Richardson Financial Services Inc.
Annual return '25
+15.4%
SPY '25
+17.7%
Alpha
-2.3ptsvs SPY
Invested
$159.8M
Holdings
612
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: New position (2.0k shares)
4.4%
02
$SPYM
ST STR SPDR S&P 500 ETF
Held since at least Q1 2024
4.3%
03
$VTV
VANGUARD VALUE ETF
Held since at least Q1 2024
4.2%
04
$VUG
VANGUARD GROWTH ETF
Held since at least Q1 2024
3.8%
05
$NVDA
NVIDIA CORP
Q1 2026: Increased +11.3% (5.5k → 6.1k shares)
2.6%
06
$SPDW
SPDR Portfolio Developed Wld ex-US ETF
Held since at least Q1 2024
2.3%
07
$GOOGL
ALPHABET INC A
Q1 2026: Exited (was 648 shares)
2.2%
08
$VOO
VANGUARD S&P 500
Held since at least Q1 2024
2.1%
09
$HYG
ISHS IBOX $ H/Y CORP ETF
Held since at least Q1 2024
1.9%
10
$VEA
Vanguard FTSE Developed Markets ETF
Held since at least Q1 2024
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 21:37 UTC.