Richmond Investment Services, LLC - Portfolio overview

Richmond Investment Services, LLC has 275 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. IWL - ISHARES TR, 10.15%
2. QQQ - INVESCO QQQ TR, 6.17%
3. SPYM - SPDR SERIES TRUST, 5.55%

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

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