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Debora Caley

Richwood Investment Advisors, Llc

Assets Managed
$129.747M
Holdings
98
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
-6.83%(2Q avg: 1.15%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Richwood Investment Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 98 positions.

Assets under management

The assets under management (AUM) of Richwood Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 129.747M in assets, with a quarterly growth rate of -6.83% and a 2-quarter average growth rate of 1.15%. The portfolio is managed by Debora Caley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.44%
20.22%
$26.228M
40,152 shares@ $653.23 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 1.54%
7.21%
$9.344M
75,170 shares@ $124.32 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.97%
7.06%
$9.153M
135,546 shares@ $67.54 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 0.3%
4.88%
$6.319M
6,870 shares@ $919.78 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 2.31%
2.84%
$3.681M
37,893 shares@ $97.14 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 3.42%
2.55%
$3.297M
10,910 shares@ $302.24 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.56%
2.17%
$2.809M
11,070 shares@ $253.8 avg price
NOW
Servicenow Inc
Recent Activity
Increased 4.16%
2.17%
$2.805M
26,826 shares@ $104.55 avg price
NOC
Northrop Grumman Corp
Recent Activity
Increased 4.48%
1.95%
$2.518M
3,690 shares@ $682.34 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -1.22%
1.77%
$2.291M
3,234 shares@ $708.47 avg price

1-10 of 98