Richardson Financial Services Inc. ETF holdings
Medway, MA
Reported $95.6M in 158 ETFs in its Form 13F for June 30, 2026.
ETF value
$95.6M
ETFs held
158
Change from prior quarter
+10.5%
With price moves
ETFs as a share of its 13F
54.2%
of $176.3M
Top 10 of 158 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $8.2M | 93,773 | +4,422 shares |
| VTV | Vanguard Morningstar Value ETF | $7.3M | 33,676 | −276 shares |
| VUG | Vanguard Morningstar Growth ETF | $7.2M | 83,175 | +69,282 shares |
| VOO | Vanguard S&P 500 ETF | $3.5M | 5,068 | −536 shares |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $3.2M | 63,574 | −17,382 shares |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | $3.2M | 39,400 | +772 shares |
| SPEM | State Street SPDR Portfolio Emerging Markets ETF | $3.1M | 60,590 | +2,420 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $3.0M | 41,799 | −2,205 shares |
| IEUR | iShares Core MSCI Europe ETF | $2.8M | 37,657 | −193 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $2.7M | 32,678 | −1,322 shares |
148 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) 0002012303. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Richardson Financial Services Inc. own?
Richardson Financial Services Inc. reported 158 ETF positions worth $95.6M in its Form 13F for June 30, 2026. The largest was SPYM, at $8.2M.
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.