2M	+2.0%	39.4K	1.9%		ETF
10	SPEM State Street(R) SPDR(R) Portfolio Emerging Markets ETF	1.8%	$3.1M	+4.2%	60.6K	1.7%		ETF
11	VEA Vanguard Developed Markets Index Fund — ETF Shares	1.7%	$3.0M	-5.0%	41.8K	1.8%		ETF
12	IEUR iShares Core MSCI Europe ETF	1.6%	$2.8M	-0.5%	37.7K	1.7%		ETF
13	IEMG iShares Core MSCI Emerging Markets ETF	1.5%	$2.7M	-3.9%	32.7K	1.5%		ETF
14	MSFT Microsoft	1.5%	$2.7M	+3.2%	7.2K	1.6%		Common Stock
15	AMZN Amazon	1.4%	$2.5M	+8.0%	10.5K	1.3%		Common Stock
16	VBK Vanguard Morningstar Small-Cap Growth Index Fund — ETF Shares	1.3%	$2.3M	+0.7%	6.2K	1.2%		ETF
17	AMD Advanced Micro Devices	1.3%	$2.2M	-3.1%	3.9K	0.5%		Common Stock
18	JPM JPMorgan Chase	1.1%	$2.0M	+8.9%	6.0K	1.0%		Common Stock
19	VBR Vanguard Morningstar Small-Cap Value Index Fund — ETF Shares	1.1%	$1.9M	+5.8%	7.9K	1.0%		ETF
20	MGK Vanguard Morningstar Mega Cap Growth Index Fund — ETF Shares	0.9%	$1.7M	+50.2%	18.8K	0.6%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing47

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.