13F filer

Richmond Investment Services

As of Sep 30, 2026 Filed Oct 29, 2026 CIK 2031991 SEC filings ↗

13F Value

$315.8M

Positions

147

Top Position

IWL13.4%

Top 5

36.8%

Latest filing changes

vs Jun 30, 2026

1 IWL iShares Russell Top 200 ETF +2.2%+$908K

2 LLY Eli Lilly +132.0%+$860K

3 VEA Vanguard Developed Markets Index Fund — ETF Shares +277.7%+$729K

4 VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares +28.3%+$564K

5 CGBL Capital Group Core Balanced ETF — Share Class +27.1%+$482K

Holdings147

#
1	IWL iShares Russell Top 200 ETF	13.4%	$42.4M	+2.2%	222.9K	12.8%	ETF
2	QQQ Invesco QQQ Trust, Series 1	8.8%	$27.8M	+1.7%	37.5K	8.6%	ETF
3	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	7.0%	$22.2M	+0.3%	247.6K	6.9%	ETF
4	SMH VanEck Semiconductor ETF	3.9%	$12.3M	-2.4%	20.2K	4.3%	ETF
5	VNLA Janus Henderson Short Duration Income ETF	3.7%	$11.7M	+2.8%	240.3K	3.6%	ETF
6	GDX VanEck Gold Miners ETF	3.6%	$11.3M	-3.1%	128.3K	3.2%	ETF
7	MOAT VanEck Morningstar Wide Moat ETF	3.2%	$10.1M	+0.6%	95.9K	3.1%	ETF
8	SDVY First Trust SMID Cap Rising Dividend Achievers ETF	3.0%	$9.3M	+4.2%	229.7K	3.0%	ETF
9	FYC First Trust Small Cap Growth AlphaDEX Fund	2.8%	$9.0M	+0.6%	77.6K	3.1%	ETF
10	GPIX Goldman Sachs S&P 500 Premium Income ETF	2.6%	$8.1M	-2.4%	145.0K	2.6%	ETF
11	FEOE First Eagle Overseas Equity ETF	2.2%	$7.0M	+1.2%	131.1K	2.2%	ETF
12	AVEM Avantis Emerging Markets Equity ETF	2.2%	$7.0M	+2.1%	73.9K	2.2%	ETF
13	AIRR First Trust RBA American Industrial Renaissance ETF	2.0%	$6.3M	+5.9%	61.1K	2.4%	ETF
14	SPSM State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF	1.9%	$5.9M	-1.6%	111.9K	2.1%	ETF
15	BUFZ FT Vest Laddered Moderate Buffer ETF	1.7%	$5.3M	+9.8%	187.1K	1.5%	ETF
16	VEU Vanguard FTSE All-World ex-US Index Fund — ETF Shares	1.6%	$5.1M	-7.5%	61.7K	1.8%	ETF
17	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	1.5%	$4.9M	+0.5%	53.9K	1.5%	ETF
18	SPDW State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	1.4%	$4.5M	-0.4%	89.9K	1.4%	ETF
19	BRK.B Berkshire Hathaway Class B Filing details 084670702 Sep 30, 2026 7,831 reported quantity $3,899,455 reported value	1.2%	$3.9M	+9.0%	7.8K	1.1%	Common Stock
20	NVDA NVIDIA	1.2%	$3.6M	+6.0%	15.9K	1.0%	Common Stock

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 Filing11

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

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.