Richards, Merrill & Peterson, Inc. ETF holdings
Spokane, WA
Reported $94.1M in 143 ETFs in its Form 13F for June 30, 2026.
ETF value
$94.1M
ETFs held
143
Change from prior quarter
+19.4%
With price moves
ETFs as a share of its 13F
29.9%
of $315.1M
Top 10 of 143 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| QQQ | Invesco QQQ Trust | $11.7M | 15,835 | +212 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $7.2M | 9,677 | +294 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $5.1M | 162,179 | +10,350 shares |
| CGSD | Capital Group Short Duration Income ETF | $5.1M | 198,353 | +11,369 shares |
| VOO | Vanguard S&P 500 ETF | $4.6M | 6,694 | +157 shares |
| CGGR | Capital Group Growth ETF | $4.1M | 86,679 | +1,937 shares |
| CGDV | Capital Group Dividend Value ETF | $3.2M | 64,890 | +5,575 shares |
| INCM | Franklin Income Focus ETF | $3.2M | 110,145 | +37,400 shares |
| CGCB | Capital Group Core Bond ETF | $2.8M | 107,277 | +16,514 shares |
| PTRB | PGIM Total Return Bond ETF | $2.8M | 67,211 | +1,997 shares |
133 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0000090108. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Richards, Merrill & Peterson, Inc. own?
Richards, Merrill & Peterson, Inc. reported 143 ETF positions worth $94.1M in its Form 13F for June 30, 2026. The largest was QQQ, at $11.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.