Richmond Brothers, Inc. - Portfolio overview

Richmond Brothers, Inc. has 36 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 29.59%
2. VPU - VANGUARD WORLD FD, 6.09%
3. VAW - VANGUARD WORLD FD, 5.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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