Richwood Investment Advisors, LLC

Registered adviser

CIK

1911900

Location

Cincinnati, OH

Portfolio Value

Small $141,122,827

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,602 / 8,827 ▼ 134 · as of Jun 2026

Top Industry

Drug Manufacturers - General 17.5%

Period ended 39 days ago

Filed Oct 30, 2026 · 9d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 153550

Roster of Nov 1, 2026

Regulatory AUM

$155,072,855

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$155,072,855	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$137,442,911	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$123,097,078	Individuals and high net worth (100%)
May 2023 to Mar 2024	$114,738,410	Individuals and high net worth (100%)
Apr 2023	$114,738,410	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$120,312,261	Individuals and high net worth (100%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 60.6% of the book (60%+)

Turnover

Low turnover

8.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.1 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 75.4%; sector active share 38.4% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

108 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

39.8%

−1.0 pts

Top 5

52.6%

−0.8 pts

Top 10

60.1%

−0.5 pts

HHI

1,668

Moderately concentrated−80

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	42.5%	$59,999,657	20
Healthcare	12.4%	$17,540,028	14
Industrials	11.7%	$16,542,272	19
Technology	10.0%	$14,171,609	12
Financial Services	9.1%	$12,838,232	12
Consumer Defensive	4.5%	$6,397,258	10
Consumer Cyclical	3.8%	$5,350,017	7
Energy	2.7%	$3,745,446	4
Real Estate	1.3%	$1,856,542	3
Utilities	1.0%	$1,418,897	4
Communication Services	0.6%	$839,742	2
Basic Materials	0.3%	$423,127	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+738	11,851	$3,946,620
EFA	iShares MSCI EAFE ETF	+624	39,144	$4,066,670
BA	Boeing Co	+332	5,389	$1,002,623
HD	Home Depot, Inc.	+279	4,818	$1,370,672
MSFT	Microsoft Corp	+254	3,613	$1,853,107
MA	Mastercard Inc	+233	4,218	$2,326,100
UPS	United Parcel Service Inc	+210	6,376	$595,773
MET	Metlife Inc	+199	5,636	$530,685
JPM	Jpmorgan Chase & Co	+195	2,796	$925,000
JNJ	Johnson & Johnson	+178	5,207	$1,378,501
LMT	Lockheed Martin Corp	+166	3,401	$1,731,959
CVX	Chevron Corp	+157	2,498	$510,116
MRK	Merck & Co., Inc.	+156	13,201	$1,918,237
DE	Deere & Co	+132	2,412	$1,619,778
V	Visa Inc.	+127	10,358	$3,721,940
COP	Conocophillips	+120	3,701	$463,180
COST	Costco Wholesale Corp	+103	1,928	$1,755,135
SYY	Sysco Corp	+90	6,341	$494,344
TXN	Texas Instruments Inc	+85	1,045	$292,694
NOC	Northrop Grumman Corp	+75	3,884	$1,877,836
ADBE	Adobe Inc.	+70	1,892	$453,966
AXP	American Express Co	+59	3,334	$1,013,869
YUM	Yum Brands Inc	+48	3,991	$544,132
NVDA	Nvidia Corp	+35	4,471	$1,021,086
DAL	Delta Air Lines, Inc.	+33	8,194	$683,871
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IJH	iShares Core S&P Mid-Cap ETF	−2,699	127,802	$9,195,353
PFF	iShares Preferred and Income Securities ETF	−1,229	17,194	$507,223
IJR	iShares Core S&P Small-Cap ETF	−1,126	70,787	$9,629,863
NOW	ServiceNow, Inc.	−695	23,861	$3,197,612
—		−625	17,565	$0
IVV	iShares Core S&P 500 ETF	−509	38,656	$29,604,697
WFC	Wells Fargo & Company	−400	11,464	$917,693
PAYX	Paychex Inc	−400	2,037	$200,644
ISCB	iShares Trust	−380	8,554	$608,952
VZ	Verizon Communications Inc	−375	13,580	$622,914
COF	Capital One Financial Corp	−370	3,164	$610,873
CLX	Clorox Co	−366	3,478	$281,752
KO	Coca Cola Co	−341	11,248	$968,227
IJS	iShares S&P Small-Cap 600 Value ETF	−330	4,575	$586,057
GD	General Dynamics Corp	−325	2,327	$772,168
PFE	Pfizer Inc	−316	17,154	$489,232
MDT	Medtronic plc	−301	4,449	$383,904
DVY	iShares Select Dividend ETF	−285	10,142	$1,542,293
CAT	Caterpillar Inc	−247	3,062	$2,482,638
KMB	Kimberly Clark Corp	−209	3,678	$358,347
ETN	Eaton Corp plc	−207	1,908	$819,886
ED	Consolidated Edison Inc	−206	3,753	$383,594
BIIB	Biogen Inc.	−203	2,064	$466,216
WM	Waste Management Inc	−200	2,935	$598,505
SO	Southern Co	−200	6,743	$558,927
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	11,174	$1,818,568
TMO	Thermo Fisher Scientific Inc.	375	$253,143
WMT	Walmart Inc.	2,365	$245,770
META	Meta Platforms, Inc.	299	$216,828
QQQ	Invesco Qqq Trust, Series 1	275	$203,436
BLK	BlackRock, Inc.	191	$202,133
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
AMAT	Applied Materials Inc	355	$256,665
IP	International Paper Co	6,012	$229,057
Q	Qnity Electronics, Inc.	1,376	$224,714
MMM	3M Co	1,248	$202,063
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

