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Scott Richardson

Richardson Capital Management Llc

Assets Managed
$207.148M
Holdings
394
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
3.93%(2Q avg: -0.67%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Richardson Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 394 positions.

Assets under management

The assets under management (AUM) of Richardson Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 207.148M in assets, with a quarterly growth rate of 3.93% and a 2-quarter average growth rate of -0.67%. The portfolio is managed by Scott Richardson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 2.76%
22.24%
$46.049M
1.796M shares@ $25.64 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 2.46%
14.7%
$30.434M
1.045M shares@ $29.13 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 23.98%
13.54%
$28.04M
1.007M shares@ $27.86 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 17.53%
10.7%
$22.149M
37,067 shares@ $597.55 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.19%
8.66%
$17.923M
265,414 shares@ $67.54 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -40.31%
6.25%
$12.936M
421,632 shares@ $30.69 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.59%
5.02%
$10.398M
59,619 shares@ $174.41 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 7522.53%
2.49%
$5.147M
146,886 shares@ $35.04 avg price
MEMS
Matthews Em Discovery
Recent Activity
Increased 6.75%
1.83%
$3.787M
144,277 shares@ $26.25 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Decreased -9.8%
1.8%
$3.719M
120,126 shares@ $30.96 avg price

1-10 of 394