Richwood Investment Advisors, LLC ETF holdings
Cincinnati, OH
Reported $62.3M in 19 ETFs in its Form 13F for June 30, 2026.
ETF value
$62.3M
ETFs held
19
Change from prior quarter
+12.7%
With price moves
ETFs as a share of its 13F
43.8%
of $142.2M
Top 10 of 19 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $29.3M | 39,165 | −987 shares |
| IJR | iShares Core S&P Small-Cap ETF | $10.7M | 71,913 | −3,257 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $10.1M | 130,501 | −5,045 shares |
| EFA | iShares MSCI EAFE ETF | $4.0M | 38,520 | +627 shares |
| DVY | iShares Select Dividend ETF | $1.6M | 10,427 | −140 shares |
| SDY | State Street SPDR S&P Dividend ETF | $1.2M | 8,048 | −284 shares |
| VYM | Vanguard High Dividend Yield ETF | $711K | 4,498 | −599 shares |
| MSML | iShares MSCI USA Small-Cap ETF | $675K | 8,934 | −225 shares |
| IJS | iShares S&P Small-Cap 600 Value ETF | $670K | 4,905 | −100 shares |
| PFF | iShares Preferred and Income Securities ETF | $562K | 18,423 | −1,116 shares |
9 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) 0001911900. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Richwood Investment Advisors, LLC own?
Richwood Investment Advisors, LLC reported 19 ETF positions worth $62.3M in its Form 13F for June 30, 2026. The largest was IVV, at $29.3M.
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.