108 tracked positions · $141,122,827 total · filing declares 108 positions · $141,618,740 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 108 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVV	iShares Core S&P 500 ETF	Reduced	38,656	-509	$29,604,697	+0.9%	20.98%
IJR	iShares Core S&P Small-Cap ETF	Reduced	70,787	-1,126	$9,629,863	−9.7%	6.82%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	127,802	-2,699	$9,195,353	−8.6%	6.52%
LLY	ELI LILLY & Co Healthcare	Reduced	6,262	-163	$7,245,634	−6.0%	5.13%
EFA	iShares MSCI EAFE ETF	Added	39,144	+624	$4,066,670	+1.6%	2.88%
AAPL	Apple Inc. Technology	Added	11,851	+738	$3,946,620	+22.7%	2.80%
V	Visa Inc. Financial Services	Added	10,358	+127	$3,721,940	+6.0%	2.64%
NOW	ServiceNow, Inc. Technology	Reduced	23,861	-695	$3,197,612	+31.2%	2.27%
CAT	Caterpillar Inc Industrials	Reduced	3,062	-247	$2,482,638	−29.5%	1.76%
MA	Mastercard Inc Financial Services	Added	4,218	+233	$2,326,100	+13.7%	1.65%
MRK	Merck & Co., Inc. Healthcare	Added	13,201	+156	$1,918,237	+14.4%	1.36%
NOC	Northrop Grumman Corp Industrials	Added	3,884	+75	$1,877,836	−3.2%	1.33%
MSFT	Microsoft Corp Technology	Added	3,613	+254	$1,853,107	+47.9%	1.31%
XOM	ExxonMobil Holdings Corp Energy	NEW	11,174	NEW	$1,818,568	NEW	1.29%
COST	Costco Wholesale Corp Consumer Defensive	Added	1,928	+103	$1,755,135	+2.8%	1.24%
LMT	Lockheed Martin Corp Industrials	Added	3,401	+166	$1,731,959	+5.1%	1.23%
DE	Deere & Co Industrials	Added	2,412	+132	$1,619,778	+12.0%	1.15%
DVY	iShares Select Dividend ETF	Reduced	10,142	-285	$1,542,293	−5.4%	1.09%
UNH	Unitedhealth Group Inc Healthcare	Reduced	4,014	-75	$1,473,459	−13.3%	1.04%
JNJ	Johnson & Johnson Healthcare	Added	5,207	+178	$1,378,501	+7.9%	0.98%
HD	Home Depot, Inc. Consumer Cyclical	Added	4,818	+279	$1,370,672	−14.4%	0.97%
WELL	Welltower Inc. Real Estate	Reduced	5,712	-96	$1,315,130	−0.2%	0.93%
INTC	Intel Corp Technology	Added	10,392	+16	$1,249,430	−13.8%	0.89%
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	Reduced	7,868	-180	$1,152,504	−5.9%	0.82%
AMGN	Amgen Inc Healthcare	Reduced	2,645	-85	$1,114,893	+12.8%	0.79%
LOW	Lowes Companies Inc Consumer Cyclical	Added	5,566	+10	$1,025,758	−16.3%	0.73%
NVDA	Nvidia Corp Technology	Added	4,471	+35	$1,021,086	+15.0%	0.72%
AXP	American Express Co Financial Services	Added	3,334	+59	$1,013,869	−8.5%	0.72%
BA	Boeing Co Industrials	Added	5,389	+332	$1,002,623	−8.4%	0.71%
SNA	Snap-on Inc Industrials	Reduced	2,708	-170	$983,951	−15.0%	0.70%
KO	Coca Cola Co Consumer Defensive	Reduced	11,248	-341	$968,227	+2.8%	0.69%
PSX	Phillips 66 Energy	Reduced	3,735	-195	$953,582	+43.5%	0.68%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	6,426	-113	$933,569	−2.6%	0.66%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,796	+195	$925,000	+8.6%	0.66%
WFC	Wells Fargo & Company Financial Services	Reduced	11,464	-400	$917,693	−6.4%	0.65%
TSCO	Tractor Supply Co Consumer Cyclical	Reduced	29,295	-93	$916,640	−1.3%	0.65%
GILD	Gilead Sciences, Inc. Healthcare	Held	5,873	0	$875,370	+18.0%	0.62%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	3,655	-145	$844,085	−17.8%	0.60%
FDX	Fedex Corp Industrials	Reduced	2,957	-5	$843,011	−9.1%	0.60%
MS	Morgan Stanley Financial Services	Reduced	4,367	-36	$821,345	−10.8%	0.58%
ETN	Eaton Corp plc Industrials	Reduced	1,908	-207	$819,886	−9.0%	0.58%
ORCL	Oracle Corp Technology	Held	5,810	0	$797,713	−6.3%	0.57%
C	Citigroup Inc Financial Services	Held	6,128	0	$793,453	−7.5%	0.56%
GD	General Dynamics Corp Industrials	Reduced	2,327	-325	$772,168	−17.8%	0.55%
PEP	Pepsico Inc Consumer Defensive	Reduced	5,943	-56	$753,096	−7.3%	0.53%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	11,252	-60	$702,124	+7.7%	0.50%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	4,497	-1	$697,934	−1.8%	0.49%
DAL	Delta Air Lines, Inc. Industrials	Added	8,194	+33	$683,871	−10.5%	0.48%
VZ	Verizon Communications Inc Communication Services	Reduced	13,580	-375	$622,914	+5.4%	0.44%
COF	Capital One Financial Corp Financial Services	Reduced	3,164	-370	$610,873	−13.8%	0.43%

Showing the top 50 of 108 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.